Opportunities are created when potential work is identified, and proceed through stages as they become more likely, including scoping and estimation, and finally they are reviewed and approved as a proposal and presented to the client. Once a proposal is accepted, the form of the acceptance is reviewed to confirm that the authorization to proceed with the work is valid, and then the opportunity
becomes a project.

A project can be held or actively executed, and then when it is complete, the project is reviewed in two stages by finance/operations and management approvers. These final reviews gauge the performance of the project and of the team, the actions of the client, and more, with the intention of gaining as much knowledge as possible for future benefit.

The following table illustrates the stages of the default workflow. The information in the table shows on the left all of the stages a project or opportunity can be in. In the middle is given information about two major permissions for each stage, whether resources can charge time or expense to the project, and if invoices can be generated. On the right, the table shows the stages that can be moved TO, who can move the stage, and if there are any special or supplementary conditions to allow the move. Attempting to move to a disallowed stage will cause an explanatory message to appear, giving the user an idea of who (if anyone) can make the required move. Any stage that requires an approver will also send an email notification to the potential approvers. Moving to a stage indicating the loss of an opportunity or project will cause an email to be sent to management approvers, with a user-entered explanation about the loss.