Delivery · Project Management
A project has a state, and the state means something.
Eleven stages, with the transitions between them enforced by the server.
Draft
Initiated
Planning
Active
Under review
Invoiceable
Invoiced
Completed
Closed
Also reachable
Suspended, Cancelled
Enforced by
The API, not the UI
Who can move it
Owner, or admin.configure
Suspended and Cancelled are reachable from most stages. Closed and Cancelled are terminal.
Current capabilities
What you can do in Project Management
Stage, health, budget, and team on one page — with milestones driving billing readiness automatically.
- Stage, health, and budget tracking with automatic archiving on completion
- Milestones with billing-readiness and approval status built in
- Team allocation scoped to department, with role-based visibility
- Gantt and board views for tasks, plus per-project activity timelines
On every project
One page, the whole engagement.
MilestonesWith billing-readiness and approval status built in, so finance isn't guessing what's deliverable.
TasksBoard and Gantt views over the same tasks, plus templates for work you run repeatedly.
FinancialsTotal hours, budget remaining, internal cost, and invoiced amount against the contract value.
TeamAllocation scoped by department, with per-member financial visibility controlled separately.
DeliverablesWhat's owed, what's been submitted, and what's been accepted — tracked apart from tasks.
ActivityA timeline of what changed and who changed it, alongside a project discussion thread.
Budgets that raise their hand before the overrun.
Set an alert threshold per project and the burn is watched against it as time is logged — rather than discovered when someone opens the financials tab at month-end.
Working with people outside the workspace
Clients get a portal scoped to their own project. Collaborators can be granted access to a single project without a seat, and anyone with a link can raise a task request that lands in your queue rather than someone's inbox.
Next
Where this connects.
See Project Management on your own work.
We'll run a live project of yours through it rather than showing a demo tenant.
Request a demo