Building a work plan
Applies to version 26.99.5
A work plan breaks a project into stages and sub-deliverables, with a weighted progress bar — and you decide what the client sees.
Stages
Each stage moves through Planned → In progress → Done. Drag to reorder them, and give each a weight so bigger pieces of work count for more.
| Stage state | Counts as |
|---|---|
| Planned | 0% of its weight |
| In progress | 50% of its weight |
| Done | 100% of its weight |
How progress is computed
Overall completion = the weighted sum of done and in-progress stages ÷ the total weight. Stages are informational — they don't change billing.Subobjects
Group stages under subobjects — named sub-deliverables like "Foundation" or "Framing". Costs (labour, purchases) can be attributed to a subobject, so you and the client see where money goes.
Client visibility
- Mark individual stages visible to client to show progress in their portal.
- Hidden stages stay internal — useful for cost-sensitive work.
- Stage visibility is independent of the rest of the project's client settings.