Projects and plans
Plans built on processes, tracked against the agreed plan.
Build a project plan around the processes and pain points in scope. Set a baseline, the plan your team commits to, then compare progress and forecast dates against it.
5 processes free. No credit card. Includes 1,000 AI credits for your first 30 days.
Inside the tool
Project PlanBaseline active
4 processes · 18 tasks
WBS ViewSchedule BoardInitiatives
- 1IT Account Setup & System Access+2d from baselineIT Operations · 3 milestones · 12 days · Sep 15, 2026 → Oct 2, 202610d40%
- Laptops dispatched
John SmithIn Progress - Accounts createdJohn SmithPlanned
- Access reviewAddedJohn SmithPlanned
- Laptops dispatched
- 2New-Hire PaperworkPeople Ops · 2 milestones · 6 days · Sep 22, 2026 → Sep 29, 2026100%
Inside the tool
Baseline active
The plan you committed to. Revising it is a deliberate step.
Scope has outgrown this baseline
The current forecast against the committed dates, in business days.
+2d from baseline
Each row is one of your processes, with how far it has slipped.
Added
A milestone added after the baseline was set.
WBS View · Schedule Board · Initiatives
The same plan as a breakdown, a bar schedule or initiative checkpoints.
Three plan states. From proposal to record.
People with edit access prepare the draft. Your team commits to a working baseline, then finalizes a record of the agreed plan when it’s ready.
- Draft
A proposal. Nothing is committed yet.
- Working baseline
The live commitment the plan’s drift is measured against.
- Finalized baseline
A record of the plan that can’t be changed.
What you can do.
A workspace per project
Each project keeps its processes, plan, milestones, risks, documents and status updates together, for the people assigned to it.
Projects run on your processes
A project adopts your organization’s processes: the same definition, not a copy.
Plan from processes and pain points
Build a plan from the processes in scope and the pain points they carry, checked against the contract’s hours, value and dates. Going over the contract takes an explicit choice.
Meridi drafts, a person commits
Ask Meridi AI to draft the plan’s scope, tasks, milestones and schedule. A person sets the baseline, and can finalize it as a record.
See drift after the baseline
Compare committed and forecast dates, see the days each process has slipped and the milestones added since, and get a banner when the contract changes.
Across every project
Delivery Overview bands each project Critical, Watch or Steady. Work that didn’t ship at the end of a contract is kept as deferred or transferred.
How it connects.
- BaseProcessesA project adopts your processes, and each row of its plan is one of them.Explore Processes
- DiscoveryPain pointsThe plan maps the pain points in scope to their processes, with suggestions to apply.Explore Pain points
- DeliveryInitiativesInitiative checkpoints sit on the project plan, and its header shows the benefit target.Explore Initiatives
- DeliveryRisks and status updatesRisks and issues feed each project’s health, and contracts set the hours a plan fits.Explore Risks and status updates
- DeliveryClient portal and deliverablesClients follow the plan in the portal and sign off milestones there.Explore Client portal and deliverables
- BaseMeridi AIDrafts the plan and a recovery plan, and suggests pain point mappings, for you to apply.Explore Meridi AI
Put it to work.
Explore the workflows that use this tool.
- Change managementSee how far the plan has moved from its baseline, and plan rollout milestones.See how it works
- Value realizationLaunch and measurement dates on the project timeline.See how it works
- Process discoveryPain points mapped into the project plan, with Meridi’s suggestions.See how it works
- Client deliveryA workspace per client project, running on the client’s own processes.See how it works
| Feature | Free$0 | Base$29/month | Discovery$79/month | Delivery$149/month |
|---|---|---|---|---|
| Project plans and milestones | Not included | Not included | Not included | Included |
| Clients and project workspaces | Not included | Not included | Not included | Included |
| Delivery overview and portfolio health | Not included | Not included | Not included | Included |
| Deferred work | Not included | Not included | Not included | Included |