Smart Project Operations (PMS)
Plan, collaborate, and control project margins from one intelligent delivery hub.
Project management built around what projects cost and what they bill. Plan work, log time and see profitability while there is still time to act.
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- List · Board · Timeline
- Work views
- Timesheets
- Time tracking
- Estimated vs actual
- Costing
Projects
The Problem It Solves
Projects rarely go wrong in one dramatic moment; they drift. Hours are logged somewhere else, tasks live in personal lists, and the first time anyone compares cost with plan is after the client has been billed.
Cost seen too late
Without hours tied to cost, over-runs are discovered once the work is done, when little can be changed.
Client details in several places
The same client is typed into the project tool, the billing tool and a contact list, and the copies disagree.
Tasks without a shared view
Work sits in personal lists, so managers cannot see what is due, blocked or finished.
Time recorded from memory
Timesheets reconstructed at the end of the week are rarely accurate.
Status that jumps ahead
Projects are marked as done before the work or the paperwork is.
Clients left to ask
Clients ask for updates because there is no place where they can see progress for themselves.
Without it, and with it
The same everyday work, before and after.
Without it
Cost is compared with plan once the project is over.
With it
Costing compares estimated and actual hours and cost for each project from logged timesheets, while the project is still running.
Without it
The same client is kept in several tools.
With it
The client record lives here and is shared with Finance and the Client Portal.
Without it
Tasks live in personal lists.
With it
Each project has a task list, a board and a timeline, with comments and attachments.
Without it
Statuses are changed to whatever is convenient.
With it
Projects and tasks move only through allowed transitions.
What it does
Projects keeps your client records, projects, milestones, tasks and timesheets in one place and ties logged hours to cost. Delivery managers can compare estimated and actual hours and cost for each project while it is running, not after the invoice goes out.
Status changes follow guarded workflows, so a project cannot jump from planning straight to completed, and the pipeline data stays trustworthy.
Primary purpose
Track delivery project health, enforce workflow quality gates, and ensure billable profitability on every account.
Product tour
A preview of the interface with sample data. Select a screen, then hover or tap the markers.
Create your own automated workspace
Register your company and set up Projects with the rest of the platform: one sign-in, shared roles and automations that connect your work.
Key features
What you can do with it, day to day.
Client master
The company's client records live here and are shared with Finance and the Client Portal.
Projects and milestones
Plan projects with owners, team members, milestones and documents.
Tasks
Task lists, a board and a timeline per project, with comments and attachments.
Timesheets
People log hours against tasks and projects; managers review them.
Costing and profitability
Compare estimated and actual hours and cost for each project from logged timesheets.
Calendar and activity
A calendar of deadlines and a feed of recent project activity.
Guarded status workflows
Projects and tasks move only through allowed transitions.
AI capabilities
What the AI does in and around this product — concretely.
Ask about delivery
With AI Intelligence, ask about projects, tasks, timesheets and clients, for example which projects are over their planned hours, and get a table or chart.
Automations on delivery events
When a client or project is created, or a task is created or completed, an automation can notify the right people or call your system.
Automation & workflows
How work moves from start to finish without hand-offs and re-typing.
Task completed to notified
Keep the right people informed.
- 1
A team member marks a task complete
- 2
A task-completed event fires
- 3
An automation notifies the project manager
- 4
The activity feed records the change
Hours to cost
How logged time becomes costing.
- 1
Staff log hours against project tasks
- 2
Managers review the timesheets
- 3
Costing compares actual hours and cost with the estimate
- 4
Finance bills against the same client and project
Use cases
Real tasks, real roles.
Weekly delivery review
A delivery lead checks which projects are over their planned hours and why.
Sprint-style task tracking
A team works from the project board and moves tasks through stages.
Timesheet approval
Managers review submitted timesheets before the hours count toward cost.
Client onboarding
A new client is created once and then used by projects, invoices and the portal.
Supported business scenarios
- A services firm that bills by project and needs margin visibility
- A product team that tracks tasks on a board
- An agency that reports project status to clients
Benefits & business outcome
What changes for your business.
Managers see cost against plan while work is in progress, and the client records created here are the same ones Finance bills.
Margin visibility
Cost against plan is visible during delivery.
Trustworthy pipeline
Guarded transitions keep statuses honest.
Less end-of-month guesswork
Billing starts from logged hours rather than recollection.
One client record
Delivery, finance and portal share the same clients.
Who it's for
Project managers, delivery leads, developers and designers who log time, and finance teams who bill from delivery data.
Departments
- Engineering & Delivery
- Project Management Office
- Client Services
- Finance
Typical users
- Project Manager
- Scrum Master
- Delivery Lead
- Developers
Works with
The other products and integration points it connects to.
Frequently asked questions
From the hours people log against the project and the cost data kept for them, compared with the project's estimates.
Request a demo
Ready to put Projects to work?
Create your company workspace, or ask for a walkthrough with your own scenarios.
- Each company's data is kept separate from every other company's.
- One sign-in and one role model across every product.
- AI and automations that work across the products.