Know where every project stands. Before the client asks.
Most project overruns don't happen overnight. They creep up slowly — a milestone slips, costs drift a little above budget, a deliverable gets delayed without anyone really noticing. By the time it's obvious, there's no good conversation to be had with the client. This module gives you a live view of every project's health — budget, timeline, and progress — so you can have those conversations early, when there's still something you can do about it.
One place to see where every project stands — budgets, timelines, and people
When project details live across email threads, spreadsheets, and individual team members' heads, you're always one step behind. You find out a project has gone over budget when the invoice is being written. You find out a deadline was missed when the client emails asking where something is. There's no early warning system.
This module gives you a live picture of every active project — what's been delivered, what's still outstanding, how much budget has been used, and whether the timeline is on track. When something starts drifting, you see it in the system before the client sees it in the work. Everything connects. Time logged by your team flows into project costs. Expenses and subcontractor costs are tracked against the right project budget. When a project is complete, invoicing flows directly from the project record — no separate spreadsheet needed.
Budget vs actual, always visible
See how much budget has been consumed against how much work has been done. When a project is tracking to go over, you get a flag while there's still time to act — not after the invoice has gone out.
Milestones and deadlines tracked in one view
Every project has milestones, deliverables, and due dates. See what's coming up, what's overdue, and what's blocking something else — without chasing your team for updates.
Team assignments and workload visible
See who is working on what across all active projects. Spot when someone is overloaded or when a project has gone quiet — and redistribute before something is missed.
Connected to time, costs, and invoicing
Time entries, expenses, and purchase orders link directly to the project they belong to. When the project is complete, the invoice is generated from the project record automatically.
What's included ?
Everything you need to run projects with clarity — from the first scoping conversation to the final invoice — without the spreadsheets, the status update meetings, and the surprises.
Project records with full context
Every project has one record — client, scope, budget, team, milestones, files, and communications. Everything in one place, visible to everyone who needs it.
Milestone & deliverable tracking
Break projects into milestones and deliverables with due dates and owners. See at a glance what's done, what's in progress, and what's at risk of slipping.
Budget vs actual tracking
Set a budget at project kick-off and watch it in real time as time, expenses, and costs are logged. Get flagged when you're approaching your limit — not after you've exceeded it.
Team assignments & task management
Assign tasks to team members, set due dates, and track completion. See the full workload picture across your team — who has capacity and who is stretched.
Time logged directly against projects
Every hour your team logs is linked to the project it belongs to. Billable and non-billable time tracked separately, with configurable rates per person or role.
Project profitability view
See revenue, all direct costs, and margin per project in one view. Understand which types of engagements are genuinely profitable and which are eating into your margins.
Document & file storage
Attach briefs, proposals, contracts, deliverables, and approval sign-offs directly to the project record. Everything is searchable and in one place — not scattered across email threads.
Invoicing from project records
Generate invoices directly from a project — fixed-fee, time-and-materials, or milestone-based. All the billing detail is already there from what the team logged.
Portfolio-level reporting
See the health of all your active projects in one view. Revenue in progress, budget consumed, overdue milestones, and team utilisation — across the whole business at once.
See exactly what's done, what's next, and what's blocking you
| SUPPLIER | EXPIRES | STATUS |
|---|---|---|
|
Discovery & requirements
Phase 1 initiation
|
Completed 2 Apr | ✓ |
|
System configuration
Core architecture build
|
Completed 25 Apr | ✓ |
|
User acceptance testing
Awaiting final sign-off
|
Due 16 May | ⚠ |
|
Training & go-live
End-user onboarding
|
Due 20 Jun | Upcoming |
⚠ UAT behind schedule · 81% of budget used · Consider scope discussion with client
Which industries use this module
Project Management is used by professional services firms and construction businesses — wherever work is delivered in structured engagements with defined scope, budget, and timeline.
Explore the full suite
Project Management works at its best when connected to time tracking, finance, procurement, and client management. Here's what else is available.