Skip to main content

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%

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
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.

Run delivery from one shared plan.

After a proposal is accepted, break the work into milestones and tasks, assign responsibility and watch dates on the timeline. Publish the updates and approval points a client needs while your team records time, expenses and working notes privately in the same project.

Keep delivery and promises aligned

The agreed scope, current tasks and milestone dates live together, making drift and missed commitments easier to spot.

Give clients useful visibility

Clients can follow selected progress and approve key stages without seeing internal conversations, time costs or expenses.

Learn what work really earns

Comparing project income with time and paid costs shows which clients and services produce healthy margins.

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