Getting started
Start a client project with the right delivery model
Set up the client, choose objectives and tasks or time and material, record the commercial basis, and make the project overview useful from day one.
Dayharbor blog
Run client work with the evidence in view.
Field guides for the decisions that connect scope, delivery, time, billing, client communication, access, and history.
Build the operating story first.
Choose the project model, make the plan reviewable, and keep activity connected to its commercial basis.
Delivery
Run a portfolio review that ends in decisions
Use attention, delivery, schedule, financial, and capacity views to move from a cross-project signal to the exact work that needs an owner or decision.
Delivery
Plan outcome-based work with objectives and tasks
Turn an agreed outcome into a navigable delivery plan with scope, acceptance evidence, schedule, ownership, effort, status, and client visibility.
Guide library
The important Dayharbor workflows, step by step.
9 guides
Getting started
Start a client project with the right delivery model
Set up the client, choose objectives and tasks or time and material, record the commercial basis, and make the project overview useful from day one.
Delivery
Run a portfolio review that ends in decisions
Use attention, delivery, schedule, financial, and capacity views to move from a cross-project signal to the exact work that needs an owner or decision.
Delivery
Plan outcome-based work with objectives and tasks
Turn an agreed outcome into a navigable delivery plan with scope, acceptance evidence, schedule, ownership, effort, status, and client visibility.
Billing & evidence
Review time-and-material work before it reaches billing
Reconcile recorded activity, people, services, rates, purchase orders, exclusions, partial billing, and source conflicts without changing the original time record.
Billing & evidence
Prepare an invoice draft without losing the evidence trail
Select eligible work from one commercial basis, review totals and invoice copy, and create a provider draft only after every blocking issue is resolved.
Administration & trust
Share project progress with clients while internal work stays private
Publish only approved projects, objectives, tasks, conversations, progress, and financial totals through a dedicated client-safe projection and matching PDF.
Administration & trust
Organize people, project assignments, access, and capacity
Keep job responsibilities, delivery assignments, login permissions, financial capabilities, and weekly capacity distinct so access remains understandable.
Administration & trust
Connect mite and sevdesk with clear source boundaries
Configure organization-owned connections, test their health, map people and projects deliberately, and keep source facts distinct from Dayharbor review decisions.
Billing & evidence
Explain project changes with revisions and audit history
Compare project snapshots, inspect field-level differences, separate project revisions from application changes, and export evidence when a review needs context.