Integrated P&L Tab Access a dedicated P&L dashboard inside every project. Instantly view Labor Expense, Non-Labor Expense, A/R, A/P, and Gross Profit calculated in real-time as tasks progress.
CRM Project Quotes & Estimating Add time and materials as service line items directly within a sales opportunity, seamlessly converting approved quotes into actionable sales orders that establish your financial baseline.
Project Administration Dashboard Empower internal project managers to define planned vs. actual start dates, manage billable balances, and easily coordinate with customer-side project managers from a single view.
Weighted Project Templates Select predefined operational processes directly from the task manager. Templates feature nested tasks with assigned weights (e.g., 25% of total) that automatically drive your progress bars.
Assignee Capacity Loads Assign tasks using clear, percentage-based capacity load indicators. Color-coded dropdowns visually highlight resource availability (e.g., Green = 0% loaded) to ensure operational efficiency.
Work Station Planning Allocate tasks not just to individual employees, but directly to specific Work Stations or Teams, ensuring physical production areas are scheduled efficiently alongside your human resources.
Inventory & Service Items Natively link your active operational projects directly to warehouse service items, units of measure (UOMs), and physical inventory for highly accurate, trackable kitting workflows.
Task-Level Collaboration Maintain clear communication lines using the dedicated Collaboration column on project tasks, keeping your internal teams, warehouse staff, and external contacts perfectly aligned.
Privacy & Visibility Controls Toggle strict permissions such as "Don't display time to external users" to ensure internal operational metrics stay private while collaborating on shared client-facing portals.
Performance vs Expected Metrics Monitor real-world project velocity by directly comparing the "Actual Time Spent" data column against the originally allocated hours directly on your core project task lists.
Global Task Timers Empower your workforce to log billable time flawlessly using the globally accessible, built-in task timer visible directly within the project header interface.
Centralized Project Lists Gain a high-level view of all enterprise workflows using the global project list, allowing you to sort by open status, internal managers, due dates, and visual total progress bars.