Budgeting & Profitability
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 MoreKeep track
Track hours and $$$ spent against your budget.
Stay in the know
Set custom notifications when spend reaches a set threshold.
Billable & Cost Rates
Set rates for team members or projects so you’re accurately charging for the work being done.
Create and manage project budgets for any type of client work
Configure and customize budgets to accommodate unique requirements and be setup for accurate financial tracking.
Time and materials budget
Understand and track project costs based on hours worked and materials used in this classic budget type.
Retainer budget
Manage ongoing client work like a pro. Add underspend and subtract overspend to keep fluctuating budgets in check.
Fixed fee budget
Perfect for project-based work on a set fee. Always know how much you’re bringing in and always know how your profitability is tracking.
Add fixed costs, one-off fees, and ancillaries to your hourly expenses so you see everything in the same place.
Measure everything
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.
Get granular
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.
Kfir Pravda
CEO at Pravda Media Group
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