All statuses explained

How to read this page

Most statuses move by themselves when someone acts: sending, accepting, approving, signing. You rarely set a status by hand. The "Who moves it" column tells you whose action changes it. The same word can mean different things in different modules: Sent on an offer request means you invited partners, Sent on an offer card means the offer went to the client. Always read the status together with the screen it is on. Where a state exists in the system but is not shown as a label, the table says so and names what you see instead.

Project phases

The phase is shown as the colored Status (Статус) pill in the project header and in the project list. It is kept separately for each company on the project. See The project page.

With several requests on one project, the project shows the most advanced phase. Once in Execution, later offer events do not pull the project back.

BoQ documents and versions

Every BoQ (offer, budget draft, budget, contract) goes through versions. The version status shows in the version history and on the offer card band. See Versions, comparing and locking.

BoQ imports

See Importing a BoQ from Excel.

Resource analysis

See Resource analysis.

Offer requests: the asking company

The status chip of a request shows in the request panel and on the Outgoing bid requests (Изходящи запитвания) list. See Creating and sending an offer request and Revisions, withdrawing and closing.

Partner status on a request

Each partner card in the request panel has its own status.

The request timeline in the panel has five steps: Created (Създадено) → Sent (Изпратено) → Offers (Оферти, "{count} of {total}") → Awarded (Възложено) → Signed (Подписано).

Offer requests: the answering company

On the Requests (Запитвания) list in the company sidebar each received request has a pill. See Incoming offer requests (subcontractor side).

Inside the project, the Offers page shows the same request with the client's wording: Sent (Изпратена), Processing (Обработва се), Received (Получена), Declined, Withdrawn or Awarded to someone else. The project page's Incoming requests (Входящи запитвания) card shows Offering, Update requested, Offer sent, Contract proposal or Contract for each request.

Offers (the answering company's offer cards)

An offer card on the Offers (Оферти) page has a status band with the version status from the BoQ table above, and badges for the client's decisions. See Preparing and submitting an offer.

Update request on an offer

Contracting schedule packages

See Contracting schedule and packages.

A late step shows Overdue · {days} days (Просрочено · {days} дни). A contract replaced by a change order shows as Replaced (Заменен).

Contract proposals and contracts

A contract itself has three states in the system: draft, signed and deactivated. They are not shown as one status pill; you recognize them by where the contract appears and by the banners and pills below. See Contracts: signing, details and history and Contract proposals.

Pills on the contract lists

Change orders

See Change orders and extensions and Partial acceptance.

The client's update request (Request update / Заяви актуализация) moves through requested, in progress (the contractor clicked Make a change / Направи промяна), answered (the change was proposed) and closed (the change was accepted, declined or finalized). These steps appear in the Contract change history, not as a separate pill. While a change proposal is pending, a new update request is refused.

Commitments behind the budget

See Investment budget and Financial dashboard: committed, certified, margin.

Payment applications

The screens call a payment application Report (Отчет). See How a payment application works.

A submitted report shows whose turn it is ("Waiting on {company}"). Each submission or counter-proposal is a round in the report history. Invoices and payments are not tracked after approval.

Schedules

See Versions, locking and comparing and Linking the BoQ: distribution and matching.

In the history panel the version you are looking at carries the tag Viewing (Преглеждате). A subcontractor's slice carries the badge Slice of master schedule — Version {version} (Срез от майсторски график — Версия {version}). See Publishing to subcontractors (slices).

BoQ coverage in the schedule

Task boards

Every board uses the same four statuses; you cannot add your own. See Tasks: details, subtasks, comments, activity.

Priorities: Urgent (Спешно, red), High (Висок, orange), Medium (Среден, blue, the default) and Low (Нисък). An overdue due date shows in red with "overdue" (просрочена). An assignee who lost access shows "No longer has access".

Meetings

See Meetings and Recording, transcript and AI insights.

Speaker matching and suggestions

Files: 3D/CAD processing

See 3D/BIM models and processing credits.

Items in the Trash show Restorable until a date 30 days after deletion. See Trash and restoring.

Company, members and subscription

Invitations

The Licence (Лиценз) column on Employees shows Active (Активен) or No licence (Без лиценз). A member with no license works with Free-plan features. See Members, invitations and licences.

Plan and invoices

See Subscription, plans and billing.

Credits

The credit chip in the File manager action bar shows these states. The credit chip under the message field of the BORO panel shows the lightning icon and the balance, turns orange below 50 credits and red at 0.

See Credits (BORO, file processing).

Notifications

The bell counter counts open action items, not unread ones. See Notifications and their settings.

BORO

A change BORO proposes waits on an approval card Requires approval (Изисква одобрение) until you click Approve (Одобри) or Decline (Откажи). Long work runs as a background task with these statuses:

See Approvals and background tasks.

Common questions

Related

• End-to-end: from BoQ to payment
• Glossary
• Troubleshooting and FAQ
• The project page