What it covers
Track ownership, health, due dates, templates, milestones, time and budget where enabled.
Service and delivery
Projects and milestones
Turn customer work into structured delivery.
How it works
Give customer delivery a plan people can follow
Structure delivery around owners, health, due dates and milestones. Templates, time and budget tracking are available where enabled, keeping project updates connected to the customer work.
In practice
Review milestone progress and accountable ownership in the project record.
When to use it
Useful situations
- Plan delivery work with owners and due dates.
- Show milestone progress beside customer context.
- Track enabled time or budget information in the project.
A working path
How the work moves
Create
Start a project from the customer work and set ownership, dates and health.
Plan
Add milestones and use an applicable template for repeated delivery.
Review
Update progress and open linked records when a milestone needs attention.
Illustrative scenario
implementation
A delivery manager creates onboarding milestones, assigns owners and uses the project health view in the weekly customer review. The weekly review can focus on the milestone that is slipping, its owner and linked customer work rather than asking the team to recreate status from chat updates.
Before you start
What to check
- Time and budget controls depend on enabled workspace capability.
- Project visibility follows permissions and any portal sharing selection.
Can a project link to a customer?
Yes, customer context is retained with the delivery record.
Do milestones replace tasks?
No. They organise delivery progress; related tasks remain separate work items.
Get started
See your customer work in one place.
Start with the core CRM for free, then add the tools your team needs.