After a deal is ready for delivery, create a Hive project from the opportunity, let an accepted proposal create one, or link a project you already have.
You can also create or link projects from an account.
Delivery projects come from three places: Create project on the opportunity, proposal acceptance (kickoff), or linking an existing project.
Create a project from an opportunity
You don't need an accepted proposal to start delivery. Create the project directly from the deal:
Open the opportunity in Hive CRM.
On the Overview tab, find Project in the Delivery section and select Create project. (The same button is on the Delivery project card in the Commercial tab.)
In the create-project dialog, start a blank project or pick a template, then create it.
Hive links the new project to the opportunity and to the opportunity's account, then opens the project.
Who can do this: you need permission to edit CRM and permission to create projects in the workspace. Without both, the button isn't shown.
If a proposal is accepted while you're creating the project: the accepted proposal's delivery project stays linked, and your new project is created but left unlinked. Hive tells you when this happens. To use your project instead, link it from Delivery to replace the other one.
Delivery project when a proposal is accepted
Open the opportunity in Hive CRM.
Share and accept a proposal for that opportunity. See Send, share, and sign a proposal.
When the proposal is accepted, Hive automatically starts creating a delivery project and links it to the opportunity (and the deal’s account when available).
On the opportunity Next steps card, open the project with Open project when it appears as linked.
Set project dates from the signed proposal
Hive can fill in the delivery project's start and end dates from the proposal the client accepted.
Turn it on (workspace admins): go to Settings → Apps. Under CRM, find Project timeline and turn on Set project dates from accepted proposal.
Add dates to a proposal: open the proposal, select Terms, and set Start date and End date under Project timeline. You can change these only while the proposal is a draft.
What happens at kickoff:
When the proposal is accepted, Hive uses the dates from the signed version as the project's start and end dates.
If the proposal has no Project timeline, Hive uses the earliest and latest dates in the proposal's billing schedules instead.
If the project already has dates, Hive doesn't change them. An end date earlier than the start date is ignored.
A later accepted change order moves a project date only if it still matches the previously signed date. Dates someone edited are never changed.
Dates didn't fill in? Check that the setting was on when the proposal was accepted, that the proposal had a Project timeline or billing schedule dates, and that the project didn't already have dates.
Link an existing project to an opportunity
If delivery already has a Hive project, link it instead of creating another.
Open the opportunity.
Select Link existing (or Link project).
Search for the project and select it.
After a project is linked, you can Change the linked project or unlink it when your permissions allow.
Create or link a project from an account
From an account page you can also start delivery work without going through proposal kickoff first:
Create project — opens the create-project flow, then links the new project to the account.
Link project — search and attach an existing Hive project to the account.
When to use which path
Create project on the opportunity when delivery needs to start before (or without) a Hive proposal — for example, the contract was signed outside Hive.
Accept a proposal when the commercial agreement is done — Hive creates the delivery project automatically; use Create delivery project only if you need to retry.
Link existing when the project already exists.
Account Create project / Link project when you are organizing work at the account level before or alongside a specific opportunity.