Professional services
Assignments, milestones, rate cards.
Billable teams: the engagement, the people on it, the schedule they work to, the time they book and the invoice that follows.
Billable teams: the engagement, the people on it, the schedule they work to, the time they book and the invoice that follows.
Scoped and priced from a rate card, with calculated values on the record.
The engagement itself, with its financials and its related records.
Consultants placed against it, with their rates and dates.
The master schedule, and who is on the bench next month.
Booked against the engagement and approved.
Billed from approved time at the agreed rate.
The engagement as its own order type, with a financials tab, related records, activities, notes and full history.
Who is on what, who is free, and what that costs — with capacity visible before you commit to the next piece of work.
One schedule across every engagement, and scenarios for the work that has not been won yet.
Time booked against the engagement, approved in a queue, and priced from a rate card rather than a spreadsheet.
Everything below is in the product today.
The engagement, and the money attached to it.
People placed on engagements, with the rates that follow them.
One view of who is doing what, and when.
Who is free, and how soon you need to worry.
What the pipeline does to the bench if it lands.
Time in, approved, and priced correctly.
Create an account, or sign in and pick up where you left off.