Budgeting & Profitability
Track financial performance by project or team member and compare it against the budget for that client.
Stay on time and on budget with Financial and Time budgets
Keep track of project performance in real time, from start to finish, so you always know what’s going on.
“My stress is way down because my team members are in the driver’s seat, and I know what’s happening everyday.”
Start off right
Customize project budgets—standard budgets for one-time jobs or retainer budgets for recurring work.Learn More
Track hours and $$$ spent against your budget.
Stay in the know
Set custom notifications when spend reaches a set threshold.
Add fixed costs, one-off fees, and ancillaries to your hourly expenses so you see everything in the same place.
Add one-off or additional costs to your project budget.
See it all in one place
Track these extra expenses against your project budget.
Stay on track
Avoid going over because everything is in one place.
Split your budget across groups of tasks to catch project issues before they affect your timeline and delivery.
Track it all
Wondering how much time your dev spent on that ‘small’ client task? See the budget breakdown at a Task list level.
No hidden challenges
See the most profitable parts of your projects — and least profitable parts — at a glance.
Hit your financial goals
Monitor the project budget details as you go so you can easily course correct before it affects your clients.
Get a real-time view with the Profitability Report
See how much you’re booking on each project.
Sort by profitability
Want to see your most (and least) profitable projects? Customize this report so you can examine the winners, losers and runners-up.
Go into the details that really matter. Switch between dollar amount and percentage profitability so you know what you’re making.
Win your manager over
Need to impress your board, investors or your boss? Pull the profitability report to show them crucial insights into project performance.
Get all the tools and reports you need in the easy-to-use platform actually built for client work.
CEO at Pravda Media Group
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