Run operations · Available
Projects
Plan work, track time and bill clients from one place.
Projects covers tasks, boards, Gantt, timers and timesheets, with budgets and milestones. Billing runs turn time, milestones, fixed fees and expenses into Books invoices, and clients follow progress in the portal.
- project manager
- agency owner
- consultant
What it changes
Why teams run Projects
- Time and milestones turn into invoices in a billing run.
- Budgets are compared with actuals as the work happens.
- Clients follow progress in the portal.
Capabilities
In Projects today
Each item below is built and in the product now.
- Available
Projects, members and templates
Members with roles and rates; templates and duplicate, large ones queued.
- Available
Tasks and boards
Kanban, subtasks, dependencies, recurring tasks, approval lane, tasks on any record.
- Available
Gantt charts
Gantt per project and a read-only cross-project view.
- Available
Time tracking and timesheets
Timers, manual entries, weekly timesheets with approval, hour caps.
- Available
Budgets and milestones
Budget versus actuals; milestones and financial summary.
- Available
Billing runs into Books
Time, milestones and fixed fees become invoices; retainers drawn per run.
- Available
Client portal and ratings
Client visibility controls, portal access, rating of a finished project, dossier PDF.
- Available
Workload and capacity
Capacity planning capped by attendance.
Not advertised as live yet
- PlannedBurndown chartsPlanned for a later release.
- PlannedExchange rates on re-billed expensesPlanned for a later release.
On the same record
How Projects connects
What happens in Projects is already in these products, with nothing exported or re-typed.
See it working
A walkthrough with the people who build it.
We show Projects on a real workspace in a demo call, with your own kind of data, rather than with stock screenshots.
Questions
Projects, answered plainly.
Is Projects available today?
Yes. Everything listed under "In Projects today" is built and in the product now. Anything planned is listed separately and marked.
Can I use Projects on its own?
Yes. Switch on Projects alone and add other products when you need them. What you entered is already there for them.
What does Projects work with?
It writes into or reads from Books, CRM, Sales, People, Desk, on the same record, so nothing is exported or re-typed.
Which countries is it for?
Sri Lanka first, then the United Kingdom, Canada, Australia and the United States: their currencies, address formats and week starts are already settings. Tax and payroll rates are unverified until an accountant signs them off.