Projects
Milestones, time logs and budget — per project.
#What Projects does
Plan client work with milestones, log time per team member, and watch budget burn in real time.
- Milestones & deadlines. Break work into milestones with dates and owners. Progress reflects what is actually done, not what is hoped.
- Time logs per member. Every team member logs time against tasks. Hours roll up per project and per person — and feed straight into Billing.
- Budget tracking. Set a budget per project and watch burn against it live. No more surprise overruns at invoice time.
- Client-linked. Each project belongs to a CRM client, so context — quotes, documents, conversations — is always one click away.
#Create and run a project
- Click New project, pick the client company, a stage (Brief → Design → Development → Delivery → Follow-up) and a service type (Website, SaaS, App, SEO, Branding…).
- The project header shows stage, status (Planning / Active / Paused / Done), milestones progress, logged hours and budget burn — with Stage and Status selectable right in the header.
- Work through the tabs: Overview, Workspace (canvases and documents), Process (ordered milestone plan), Time, Tech (stack, repos, environments) and Connections (the automatic relationship hub).
#Time, budget and the client portal
- Log time per team member on the Time tab — hours roll up per project and per person, and can be pulled into invoices.
- Set a budget and an hourly rate (the project’s own, or the org default from Billing settings) to watch burn live in the header.
- Share with client (toggle in the header) publishes the project to the client portal.
#On the MCP surface
Hand your AI a brief over MCP and it can create the project, set its tech stack, register repos and environments, and link it to the client and related records — inside your structure, with real org-scoped tools.
Tools (write):
sstm_project_createsstm_project_tech_setsstm_project_repo_addsstm_project_env_setsstm_project_linksstm_project_review_recordsstm_project_review_resolve
Resources (read):
sstm://projectssstm://projects/linkssstm://project/{id}/contextsstm://project/{id}/review
Full definitions live in the MCP reference.
#On the Cloudflare side
- Project records live in the platform database — but every client reference on a project resolves against your own BYOC D1: the company on a project is the row in YOUR database.
- Your AI reads the full project graph over MCP (sstm://project/{id}/context).