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PROCESSES, PROJECTS AND DELIVERY

Create a project and choose its operating model

Launch the right project flow for Client Office or Team Studio, select a team and configure delivery and commercial rules without duplicating it.

01

Project Launcher connects the cabinet, team and delivery model

Choose Create project from the cabinet overview. Project Launcher first reads the current workspace, checks whether saved teams are available and asks only the decisions that change the workflow. It does not create a second copy of the same team just because this project uses different delivery settings.

A project's total duration is independent from its sprint cadence. A one-year project may use weekly sprints; a short project may use a two-week planning window. Collty stores cadence, time tracking, cost tracking, billing and invoicing as explicit project rules.

C
Project LauncherCreate project
Live
WORKSPACEProject Workspace
DELIVERY TEAMExternal team
TEAM SOURCESaved external
04
Configure project settingsThe team stays reusable; these rules belong to this project
Sprint cadence
1 week2 weeksMonthFlow
Time tracking
RequiredOptionalOff
Cost tracking
OnOff
Billing basis
NoneHourlyFixedMilestones
Invoices
OffManualAutomatic
Sprint cadence, time, billing and invoices are configured as separate decisions.
02

The first choices depend on the workspace

WorkspaceProject relationshipTeam choicesWhat happens next
Client OfficeInternal, external or hybrid teamUse a saved team, create an internal team, find an external team, or keep an internal core and fill its gaps with AIHybrid always opens Teams Canvas first; AI-only external search can open Project Architect
Team StudioInternal, client or hybrid projectUse a saved team, create a team, use AI-assisted planning, or complete an owned core with external specialistsA client project requests the client email; internal and hybrid ownership remain explicit in the project record
Pro WorkspaceProject participationSpecialists join or work in projects created by an authorized ownerThe specialist workspace does not expose the owner-only Project Launcher
03

Create a project from Client Office

  1. 1
    Choose Internal team

    Use this when the work is delivered by your own team. Choose an existing internal team or create it in My Teams before continuing.

  2. 2
    Choose External team

    Use this when the project needs a saved external team or a new AI-matched team. The AI option is intentionally unavailable for an internal-only team path.

  3. 3
    Choose Hybrid team

    Use this when you want to keep yourself, colleagues or an internal team and ask AI to find only the missing project competencies. Existing core opens saved teams; Create core starts a new private team with you as its first member.

  4. 4
    Select the team source

    Existing opens the saved-team path; Create opens the internal team builder; Find with AI starts external team matching.

  5. 5
    Set project rules

    Choose sprint duration, hours, costs, billing and invoices for this project. These choices can differ from the team's defaults without creating a duplicate team.

  6. 6
    Build the team before the plan

    For Hybrid, Collty carries the intent into Teams Canvas. Choose or create the core, run gap-aware AI assembly, review and save one team, then continue to Project Architect.

04

Create a project from Team Studio

  1. 1
    Choose Internal project

    Use your own organization as the project relationship. Select or create the delivery team, then choose the project operating rules.

  2. 2
    Choose Client project

    Use this for work delivered to a known client. Select the team and provide the client email in the guided project flow.

  3. 3
    Choose Hybrid project

    Use this when an owned team forms the delivery core and external specialists are needed for uncovered roles, expertise or capacity.

  4. 4
    Use an existing team when possible

    Open a saved private team and launch from that team. This preserves its membership, rates, availability and ownership.

  5. 5
    Create or duplicate a team when the composition is new

    Save the team first, then continue to project launch. Duplicating is appropriate only when the actual team composition must become a separate reusable team.

  6. 6
    Continue to Architect after the team is ready

    Hybrid projects open Teams Canvas first. After the team is saved, use Project Architect to review phases, roles, dependencies and any project-specific multi-team composition before activation.

05

Understand the team-source actions

ActionUse it whenResult
ExistingThe right team is already savedOpens the team-selection path without changing the source team
CreateYour own delivery team does not exist yetOpens My Teams to create and save a reusable team before project launch
Find with AIThe project needs external capabilityOpens AI team matching or Architect team search with the project context
Existing core + AIThe right internal team is already savedOpens the team library, locks the selected core and recommends only missing capability
Create core + AIThe hybrid team does not exist yetStarts with your professional profile, lets you add colleagues and then recommends only missing capability
All workflowsThe project needs a complex, hybrid or creative-first routeShows the full guided paths, including Architect and Creative Canvas
06

Configure delivery as separate controls

ControlOptionsWhat changes
Sprint duration1 week, 2 weeks, 1 monthCalendar periods, task grouping, progress review and scheduled reporting
Continuous flowAvailable in the relevant full workflowRemoves fixed sprint boundaries while keeping project start and task dates
Time trackingRequired, optional, offWhether task-hour fields appear and whether a task can be saved without hours
Cost trackingOn or offWhether existing team rates contribute to task cost, capacity and commercial analytics
Billing basisNone, hourly, fixed, milestonesHow commercial value is represented for the project
InvoicesOff, manual, automaticWhether invoice controls exist and how invoice records enter the workflow
07

Collty prevents contradictory combinations

  • Hourly billing requires task hours and cost tracking, so Time tracking cannot be Off.
  • Billing None forces Invoices Off because there is no billable basis to invoice.
  • Fixed and Milestones use manual invoicing; automatic sprint invoices are reserved for the hourly model.
  • Cost tracking may be enabled for an internal project even when Billing is None and Invoices are Off.
  • Time tracking can be Optional for a fixed or milestone project when hours are useful operational evidence but not the billing basis.
08

Sprint duration is not project duration

CadenceBoundaryBest for
1 weekA calendar-week planning and reporting rhythmFast-moving delivery and frequent review
2 weeksOne 14-day sprintLarger commitments that need fewer planning resets
1 monthOne monthly delivery periodLonger operational or retained work
ContinuousNo fixed sprint boundaryFlow-based work where tasks move independently
09

Team defaults accelerate setup without locking the project

Team settings provide sensible starting values for cadence, hours and commercial work. Project Launcher copies the selected values into the project policy, where they become the authoritative rules for that project.

This lets one saved team run an internal project without hours and, separately, a client project with weekly hours and invoices. The team remains one team; each project preserves its own operating model.

10

The operating model changes the whole project system

SurfaceWhat adapts
Project WorkspaceSprint or flow labels, task-hour fields, hour validation and delivery-period navigation
Project ArchitectTask-hour allocation, modeled cost, budget realism and team workload
Creative CanvasTask objects and workspace sync include hours only when the project allows them
Project AnalyticsSprint or timeline language, accepted allocations, workload, rates, financial cards and invoice access
Project detailsSpecialist HOURS, expenses and invoice panels appear only when the project capabilities require them
AI agentsOperating rules read the same project cadence and commercial capabilities before interpreting project evidence
11

Set a real project schedule before creation

Project Launcher requires a planned start before it creates a project. Projects Canvas then shows the same schedule as a visual line with Start, Today, Target finish and Calculated finish, so timing is visible without opening a separate form.

A target date never removes planned work. When the accepted specialist hours need more time than the target allows, Collty keeps the hours, shows a schedule conflict and uses the later calculated finish as the project planning boundary.

Operating modelRequired at creationHow finish is resolved
Fixed scope with hoursPlanned startThe longest specialist allocation determines the minimum duration because specialists can work in parallel. A later target may extend it.
Retainer with fixed horizonPlanned start and planned finishHours remain monthly allocation; the selected horizon defines the calendar range.
Ongoing retainerPlanned start and OngoingThe calendar shows an active continuing range without inventing a deadline.
Hours disabledPlanned start and planned finishNo hour-based duration is calculated; the explicit delivery horizon is used.
12

Review before activation

  1. 1
    Confirm the relationship

    Check internal versus external/client project and, for Team Studio client work, verify the client email.

  2. 2
    Confirm the team

    Make sure the selected specialists are the active project composition, not merely everyone available in the wider source team.

  3. 3
    Confirm schedule

    Set the planned start and review the calculated or explicit finish. Resolve any capacity conflict before activation.

  4. 4
    Confirm hours and costs

    Enable only the fields the team will actually maintain. Required hours become a save-time rule for project tasks.

  5. 5
    Confirm billing and invoices

    Check that the commercial basis and invoice mode match the agreement before project activation.

  6. 6
    Continue and review the draft

    Project Launcher prepares the shortest valid path. You can still review the team and project structure before making the project active.

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