Budgeting and Costing

Automatically calculate any combination of budget, cost, or expense values across all the projects in your organization in one centralized platform. Track labor, non-labor costs, and expenses in real time at the task, phase, project, and portfolio level. Even if your organization does not charge for projects, learn from history so you can create better estimates in the future.

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VISIBILITY

Track budgets across all your projects.

View a summary of project budgets across your organization
Know, at a glance, if your projects are on time and within budget

SOPHISTICATED REPORTING

Capture any combination of calculations or forecasts.

Report on any combination of budget, forecast, schedules, actuals, billables, planned/earned, and more in real time
Capture proposed and billable charges on client-facing projects
Track project costs in labor hours, non labor costs, or expenses

EXECUTIVE REPORTING

Show real-time reports to your C-suite.

Report on planned vs. actual by month, year, etc.
Get a live bird's-eye view of where your budgets are today and in the future
Report at the portfolio level and roll up by organization, department, sponsor and more

INTEGRATION CAPABILITIES

Seamlessly connect to other financial tools.

Integrate invoices, expenses, and time with your preferred accounting system
Export data by Rest API or can be tightly integrated with QBO, Netsuite, and other systems
Eliminate the need for sales, CRM, time-tracking, and accounting systems to accomplish