Strategic Portfolio Management
See every project, program, and portfolio in one command center. Connect data across systems to track budgets, capacity, and priorities in real time with clear, organization-wide reporting.
Resource and Capacity Management
Gain real time visibility into team workloads across your portfolio and use AI to forecast availability and allocate resources intelligently.
Intelligent Scheduling
Instantly rebalance timelines and workloads as priorities shift. Intelligent Scheduling analyzes dependencies, capacity, and progress to keep every project and your entire portfolio aligned in real time.
AI-powered Project Templates
Save time with unlimited and reusable project templates. Use AI to create ready made projects built from your current processes, specifications, and best practices.
Time Tracking
Log time on tasks, timers, or mobile without separate software. Roll up hours across systems and portfolios for complete visibility into capacity and costs.
Project Request Workflows
Save time with standard processes to create, assign, and route project requests for approvals. Prioritize initiatives and automatically launch project plans.
Approval Routing & Workflows
Streamline PTO, purchase, and project approvals in one hub with customizable routing, mobile access, and real time visibility across workflows.
Issue Tracking
Centralize issue tracking across all projects. Log, assign, and resolve issues within your workflow to ensure nothing slips through the cracks.
RAID Log
Manage your RAID log across projects and portfolios. Capture, assign, and track RAID items in real time.
AI-powered Meeting Minutes
Automatically convert meeting notes into tasks, issues, and decisions. Auto log minutes to your projects so nothing gets lost in follow up.
Portfolio Reporting
Choose from hundreds of built in reports or create your own. Share and schedule real time insights across projects or your entire portfolio.
Personalized Dashboards
Custom dashboards that surface the data and metrics PMs, executives, and clients need most.
Budgeting & Costing
Track labor, non labor, and revenue in one place with PMBOK aligned metrics, real time visibility, and accounting system integration.
Expense Tracking & Reporting
Track, submit, and approve non labor costs using worksheets, tasks, or mobile. Manage approvals, reimbursements, and finance integrations.
Automated QuickBooks Invoicing
Automate timesheets, expenses, and invoicing. Sync project data with QuickBooks Online to eliminate double entry and gain real time revenue insight.
Email & Chat Collaboration
Turn emails and messages from Outlook, Gmail, Teams, and Slack into tasks, capturing work at the source and syncing it into your projects instantly.
Shared Document Management
Connect repositories and collaborate on project files in one place with access controls, task linking, and optional version control.
Free Client View
Ensure client confidence without giving up a user seat. Assign clients tasks and approvals, share documentation, and report on project status with gated client views.
Agile & Sprint Features
Plan and manage Agile, waterfall, or hybrid sprints in one place. Track velocity, run cross project backlogs, and report across dev and non dev teams.
Mobile App
Manage tasks, time, approvals, and expenses from anywhere. Keep work moving with full mobile access to your projects and reports.
Appointment Calendar
Schedule and manage appointments across teams with drag and drop tools that update assignments and notify resources in real time.
Custom Fields
Create custom fields to track any project detail using any input type. Report on these items to give executives the most accurate picture of work in real time.
Field Service Project Management
Track field teams with real time location data, combine geotagging, routing, and project workflows in one connected platform.