What Is the Difference Between Completing a Project vs Cancelling a Project?

Complete or Cancel Projects

Project owners and managers can complete or cancel a project on the Project Overview page. Either of these actions moves the project out of the pipeline and can be undone or have the date edited later if needed.

• Project Complete can be found on the lower right corner of the project's Overview tab.
• Project Complete will save all project data and record it within Metrics.
• Cancel Project will remove the project from your metrics.
• A completed project will move to the Recently Completed Projects status within the Project Status tab.

"Cancel Project" should be used in the following situations:

• You went to the evaluation, but no work was needed.
• You went to the evaluation, and your company is unable to do the job.
• The customer has been non-responsive to schedule an evaluation.

"Project Complete" should be used in the following situations:

• You have finished the job.
• You have sent out a bid but did not win the job.
• You have sent out a bid, and the customer has been non-responsive or puts the project on hold for a significant amount of time.
• Your customer can still accept completed projects through the normal process. If this happens, you can "undo project complete" or create a new bid with updated services, pricing, or contract language.