Projects
Projects let you book a contract before every detail is known, then fill in the rest as work happens. When you mark a milestone complete, such as Go-Live or UAT sign-off, Maxio invoices, recognizes revenue, or updates transactions for you.
Projects is an add-on for Maxio Core
It needs to be enabled for your account before you can create templates or projects. Contact Maxio Support to turn it on. Understand Projects
How the pieces fit together
A project combines a reusable template, the milestones that mark real events, and the actions those milestones trigger.
Start with what you're trying to do
Pick the goal closest to yours. Each path lists articles in the order to read them.
Decide whether Maxio Projects fits my contracts
See the scenarios Projects is built for, with a worked example.
Set up a reusable template
Define milestones and what each one triggers.
Start a project for a new deal
Create the transactions and the project around them.
Complete milestones as work happens
Mark events done so invoices and revenue follow.
Keep track of all my projects
Find past-due milestones and check progress.
Answers to common questions
The Projects questions customers ask most, and where to find the answer.
- Can I undo marking a milestone complete?Manage Project Details and Milestones →
- If I change a template, do existing projects update?Set Up Project Templates →
- Why can't I pick a project template when creating transactions?Create a Project →
- How do I put a PO number on a project's invoices?Manage Project Details and Milestones →
- Can I manage projects from Salesforce?Understand Projects →
After your projects are set up
Didn't find what you need? Contact Support