Project Management
Plan projects, track tasks and milestones, and watch budget against actual cost, with time and expenses rolling up from timesheets and claims.
How it works
Set up the project and scope
Track the work and owners
Hit the targets
Actual cost rolls up from time and expenses
A project plan in a slide deck and its costs in a finance tool rarely agree. No one sees a project go over budget until the invoice arrives. Project management puts the plan, the time, and the spend on one record so the numbers match while there is still time to steer.
What you can do
- Plan projects and tasks. Set up a project, break it into tasks, and assign owners.
- Track milestones. Mark the key points and see progress against them.
- Watch budget vs actual. Time and expenses roll up into the project, so the budget reflects hours worked and expenses claimed, not a forecast.
- See status at a glance. Each project shows its tasks, milestones, and where the budget stands.
How it works
You set up the project, break it into tasks and milestones, and assign owners. Hours from timesheets and costs from expense claims flow in, so budget vs actual updates as the work happens. Because the plan, the time, and the money live on one record, profitability is visible while the project runs, not only after it closes.
How it connects
Related features
Log hours by project and task, approve them, and tell billable time from internal time. Hours feed project cost and profitability.
A double-entry ledger with invoices, bills, payments, journals, budgets, and month-end close. Entries post automatically from sales, purchases, and expenses.
Related guides
Frequently asked questions
Can I break work into tasks and assign owners?
Yes. Create tasks under a project, assign owners, and track each one to done.
Can I track budget against actual cost?
Yes. Time from timesheets and costs from expenses roll up into the project, so you see budget vs actual.
Can I set milestones?
Yes. Define milestones to mark key points and track progress against them.
Does project time come from timesheets?
Yes. Hours logged against the project in timesheets feed its cost, with no double entry.
See it in your own operations
Start with the one feature that hurts most, then expand when it proves itself.
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