Projects

Projects are for the work you deliver after the deal is won, and for the people doing it. The area lives under Projects in the sidebar.

Project versus opportunity. An opportunity is the deal to win; a project is the work that follows. They answer different questions — one is about revenue that might arrive, the other about delivery capacity that is committed. Linking a project to the deal it came from is what lets you compare what you sold against what it took.

A project carries the things you need to know whether delivery is going well: Status, Start and Deadline, Budget hrs against Spent hrs, Progress and Health.

Budget against spent is the number that matters. A project can be on schedule and still be losing money, and that only becomes visible if hours are recorded against it. A project nobody logs time to shows a healthy budget forever.

The people side. The module also plans capacity: who is allocated to what and when, so you can see who is over-committed before they tell you. That is the difference between a project tracker and a resource planner, and it is why the two live together here.

Projects can also be linked to company goals, so it is answerable which work is actually driving a stated objective — Published goals and the projects driving them.