Consultant Project Manager Notion Template

Description

CONSULTANT PROJECT MANAGER — run every client engagement from one connected Notion workspace. Add clients and the engagements under them; break engagements into tasks and dated milestones and progress rolls up automatically; track your (and any associates’) capacity so you can see who’s overloaded; move deliverables through client sign-off, watch deadlines, and log billable time so budget burn updates itself — all on one command-centre dashboard. Built for independent consultants and small consulting/advisory practices (solo to ~10 people) who want ONE source of truth instead of ten scattered tools. Works great solo or with associates.
WHAT YOU GET (7 linked databases + dashboard):• Clients — retainer, health, tier & renewal flags; active engagements and avg progress roll up• Engagements — auto Progress % from tasks, Budget Burn % from billable hours, deadline flags, next milestone• Tasks — per engagement, owner & milestone; due flags, stages, and open hours that feed capacity• Milestones / Timeline — dated checkpoints per engagement, the delivery Gantt/timeline view + timeline flags• Team & Capacity — weekly capacity vs assigned load → Utilization % and over/under-loaded flags (put yourself here if solo)• Deliverables — client sign-off status, approval flags, and revision-rounds scope-creep watch• Time & Billing — logged billable/non-billable hours feeding engagement budget burn & utilization• Command-Centre Dashboard — active engagements, tas