Status
The Status section tracks each costing item through its lifecycle so teams see whether work is draft, active, or expired. The control sits at the bottom of the costing card and saves changes as soon as you pick a value. Use it to align approvals, reporting, and retirement of outdated price builds. Status mirrors the costing approval workflow—Draft whilst iterating numbers, Active when approved for operational use, and Expired when the build must not drive new commitments. Pair it with Advanced Details status when templates require parallel internal tracking before pricing pushes to the style.
Core Actions
These actions are available to all users with access to the costing record and allow for basic status management.
| Feature | Description |
|---|---|
| Update Status | Open a costing card, scroll to the bottom of the form, and click the Status button. Select a new status from the dropdown list. The change will be saved automatically and reflected throughout the system. (Available to all users with costing access) |
Status Options
| Status | Description |
|---|---|
| Draft | Indicates that the costing is still being prepared and is not yet in use. |
| Active | The costing is finalised and currently in use. |
| Expired | The costing is outdated and should no longer be used for decision-making. |
Why Status Matters
Keeping costing statuses up to date helps avoid mistakes and ensures that teams are always working with accurate and current information.
Best Practices
Use Draft Whilst Preparing: Use Draft whilst preparing costings to prevent premature use.
Switch to Active After Review: Switch to Active only after internal review and sign-off.
Periodically Review Expired Items: Periodically review and Expire outdated costings to maintain system hygiene.