Project Management

Plan installs, set milestones, and track progress.

4 min readLast updated May 25, 2026HC-OPS-003

What's a project?

A project bundles a set of devices, milestones, and assignments — typically a new install, refresh, or expansion. Projects can span multiple sites.

Milestones

Use milestones (e.g. Kickoff, Devices Shipped, Install Complete, Customer Sign-off) to track major checkpoints. Each milestone can carry a target date and owner.

Was this article helpful?