Item Status Workflow
Every direct cost item, overhead and breakdown has a status. It is informational — TX1 never hides an Approved item — but it drives dashboards, colour coding and sign-off.
The Four Statuses
| Status | Meaning | Typical user |
|---|---|---|
| Draft | Just created, rates / qtys may be placeholders. | Estimator |
| Review | Submitted for internal review. | Senior estimator / QS |
| Approved | Signed off technically. | Project manager |
| Complete | Frozen; treated as final for reporting. | Commercial manager |
Status is an integer enum stored with each item. If the database ever holds an invalid value, the getter falls back to Draft to keep the grid safe.
Moving Through the Workflow
The status column is a dropdown on the item grid. Change it inline, or select multiple rows and use Set Status on the toolbar.
The Status Workflow Service enforces only one rule by default:
- You cannot set an item to Complete while any of its children are still Draft.
Everything else is up to organisational convention.
Colour Coding
The item grid shows a coloured dot or cell background per status. You can customise colours under Settings → Appearance.
Status vs. Pricing Mode vs. Omitted
These three controls are independent.
| Control | Affects totals? | Affects display? |
|---|---|---|
| Status | No | Colour coding |
| Pricing Mode | Yes | Sell rate behaviour |
| IsOmitted | Yes (excluded) | Greyed out |
| IsHiddenAndIncluded | Yes (included via apportionment) | Hidden from grid unless "show hidden" is on |
See 04.5 for pricing modes and 04.6 for apportionment / hidden items.
Summary KPI
The Summary view counts DraftItemCount, ReviewItemCount, CompleteItemCount and OmittedItemCount. The dashboard flags UnfinishedItemCount = Draft + Review, and an IsProjectHealthy flag becomes true only when UnfinishedItemCount and OmittedItemCount are both zero.