Projects

Projects are the main place where client delivery work is planned, tracked, and reviewed.

Navigation

Open Projects from the main sidebar, or go to /projects.

What a Project Contains

A project can include:

• Account/client.
• Status and health.
• Start and end dates.
• Phases and milestones.
• Tasks and dependencies.
• Project team members.
• Time entries.
• Expenses.
• Invoices.
• Conversations and files.
• Status updates.

Project List Fields

For exact required fields, accepted values, relationships, and Copilot action validation, see Projects Field Reference.

Field	Meaning
Project name	The delivery engagement or initiative name.
Account	The customer linked to the project.
Owner	The person accountable for delivery.
Status	The project lifecycle stage.
Health	Delivery condition, such as on track or at risk.
Start and end dates	Planned delivery window.
Progress	Completion or delivery progress.
Budget	Planned budget, cost, revenue, or margin context when enabled.

Project Status and Health

Project status describes the lifecycle stage, such as active, on hold, completed, or cancelled.

Project health describes delivery condition, such as on track, at risk, or off track.

Signal	Use it when
On track	Work is progressing as expected.
At risk	Scope, timeline, budget, staffing, or quality may be affected.
Off track	Intervention is needed.
On hold	Work is paused and should not be treated as active delivery.
Completed	Delivery is finished.

Common Workflows

Create a Project

1. Open Projects.
2. Create a new project.
3. Select the client account.
4. Add project dates, owner, budget, and visibility settings.
5. Add phases, milestones, and tasks.
6. Assign team members.

Review a Project

Check:

• Project health.
• Open and overdue tasks.
• Upcoming milestones.
• Logged time.
• Budget or billing status.
• Risks and blockers.
• Recent status updates.

Update Project Health

Use health to communicate risk clearly:

• On track: work is progressing as expected.
• At risk: there are issues that may affect scope, timeline, budget, or quality.
• Off track: the project needs intervention.

Manage Project Team

1. Open the project.
2. Review assigned team members, roles, skills, and capacity.
3. Add or remove members based on delivery need.
4. Confirm assignments before creating tasks or allocating time.

AI Copilot Tips

Try asking:

• "Summarize this project."
• "Why is this project at risk?"
• "What are the next best actions?"
• "Draft a client status update."
• "Create a task for this project."

Permissions

Project visibility and actions depend on your role. If you cannot see budgets, invoices, resources, or settings on a project, ask an administrator to review your permissions and enabled modules.

Related Docs

• Tasks
• Projects Field Reference
• Project Templates
• Resources and Capacity
• Time and Timesheets
• Comments, Tags, and Collaboration
• Client Portal
• Invoices