What you need to know
Cancel a project when the work stops. Nothing is deleted: its tasks and history stay, and it stays in the list so you can reactivate it. While it is canceled, nobody can change its values or its tasks. You need to be a department manager or a company administrator. After a lost bid, a No-go or a client who declines, Stop work on the task's card does it in one act. Marking a property Dead cancels that property's remaining work by itself, under the name of whoever finished the task; a manager can reactivate it.
Cancel a project
- Open Workflow Projects and choose the department.
- On the project's row, select Cancel project. Workflow asks first.
- Select Cancel project in the question. Select Keep it to change nothing.
The row now shows Canceled, with the day and who canceled it. It moves to the end of the list, in gray.
Stop the work after a negative answer
When the go or no-go is No-go, the client loses the bid or the client declines, a manager stops the engagement's work in one act, from that task's card. The person on the task records the answer first.
Before you do this
Stop work cancels the engagement's work. It also drops each property with no payment received: its task to mark the property Dead opens for the transaction coordinator, who finishes it with its reason, and the property's Status becomes Dead. A property with a payment received is left out, because it ends as Closed. The work on each property stays open until a manager cancels it.- Open the engagement, and the card of the task that holds the answer: the go or no-go, the bid, or the client's decision to go ahead.
- Select Stop work. Workflow lists the work it cancels, each property it drops, and each property it leaves out, with the reason.
- Select Stop work in the question. Select Keep it to change nothing.
A message titled Work stopped says what changed. If it is refused, see Stop work was refused.
Reactivate a project
Before you do this
Workflow also shows each project's tasks on a shared task board. While a project is canceled, Workflow stops updating that board. When you reactivate the project, Workflow sets the board back to match the project. So if someone moved a task on the board while the project was canceled, that move is lost.- On Workflow Projects, find the canceled project. To see only canceled ones, set Status to Canceled.
- Select Reactivate on its row. Workflow asks first.
- Select Reactivate in the question. Select Not now to change nothing.
Confirm it worked
- After a cancel, the row shows Canceled. On the record's page, while no other work runs there, the Work panel says the work was canceled and on which day, such as “Work on this engagement was canceled on 10/28/2026.”
- After Stop work, the engagement's work shows Canceled, and each dropped property's task to mark it Dead is open.
- After a reactivate, the row shows its usual status again, such as Ready, and its values and tasks can change.
- If a PSA amendment arrived on the engagement's work while the project was canceled, an approval given before it shows Stale: new amendment and is asked for again.
If it did not work
A message says Not canceled or Not reactivated: read its reason. If it says your role does not allow it, ask a manager of the department. See Who can see and do what.
If the message says “This property was deleted on 10/06/2026; its work is paused until it is restored.”, the work's property or engagement was deleted, and nobody can change its work until the record is restored. See A project or its tasks disappeared.