Time Tracking

Quickly enter time across projects from your desktop or your phone. Use our robust time-tracking features to approve timesheets and automate client billing.

Resource and Capacity Management

Gain real-time visibility into your organization's capacity and effectively monitor and balance resource workloads across multiple projects.

Intelligent Scheduling

Link tasks so that when earlier tasks are rescheduled, remaining tasks adjust automatically. Drag and drop functionality lets you make changes and alert your team with one click.

Client View

Ensure client confidence without giving up a user seat. Assign clients tasks & approvals, share documentation, and report on project status with gated client views.

Project Requests

Save time with standard processes to create, assign, and route project requests for approvals. Prioritze initiatives and automatically launch project plans.

Project Templates

Save time with unlimited project templates. Create and reuse ready-made projects which are built from your organization's current processes and best practices.

Issue Tracking

Easily centralize and track issues across all of your projects and tasks. Add your own custom fields tailored for your organization's reporting needs.

Approvals

Streamline and centralize your approval process. Consolidate functionality like adding comments, requesting documentation, and officially signing off.

Budgeting & Costing

Plan effectively by tracking labor, non-labor costs, and expenses in real time at the task, phase, project, and portfolio level.

Outlook, Gmail, MS Teams, & Slack

Convert emails and messages into tasks or issues with the click of a button from any major communication platform.

Mobile App

Update task statuses, make comments, enter time, capture expenses, submit time sheets, run reports, approve items, and more all from your mobile device.

Project Prioritization

Project Insight allows you to assess the projects in your portfolio. Measure and weigh all projects by the agreed upon criteria with a scorecard.

Customizable Reports

Choose from hundreds of standard reports or customize them to suit your needs. Give stakeholders a bird's eye view of individual projects or report across your entire portfolio.

Meeting Minutes

Automatically turn meeting minutes into action items. Assign risks, issues, todos right within the meeting you're in.

Document Management

Connect your document repositories to Project Insight so you have access to project documents for online collaboration with optional version control.

Appointment Calendar

Manage appointments across your employee resource calendar. Use drag and drop scheduling to reassign resources and automatically update details and send notifications.

QuickBooks

Automate invoices, time sheets, and expense reports directly from your projects. Quickly invoice clients in QBO, eliminate double-entry, and stop managing separate spreadsheets. Know where you stand financially at all times.

Portfolio Management

View all projects across your organization- even projects in other project management tools- all in real time. Give your stakeholders a bird's-eye view of resources, budgets, capacity, and project priority.

Custom Fields

Create custom fields to track any project detail using any type of input. Easily report on these items to give your executives the most accurate picture of work in real time.

Customizable

Customize your views, reports, branding, and more to match your organization's requirements.

Personalized Dashboards

Choose and arrange unlimited dashboards so you can quickly assess project details from all angles. Let executives choose what they need to see at-a-glance in real time.

Location Tracking

Real-time location monitoring and geotagging field staff for optimized routing and oversight.