🎯 Goal
Create a project record in Kato for advisory, consultancy, or research work, capturing the client, scope, fee, and deliverables in one trackable record.
❓ Why
Advisory and consultancy work is real revenue that often falls outside the disposal/requirement model. Rent reviews, lease advisory, valuations, investment analysis, market research, and bespoke client work — all fit a "project" structure better than a disposal. Logging as a project gives you proper tracking, time management, and Work in Progress visibility.
🔍 Overview
Projects capture: client details, scope, fee structure, timeline, assigned agents, key deliverables, and completion state.
📊 Step-by-step
Click Projects in the left-hand nav (or Advisory, depending on your agency's setup).
Click + Create Project.
Fill in:
Client company and contact
Project name and description
Project type (rent review / valuation / lease advisory / research / other)
Fee amount and basis (fixed / percentage / hourly)
Start date and expected completion
Assigned agent(s)
Property (if relevant)
Save. The project appears in your Projects list and Work in Progress view.
✅ You've done it when…
The project is listed, assigned, and has a fee captured, tracked in Work in Progress alongside your other deal activity.
💡 Common mistakes & pro tips
Capture fee basis accurately. An hourly project with an "estimated £2k" is different from a fixed £2k; downstream reporting depends on it.
Add deliverables as tasks linked to the project for workflow tracking.
Link to the client company so the project surfaces on their relationship page.
Close out projects promptly once complete — don't leave them open indefinitely. Closed projects are still searchable but don't clog WIP.
💬 Need Help?
📞 0203 772 8898