Projects hold
the work you've won.
Born at the signature, arriving with the full deal history — the estimates, the proposal, the contract, every note. The page leads with delivery: the work, the team, the money, the portal your client returns to.
The work you've won, with its whole story intact.
A project is born the moment the contract signs. It doesn't re-enter, and it doesn't start blank — it graduates out of New Business carrying everything it earned along the way: every estimate version, the proposal your client read, the signed contract, every note.
Open a project and delivery leads: the work, the team, the invoices, the activity, the portal your client returns to. Click into a client and you see every engagement attached. The deal history is there when you need it — the work is the point.
By the time a project exists, the deal is already won.
The deal that won it lives in New Business.
Pipeline, estimates, proposals, contracts — the whole pre-win story has its own home, in the order a deal actually moves. When the contract signs, the engagement graduates here with all of it attached.
She works in here too and reads from the same data Plero shows you.
Ask Chloe about a client or a project and she returns the answer without you opening five tabs. Finds the quiet projects. Drafts the overdue-invoice nudge for your approval. Pulls the activity for the last quarter.
Projects are part of the operating baseline.
Every Plero tier gives you the full Projects module. What changes higher up the ladder is who can read and edit it, and how many people across the company have the access they need.
Projects connect to everything else.
Won work graduates in from New Business with its story intact. Money flows through Financials. Chloe reads everything in Projects and answers in plain English.
Move the company into one place.
Early creative companies are joining now. A short engagement to import the clients you already work with and the projects in flight, then run the work you've won from inside Plero.