Resource Management
AI assisted task management: role, assignee, and estimate suggestions
Resource scheduling (task & project level)
Capacity Planning
Capacity management
Multiple task assignees
Workload view
Differing user roles and permission levels
Search & filter
Soft allocations vs hard allocations
Virtual resources (*additional fee)
Set a billable utilization rate target
Track billable utilization rate
Internal costs
AI assisted capacity planning
Project Management
Scoping & estimates (Statement of Work)
Task management
Task assignment & scheduling
Task dependencies
Subtasks & to-dos
Task approvals
Dynamic project & portfolio timeline (Gantt charts)
Sprints
Unlimited projects
File uploads and storage
Progress tracking (actual vs planned)
Story Point or time estimation
Filters (personal, task, projects & resources)
Download and share options
Nova Insights: AI assisted project and program risk and status management
AI assisted task management: task overrun alerts
Predicted variance to plan
Client portfolios and service lines
Program management with full financial control over all projects
Project baseline planning
Team Collaboration
My tasks (prioritization & overview)
Task activity log & comments
Task followers/owners
File sharing
Notifications: email, in app, Slack, MS Teams
Calendar management
Unlimited file storage
Unlimited active client users
Time Management
Time tracking (day, week & month)
Time off, non-billable time & internal time
Auto-timer and manual time entries
Personal & team timesheet management
Mobile app (iOS & Android)
Automated time entries to invoices
Auto-transfer time registrations across retainer periods
Time approval
Time locking
AI assisted timesheets
Fully customisable time tracking rules
Track time directly from your Google or Microsoft calendar
Project Accounting
Project budget (planned vs actual)
Time & material projects
Non-billable projects
Project revenue, cost & profit tracking
Fixed price projects
Retainer projects
Revenue recognition
Rate cards
Invoicing
Project expense tracking
Support for 31 currencies
Portfolio revenue, cost & profit tracking
Projected company financials
Business Intelligence
Resource Utilization report
Real time reporting
Data visualizations and export
Variance reports (actual vs planned)
Project status & progress
Task report
Financial Portfolio report
Expense report
Invoice report
Profitability on client, project, milestone and role level
AI augmented analysis and insights
Advanced Analytics
Service & Support
Help Center
Email & in-app support
CXM supported onboarding (*additional fee)
Dedicated Customer Success Manager
Recurring optimization workshops
Compliance
State-of-the-art security & redundancy
Activity log
Client management
Data encryption at rest
Custom permissions
2-factor authentication
