> ## Documentation Index
> Fetch the complete documentation index at: https://docs.arya.so/llms.txt
> Use this file to discover all available pages before exploring further.

# Projects overview

> Manage projects with budget, margin, SAL phases, tasks and invoicing.

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.

<Frame>
  <img src="https://mintcdn.com/agevole/cM9eEPJE8FVhTNOb/images/progetti/en/project-detail.svg?fit=max&auto=format&n=cM9eEPJE8FVhTNOb&q=85&s=b6a67c3359e0dd2c2bf6e2d887fccaa1" alt="Project detail with Overview, Quotes, Tasks, SAL tabs" width="1200" height="720" data-path="images/progetti/en/project-detail.svg" />
</Frame>

## What you can do

<CardGroup cols={2}>
  <Card title="Budget and margin" icon="calculator" href="/en/projects/budget-and-margin">
    Budget, automatic actual, real-time margin, overrun alerts.
  </Card>

  <Card title="SAL phases" icon="list-ol" href="/en/projects/phases-sal">
    *Stato Avanzamento Lavori* (progress-based) with customer sign-off and phase invoicing.
  </Card>

  <Card title="Project tasks" icon="list-check" href="/en/projects/project-tasks">
    Operational tasks with custom statuses, linked to SAL phases.
  </Card>
</CardGroup>

## Typical lifecycle

<Steps>
  <Step title="From deal to project">
    A won deal → **Convert to project** inherits customer, value, accepted quote.
  </Step>

  <Step title="Plan phases">
    Define SAL phases with deadlines and invoiceable amounts.
  </Step>

  <Step title="Execute">
    Tasks, expenses, timesheets linked → automatic actual cost calculation.
  </Step>

  <Step title="Monitor margin">
    Budget − actual = margin. Alerts if margin drops below threshold.
  </Step>

  <Step title="SAL invoicing">
    On phase closure, auto-generate the invoice.
  </Step>

  <Step title="Close">
    Project complete → archive. Optionally: save as template.
  </Step>
</Steps>

## 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

<Note>
  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](/en/settings/team-and-roles).
</Note>

## Next steps

<CardGroup cols={2}>
  <Card title="Set the budget" icon="calculator" href="/en/projects/budget-and-margin">
    Define budget, monitor actuals, check margin.
  </Card>

  <Card title="Organise in phases" icon="list-ol" href="/en/projects/phases-sal">
    SAL with deadlines and invoicing.
  </Card>
</CardGroup>