Project management
Keep projects on schedule and margins in view
Know what is done, who has time for the next task and how the budget is holding up. Tasks, working time and project finances are connected, so you can see the effect of changes as work progresses.
Sales, projects and billing add-on · €9/user/month
Budget and forecast
See the margin while the work is underway
There is time to protect the margin when you see changes early. Compare hours and costs with the budget, then agree on additional work, adjust responsibilities or revise the schedule as needed.
- Hour and financial budgets show what is allocated to the project and its phases. Actuals show how the plan is holding up.
- A completion forecast based on actual progress helps you estimate when the work will finish. The project manager’s status assessment highlights projects needing attention in the shared project view.
Workload and resourcing
Room for a new project next month?
Check the team’s workload before promising a start date. Kelomo shows work across projects and accounts for holidays and absences. See who is already booked and who has time for a new project.
- A plan that fits the working week Compare project allocations and task estimates with each person’s working time before committing to the next job.
What was agreed, and who is doing it?
Each task has an owner, with the discussion in the same place. Comments, mentions and change history help the team pick up where you left off. Follow a task to stay up to date with its progress.
Timeline
See what a schedule change affects
A delayed task can push back the next piece of work. The timeline makes dependencies visible and helps you assess the impact before agreeing on a new delivery date.
- Compare against the original plan Save the original schedule for comparison and see on the timeline what has slipped and by how much.
Billing
Build an invoice draft from project records
Hours, expenses and agreed instalments are collected on the project, ready for billing. Review what to invoice and make any adjustments. The employee’s recorded hours stay intact even when the quantity billed is different.
- Time and materials, fixed price and retainer Choose a billing model for the project. Work that is not charged to the customer still counts towards project costs.
- Get customer approval for completed work Customers can approve a task or milestone through a link. The decision stays in the project record, ready to refer to when billing.
The invoice can be sent to the client straight from Kelomo, or the data exported to your own invoicing system.
Explore invoicing and receivablesThe agreed quote gives the project its starting point
The approved quote’s effort provides the hour budget and its amount excluding VAT provides the financial budget. Sections can become project phases. Once delivery starts, work is compared with those same starting figures.
Explore in more detail
Frequently asked
Questions about project management
Who can see the costs and the margin?
Cost and margin are visible to admins, payroll and the project owner for their own project. A supervisor sees the hours, the allocation and the billable revenue – not the cost or the margin. The person doing the work sees their own hours.
How do we track profitability for hourly and fixed-price work?
For hourly work, billable value is compared with costs. For fixed-price work, the agreed price is compared with accumulated project costs, so unbilled hours affect the margin too. Internal cost rates are set separately from sales rates.
Does this replace a separate project tool?
For many teams, yes – when the need is tasks, a timeline, resourcing, hours, budget and invoicing in one place. If you use a large portfolio system, Kelomo can provide the completed project hours and invoicing data.
Does the employee need to learn a new way of logging hours?
Not for a separate project entry. Work is allocated on the day’s line or when clocking in, the same way as other working time.
How do price changes affect project finances?
Sales and cost rates have effective dates and a change history. Work uses the rate that applied when it was done, so introducing a new price list preserves the calculation basis for earlier work.
Follow the project from planning to billing
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Guides on this topic
- Project margin and billable utilisation: what the hours tell you How margin, margin percentage and billable utilisation are calculated from hours, and how a fixed-price project's profitability is visible mid-project.
- Fixed price or hourly billing: what goes into the quote and contract Fixed price or hourly billing: which party carries the risk of the effort estimate, when a capped price fits and which quote terms decide a dispute.