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For: Firm admins, account managers, delivery leads5 min read

Projects and plans

Each client account has projects; each project has one plan of milestones and tasks with assignees.

Create a project

  1. In Projects & Plan, create the client account if it does not exist. The account's owner is its account manager.
  2. Create the project, choose its delivery lead and dates, and add the people assigned to it.
  3. Add milestones in order, then tasks under each milestone with an assignee and dates.

Once a project has a signed SOW, its milestones come from the SOW so the plan and the contract cannot drift.

Health

Each project has three health flags and an overall one, each Green, Amber or Red with a circle, triangle or square.

  • Schedule turns red automatically when a milestone is past its end date and not complete.
  • Budget and Scope are set by the delivery lead or a firm admin.

Tasks from Jira or Asana

If your firm connected Jira or Asana, synced tasks appear in the plan with a JIRA or ASANA badge and a link back to the issue. See Jira and Asana.