> ## Documentation Index
> Fetch the complete documentation index at: https://docs.worksynk.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Projects

> The unit of delivery — status, team, dates, and the settings that drive reporting.

A project is one piece of client work. It has a client, a team, a delivery
status, and dates.

## Status vs. state

Two separate things, deliberately:

* **Status** — the delivery lifecycle you report on: On going, On hold,
  Completed, Cancelled.
* **State** — whether the record is in play at all: active or archived.

A completed project stays active until you archive it, so it keeps appearing in
reports for the period it ran.

## Setting one up

<Steps>
  <Step title="Name and client">
    Link a client if you have the Clients module on — that's what makes
    client-level rollups and invoicing possible later.
  </Step>

  <Step title="Dates and engagement">
    Start and end dates, engagement type, and a monthly hours cap where
    relevant.
  </Step>

  <Step title="Add the team">
    Each person gets a project role. See
    [Workspaces and people](/workspaces#project-roles).
  </Step>
</Steps>

## The project workspace

<CardGroup cols={2}>
  <Card title="Board and list" icon="table-columns">
    The same tasks, two views. Columns follow your status order.
  </Card>

  <Card title="Sprints and milestones" icon="flag" href="/sprints">
    Timeboxes and delivery checkpoints.
  </Card>

  <Card title="Files and notes" icon="paperclip">
    Attachments and shared writing, scoped to the project.
  </Card>

  <Card title="Reports" icon="chart-line" href="/reports">
    Delivery confidence, budget, and SLA compliance for this project.
  </Card>
</CardGroup>

## Settings worth knowing

<AccordionGroup>
  <Accordion title="SLA policy">
    Override the workspace default for this project, or leave it to inherit.
    See [SLA Management](/sla-management).
  </Accordion>

  <Accordion title="Budget">
    With the Budgets module on, set hours or value and get alerts as thresholds
    are crossed. Owners and admins see budget warnings in their digest.
  </Accordion>

  <Accordion title="Public status link">
    Share progress with a client without giving them an account.
  </Accordion>

  <Accordion title="Inbound email">
    Give the project an address so replies and forwarded mail land as work.
  </Accordion>
</AccordionGroup>

## Archiving

Archiving takes a project out of day-to-day views while keeping its history for
reporting. Prefer it to deleting.