PROJECT DELIVERY GUIDE
Start with a clear project.
A first-session guide for Standard and Premium Cobalt Orchard.
YOUR FIRST SESSION
From an empty file to a clear handover.
- Download and unzip. Keep a backup of the original empty file; FileMaker Pro is required separately.
- Open Settings. Enter business details, a workspace label and team names. Add your workspace and printing logos separately, then save.
- For fictional examples, choose Help → Load sample workspace. The screenshots show samples; the customer ZIP starts empty.
- Before entering live data, back up and use Help → Remove sample records. Review dependency warnings. This is not a delete-all command.
- Add a client and project, then milestones and deliverables. Save details before marking a deliverable Ready for decision. Record the client’s outcome, contact, reference, date and evidence separately.
- After acceptance, save the project’s handover note and choose Prepare handover. Open Handovers and Export PDF from the saved snapshot. The export helper window keeps the main workspace open.
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 ↗
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.