Worksheet
Project scope-to-billing workflow
A one-page workflow tracing a project from scope through milestones, dependencies, labour and vendor cost, change-order approval and billing triggers, with a document access column for each role. Fill it in against one live job.
Name: ______________________ Business: ______________________ Date: ______________
Scroll the table sideways to see every column.
| Item | Who owns it | Where it is kept today | What is missing |
|---|---|---|---|
Cross out or rewrite any heading that does not fit your business. From the guide “Project Management Software for Construction and Service Companies”, www.gullysystem.com/blog/project-management-software-for-construction-and-service-companies