Work breakdown
Phases, tasks and sub-tasks with planned hours, cost budgets and who does what. Drag to reorder, link tasks that depend on each other, and keep a baseline to compare against.
Projects
Know which projects make money — before they end
Break each project into tasks, log the hours, and invoice the work — by time, by milestone or as a monthly fee. Budget against actual, work done but not yet billed, and margin are on the project itself, not in a spreadsheet.
Initiate → Plan → Execute → Bill → Close 0/6
Every project follows the same lifecycle, with budget, time and margin on the record at each stage.
- Initiate: scope, client and contract value
- Plan: phases, tasks and sub-tasks with hours and budgets
- A Gantt chart with links and a baseline
- Execute: time logged against tasks
- Bill: by time, milestone or monthly fee
- Close: margin, lessons and the final invoice
What's new in projects
From a task list to a plan you can run a job on.
Gantt chart
The plan on a timeline: start and end dates, dependencies, progress per task and the baseline you set at the start, so slippage is visible while there is time to act.
Lifecycle and billing
Initiate, plan, execute, bill and close. Invoice lines come from logged time, milestones you mark ready, or a monthly fee, and land in the books as normal invoices.
Margin while it runs
Contract value against cost so far, unbilled work and hours against plan — on the project itself, not in a spreadsheet at the end.
Everything a project needs, on one record
Open a project and the whole story is there.
Tasks with budgets
Break the work into tasks, each with budgeted hours and a cost budget. Actual hours, remaining hours and percent complete update as time is logged.
Time entries
Your team logs hours against a task, marked billable or not, with a note. Each entry carries its cost and its value, so the project's margin is always current.
Billing that fits the job
Fixed price, time and materials, or a retainer. Invoice lines are drawn from logged time, from milestones you mark ready, or as a monthly fee — then created as a normal invoice in one step.
Budget against actual
Cost per task: the budget set for it and the cost of the time logged so far. Over-budget projects are flagged on the list before they finish.
The numbers an owner watches
Shown at the top of the projects screen, fresh from the records.
Active projects
How many are running, planned, on hold or completed — and who manages each.
Budget, actual and unbilled
Total budget, cost so far and the value of work done but not yet invoiced, across every project.
Margin
Contract value against cost, project by project, so you can see which clients are worth more of your time.
Projects and the rest of your business
A project is not an island.
Invoices land in the books
An invoice created from a project is a normal sales invoice: it goes to the customer with a pay link, the Collector follows it up and the Bookkeeper matches the payment.
Ask Maya about any project
Which projects are over budget? How much is unbilled? How many billable hours did the team log this month? Answers come with the project records behind them.
Roles for the team
Project managers see their own projects; the team logs time; finance sees billing and margin. Each person sees only what the job needs.
Bring one project you run today
A client job, a site, a retainer — we will set it up in a demo company, log some time against it and show you where the margin comes from.