Features

Projects

Deliver client work on time and on budget.

Projects dashboard preview · Projects mobile preview

Product screens

Projects — laptop & mobile workspace

Desktop shows a live projects ERP workspace; the phone shows the projects mobile view.

Laptop · projectsPhone · projects

Projects Overview

Live

Active

14

+12.4%

Billable hrs

1,240

+8.1%

Margin

38%

+1.2%

At risk

2

+4.6%

Delivery Trend

Portfolio

  • ERP36%
  • POS28%
  • Billing22%
  • Other14%

Milestones

  • ERP Phase 268%
  • Retail Pilot42%
  • Hospital91%
  • School SIS55%

Utilization

projects

HR Overview

Live

Headcount

248

+12.4%

Present

231

+8.1%

On leave

12

+1.2%

Open roles

7

+4.6%

Attendance Trend

Departments

  • Ops32%
  • Sales28%
  • Finance22%
  • Support18%

People Ops

  • PayrollReady
  • Leave req.5
  • New hires3
  • Training11

Headcount Mix

hr

Analytics Overview

Live

Revenue MTD

↑ 18%

+12.4%

Churn risk

Low

+8.1%

Reports

42

+1.2%

Exports

6

+4.6%

KPI Trend

Segments

  • Finance30%
  • Sales28%
  • Ops24%
  • HR18%

Board Pack

  • Finance+12%
  • Sales+8%
  • Ops+5%
  • Support+3%

Scheduled Jobs

analytics

  1. 1

    Configure workspace

  2. 2

    Enable Projects

  3. 3

    Import master data

  4. 4

    Go live with team

Capabilities

Core workflows included with this product — ready for multi-tenant configuration.

Tasks

Assignable work with due dates, dependencies, and client visibility.

Timesheets

Billable and non-billable time against projects with approval paths.

Billing

Milestone and time-and-materials billing linked to delivery evidence.

Gantt views

Schedule work visually and spot critical-path slips early.

Key benefits

  • Billable utilization
  • Milestone tracking
  • Budget vs actual

FAQs

How quickly can we deploy Projects?

Most teams start with a guided trial workspace. Module rollout depends on data migration scope and user training.

Is this included in all plans?

Core capabilities are available on Growth and Enterprise. Contact sales for module bundles and industry packs.

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