Capabilities that connect your project data
Each feature captures another part of the project picture, helping teams
connect planning, execution, resources, financials, reporting, and portfolio
decisions.
See all features
Strategic Portfolio Management
See every project, program, and portfolio in one command center. Connect
schedules, resources, budgets, risks, priorities, and work from other systems
for a complete, real-time view of performance.
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
Connect actual hours to tasks, resources, budgets, labor costs, and portfolio
reporting. Log time through tasks, timers, mobile, or connected systems
without separate software.
What-If Simulations
Model scope, staffing, and priority changes in seconds. See how new work
affects timelines, budgets, and capacity across projects and portfolios
before you commit.
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
Report from connected project data instead of rebuilding information from
separate spreadsheets and systems. Create, share, and schedule real-time
views across projects, programs, and portfolios.
Personalized Dashboards
Custom dashboards that surface the data and metrics project managers,
executives, and clients need most.
Budgeting & Costing
Connect budgets, planned labor, actual time, rates, expenses, billable
values, and revenue in one project financial structure with real-time
reporting and accounting 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 development and
non-development 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
Extend your project data structure with custom fields for the information
your organization needs to track. Use those fields in reports, dashboards,
filters, and portfolio views.
Field Service Project Management
Track field teams with real-time location data. Combine geotagging, routing,
and project workflows in one connected platform.