Projects

Keep delivery, approvals and real profit in the same plan.

Turn accepted work into a practical timeline, show clients the progress they need, and keep internal costs private.

The plan clients trust, with the numbers only you see.

Project · Harbour & Co · 12 weeks
W1W2W3W4W5W6W7W8W9W10W11W12
Discovery
Brand identity
Client approval
Website build
Launch
DonePlannedCosts £640 · Profit so far 71%

When to use it

The right tool at the right moment.

Use Projects after work is accepted. The project becomes the home for milestones, tasks, approvals, updates, documents, time and cost throughout delivery.

  • Gantt timeline with progress and due-date flags
  • Client and team ownership on milestones
  • Private expenses never shown to clients
  • Reusable plans and progress snapshots
  • Archive and reinstate completed work

How it works

1

Build the plan

Use the accepted proposal or a reusable template to create milestones and tasks.

2

Deliver visibly

Publish selected progress updates and approval points to assigned clients.

3

Measure the result

Compare contracted value with time and private cost to understand margin.

What happens next

Give clients a secure window into progress

Assign the client after acceptance so they can see only the projects, files and invoices intended for them.

See the next step