Scope, people and time belong to the same project. We are preparing a CostGem update that makes that connection easier to follow, from the work you agree to the invoice you prepare.
Our planned release date is Saturday 14 November 2026. This is an advance look at the workflow being prepared. The current application remains in use until the update is confirmed.
Start with the work you agreed
A practice needs more than one total fee. Projects move through stages, and each stage needs a clear allowance for the work ahead. The updated workflow connects a won opportunity to its project, so the agreed scope and proposed stages form the starting point for delivery.
Keep the budget visible as work progresses
Compare stage allowances with recorded work while there is still time to act. A useful project review asks which stage needs attention, what is left to do, and who owns the next decision. It should give a principal or practice manager a place to start that conversation.
Bring planning and time into the review
Planning shows the work you intend to do. Timesheets record what happened. Keeping both close to the project makes it easier to review capacity, check the hours recorded and decide what needs to happen next.
Prepare the invoice from the project
The workflow continues into invoice preparation. Review the project, check the recorded work and prepare the draft before issuing it. Accounting connections remain provider-specific; we will confirm their availability and any connection instructions separately.
What happens on 14 November?
Maintenance is planned for 08:00 to 10:00 AWST (Perth time, UTC+8). CostGem may be unavailable during that window. Existing account holders should save their work and log out before 08:00 AWST.
There is no need to change company settings or reconnect accounting in advance. We will confirm when the update is complete and communicate any change to the plan.
For a practical review you can use now, read five questions for a weekly project review. For help with the planned update, email support@costgem.com.