Projects · Delivery projects
Delivery project management for consultants and small teams
For programme and project managers, transformation leads and implementation consultants. A defined piece of work with a start, an end and a lot in between. Plan it in phases, run it from one place, and keep the client in the loop without another status email.
Runs on every plan · Client portal and published status updates from business pro
What you get
Pick “Delivery / transformation project” and this is set up for you
When you create a project, Ambital asks what it's for. The answer sets the billing model, the phases and the tabs. Change any of it, or save your own version as a template.
How project setup works →Delivery / transformation project
A defined piece of work with phases, milestones and a go-live.
Phases
- Discovery
- Design
- Build
- Test
- Go-live
Tabs switched on
- Overview
- Financials
- Tasks
- Time
- Phases
- Milestones
- Gantt
- Schedule
- Resourcing
- RAID Log
- Decisions
- Calendar
How it runs
Delivery projects, run through Ambital
Plan it in phases, then track it on the Gantt
Discovery, design, build, test, go-live. Phases hold sections and tasks, and the Gantt draws itself from them. Roll each phase up to see the whole plan, or open it out to see every task.
- Phases and milestonesEvery plan
- Gantt with PDF exportEvery plan
- Working-day countdown to go-liveEvery plan
A status update the client actually reads
Ambi drafts it from the project's own data on the schedule you choose. You check it, publish it to the portal, and the client replies in the thread. Link a Slack channel and it lands there too.
- Status updates on a scheduleEvery plan
- Published to the client portalFrom Business Pro
- Sent to SlackFrom Business
Risks, decisions and change requests, on the record
A RAID log the client can see, decisions with who decided what and why, and change requests that log the cost against the fee before the work starts.
- RAID log and decision recordsEvery plan
- Change requests with cost impactEvery plan
- Clients raise a change from the portalFrom Business Pro
Start to finish
A 90-day migration, from signed proposal to final invoice
- Day 0Proposal acceptedThe accepted proposal becomes the project, with the fee and the invoice schedule already in.
- Week 1Kick-offPhases in, milestones dated, and the client invited to their portal.
- Every FridayStatus updateAmbi drafts it, you approve it, the client reads it in the portal.
- Week 7A changeThe client asks for an extra report. The change request prices it and they approve it.
- Go-liveClose and invoiceThe final milestone invoice goes to your accounting software, and the margin shows what the project really made.
Client names are fictional, from Ambital's demo organisation.
Everything it uses
The features, and the plan each needs
Each links to a step-by-step guide in the help centre.
- Phases, sections and tasksEvery plan
- Milestones and GanttEvery plan
- RAID log and decisionsEvery plan
- Change requestsEvery plan
- Fixed-price, milestone and deposit invoicingEvery plan
- Timesheets and profitabilityEvery plan
- Client portal and published status updatesFrom Business Pro
- Accounting software sync (Xero today)From Business
- Save it as a project templateFrom Business
Works with Google Workspace, Microsoft 365, Google Drive, Xero, Fireflies.ai, Slack, Early. Every integration →
Delivery projects questions
Straight answers
- Do I still need a separate project planning tool?
- For a consultant or small team running client projects, usually not. Phases, Gantt, milestones and a RAID log are built in, and Ambital also runs the business around the project: time, invoices, forecast and pipeline.
- Can the client see the plan?
- Yes, once the client portal is on. You choose which phases, tasks and risks show in their portal.
- Can I bill in milestones?
- Yes, on every plan: a deposit, milestone invoices, or a fixed fee split across phases.
- Which plan do I need?
- Every plan can run it, including Free. Most people choose Business Pro at £79 a month for client portal and published status updates. Prices exclude VAT.
Often run alongside
Who runs delivery projects
Be first in when we launch
Ambital is in private beta. Apply to test and you'll get in first, with free months at launch for committed testers.
Free plan · No card required · Built in the UK