Projects that start from what you sold
Plan the work from the approved proposal, keep track of what the client owes you, and see where every project stands without opening each one.
The plan and the budget never meet
In most agencies, the project plan lives in one tool and the budget lives in another. The tasks don’t know what was sold. The timesheet doesn’t know which task the hours were for.
So a project looks on track right up until someone pulls the numbers. By then, the overrun has already happened.
Rofinery keeps the plan, the budget and the time on the same project, so you can see a problem while there’s still time to fix it.
Everything a project needs, in one place
One project holds the tasks, the timeline, the client's to-do list, the files and the money.
Tasks built from the proposal
Approve a proposal and its deliverables become tasks, with each line item as a subtask carrying its hours. See the same work as a list, a board, a kanban by status, or a Gantt chart.
A timeline your client can see
Drag tasks to reschedule them, add milestones with owners, and share a read-only Gantt chart with your client by link.
Track what the client owes you
List the content, access and sign-offs you're waiting on. Your client gets one page to send them back, and you're told when something arrives.
See hours against budget as you go
Time logged on the project's tasks rolls up to the proposal, so you can see hours, costs and profit while the project's still running.
Spot the projects that need you
The projects overview picks out work that's overdue, milestones that are slipping, profitability at risk, and projects with no manager, no end date or tasks nobody's assigned to.
The rest of the project
The details that usually end up in a shared drive or someone's inbox.
Milestones
Dates, owners and a status for each one - not started, in progress, completed or blocked
Notes
Keep project notes together. Forward an email and it's saved as a note on the project
Files and links
Folders of files and links, with real thumbnails for Google Drive and Figma once they're connected
Expenses
Record each cost as charged to the client or absorbed, with the supplier and invoice reference
Payments
The payment schedule agreed in the proposal, ready to invoice in Xero
Private projects
Only admins, the project manager and project members can see them
Duplicate a project
Copy the proposals, tasks, checklists and files to start a similar job. Time, comments and dates stay behind
Import tasks
Bring subtasks in from a CSV file
Retainer reminders
Get asked before a fixed-term retainer ends, so the renewal isn't a surprise. Switch it on for your team
How projects connect
A project sits in the middle of the chain, between what you sold and what it earned.
It starts with the proposal
Approved deliverables and line items become the project's tasks and subtasks
People get booked onto it
Book the team onto the project's tasks by the day, and see who's free
Time is logged against it
Your team times each task, so hours land against the right part of the job
It rolls into profitability
Every project's hours and costs feed the agency's profitability figures
Questions about projects
Yes. Create a project and add the tasks yourself. Linking an approved proposal is what brings in the hours and the budget.
The proposals, task groups, subtasks, checklists, task dependencies and files. Time entries, comments, milestones, expenses, assignees and dates are left behind, and copied proposals go back to not approved.
Team owners and admins, the project manager and anyone added to the project. Nobody else sees it in lists or reports.
Not all of it. You can share a read-only Gantt chart by link, and a page listing what you need from them. Everything else stays internal.
Run projects from what you sold
Or read more about the parts you'd use every day.
✅ Tasks and checklists
Estimates, checklists and dependencies on every task
📆 Gantt charts and milestones
A timeline you can drag, and share with the client
📥 Client dependencies
What you're waiting on, with a page for the client to send it
🧩 Templates
Start every project from how your agency actually works