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The Projects module (also called commesse in Italian) is the operational hub for structured engagements: a project has budget, deadline, progress phases (SAL), operational tasks, costs, linked quotes and invoices.
Project detail with Overview, Quotes, Tasks, SAL tabs

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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.

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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.

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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

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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.

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Next steps

Set the budget

Define budget, monitor actuals, check margin.

Organise in phases

SAL with deadlines and invoicing.