Plan
Projects, Phases & Milestones
Structure work around projects, phases, milestones, deadlines, priorities, owners, and the larger objective the team is responsible for delivering.
Brilliance One Projects
Plan the work. Connect the delivery.
Manage projects, phases, milestones, tasks, responsibilities, timelines, time entries, costs, documents, communication, and delivery history inside the same platform as your customers and business operations.
Brilliance One Projects connects delivery work with Accounts, Human Resources, Communications, Documents, Scheduling, Accounting, Automations, and the operational records surrounding the project.
Projects • Tasks • Milestones • Time • Costs
Connected Delivery
Project management inside the Business Operating System.
Bring the project plan, customer, employees, tasks, milestones, time, costs, documents, communication, and financial context together instead of managing delivery across separate systems.
Execute
Tasks, People & Time
Assign work, maintain responsibility, record supported time, track blockers, manage documents, and keep customer and team communication connected with delivery.
Understand
Cost, Billing & Outcomes
Connect appropriate project time, expenses, customer billing, labor context, documents, and completion information with broader accounting and operational workflows.
Beyond Task Management
Completing the task matters. Understanding the delivery matters too.
Modern CRM and project platforms already provide task lists, boards, assignments, priorities, dates, comments, and customer associations. Brilliance One extends project work into a broader operational context.
- Which customer is the project for?
- What was promised?
- Which employees are responsible?
- What work remains?
- How much time has been recorded?
- What expenses or costs exist?
- Which documents support the work?
- What changed during delivery?
- What can be billed?
- What happened after completion?
Delivery Context
The project is where the promise becomes the work.
Sales and CRM explain what the customer relationship is. Projects explain what the organization is now responsible for delivering.
Brilliance One is designed to keep those stages connected so customer acquisition, project execution, labor, documents, costs, billing, and ongoing relationship history do not become separate versions of the same business.
Project Capabilities
Organize the work. Preserve the delivery context.
Brilliance One Projects provides the structure required to organize delivery while connecting projects with the customers, people, files, costs, communication, and financial activity behind the work.
Projects
Delivery Records
Create the primary record for customer work, internal initiatives, objectives, responsibility, delivery status, dates, and related business context.
Phases
Work Stages
Break larger delivery efforts into meaningful stages where supported so complex work can remain understandable.
Milestones
Important Delivery Points
Track major dates, approvals, completion points, customer events, or other significant project milestones.
Tasks
Actionable Work
Define specific work, assign responsibility, maintain priorities and deadlines, and connect tasks with the larger project they support.
Time
Labor & Billable Activity
Associate supported employee time, billable activity, internal labor, and work history with the project responsible for the effort.
Costs
Delivery Economics
Connect appropriate labor, expenses, service activity, and other supported project costs with customer and accounting context.
Documents
Project Files
Associate scopes, contracts, approvals, images, change orders, customer files, deliverables, and other documents with the project they support.
Communication
Customer & Team Updates
Keep supported customer, team, vendor, and stakeholder communication connected with the project or work responsible for the conversation.
Visibility
Stakeholder Access
Use configured permissions and visibility to provide appropriate project information to internal teams, leadership, customers, partners, or other stakeholders.
Project Structure
Break complex delivery into work people can understand.
Use an organized hierarchy of projects, phases, milestones, tasks, ownership, dates, priorities, and status to make larger delivery efforts easier to manage.
Projects Define the customer, objective, scope, ownership, delivery dates, and broader operational context.
Phases Organize complex projects into logical stages of work where supported.
Milestones Identify important delivery points, approvals, deadlines, or customer-facing events.
Tasks Define individual pieces of work that must be completed to move the larger objective forward.
Owners Make responsibility clear by associating work with the appropriate employee, user, team, or participant.
Status Maintain supported progress, priorities, blockers, dates, and completion information.
Delivery Lifecycle
From customer commitment through completed delivery.
Projects provide the operational bridge between what the organization agreed to do and the work required to complete it.
Plan
Establish the project, customer, scope, phases, milestones, tasks, responsibilities, timeline, documents, and expected outcome.
Deliver
Track work, time, communication, documents, costs, blockers, status, customer updates, and changes while the project progresses.
Complete
Record completion, outcomes, final documents, billable activity, financial context, customer history, and other closing information.
Tasks & Responsibility
Make the next action and its owner clear.
Project plans become executable when specific work has a responsible owner, target date, priority, status, and relationship to the larger delivery objective.
- Task title and description
- Task ownership
- Due dates
- Priorities
- Status
- Dependencies where supported
- Project association
- Employee responsibility
- Supporting documents
- Completion history
Accountability
Everyone should know what they own next.
Clear ownership reduces ambiguity. The project provides the larger context explaining why the work exists and how individual tasks contribute to the promised outcome.
Task management is useful. Connected delivery management is more useful.
Projects + CRM
The customer relationship should continue into delivery.
Once a prospect becomes a customer, project work often becomes the next major stage of the relationship. Brilliance One can keep delivery associated with the account and contacts responsible for the work.
- Customer account
- Customer contacts
- Project history
- Communication activity
- Documents
- Project status
- Financial context
- Completed work
- Ongoing relationship history
CRM → Delivery
The sale should not be where the customer record ends.
Brilliance One can carry the relationship forward from lead and opportunity activity into the actual work required to serve the customer.
That gives future sales, service, billing, and support teams more context about what the organization actually delivered.
Milestones & Timelines
Know where delivery stands. Know what comes next.
Milestones, phases, priorities, owners, blockers, dates, and completion status help teams understand whether work is progressing toward the expected outcome.
Phases
Organize complex projects into logical stages of work and delivery.
Deadlines
Keep important target dates visible alongside the work and stakeholder commitments they affect.
Milestones
Track meaningful project events, approvals, customer checkpoints, or significant completion points.
Owners
Associate appropriate responsibility with the people or teams expected to move delivery forward.
Blockers
Document issues preventing expected progress so they remain visible with the project context.
Completion
Maintain supported progress and completion information as the project moves toward delivery.
Projects + Human Resources
Projects need people. Keep workforce context connected.
The project record can connect with the employees responsible for delivering the work instead of creating another unrelated list of names inside project software.
- Employee assignments
- Task ownership
- Project roles
- Team participation
- Workforce availability
- Time activity
- Responsibilities
- Operational history
People + Work
HR explains who the employee is. Projects explain what they are delivering.
Keeping both connected allows workforce and delivery workflows to share context without turning Projects into another HR database.
Time & Labor
Know how much work the project required.
Project time can provide operational and financial context around employee effort, billable work, internal labor, project performance, payroll-related workflows, and customer billing.
- Time entries
- Billable time
- Internal labor
- Employee activity
- Task context
- Project association
- Customer association
- Payroll context
- Billing context
Delivery Economics
A completed task does not explain how much effort it required.
Time adds another dimension to project delivery by showing how much employee effort was associated with the work.
Connecting time with projects, employees, customers, and financial workflows creates a more useful operational history than a simple completed/not-completed status.
Project Costs
Delivery has a financial side.
Connect applicable labor, time, expenses, service activity, purchases, and other supported costs with the project and customer responsible for them.
Labor
Employee Time
Associate supported employee time and internal labor activity with the project responsible for the work.
Expenses
Project Costs
Connect appropriate expenses and cost activity with project and customer context where supported.
Billing
Billable Activity
Use appropriate project time and delivery activity as context for quoting, invoicing, customer billing, and Accounting workflows.
Projects + Accounting
Deliver the work. Understand the financial result.
With Accounting enabled, supported project activity can participate in a broader financial workflow connecting customer delivery with quotes, invoices, payments, expenses, labor, vendors, and reporting.
- Customer billing
- Billable time
- Project expenses
- Labor context
- Invoices
- Payments
- Revenue context
- Cost context
- Financial reporting
Project Financials
Revenue alone does not tell you whether delivery was successful.
Connecting time and cost with project and customer billing can help the organization understand more than whether an invoice was paid.
It creates the foundation for understanding what the work required to deliver.
Project Documents
Keep the file with the work it documents.
Project documents become easier to understand when they remain associated with the customer, project, phase, task, decision, or delivery event they support.
- Contracts
- Scopes of work
- Project plans
- Approvals
- Images
- Change orders
- Supporting files
- Customer documentation
- Final deliverables
Connected Records
The filename should not be the only clue explaining why a document exists.
Keeping documents with the project history gives users additional context around decisions, approvals, changes, customer communication, and delivery outcomes.
Project Communication
Keep the conversation connected to delivery.
Customer and team communication is easier to understand when it remains associated with the project, task, milestone, customer, or operational event responsible for the message.
Customers
Customer Updates
Share appropriate progress, status, scheduling, document, milestone, or delivery information with customers through supported communication workflows.
Teams
Internal Coordination
Use communication and notifications to keep employees informed when project activity requires action or awareness.
Vendors
External Coordination
Keep appropriate vendor, contractor, partner, or external-team communication connected to the project context it supports.
Stakeholder Visibility
Share what matters. Protect what does not.
Employees, leadership, customers, vendors, contractors, and other stakeholders may need different levels of visibility into the same project.
- Internal teams
- Leadership
- Customers
- Vendors
- Partners
- Contractors
- Project-specific access
- Permission-aware visibility
- Document permissions
Controlled Transparency
Visibility should follow responsibility.
Brilliance One can use the broader user, permission, security-group, module, and document-access foundation to help determine which stakeholders can see appropriate project information.
Sharing progress does not require exposing unrelated internal or financial information.
Projects + Automation
Let delivery activity create the next appropriate action.
Where supported, project and task activity can participate in Brilliance One Automations so routine communication and administrative follow-up do not depend entirely on memory.
Milestones
Milestone Follow-Up
Use supported milestone activity as context for notifications or other configured workflow actions.
Status
Status-Based Workflows
Use supported project or task status changes as inputs to appropriate downstream workflow behavior.
Notifications
Team & Customer Updates
Send appropriate internal or external notifications when configured project events require awareness or follow-up.
Projects + Scheduling
Some project work must happen at a specific time.
Scheduling and project management solve related but different problems. Projects organize what needs to be delivered while Scheduling can manage when supported appointments, resources, people, or events are expected to occur.
- Customer appointments
- Project meetings
- Site visits
- Employee availability
- Scheduled service
- Resource availability
- Project events
- Operational coordination
Work + Time
A due date and an appointment are not the same thing.
Project tasks can explain what must be completed and by when. Scheduling can provide the calendar and resource context when the work requires a specific appointment or reserved time.
Project Use Cases
Organize customer delivery and internal work.
Project structures can support different forms of planned work across customer service, implementation, marketing, operations, technology, construction-oriented activity, and internal initiatives.
Customer Projects
Manage work performed for a specific customer while preserving CRM, communication, billing, and delivery context.
Implementation
Coordinate onboarding, setup, configuration, migration, training, and launch-related work.
Marketing Delivery
Coordinate campaign work, creative production, website projects, content, approvals, and launch activity.
Internal Operations
Manage internal initiatives, administrative work, process improvements, technology projects, and cross-functional efforts.
Service Work
Coordinate multi-step customer work requiring tasks, people, documents, scheduling, expenses, and status tracking.
Recurring Workflows
Use consistent project structures for repeatable delivery models where the organization performs similar work for multiple customers.
Delivery Visibility
Understand the work. Not just whether it is open or closed.
Available project information can help authorized teams understand status, milestones, task completion, employee effort, time, cost, customer relationships, documents, and other operational activity.
Project Status
Review supported project progress and the current delivery state.
Tasks
Understand assigned, incomplete, completed, overdue, or otherwise configured task activity.
Milestones
Review major delivery points, deadlines, approvals, and project events.
Time
Review supported employee effort and billable or internal time associated with project delivery.
Costs
Use available cost and financial information to understand the resources associated with delivery.
Customer Context
Review the project alongside the CRM relationship and broader customer history rather than as isolated operational data.
Connected Operations
Projects touch the rest of the business.
Delivery work can participate across customer, workforce, scheduling, communication, financial, document, automation, reporting, and other Brilliance One workflows.
Accounts
Customers & Relationships
Connect projects with customers, organizations, contacts, vendors, partners, and other relationship records.
Human Resources
Employees & Responsibility
Associate employees, roles, responsibilities, workforce context, and supported time activity with delivery work.
Scheduling
Appointments & Resources
Connect appropriate project work with scheduled appointments, meetings, visits, people, or resources where configured.
Accounting
Costs & Billing
Connect supported project time, expenses, customer billing, revenue, cost, and financial activity with Accounting workflows.
Communications
Project Messaging
Keep supported customer, team, vendor, and stakeholder communication associated with the project context behind it.
Documents
Project Files
Maintain appropriate contracts, scopes, approvals, images, change orders, customer records, and other supporting project files.
Automations
Workflow Follow-Up
Use supported project, task, milestone, or status activity for communication, notifications, and repeatable administrative workflows.
Insights
Lessons & Improvements
Preserve appropriate lessons, recurring issues, feedback, and improvement opportunities discovered during project delivery.
Marketing
Campaign Delivery
Coordinate campaign-related work, deliverables, documents, deadlines, responsibilities, and execution where Marketing is enabled.
Project Platform Strategy
Project tools organize the work. Brilliance connects delivery to operations.
Modern CRM and project platforms increasingly combine customer records with tasks, boards, assignments, dates, comments, custom fields, workflow automation, and project views. Brilliance One extends project delivery into the broader ERP and operational context surrounding the work.
Plan
Projects + Tasks
Structure work using projects, phases, milestones, tasks, ownership, timelines, priorities, and delivery status.
Deliver
People + Time + Documents
Connect the work with employees, labor, communication, files, customers, scheduling, and other supporting delivery activity.
Operate
Costs + Billing + Business Context
Continue the project into expenses, accounting, customer billing, financial reporting, organizational learning, and ongoing operational history.
Delivery Controls
Keep delivery structured, visible, and connected.
Projects become easier to understand when scope, responsibilities, tasks, milestones, time, documents, customer context, costs, communication, and financial activity remain associated with the same operational record.
Ownership
Clear Responsibility
Associate project and task responsibility with the appropriate employees, users, teams, or other supported participants.
Milestones
Delivery Visibility
Track supported phases, timelines, milestones, priorities, status changes, blockers, deadlines, and completion progress.
Time
Billable & Internal Work
Connect supported project time with employees, customers, labor, billing, payroll context, and financial workflows.
Documents
Project File History
Associate appropriate contracts, scopes, approvals, images, change orders, deliverables, and other supporting files directly with the project.
Financial
Cost & Billing Context
Connect supported labor, expenses, project costs, invoices, payments, and customer billing with the delivery record.
Access
Permission-Aware Visibility
Use broader platform access controls to help determine which internal and external stakeholders can view appropriate project information.
Projects Module Pricing
Add project delivery without adding per-user platform pricing.
Projects participates in Brilliance One's modular pricing model. Start with Core, add Projects, and combine it with Accounting, Human Resources, Scheduling, Marketing, or other modules according to the work your organization performs.
- Brilliance One Core required
- Projects available as a business module
- No per-user platform pricing
- Connected customer and employee context
- Time, cost, and document workflows
- Accounting connectivity
- CMS included with qualifying configurations
- Founders 400 alternative available
Standard Configuration
Core + Projects. Connect delivery from there.
Under current standard pricing, Brilliance One Core starts at $147 per month and Projects is $135 per month before applicable module-volume adjustments and usage-based services.
Use the pricing estimator to combine Projects with the financial, workforce, scheduling, marketing, or other operational modules your organization requires.
Business Modules
Add the capabilities you need. Keep the platform connected.
Expand Brilliance One with connected modules for financial operations, content, compliance, training, industry workflows, workforce management, reporting, marketing, commerce, projects, scheduling, and technology operations.
Financial Operations
Accounting
Manage quotes, invoices, payments, expenses, vendors, banking activity, journals, and financial reporting while keeping the numbers connected to the customers, projects, products, and business activity behind them.
Explore AccountingWebsites & Content
CMS
Build and manage websites, pages, forms, landing pages, blogs, digital assets, public experiences, and lead capture while connecting the digital experience directly to business operations.
Explore CMSGovernance & Controls
Compliance
Support compliance-conscious operations with identity controls, permissions, logging, security protections, data governance, administrative oversight, and specialized operational workflows.
Explore Compliance & SecurityTraining & Learning
Courses
Manage courses, curriculum, lessons, assessments, instructors, participants, completion, certifications, renewal requirements, and training history in one connected system.
Explore CoursesTesting Program Operations
Drug Testing
Manage testing pools, random selections, collections, specimens, chain of custody, laboratory workflows, results, documents, and testing-program history.
Explore Drug TestingFFL Operations
Firearms
Manage serialized firearms, acquisitions, dispositions, bound book records, e4473 workflows, inventory, customers, documents, point of sale, and connected firearms operations.
Explore FirearmsWorkforce Operations
Human Resources
Manage employees, onboarding, documents, attendance, leave, training, certifications, reviews, workforce history, responsibilities, and the operational context surrounding your people.
Explore Human ResourcesReporting & Visibility
Insights
Turn customer, marketing, financial, workforce, scheduling, project, and operational information into connected reporting and clearer business visibility.
Explore InsightsGrowth & Engagement
Marketing
Manage campaigns, audiences, lead sources, referrals, reputation, local visibility, communications, attribution, and customer acquisition while keeping marketing connected to CRM and operations.
Explore MarketingConnected Commerce
Point of Sale
Connect customers, products, inventory, transactions, payments, receipts, accounting, purchase history, and specialized retail workflows through the same business platform.
Explore Point of SaleWork & Delivery
Projects
Manage projects, phases, milestones, tasks, employees, time, documents, costs, customer relationships, communication, and delivery history from one connected operational record.
Explore ProjectsAppointments & Resources
Scheduling
Manage appointments, services, attendees, employees, availability, locations, resources, capacity, customers, and the operational workflows surrounding scheduled work.
Explore SchedulingAssets & Infrastructure
Technology
Manage technology assets, equipment, vehicles, software, subscriptions, assignments, maintenance, warranties, vendors, documents, lifecycle history, and supported monitoring.
Explore TechnologyBrilliance One Projects
Plan the work. Connect the delivery.
Manage projects, phases, milestones, tasks, employees, time, costs, documents, communication, customer context, scheduling, accounting, automation, and delivery history inside the broader Brilliance One Business Operating System.
Brilliance One • Projects • Tasks + Time + Costs • Connected Delivery