Projects in OnRamp help teams manage onboarding and implementation work with customers. As work progresses, you may want to indicate when a project has been finished or remove it from active views.

By default, all new projects start with a status of In Progress.

When work is finished, a project can be completed. If a project should be excluded from normal views or reporting—such as test or cancelled projects—it can be archived.

How to Mark a Project Complete or Archived

To update a project’s status:

1. Open the Project

2. Click the Settings tab

3. Choose one of the available options:

   • Complete Project

   • Archive Project

The project will immediately update to the selected status.

Completing all Tasks in a Project will also cause the project to update to a 'Complete' status automatically.

Using Custom Internal Statuses

Some teams prefer to track more granular internal project stages than the default statuses available in OnRamp.

For example:

• Kickoff Scheduled

• Implementation In Progress

• Awaiting Customer Input

• Internal Review

• Ready for Go-Live

These additional statuses can be created using Project Data Fields.

Teams commonly create a custom data field such as:

Internal Project Status

This allows you to define and track more detailed stages while still using the built-in project statuses:

• In Progress

• Complete

• Archived

This approach provides flexibility while keeping reporting and system behavior consistent.

Best Practices

✔ Mark projects Complete when onboarding work has finished
✔ Archive test or cancelled projects so they do not affect reporting
✔ Use data fields for more detailed internal project stages
✔ Keep project statuses up to date so dashboards and insights remain accurate

Maintaining accurate project status helps teams quickly understand what work is active and what has already been completed.