Project lead

The project lead at a consultancy, agency or IT firm runs projects and retainers: the team, the budget and scope, the retainer hours and the month's bills.

No demo business has this role yet, so this page describes the role as Kila sets it up.

Kila describes the role: “Runs projects and retainers: the team, the budget and scope, retainer hours, and the month’s bills.”

Who has it

Kila offers the role to four kinds of professional firm: consulting, creative or marketing agencies, IT services and general professional services. An accounting firm, a law firm and a property manager have roles of their own instead. The owner gives a person the role under Administration › Users and roles: Add a user.

Where you start

Professional services: /app/projects

That is Projects, in the Practice section of the menu.

What you can do

General: View dashboard; Approve or reject requests
Point of sale: View sales
Catalog: View products and services
Stock: View stock
Customers: View customers; Create and edit customers
Services: View services and bookings; Manage services and resources; Book and manage appointments; Create job cards; Assign job cards; Work on assigned job cards; Quality-check and verify finished job cards (any job); Insurance repairs: claims, assessments, authority to repair and release letters; Issue parts to any job card and order parts for jobs
Practice: See every matter, not only those on their team (restricted matters stay with their team)
Credit: View credit and agreements
Finance: Submit expenses
Reports: View reports
Staff: View staff records, attendance and leave; Record attendance for others and approve manual clock-ins; Record and approve leave
Branch operations: View checklists, audits, issues and the branch scorecard; Complete opening, closing and log checklists and report issues; Assign, date, verify and cancel branch issues
Salon and venues: Send messages to client segments (lapsed, birthdays, a service or stylist); Events and venue hire: quotes, deposits, confirmations and cancellations

Your approval limits

Approval limit	Up to
Discounts	15%

Your work

Open a project for a client, and put the team on it.
Set a project’s budget and rates.
Set up a retainer with included hours, or bill a fixed fee by milestones.
Record your time, and record an expense on a project.
Invoice unbilled time and expenses, and run the month-end billing. Where a firm has each draft bill approved before it is invoiced, approving is not part of your role.
Check your team’s utilisation.
Remind a client about overdue invoices.

Consultant: the people who work on your projects.
Professional services: how Kila works for a professional firm.
How roles and permissions work: what a role may do, and its limits.