Business management feature
Keep a register of your projects — the billable engagements timesheets are booked against — with their tasks, their team, and each team member's billing rate for the engagement.
The Projects feature keeps its source record, status, and downstream references inside BusinessIntents. Teams can work from the same operational context and open the detailed guide whenever they need field-level instructions.
Use the documented operating model as a starting point, then adapt fields, approvals, reports, or connected areas when your process differs.
One connected record
The Projects feature keeps its source record, status, and downstream references inside BusinessIntents. Teams can work from the same operational context and open the detailed guide whenever they need field-level instructions.
A project is a master record with two drill-in detail lists (tasks and team): You enter a unique code and a name, pick the Customer (required), and optionally the start and end dates. The Company defaults to your base company; the Billable flag defaults to on.
See the fields and stepsThe work-breakdown under a project: each task has a name and optional estimated hours — the estimates feed the budget report.
See the fields and stepsWho is staffed on the project, and at what price: Pick the Employee, optionally note their role on the engagement, and enter their billing rate (required). The rate lives here — per employee per project — not on the project, because different people bill at different rates on the same engagement.
See the fields and stepsIn the product
The detailed guide shows the screens and records behind projects, with the exact fields, statuses, and actions.
Connected work
Related features and workflows reuse the same business records instead of asking teams to rebuild the context.
A starting point, not a fixed package
BusinessIntents can tailor documents, fields, approval paths, reports, and connected business areas when the ready-made workflow is close but not exact.
Try BusinessIntentsDecision-stage answers
Keep a register of your projects — the billable engagements timesheets are booked against — with their tasks, their team, and each team member's billing rate for the engagement.
It connects with Construction, Professional Services.
The detailed module guide documents the exact fields, statuses, actions, and connected records.
BusinessIntents can tailor documents, fields, approval paths, reports, and connected business areas when the ready-made workflow is close but not exact.
Review the real workflow
Use a real record or transaction to compare the documented flow with the way your team works today.
