Project Status indicates the current lifecycle stage of a project. It helps teams quickly understand whether a project is active, completed, or intentionally excluded from operational reporting.

You will see project status displayed across many areas of OnRamp, including:

• The Projects list

• Filters and saved views

• Reporting and Insights

• Individual project pages

Projects can exist in three primary statuses.

Project Status Types

In Progress

A project marked In Progress is currently active.

This means the project still contains work that needs to be completed by either the internal team or the customer.

Most projects will remain In Progress during onboarding while tasks are being completed.

Examples of projects that are typically In Progress:

• A newly created onboarding project

• A project where tasks are still being completed

• A project awaiting customer input or responses

This status helps teams focus on active work.

Complete

A project marked Complete indicates that the onboarding work has finished.

Typically, this means:

• All required tasks have been completed, or

• The onboarding process has been finalized and closed out by the team

Once a project is marked Complete, it will appear in completed project views and reporting.

Completed projects remain accessible for reference, reporting, and historical context.

Archived

A project marked Archived has been intentionally removed from active and completed operational views.

Archiving is useful for projects that should not be included in standard reporting or dashboards.

Common examples include:

• Test projects

• Cancelled implementations

• Duplicate projects

• Projects created during internal experimentation

By archiving these projects, teams can keep operational views and reporting focused only on meaningful onboarding work.

Archived projects remain accessible if needed but are excluded from normal project lists and insights.

How Project Status Changes

Project status can change in a few ways depending on how your team manages projects.

Common examples include:

Manual completion
A team member marks the project as Complete once onboarding work is finished.

Manual archiving
A team member marks a project as Archived when it should no longer be included in active or completed reporting.

This gives teams flexibility in managing project lifecycle and maintaining clean operational data.

Why Project Status Matters

Project Status helps teams:

• Quickly identify active onboarding work

• Separate completed projects from ongoing ones

• Exclude cancelled or test projects from reporting

• Keep dashboards and insights accurate

For example, the default project filters include:

• In Progress

• Complete

Archived projects are intentionally excluded from these views to keep reporting focused on real customer work.

Using Project Status in Filters

Project Status can be used when creating project filters.

This allows teams to create filtered views such as:

Active onboarding work

Project Status = In Progress

Historical onboarding projects

Project Status = Complete

Archived projects are typically excluded from operational filters unless specifically included.

Best Practices

✔ Keep projects In Progress while onboarding work is ongoing
✔ Mark projects Complete once onboarding is finished
✔ Archive test or cancelled projects to keep reporting clean
✔ Use project status filters to organize project views

Maintaining accurate project status helps ensure dashboards, filters, and insights remain reliable.