Projects
A Project is a service delivery instance -- the concrete engagement where work happens. If a Service defines the type of work (hosting, consulting, development), a Project is a specific instance of that work for a specific customer. Service requests are the individual tasks within a project.
How projects relate to services and service requests
| Concept | Analogy | Example |
|---|---|---|
| Service | The template | "Custom Development" |
| Project | The engagement | "Moodle Integration for Company X" |
| Service Request | The task | "Build API connector" |
Project structure
Each project tracks:
- Title and description -- what is being delivered
- Organization -- the customer
- Parent service -- the type of work
- Milestones -- key checkpoints with target dates
- Deliverables -- what the customer receives at each milestone
- Timeline -- start date, estimated end date, actual end date
- Status -- follows the same project-mode states as a Service (proposal, approved, in progress, on hold, delivered, closed, cancelled)
Milestones and deliverables
Projects can be broken into milestones, each with its own target date and set of deliverables. This gives the customer visibility into progress and provides natural billing checkpoints:
- Discovery and planning -- requirements gathered, scope documented
- Development -- implementation work
- Testing and review -- quality assurance, client review
- Delivery and handoff -- final deliverables, documentation, training
Each milestone can have service requests assigned to it, and credit consumption can be tracked per milestone.
Billing
Project billing follows the same UST credit model as services. Credits are consumed per service request as work is completed. For large projects, billing can be structured per milestone rather than per individual task.
Current status
The Project concept is planned for a future release. Today, project-level tracking is handled through the Service domain (using project-mode lifecycle) combined with Jira for task management. The planned implementation will add dedicated project tracking with milestones, deliverables, and timeline visualization directly in the admin and portal.
Related pages
- Services -- the service type that projects are instances of
- Service Requests -- the tasks within a project
- Credit Balance -- billing model for project work
- Contracts -- the agreement governing the project engagement