Project management
Track every detail from proposal to closeout
Stand up new projects, add tasks, and keep every phase accountable with real-time cost and billing visibility.
- Proposal, activation, and task creation
- Budget guardrails and not-to-exceed alerts
- Office- and PM-level profitability views
Real-time insight
Know where every project stands
Track costs, earned fees, and receivables in one view—no spreadsheet stitching required.
Accounts receivable
Stay ahead of collections with live AR tracking for each project.
Cost detail
Drill into labor and expense detail to spot trends early.
Activation & NTE alerts
Automatic alerts keep managers informed before budgets slip.
Forecasting
Project future billings with confidence
See backlog, capacity, and hiring needs across project managers and offices.
Contract-based projections
Forecast billings directly from contract amounts and phases.
PM filters
Filter by project manager to understand workload and capacity.
Hiring visibility
Real-time backlog visibility helps plan staffing ahead of demand.
