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From Won Deal to Delivery Project

Turn a closed-won deal into a delivery project that carries the context forward, and read delivery status back on the deal

The sales-to-delivery handoff

Start delivery straight from the deal you just won.

When a deal is marked won, a Start delivery action appears on the deal. It opens a short panel where you pick a project template and an optional project name, then creates a delivery project linked to the same company and deal. The point is that the delivery team does not start from scratch: the project arrives carrying the context the deal already holds.

1

Win the deal

Mark the opportunity as won. The Start delivery affordance becomes available on the deal.

2

Pick a template and name

Choose a project template to seed the delivery tasks (or none for a blank project), and optionally name the project. Managing templates is covered in Project Templates.

3

Create the delivery project

Laureo creates one delivery project for the deal, linked to the company and the deal, and copies the context across (see below). If the project owner is someone other than you, they are notified that a project has been handed to them.

What carries over

The delivery project inherits the money, the links, and the files.

  • Budget and currency: the deal amount and its currency seed the project budget, so delivery starts with the number sales agreed, in the right currency.
  • Company: the project is linked to the deal's company, giving the delivery team the client record and everything on it.
  • Contacts: the client contacts come along through the company link, so the people you sold to are the people delivery can reach.
  • Files: the deal's file attachments are copied onto the project. Each file is copied to its own project storage, never shared in place, so later deleting one side never removes the other's copy. Files that were scanned on their original upload stay scanned.
  • Template tasks: if you chose a template, its tasks (including any milestones) are seeded onto the new project.
One deal, one project
Converting a deal is safe to trigger more than once: a deal maps to a single delivery project. If a project already exists for the deal, Start delivery returns that same project instead of creating a duplicate. File copying is best-effort and bounded, so an unusually large set of attachments will not block the handoff.
From an accepted quote
A won deal is not the only way into delivery. When a customer accepts a quote, you can turn that quote into a delivery project the same way: it seeds a task for each line item and links the new project back to the quote. See Create a delivery project from an accepted quote.

Reading delivery status on the deal

Sales can see how delivery is going without leaving the deal.

Once a deal has a delivery project, the deal record shows a live delivery status chip reflecting the project's current stage. Account owners can check whether the work they closed is in progress, on hold, or completed straight from the deal, so a client call never starts with “let me go find out where delivery is.” If the delivery project has been archived, the chip says so rather than disappearing.

Delivery status respects permissions
The delivery chip only appears for people who are allowed to view projects. A teammate without project access simply sees no chip on the deal, never a hint of delivery data they are not permitted to read. Visibility is always governed by your role and permissions.

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Project TemplatesCreating & Managing ProjectsTime Tracking & InvoicingCompany Detail Page
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