Project management for agencies, with the client and the money attached

A project opens with the brief, dates, contract, collections and forecast together. When a handoff, a payment or a scope decision needs attention, the reason appears beside the work it affects. Signals of risk are tied to actual work and money, not a status someone forgot to update.

Plan the work around milestones from kickoff to launch. Deliverables, client approvals and payment milestones stay attached to the dates they depend on, so a delay is visible before the launch date slips. Forecast dates sit beside planned dates.

When the client is holding up the work, for example while waiting on content, access or an approval, that is visible on the plan rather than buried in a thread.

Tasks and deliverables sit inside the project, with owners, progress and blockers in view. Change from the list to a timeline to understand how the work fits together. Tasks can also be read as a board, a calendar or your team's week.

• Owners, dates and priority on every task
• Blocked work and logged hours in view
• Mentions and handovers between teammates
• Saved views for the way each team works

In an agency, the person on your project is also on three others. Reading their week across every project helps a lead plan realistically and spot someone who is over their week before a deadline does. On the Agency plan, capacity ahead and Nefer's suggestions to rebalance help you plan the coming weeks.

Contract value, invoices, collections, approved time and the margin forecast are part of the project record. See an overdue payment or unbilled work before it becomes an end-of-project surprise. Finance reads the same records, so paid means paid everywhere.

Most agency projects change after kickoff. A new page, an extra round of revisions or a different launch date is a commercial decision as much as a delivery one. In Tamaam the conversation that raised the change, the task it creates and the document that records it can all link to the same project, so the team can see why the plan moved and whether the fee moved with it.

When the change is agreed, record it where the work is planned. A milestone's date, a deliverable's owner or a payment's amount is edited on the project with its history kept, rather than in a side spreadsheet that only one person updates.

Preview the project as the client sees it: the milestones, deliverables, invoices, files and team you choose to share. Internal discussion and time entries stay inside your workspace. Nefer prepares follow-ups and next steps from the project's records, and a person decides what is kept and sent.