Projects
Early accessProjects that start from the proposal and end at the invoice
Create a project from an accepted quotation, plan milestones, track time and budget, and bill from the same place.
Projects is in early access. Available to invited workspaces while we finish it. The capabilities below describe what early-access workspaces can use; details may change before general availability.
What's included
Projects, in practice
Create from a quotation
Accepted quotation lines become project scope and milestones, so the project starts with the budget the client agreed to.
Milestones and phases
Break work into phases with target dates. See what is on track, at risk or done at a glance.
Budget and time tracking
Track hours and expenses against the project budget and see burn before it becomes a problem.
Project documents
Briefs, deliverables and client files live on the project, shared with the right people only.
Status for clients and teams
A project status summary you can share, generated from real milestones and tasks rather than written from memory.
Bill from the project
Raise an invoice for a milestone, a period of time, or the whole project without retyping the scope.
Outcomes
What changes for your team
- Scope agreed once, used everywhere
- Budget visibility before overrun
- Faster, more accurate billing
Connected to
Works with the rest of the workspace
- CRM & CustomersLeads, contacts, companies and the full history behind each relationship.
- TasksAssignments, due dates and priorities, attached to the work they belong to.
- Documents & QuotationsQuotations, proposals, contracts and files, organised by customer and project.
- InvoicingInvoices from quotations, milestones or time, with payment status tracking.
Used by
See it in context
FAQs
Questions about projects
Your entire business. One intelligent workspace.
One intelligent workflow, from customer inquiry to payment.
Request Early Access