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Budgeting & 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.

Overview Tutorials All Features
  • View a summary of project budgets across your organization
  • Know, at a glance, if your projects are on time and within budget
Planned vs. Actual Report
Earned Value vs. Planned Value
  • 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
  • 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.
Budget vs. Actual Bar Chart
Integrate With Accounting Systems
  • Integrate invoices, expenses, and time with your preferred accounting system
  • Data is exportable by Rest API or can be tightly integrated with QBO, Netsuite, and other systems
  • Report on and manage in PI what you'd normally need a sales, CRM, time-tracking, and accounting system to accomplish

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