Projects

Every project with a plan, a budget and its paperwork.

Break the work down, plan it, and watch committed and actual spend against the budget as orders and bills land. Or hand Lister the brief and let it build the plan.

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Start with ListerProject viewDrawings & takeoffCost controlProject cash flowScheduleBoard
ListerProject risk
Which projects are at risk?
EcoShield Fire-Safe Wall Panel Pilot is 14 working days late against the contract finish on 17 Dec.
R-00004 · EcoShield14 days late
Laboratory formulation · 103 → 93 days−10
Prototype & performance · 102 → 91 days−11
Pilot manufacture · 99 → 91 days−8
Adopting the task totals−29 days
Adopt all threeReview
That brings it back inside the contract finish with 15 days to spare.
Ask Lister…
Paylists project scheduling: work packages, durations, dependencies and timeline against the contract finish date
The problem

Overruns show up after the money is spent.

The plan is in one tool, the budget in a spreadsheet, and the orders and bills in accounting software. By the time they're compared, the money is gone.

Before

Budget overruns found too late

You learn a job is over budget when the last bills arrive.

With Paylists

Committed spend counts against the budget the moment a purchase order is approved.

Before

Paperwork not linked to the job

Orders, bills and invoices sit in different systems, so nobody can say what a project has really cost.

With Paylists

Every order, bill and invoice is linked to the project and its work package.

Before

Plans that take days to build

Turning a customer brief into phases, tasks and a schedule is a job in itself.

With Paylists

Upload the brief and Lister builds the phases, work packages, team and schedule.

Four kinds of project

One structure, whatever the work is for.

The mechanics are the same. What differs is where the money comes from and what counts as a result.

SalesDelivered to a customer

Sits against the customer contract. Milestones raise invoices, and margin is the plan minus what you actually spent.

R&DBuilding something new

Cost-only until it ships. Time and supplier spend accumulate per work package for grant claims and capitalisation.

InvestmentCapital spend

Approved budget released in stages, with committed spend from purchase orders shown before the bills arrive.

InternalRun the business

Migrations, compliance work, office moves. Tracked so overhead is visible rather than absorbed.

01 · Start with Lister

Hand Lister the brief. Get the plan.

Upload a customer letter, brief, quote or plan. Lister reads it, asks about anything missing with a recommendation for each, then builds the phases, work packages, team and schedule.

  • PDF, Word, pasted text or a description
  • One click to accept each recommendation
  • Nothing built until you continue
Before I build the plan2 of 4
Project code · S-00004Accepted
Customer · Harbour DentalAccepted
Areas · 3 treatment roomsAccept
Schedule · as the brief showsAccept
Accept all recommendations
02 · Project view

Structure, work and drawings on one screen.

The work breakdown on the left, work packages in the middle as a timeline, board or finance view, and the project's drawings on the right. Pick a level and the other panes filter to it.

P-00001 · Northgate DepotPlanned 28 Jul → 29 Jul 2026 · E2E Customer Ltd, Leeds7,000 EUR left
Hierarchy13
AllWhole project13
1Substructure6
1.1Foundations5
1.1.1Excavation2
1.1.2Piling3
1.1.2.1Pile caps3
1.1.2.1.1Rebar & mesh2
1.2Drainage0
2Superstructure2
3Fit-out0
Work packagesFinanceTimelineBoard
Mar 26Apr 26May 26Jun 26Jul 26Aug 26
Phase A Released
Design Released
Build Frozen
Test Not started
Handover Not started
Snagging Completed
Total, 13 packages
PlanForecastActual
Drawings4
Site planRev 1On the projectAnna Lehmann · 12 Aug 2026
Piling layoutRev 01.1.2 PilingTomas Novák · 8 Aug 2026
Pile cap detailsRev 01.1.2.1 Pile capsClaire Dubois · 8 Aug 2026
Rebar scheduleRev 01.1.2.1.1 Rebar & meshJan Willems · 7 Aug 2026
03 · Drawings & takeoff

Measure the drawing. Order what it needs.

Attach drawings to any level of the project, measure quantities by trade, and turn the takeoff into a purchase order in one step.

  • Revisions tracked per drawing
  • Takeoff by trade and work package
  • Create a purchase order from the takeoff
Drawing · 3.1 Second floor M&E466.85 m² measured
electricity
air condition
ductwork
electricity air condition 466.85 m²
Takeoff · electricityQtyUnitOrdered
Cable tray25Meter—
Conduit30Kilogram—
Panel board10Square metre—
3 items · work package 3.1 Create purchase order →
04 · Cost control

Every commitment and payment, line by line.

One ledger per project: the order lines that commit money, the bills that turn them into cost, and the payments that settle them. Each row shows the commitment balance and what is left after it.

LineDateEventPlanningCommitmentCommitment balanceAmountVATBalance afterDocument
Survey & drawingsPO-CF1-PO1Aug 29, 2026Bill BILL-CF01——€29,766.25€7,500.00€0.00€7,500.00↗
Survey & drawingsPO-CF1-PO1Sep 20, 2026Payment made BILL-CF01———€7,500.00—€0.00↗
Site welfarePO-CF1-PO1Sep 15, 2026Order line—€2,400.00€32,166.25———↗
Partitions & ceilingsPO-CF1-PO1Oct 9, 2026Order line—€26,000.00€58,166.25———↗
Partitions & ceilingsPO-CF1-PO1Oct 10, 2026Bill BILL-CF02——€45,166.25€13,000.00€0.00€13,000.00↗
Partitions & ceilingsPO-CF1-PO1Nov 5, 2026Payment made BILL-CF02———€5,000.00—€8,000.00↗
Carcassing — batch 1PO-WPA3Sep 6, 2026Order line—€24,000.00€69,166.25———↗
Carcassing — batch 1PO-WPA3Sep 7, 2026Bill BILL-WPA1——€59,166.25€10,000.00€0.00€18,000.00↗
Carcassing — batch 1PO-WPA3Oct 5, 2026Payment made BILL-WPA1———€4,000.00—€14,000.00↗
05 · Project cash flow

Money in and out of every project.

Committed, invoiced, received and still to collect, for both sides of the project. Above the line opens an obligation, below it settles one.

Committed▲ €70,000.00▼ €25,000.00
Invoiced / billed▲ €30,000.00▼ €18,000.00
Received / paid▲ €20,000.00▼ €5,000.00
To collect / to pay▲ €10,000.00▼ €13,000.00
Money inMoney outNot yet happenedAbove the line opens an obligation · below settles oneSep – Nov 26
Sep 2026OctNov
+€50,000.00
+€30,000.00
−€25,000.00
−€15,000.00
−€3,000.00
−€5,000.00
+€20,000.00
+€20,000.00
Sep 15Sep 20Oct 1Oct 10Nov 15
06 · Schedule & dependencies

See what waits for what.

Plan work packages on a timeline and link them in a dependency network. Packages with no predecessor, or nobody responsible, are flagged so the plan holds together.

Dependency network12 packages
Links14
Chains4
No predecessor2 · flagged
Nobody responsible3 · flagged
07 · Board

Every package, by status.

Not started, released, frozen, completed or cancelled. Move work across the board and assign owners as you go.

Board12 packages
Not started · 5Released · 4Frozen · 1Completed · 2
Ask Lister“Which projects are at risk?”
See what Lister does →
Watch · 1 min 50

See Lister build a project from a brief.

Questions

Common questions

Which kinds of project can I run?

Sales projects for customers, R&D, investment and internal projects.

Can milestones raise invoices?

Yes. On a sales project, milestones can invoice the customer contract when they are completed.

Can Lister build a project from a document?

Yes. Upload a brief, customer letter, quote or plan and Lister builds the phases, work packages, team and schedule after checking anything missing with you.

Keep exploring
ListerYour AI operations assistantExplore →SalesQuote, contract, invoice, get paidExplore →PurchasingAgreements, orders, bills, paymentsExplore →

Your next project, planned by lunch.

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