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Projects

Delivery work connected to clients and invoices.

Projects and tasks should show who owns the work, what is due, what is billable, and what has already been invoiced.

Project structure

Organize delivery around clients and commercial commitments.

Project owner
Client
Milestones
Tasks
Assignees
Due dates

Execution

Track the work that eventually affects billing and reporting.

Status
Time logs
Comments
Files
Dependencies
Notifications

Financial link

Keep delivery connected to money movement.

Proposal link
Invoice link
Payment status
Unbilled work
Billing profile
Project health