Designing your project pipeline
Customise your firm's project pipeline.
How do you talk about winning a project at your firm? Each firm is different, and tiny+ lets you design your project pipeline to match how your firm already thinks about proposed projects.
Why configure your project pipeline? Well, it's the fundamental structure for your project-based business development activity in your firm. Once you get it right, you can generate powerful reports for each pipeline stage, and give your whole firm a shared language around the process of winning a project.
In tiny+ there are six umbrella states that a project will always exist in:
- Proposed - We have not yet been awarded the project.
- Won - We have been awarded this project. Work has not yet commenced.
- Active - The project is currently being delivered.
- Completed - The project is complete.
- Lost - We were not awarded the project.
- Cancelled - The project was cancelled or did not proceed.
These six states remain constant and cannot be changed, with the exception of the 'Won' state, which can be disabled in Account Settings -> App Settings.
Underneath these six states you can define any number of phases to suit your business development process and reporting requirements. Together, these states and phases define your Project Pipeline.
An example Project Pipeline configuration.
To get started, navigate to Account Settings -> Project Phases.
From this page, you can create, edit, re-order and remove phases.
Looking for inspiration? Here are some common project pipeline configurations which you may like to steal!