Start with the agreement.
A client asks for help planning a small office. Your proposal defines the services, deliverables, exclusions and fee. Retain revisions and the accepted scope with the client record.
Connect your fee proposal, project stages, tasks and time. One Windows application, with company information stored locally.
Architects · Interior designers · Engineering consultants · Space planners · Specialist building consultants
Follow an example ↓The design work has its own tools. Your scope, project stages, time records and invoicing still need to tell the same story.
Prepare the scope, work plan and quoted fee.
Keep tasks, dates and progress with the project.
Associate your time with the client project.
Keep billing records in the same workspace.
Review a similar project and reuse its proposal or plan.
A client asks for help planning a small office. Your proposal defines the services, deliverables, exclusions and fee. Retain revisions and the accepted scope with the client record.
Organize brief review, concept planning, client review and final delivery as stages and tasks. Keep dates, progress, notes and supporting documents associated with the project.
Record time against the engagement and prepare its invoice in the connected workflow. Check that any phase-based or specialist billing you require matches the released version.
For a similar assignment, review and reuse an earlier proposal or project plan as a starting point. You decide what to adapt; automatic estimating is not claimed.
Illustrative engagement, not a customer case study or a prebuilt industry template. Release capabilities remain subject to final verification.
No. Continue using your specialist design and technical tools. MyProjectEase connects the client, proposal, project-management, time and invoicing records around that work.
A client requires Microsoft Project? See the supported import workflow and prerequisites →