01 · Project & Professional-Service Software

Project Delivery Hub

A shared record of client projects, tasks and milestones from agreed scope to delivery.

Delivery teams need to connect the agreed scope with responsibilities, dates and actual progress. A project hub gives that work a shared record. It suits firms where tasks, files and approvals exist across separate tools and the project owner must chase updates to understand the position.

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02

What it manages

Projects can contain scope references, owners, dates, dependencies, documents and delivery status. Milestones represent meaningful points in the work, while tasks describe the steps needed to reach them. The hub coordinates delivery rather than replacing a sales CRM or financial accounting system.

03

How it works in a business

An accepted scope starts a project and its milestone plan. Team members update tasks and flag blockers. The project owner checks progress, records agreed scope changes and seeks approval at the appropriate stage. Completion leaves a record of deliverables and outstanding support actions.

04

What SFn can customise

SFn can configure project types, task workflows and management reports. Time records and a client portal may connect to the same project. Permissions should separate internal planning and commercial notes from information approved for customer access.

05

Related & next step

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