---
title: "Project status"
slug: "bc-project-status"
description: "Manage your projects effectively with Project Control Suite in Microsoft Dynamics 365 Business Central, from planning to completion and cost tracking."
updated: 2026-06-25T09:59:10Z
published: 2026-06-25T09:59:10Z
canonical: "docs.staedean.com/bc-project-status"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staedean.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Project status

In Industrial Equipment Manufacturing, **Project Control Suite** is a complete project management solution to manage projects effectively from within Microsoft Dynamics 365 Business Central. Start with defining a project deliverable, costs, tasks, and task sequence to calculate a timeline. Track project task progress with lifecycle-based status control, and charge costs (including resource, material, and equipment usage) to a project during execution.

Full integration with Microsoft Dynamics 365 Business Central sales, purchasing, assembly, inventory and warehouse management, manufacturing, and service management keeps you in touch with every aspect of a project through its execution.

![Project Status](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/JobStates.png)

## Planning

The project is being planned. When a project has the status **Planning**, you can make preliminary calculations and set up the project's structure before reaching the **Quote** status.

Use estimates to create a high-level cost estimate based on elements and activities for the project, to be detailed out in the **Quote** status.

Create a project in the **Planning** status by selecting **Planning** in the **Create Project Wizard**. Either specify a template or leave the fields on the second page of the wizard empty to estimate the project.

From the **Planning** status, you can create a service object from the project deliverable. With this service object, the service department can start planning and prepare service contracts. When the project progresses, service items are added to the service object.

## Quote

A project quote is a special kind of sales quote. When a project has the status **Quote**, you can make preliminary calculations and offer the project to a customer. You can set up or change the project's structure and schedule.

Create a project quote from the **Planning** status, directly from an opportunity, through the **Create Project Wizard**, or manually through the **New** action. You can create a project quote for a contact in combination with a customer template.

When an estimate exists, break it down into budget lines with the **Breakdown** function, where each project cost type per element can be broken down into individual budget lines.

You can archive project quotes to work with several versions of the project quote. The current version is always the active one. Create a new version by archiving the current version or restoring a previously archived version.

When the project quote is won and promoted to the **Order** status, a customer is created (when required) and the project quote is archived. When a project quote is lost, the status changes to **Completed**.

## Open

A project with the status **Open** is a special kind of sales order. Every control feature of the project can be maintained (**Planning**, **WIP**, **Posting**). Use sales invoices and credit memos to invoice the project as per the invoicing method.

You can select project items for which a **Service Item Group** is selected and where **Create Service Item** is enabled. Select them from the **Project Item List** and create them as service items. When creating the service item, you can link it to the project's service object.

## Completed

The project is done. Use the **Completed** status to close the project. You can use the statistics on a completed project for comparison purposes and for planning future projects. Compare the actual costs of the completed project to the scheduled figures. Keep this information not only for comparison, but also as a guideline or template for future projects.

## Related

- [Design details](/bc-design-details-pcs.md)
- [Project Control Suite](/bc-project-control-suite.md)