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Project Management

Every project with its reference, client, team and logged hours in one record.

The problem it solves

Project information is split between folders, email threads and people's heads. Nobody can see in one place what a project consumed, who worked on it and for which client.

Main workflows

  1. 1Create projects with reference numbers and client links
  2. 2Assign team members
  3. 3Track status from active to closed
  4. 4See logged hours per project in real time

Key capabilities

  • Reference number system
  • Client linkage
  • Status tracking
  • Team assignments
  • Hour totals per project

On mobile

  • Look up project context at a customer site

Reporting

  • Project reports with hours, team and period breakdowns (PDF & Excel)