See it all the time, but not totally sure what it means?
Planning
Planning is all pre-sale stages plus the status “Awaiting Start”
- When still in planning, everything done can be undone
- Kind of the point. All the possibilities are being played with and varied
- Note again that Awaiting Start is here.
- There shouldn’t be actuals in a planning project, and even if they exist, we won’t display them (unless a project has been manually reverted to planning)
Tracking
Tracking is predominantly “In Progress”, but also includes “On Hold” and “Complete”
- Decisions have been made and there’s now a concrete plan to follow, presumably contractual.
- When a project moves from planning to tracking (explicitly, from Awaiting Start to In Progress), a timesheet project will be created or linked.