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Projects

Plan, resources, cost and revenue of each project on one record.

Projects — product screenshot
Projects — product screenshot

Capabilities

12 capabilities in Projects

Plan and work breakdown

Break the project into phases, work packages and tasks, with Gantt, milestones and a critical path that updates from real progress.

Dependencies

Four dependency types with lead and lag; moving one task shifts the chain and warns about the milestones it puts at risk.

Project budget

Budget by phase and line, tracked as budget, commitment and actual, warning when burn outpaces completion.

Earned value

Cost and schedule performance indices with a forecast at completion, instead of only what has been spent.

Resource management

Assign by skill, availability and hourly cost, with a workload chart showing who is over- and under-loaded before you take on more.

Time and expense capture

Staff log hours per task; travel and materials attach to the project and flow to payroll and billing.

Risk register

A register with probability, impact, score, owner, mitigation and contingency; overdue risks escalate automatically.

Issues and change control

Log issues and scope-change requests with their cost, schedule and resource impact, approved before the plan changes.

Revenue and billing

Fixed price, time and materials or milestone billing, with revenue recognised on progress and invoices raised from project data.

Portfolio view

All projects by status, margin, risk level and resource draw, so you can prioritise or stop.

Project collaboration

Documents, discussion, minutes and decisions live in the project, with separate rights for internal and external members.

Status reporting

Periodic reports assembling progress, cost, risk and issues, delivered on schedule to leadership or the client.

Assistants on this app

1 assistants work on this data

Project Management Assistant

Project management assistant — monitors project risk, budget and margin, task assignment and velocity, dependency blockers and resource capacity across projects and tasks.

14 skills

AI Insight

  • Cash anomaliesReceipts and payments breaking the weekly and departmental pattern.
  • Receivable riskCustomers whose payment behaviour changes before they go overdue.
  • Budget varianceDepartments burning budget faster than the period elapsed.
  • Margin erosionProducts or customers whose margin drops unusually fast.
  • Stock anomaliesSlow movers, near-expiry lots and stock-out risk.
  • Pipeline stallDeals sitting in a stage longer than they normally do.

Inline AI

  • Summarise the recordSummarise the open contract, customer, project or ticket.
  • Draft contentWrite emails, descriptions, notices and notes inside the form.
  • Explain a figureClick a number to ask why it came out that way.
  • Fill the formPropose field values from an attached document.
  • Extract from documentsDrop a PDF or photo to create a structured record.
  • TranslateTranslate document content and threads between Vietnamese and English.