Projects & Delivery
Plan the work, track the time, and bill what was done.
Projects hold tasks, people and time. When a deal is won a project can be opened for it, and the hours logged turn into invoice lines.
What you can do
- Projects linked to the client company and the deal that won them
- Task boards, a Gantt view, task dependencies and sprint boards for agile teams
- Project templates, so a repeatable job starts with its tasks already in place
- Time tracking that flows into a billing run, so billable hours become invoices
- Milestone billing schedules tied to contracts
- Resource booking, so you can see who is free
- A client portal where customers follow progress, invoices and tickets with a private link