01
Standardize projects with reusable pipelines
Use HubSpot Project pipelines to define the lifecycle of different
types of work, from kickoff through completion.
ProjectOps can add preconfigured Project pipelines while continuing
to work alongside the native and custom pipelines already in your
HubSpot account.
Benefit
Give every recurring project type a consistent delivery process.
View pipeline documentation
02
Automatically build the project plan
Create reusable templates containing the tasks, subtasks,
milestones, timing, and planned effort required to deliver a
specific type of project.
When a Project is created, ProjectOps can automatically create the
work associated with that Project instead of requiring teams to
rebuild the plan manually.
Benefit
Start every project with the right work already in place.
View template documentation
03
See team capacity before assigning more work
Review team workload, planned hours, availability, out-of-office
conflicts, overdue work, and unassigned tasks across Projects.
Project leaders can identify overloaded resources before another
assignment creates a delivery problem.
Benefit
Make assignments using real workload and availability data.
View resource capacity documentation
04
Track project time where the work happens
Record time against project work and keep tracked effort connected
to the Project inside HubSpot.
Review time entries and timesheet activity from the ProjectOps
workspace without relying on a separate time-tracking platform.
Benefit
Keep project activity and delivery effort in the same system.
View time tracking documentation
05
Compare planned effort with actual delivery
Assign planned hours to Projects and project work, then compare those
expectations with the effort being recorded as delivery progresses.
Identify projects consuming more time than expected before the issue
becomes visible only after completion.
Benefit
Catch budget pressure while there is still time to respond.
View budget documentation
06
Monitor project health and timeline risk
Surface project signals directly on the HubSpot Project record,
including timing, workload, progress, delivery status, and project
health.
Give project leaders and customer-facing teams a clearer view of
whether delivery is healthy or needs attention.
Benefit
See delivery risk without reconstructing project status manually.
View health & timeline documentation
07
Keep project context connected to the customer
Projects remain part of HubSpot alongside the companies, contacts,
deals, users, and activity associated with the customer relationship.
ProjectOps extends the native Project object rather than creating a
second project database outside the CRM.
Benefit
Connect what was sold, who it is for, and how it is being delivered.
View HubSpot data documentation
08
Manage project operations from one workspace
Use the ProjectOps app page to manage Project pipelines, templates,
resource capacity, tracked time, and project operations across your
HubSpot account.
Administrators and project leaders can manage the system without
maintaining another standalone project management application.
Benefit
Give project teams one operational layer built around HubSpot.
View workspace documentation
