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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.

ItemWho owns itWhere it is kept todayWhat 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