Running a project

Phases, features and the plan

What a plan is, how your client approves it, and changing it later.

The plan is every phase, what each one includes and what it costs. Your client approves the whole plan once, or asks for a change; each phase is approved again when it is delivered. Their approval is recorded with exactly what the plan said.

If they approved it somewhere else, by email or on a call, use Mark plan as approved… from the project’s ⋯ menu and say how. Waiting on them? Studio reminds them after 3 and 7 days, unless you turn reminders off for the project.

Dates

Open a phase to give it a start and a due date. Dates follow the plan: a due date is today or later, a phase starts on or before it is due, and no phase is due before one ahead of it. The date picker only offers the days that fit. To push the plan back, move the last phase’s date first. A phase already overdue keeps its date until you change it.

Adding to an approved plan

An approved phase is on the record: its features and price are locked. New work is an addition — add a phase to the plan, or add a request from a review — with its own price, and your client approves it on its own.