Define the work
Connect clients, projects, milestones and deliverables with owners, due dates and scope.
FREE · STANDARD · 1.0.0
Project Delivery Standard.
A straightforward project workspace, ready to make your own.
Clients, projects, milestones, deliverables, decisions and saved handovers in one editable FileMaker file.
FileMaker Pro required, sold separately. Tested in 19 and 26 on macOS; Windows unverified.
THE SAME WORKFLOW IN BOTH EDITIONS
Keep the work and its decisions together.
See the next step
Review active projects, upcoming work and deliverables awaiting a client decision.
Record the outcome
Keep deliverable details and client decisions separate, with decisions recorded against the current revision.
Keep delivery history
Review saved events and decisions, with entry deletion and a reason-based reopen workflow.
Prepare a handover
Save a project snapshot and export a handover PDF while the main workspace stays open.
Make it yours
Set business details, separate workspace and printing logos, team names and a print footer.
A closer look.
FileMaker Pro desktop.
Requires FileMaker Pro, sold separately. Both editions were tested in FileMaker Pro 19 and 26 on macOS; exact patches were not specified. Intermediate versions were not individually tested. Windows compatibility is unverified. Desktop release; Go, WebDirect, hosting and multi-user use are not validated.
This is a standalone editable FileMaker workspace, not an installed add-on. Windows and macOS guidance ↗
FREE · STANDARD 1.0.0
Your project workspace.
Enter your name and email. We will email a private download link for the empty Standard file and Read Me. No automatic marketing subscription.
USAGE & SUPPORT
Make it your workspace.
Personal and internal-business use and customization are permitted. Resale or redistribution is not permitted. Support is best effort, without guaranteed response times or future updates. FileMaker licensing, hosting, implementation, migration and training are separate.
Premium includes the styled Project Delivery solution, not a separate full Cobalt Orchard theme license. It is a new empty file; purchasing Premium does not transfer existing Standard records or merge customizations.
FOR YOUR WORKFLOW
Need a closer fit?
Ask about tailored layouts, links to an existing client file, handover reports or a migration assessment. These are separate services, not included features or automatic upgrades.
Discuss a customization ↗Keep your existing workspace until a migrated copy has been reviewed and accepted.
Version 1.0.0
Standard and Premium include clients, projects, milestones, deliverables, client decisions, history, saved handovers with PDF export, business settings and optional sample records.