Clients, projects and phases
A project has a client, an owner, a status and a schedule. Hours allocated to phases roll up to the project.
Feature · add-on
Clients, projects and phases are first-class objects in the system. Allocation travels on the hour line, and the margin is derived from versioned rates – without the employee seeing cost rates.
Project management add-on · €2/user/mo
What you get
A project has a client, an owner, a status and a schedule. Hours allocated to phases roll up to the project.
Assign people to a project with their weekly workload. Planned load shows alongside the actuals.
Hours to a client, project, phase and cost centre. The allocation can be corrected afterwards – the change leaves a trace.
Separate cost and sales rates with their validity periods. The rate is resolved by the most specific level: project + person, person, project, role or default.
The margin and margin percentage are derived from sales and cost. The cost rate is visible only to payroll and the admin.
An hour and euro budget, a burn-up curve, a forecast to completion and an attention status: on schedule, near the limit or over.
Rates and margin
Pricing is versioned: the margin for past periods does not change even when rates are updated. The rate is always chosen by the most specific matching rule.
Budget and tracking
The budget tracks both hours and euros. The actuals accrue against the budget, and the attention status surfaces in good time.
Web and mobile · Finnish, Swedish, English · data in the EU · no setup fee