What you can do
Budget and margin
Budget, automatic actual, real-time margin, overrun alerts.
SAL phases
Stato Avanzamento Lavori (progress-based) with customer sign-off and phase invoicing.
Project tasks
Operational tasks with custom statuses, linked to SAL phases.
Typical lifecycle
1
From deal to project
A won deal → Convert to project inherits customer, value, accepted quote.
2
Plan phases
Define SAL phases with deadlines and invoiceable amounts.
3
Execute
Tasks, expenses, timesheets linked → automatic actual cost calculation.
4
Monitor margin
Budget − actual = margin. Alerts if margin drops below threshold.
5
SAL invoicing
On phase closure, auto-generate the invoice.
6
Close
Project complete → archive. Optionally: save as template.
When to use it
- Work on projects with budget and deadlines (IT, construction, consulting, marketing)
- Need to track costs and margin in real time
- Invoice on SAL (progress) basis
- Want per-project profitability monitoring
Roles and permissions
The project manager (project owner) configures phases and budget. The delivery team executes tasks. Sales and leadership see margins and invoicing. Configurable in Team and roles.
Next steps
Set the budget
Define budget, monitor actuals, check margin.
Organise in phases
SAL with deadlines and invoicing.