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
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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.