Manage Work and Teams
Project Management
Projects with milestones, budgets and a status you can report without assembling it.
The business problem
Projects run past their dates and over their budgets, and it is only obvious once it is too late to act. Files live in personal drives, and status reporting means chasing several people.
Core capabilities
- Projects with milestones and phases
- Team assignment and responsibility
- Budget tracking against actuals
- Boards and status views
- Project files kept with the project
How we deliver it
Define project templates for your common work types
Set milestone and budget structures
Establish reporting cadence and ownership
Customisation
Project templates, milestone structures, budget categories and board columns are configurable.
What to have ready
Most of what decides whether this works is settled before any software is configured.
- A project structure that matches how you actually bill — phases, milestones or time
- Who approves scope changes, and what happens when they are refused
- Baseline estimates you are prepared to compare actuals against
- Whether clients will see any of it, because that changes what you record
When this is not the right fit
- Your work is repeating operations rather than projects with a start and an end
- You need construction or engineering scheduling with resource levelling and critical path as core
- Projects are run entirely by one person who is also the only stakeholder
Relevant industries
Integration possibilities
Every integration carries an honest status. Open one to see its current position, what it connects and what it needs.
Questions
Talk to us about project management
Tell us how this works in your business today and we will be straightforward about what fits.