Project Stages

Project Stages (/admin/project-stages) classifies project estimates by stage (for example Bidding or Awarded). The list can show a color dot beside Name when a color is set.

Permissions: FunctionId PROJECT_STAGE (24), menu Estimating → Libraries → Project Stages (function.url = project_stage). View, Add (New), Edit, and Delete follow the standard catalog columns.

Screen layout

Project Stages maintainer with search, export, and status column

Figure: Name column with optional color swatch, Status, Search, Export, New, and row ⋮.

RegionWhat you see
Page toolbarTitle Project Stages, subtitle, New, ? help.
Data cardSearch, Export, Name (with color dot), Status, checkboxes, bulk delete, pagination.
ModalName, Color picker, Status; Cancel / Save in header.

Default sort: Name ascending.

List behavior

  • Search — matches stage Name.
  • Export — Copy, Excel, CSV for the current page.
  • Row ⋮ — Edit · Delete.
FieldRules
NameRequired.
ColorOptional — shows as a dot in the list when set.
StatusActive / Inactive.

Delete

Blocked when a project estimate still references the stage (legacy English messages). Bulk delete uses the same rules.

Success toast: The operation was successful.