Stop chasing spreadsheets. Start by shaping how work moves across your business: define intake forms for new initiatives, set scoring rules, and add gate criteria so only the right ideas advance. Build templates for common project types—product launches, IT upgrades, capital builds—so teams can spin up work in minutes with consistent structures, roles, and milestones. Create portfolio views by region, line of business, or strategic theme. Use capacity and budget limits to rank proposals, simulate different funding mixes, and lock the plan you’ll execute.
Once approved, break work into a hierarchy of deliverables, activities, and checklists. Drag and link tasks to set dependencies, add target dates, and drop in key milestones. Capture risks, issues, and change requests with owners and due dates. Team members use their personal worklists to see what’s next, log time, and post status without hunting through the project. Attach specs, designs, and meeting notes; version control keeps a clean history. For product and engineering teams, align release trains and sprints to milestones so delivery plans and portfolio timelines stay in sync.
Tie every project element to finance so money flows match work in progress. Map structures to cost centers, WBS elements, and internal orders; set budgets by cost category and period. Forecast by month or quarter, track commitments and receipts, and see actuals as they post from enterprise accounting. Plan capital vs. operating spend, enter revenue schedules for customer projects, and let the system handle accruals and capitalization rules. Monitor EAC and variances, trigger approvals for budget changes, and generate audit-ready summaries with a single click. Executives get clear views of burn, margin, and ROI—without manual consolidation.
Staff and equipment planning happens where decisions are made. Search for people by skill, role, and location, check availability, and reserve time across multiple projects. Use heatmaps to spot overloads weeks in advance and run what-if scenarios to compare staffing options before committing. Book machines and specialized tools, raise procurement requests for gaps, and forecast hiring or vendor needs from demand. When you publish a new scenario, assignments update, calendars refresh, and alerts notify owners. Dashboards show progress, risks, and financial health in real time, and automated status packets keep stakeholders informed without extra work.
Standard
$38.00 per user / month
"My Task” list
Confirmation of time, effort, and status of project tasks
Approval of phases and decision points
High-level financial and capacity planning
Questionnaires for risk and strategic fit assessment
Professional
$131.00 per user / month
Project portfolio management
Project structuring and scheduling
Resource management and staffing
Detailed cost and revenues planning
Issue and change management
Project risk management
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