Project Management

Overview

OneBob takes you from a won deal to delivered work in one place, so your sales handoff never falls through the cracks.

• Convert a won deal into a project in one click through the apply wizard.
• Run delivery on a project pipeline that is separate from your sales pipeline.
• Assign team members with a weekly capacity and resource roles that carry hourly rates.
• Track payment milestones, a budget, and time entries as the work progresses.

Estimated time: 10 minutes.

Start a new project from scratch, or turn a deal you have already won into one.

1. 1 Open Projects from the main navigation.
2. 2 Create a new project, or open a won deal instead.
3. 3 On a won deal, choose Convert to project.
4. 4 The conversion runs through the apply wizard so the project is set up for you.

Place the project on the right delivery track from the start.

1. 1 Open the project board reached via Projects in the main navigation.
2. 2 Pick the delivery project pipeline for this work.
3. 3 Set the starting stage on the project board.
4. 4 Remember these stages are separate from your sales pipeline.

Staff the project so everyone knows their part and you can plan capacity.

1. 1 Add the people working on the project as team members.
2. 2 Set each member's weekly capacity.
3. 3 Assign resource roles that carry hourly rates.
4. 4 Use the roles and rates to plan effort and cost.

Split the work into billable chunks and give the project a clear financial frame.

1. 1 Split the project value across payment milestones.
2. 2 Use the milestones for progress billing as you deliver.
3. 3 Set the project budget and timeline.
4. 4 Attach files and add notes to keep everything in one place.

Keep the project moving and capture the effort it takes.

1. 1 Move the project across stages on the kanban board.
2. 2 Log time entries against the project as you go.
3. 3 Complete tasks as the work is done.
4. 4 Use the board to see where each project stands at a glance.