Delivery

    Complete Guide

    Engagements, consultants, staffing, bench, utilization, timesheets, and the handoff from a won deal.

    By Sebastian StreiffertPublished Jan 10, 2026Updated May 4, 20269 min read

    What you can do here

    Delivery is the half of the business that starts when a deal is won: the work you sold, the people doing it, how booked they are, and the hours behind the invoice.

    It sits on the same records as the sales side, so the client on an engagement is the same company your pipeline worked, and a won deal can hand itself over instead of being retyped into a spreadsheet.

    What you need to knowWhere to look
    "We just won this. Who is doing it?"Handoffs, then Staffing
    "Who is free in three weeks?"Bench
    "Are we busy enough to hire?"Utilization
    "Is this project going to land on budget?"Portfolio, then the engagement
    "Whose hours are missing?"Timesheets
    "We might win these two. Can we staff them?"Demand
    Delivery is not switched on for every plan, and timesheets and utilization can be enabled separately again. If a page in this guide is missing for you, check your plan or ask an admin.

    The pages

    PageWhat it is for
    DashboardThe delivery numbers in one place.
    PortfolioEvery engagement: client, dates, staffing, budget, health.
    ConsultantsYour people: employees and subcontractors, skills, capacity, rates.
    StaffingWho is booked on what, week by week.
    BenchWho is free now, and who rolls off soon.
    UtilizationHow booked the team is against your target.
    TimesheetsWeekly time entry and approvals.
    HandoffsWon deals that have no engagement yet.
    DemandRoles that need covering, including on deals not yet won.
    PlanningThe sprint tracker for the delivery work itself.

    Consultants, Portfolio, Demand, and Handoffs are tables like Contacts and Companies, with a search box and a live count on the filter row and the page's buttons at its right end.

    Hand a won deal to delivery

    A won deal with no engagement waits on Handoffs. Handing it over carries the contract, the roles you sold, the dates, and the margin target across, so delivery starts from what Sales actually closed rather than a fresh guess.

    1

    Mark the deal Won

    A deal that is not won cannot be handed over.
    2

    Link the final contract

    You need an active one on the deal. This is the step that stops work starting on a scope nobody wrote down.
    3

    List the roles you sold

    At least one, with weekly hours, so Staffing has something to fill.
    4

    Set the dates and the owner

    Start and end, plus who owns delivery. The end date has to be on or after the start.
    Each deal hands over once. If the shape of the work changes later, change the engagement rather than starting a second handoff.

    Run an engagement

    An engagement is one piece of delivered work for one client, with a billing model, a budget, a period, and a health signal.

    TabWhat is on it
    OverviewStaffing, dates, budget, progress.
    StaffingWho is on it, at what share of their week.
    MilestonesDated deliverables you can share with the client.
    KnowledgeWhat the team has recorded about this work.
    ContractsThe agreements behind it.
    BillingWhat has been billed against the budget.
    Share milestones as a read-only status link and the client can check progress themselves. That is usually cheaper than a weekly update email, and it needs no login on their side.

    Staff the work

    Staffing
    Staffing
    Wk 1Wk 2Wk 3Wk 4
    Ada
    Ken
    Mia
    FreeUnder targetOn targetOverbooked
    • 1
      One row per person: Their next few weeks at a glance
    • 2
      Colour is the load: Free, under target, on target, overbooked
    • 3
      Assignments: A share of the week, with dates and a rate

    Staffing

    The grid shows each person's allocation across the coming weeks. An assignment carries a share of their week, a period, a rate, and whether it is billable.

    Bench

    Three views: who is free now and from when, who rolls off in the next few weeks, and a forecast. This is the page to open before you promise a start date.

    Demand

    Demand is a role waiting for a person: skills, seniority, hours a week, dates, rate, and how confident you are. Roles on deals you have not won yet sit here as tentative, which is how pipeline shows up in resourcing before it is real.

    Try a plan in a scenario first, then apply it once it holds together. Nothing is committed until you do.

    Watch how booked the team is

    Utilization compares booked time against capacity and against the target you set, with logged hours as a third line once timesheets are in use. The stats row shows this week, the target, who is on leave, and what idle time is costing per week.

    Your target, the point at which someone counts as benched, the roll-off warning window, your seniority ladder, and the average rate used to price pipeline demand are all set in Settings → Workspace → Features → Delivery.

    Log and approve time

    Time goes against an assignment, not against a project in the abstract. That is what makes the hours line up with what was sold.

    • My Time: fill in the week, then submit it.
    • Approvals: submitted weeks queue here to approve or send back with a reason.
    • Compliance: who has not submitted yet.
    • History: past weeks.
    If the page says you have no consultant profile, your user is not linked to a person in the Consultants list yet. An admin makes that link, and until they do there is nothing to log time against.

    When something looks wrong

    What you seeWhat to do
    A won deal is not on HandoffsIt already has an engagement. Look for it in Portfolio.
    Handoff will not completeIt needs an active contract on the deal, at least one sold role with hours, dates, and an owner.
    Nothing to log time againstYou are not staffed on anything yet, or your user is not linked to a consultant.
    Utilization looks offCheck the target and the bench threshold in delivery settings before assuming the numbers are wrong.
    A date is refused on a timesheetIt falls outside the assignment period. Ask for the assignment dates to be extended.

    Quick reference

    Open it: Sidebar → Delivery
    Won deals waiting: Delivery → Handoffs
    Who is free: Delivery → Bench
    Timesheet statuses: Draft · Submitted · Approved · Rejected
    Settings: Settings → Workspace → Features → Delivery

    Was this article helpful?