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Give delivery the work that was actually sold

Delivery often learns what was sold from a long briefing. In DAY ONE the engagement holds the scope, rates and billing model that were agreed, so your team runs the work from them.

Find your question

Start with the question delivery asks

Pick the question that comes up mid-engagement to see where in the path it starts.

The question that keeps coming up

Starts at Proposal

The engagement holds the scope, rates, billing model, schedule and tasks that were agreed. Delivery reads them from the same record finance bills from.

See Scoping and Quoting

  1. Prospect

    The first conversation and the deal behind it.

    Scoping and Quoting

  2. Proposal

    Scope, rates, billing model and approvals.

    Scoping and Quoting

  3. Deliver

    The work runs against the agreed engagement.

    Delivery and Time

  4. Time & Cost

    Time and costs sit with the right engagement.

    Delivery and Time

  5. Bill

    Invoice review traces each line to its source.

    Invoicing and WIP

  6. Post

    Invoices go to your accounting platform.

    Invoicing and WIP

Start from the engagement, not a briefing

The engagement holds the scope, rates and billing model that were agreed, with its schedule and tasks. Delivery and finance read the same record from the first day. There is no separate handover checklist; the engagement is the handover.

See Scoping and Quoting

Engagement Contract: Milestones

Discovery complete

Description
Current process understood and documented.
Due
22 December 2026
Budget
$12,000.00

Design approved

Description
Target process designed and signed off by the client.
Due
20 February 2027
Budget
$18,000.00

Contract

Total
$30,000.00
    Seeded demo data, captured 23 Oct 2026. The milestones of one contract in a generated engagement contract: what was agreed, when it is due and its budget.

    When the client asks for more

    Extra work becomes a new contract within the existing engagement, so it has its own terms before time is logged against it. A signed contract is not edited in place.

    People are placed on the engagement and log their time against its contracts. A status view shows completed work, upcoming work and exceptions from the delivery record.

    See Delivery and Time · See Resourcing

    Contract

    • At budget (000001.2)Active 15 Sep 2026 - 31 Oct 2026T&M - $21,092 (100%)
    • Change Request 1 (000001.4)Proposal 20 Nov 2026 - 4 Dec 2026T&M - $0 (0%)

    Milestone

    • DesignScheduled 20 Nov 2026 - 4 Dec 2026

    Deliverable

    • Addition Week of Design WorkshopsTo do 20 Nov 2026 - 4 Dec 2026
      Seeded demo data, captured 23 Oct 2026. A change request recorded as its own contract at Proposal stage, beside the original contract of the same engagement.

      Send finance a clear position

      Finance needs to know what was done, what is approved and which items remain open, read from the same record delivery ran the work from.

      Done

      Time is entered against the engagement it was worked on.

      Approved

      A manager approves it, or a business-unit rule does, before it reaches an invoice.

      Open

      Items still open are visible before an invoice goes out.

      See Invoicing and WIP

      Questions delivery leaders ask

      Can't see your question? Ask us directly.

      How do we see what sales agreed?

      The engagement holds the scope, rates, billing model, schedule and tasks that were agreed. Delivery reads them from the same record finance bills from.

      What if a client asks for more work?

      A change request becomes a new contract within the existing engagement, so the extra work has its own terms before it reaches an invoice. A signed contract is not edited in place.

      Does time need manager approval?

      Manager approval is optional or can be automatic, set as a process rule for each business unit.

      Is this a resourcing tool too?

      DAY ONE places people onto engagements and logs their time for billing. If you plan demand and capacity another way now, tell us how and we will say where DAY ONE fits.

      What does it cost and how long to start?

      The Pricing page shows the price list and how your price is built. Quickstart is scoped with your team, so it is not in the licence price. Ask us and we will explain the work involved for your firm.

      How do we avoid chasing people for time entries?

      Time can be logged from a task on the board, and the weekly time card shows hours against expected hours. Email reminders go to people with draft time. No utilisation prediction is claimed.

      How does our team hand a clear position to finance?

      Approved time becomes work in progress. Finance sees it, traces any line to its source, and approves the invoice. Delivery's position and finance's position come from the same record.

      Do we have to replace our project tools?

      No. Keep your project tools. DAY ONE holds the commercial record behind them.

      Talk through one project from sold to delivered

      Tell us which step from sold to delivered fails most often.

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