Project Management

Manage a project through delivery

Work with project records, milestones, tasks, and approvals.

User guide · 2 min read

Before you begin

Identify the project owner, department, team, dates, and budget. Check whether you have permission to create projects or manage the selected project.

Open Projects and create or select an engagement.
Review the project’s owner, department, team, schedule, budget, and current stage.
Add milestones and tasks, assign responsibility, and follow progress in the available project views.
Review approvals and billing readiness before passing completed milestones to finance.

Concept	What to know
Stage	The delivery state, such as Draft, Planning, Active, Under review, Invoiceable, Invoiced, Completed, or Closed. Available transitions depend on the current stage and configuration.
Milestone	A delivery checkpoint. Review its completion and billing readiness before requesting an invoice.
Task	An assigned piece of work used to track delivery progress and, when configured, time.
Owner	The person responsible for the project. A displayed project-role label alone does not grant management rights.

Only transitions allowed from the current stage are offered. Closed and cancelled projects have no outgoing transitions in the default configuration.

Check milestone billing readiness and the approval state separately. Completion is not an invoice approval.