---
title: "Overview of project management setups and workflows"
slug: "overview-of-project-management-setups-and-workflows"
updated: 2026-10-15T01:17:48Z
published: 2026-10-15T01:17:48Z
canonical: "help.servicetitan.com/overview-of-project-management-setups-and-workflows"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Overview of project management setups and workflows

## Overview

Project management is a flexible tool that helps you manage all of your projects. In this article, you can read about multiple versions of guided setups and recommended workflows for implementing the project management feature into your business.

However, you aren't restricted to a single setup/workflow and you can add, customize, and track multiple workflows in the same account simultaneously, according to your business needs.

---

### 

#### Who uses this feature

- **For core project management setup and workflow:** Any business using project management
- **For phase management setup and workflow:** Any business that runs and completes its projects in phases
- Primarily for Residential Construction and Commercial Construction business types
- Applies to all trades

## Things to know

- Read the [Introduction to project management](/construction/docs/introduction-to-project-management) before deciding which project management approach to use: either the core or phased setup and workflow.
- We recommend the core project management setup as our base setup for project management use, which includes best practices. Additional recommended workflows build off of this core setup and introduce more granular cost and revenue tracking for your projects.
- The phase management setup and workflow is typically used in the Construction industry to track cost types, such as labor, material, equipment, at a more granular phase level.
- The phase management setup and workflow supports Progress Billing.
- You can run multiple workflows/setup in a single account.
  - **Example:** A Residential HVAC Service and Construction company typically runs a variation of our **Core Setup Workflow** for their Residential Service Division workflows and our **Phased Setup & Workflow** for their Construction Division workflows.

## Choose a project management method

Review the following sections and pick the setup and workflow best suited for your business.

If you aren't sure what setup or workflow works best for your business or are new to project management, we highly recommend using the core setup and workflow to help you avoid uncategorized transactions on the *Budget vs Actual* table.

### Core project management setup and workflow

Setup level of effort: Low

Use the [core project management setup and workflow](/construction/docs/core-project-management-setup-and-workflow) to track your budgeted and actual *Contract Value* revenue, as well as your budgeted and actual project expenses by cost type: *Labor*, *Materials*, and *Equipment*.

![Project labels showing Contract Value under Billed and Materials, Equipment, and Labor under Expenses.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/overview-of-project-management-setups-and-workflows-image-1x65i6xd.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A43%3A11Z&se=2026-10-31T01%3A43%3A11Z&sr=c&sp=r&sig=A20F4sKsq7AUpq%2F0i%2FjyYEqv5TQOT4Y%2B0JKAgkvywAs%3D)

### Phased management setup and workflow

Setup level of effort: Intermediate

Use the [phased project management setup and workflow](/construction/docs/phased-project-management-setup-and-workflow) to track your budgeted and actual revenue, as well as your budgeted and actual project expenses by phase. For example, you can use *Rough-in*, *Trim-out*, and *Start-up* project labels to get better insights into your company's performance.

![Project labels showing RoughIn, TrimOut, and StartUp under Billed and Expenses.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/screenshot-bva-phased.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A43%3A11Z&se=2026-10-31T01%3A43%3A11Z&sr=c&sp=r&sig=A20F4sKsq7AUpq%2F0i%2FjyYEqv5TQOT4Y%2B0JKAgkvywAs%3D)

## Want to learn more?

- Visit ServiceTitan Academy and enroll in [Project Management Basics](https://servicetitan.docebosaas.com/academy/learn/courses/253/project-tracking-basics)
- See [Project management](/construction/docs/project-management-home)
- See [Guide to project management](/construction/docs/end-to-end-guide-to-project-management)

Invoicing customers in stages as specific milestones of a large project are completed rather than in one lump sum at the end.

**What it does:** Improves cash flow on large or multi-day roofing and commercial jobs by collecting partial payments throughout the project.

**Also called:** Milestone billing, Staged invoicing

**Tags:** Roofing / Exteriors

[See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)