Available on Grow (with limits) and Scale plans.
See Feature access for details.
What
A tentative project is a project created in a tentative state to plan work that is likely but not yet confirmed. It allows teams to model capacity, budgets, and timelines before committing delivery work.
Why
  • Evaluate resource availability before committing.
  • Model financial impact early.
  • Plan timelines without triggering delivery activity.
  • Convert to confirmed without rebuilding plans.
Who
  • Site admins can create, manage, and confirm tentative projects.
  • Project admins can manage and confirm projects they're an admin on.
  • Standard users with permission to:
    • Add projects (ability to create, edit, and delete projects (tentative or confirmed) and project categories)
When
Use a tentative project when work is probable but not finalized and you need structured planning insight before confirmation.

Understand feature access

Plan
Tentative project limit
Grow
Up to 2 tentative projects.
Scale
Unlimited tentative projects.

Create a tentative project

Select the project type during creation.
  • Go to Projects and click Add project.
  • Complete the setup steps.
  • In the Details step, choose Tentative as the project type.
  • Create the project.
A project’s type determines whether it represents planning work or confirmed delivery.

Create a project from a quote

Convert an accepted quote into a tentative project to move from quoted work into proposed delivery and execution. Converting a quote creates a linked project and carries over key details so you can begin scheduling, assigning, and tracking work straight away.

What happens when you convert

  • Task (hours) line items are created as tasks in the new project.
  • Allocation (hours) line items are added to the project Schedule as allocated hours.
  • The project inherits key details such as the client, people, dates, and description (you can adjust these during conversion).
  • You choose whether the project is Tentative or Confirmed.
  • You select a budget type (No budget, Fixed fee, Time & materials, or Retainer).

Plan with schedule and allocations

Tentative projects support structured planning without initiating delivery workflows.
  • Use the Schedule tab to create allocations for people or placeholders.
  • View tentative and confirmed work together to assess total capacity demand.
  • Adjust allocations as scope evolves.
If a budget is set, predicted budget usage appears alongside allocations in Schedule views.

Plan budgets and financial targets

  • Set fixed fee, time and materials, or retainer budgets.
  • Define financial targets such as profit margin or target profit.
  • Review projected financial impact while the project remains tentative.

Convert to confirmed

When work is approved, update the project type to confirmed.
  • Allocations, budgets, and schedules remain in place.
  • Delivery visibility and notifications begin as normal.
Tentative projects cannot be reverted after confirmation.