COR Features
Time Tracking (3)
Ease of Completing Timesheets
Timesheet entry takes little time and is intuitive for new users
Tracking Time to Project/Task
Users can easily track time based on task or activity and assign to projects
Billable Time Rate Management
Allows users and administrators to adjust rates based on user, role, task, project assignments, etc.
Client Invoicing (3)
Invoice Creation and Delivery
Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded.
Electronic Payments
Accepts electronic payments from clients
Project Accounting / Revenue Recognition
Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately
Mobile Time Tracking (1)
Time Tracking
Allows users to track and enter time spent on project tasks from mobile device.
Administration (8)
Business Tool Integration
Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems
Workflow
Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer
Automated Reminders
Sends automatic reminders to employees that have not completed expenses reports and/or timesheets
Policy Compliance Management
Enables administrators to create rules that enforce compliances of corporate time and expense policies
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Standard Integrations
Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems
Workflow
Defines rules and workflows for submission and approval of tasks, activities, expenses, or requisitions.
Access Management
Grant access to select data, features, objects, etc. based on access rights by users, user role, groups, etc.
Platform (11)
Reporting
Access pre-built and custom reports and dashboards.
APIs / Integration
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.
Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
Performance and Reliability
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Mobile User Support
Allows software to be easily used on multiple mobile devices include phone and tablet devices.
Offline
Provides users ability to create and access expense reports/timesheets while not connected to internet.
APIs
Provide Application Programming Interfaces (APIs) to enable integration of data, logic, objects, etc. with other software applications.
Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
Performance and Reliability
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Mobile
Allows software to be easily used on multiple mobile devices including phones and tablets.
Offline Access
Ability to create and access tasks, transactions and reports while not connected to internet.
Tasks (8)
Creation & Assignment
Create and assign tasks for individual users with details and due dates. This feature was mentioned in 46 COR reviews.
Due Dates
Set deadlines and milestones for tasks, manually or automatically (based on project templates). 47 reviewers of COR have provided feedback on this feature.
Task Prioritization
Based on 50 COR reviews. Set priority levels on tasks so individuals can organize their work.
To-Do Lists
Each user can view their list of tasks to be completed without having access to other tasks. This feature was mentioned in 48 COR reviews.
Dependencies
Based on 44 COR reviews. Define dependencies between tasks and the rules to manage them.
Mass Updates
Based on 46 COR reviews. Allows users to update multiple tasks at the same time, accross multiple projects.
Drag & Drop
Users can move tasks and change dependencies using drag and drop. This feature was mentioned in 48 COR reviews.
Recurring Tasks
Based on 44 COR reviews. Define recurring tasks that can be scheduled automatically at pre-defined intervals.
Projects (11)
Planning
Based on 45 COR reviews. Plan and create work breakdown structure (WBS) based on the scope of the project.
Project Map
As reported in 38 COR reviews. Projects can be mapped out with milestones, due dates, deliverables and interdependencies.
GANTT
Based on 40 COR reviews. Provide visual representations of tasks, dependencies, and progress.
Calendar View
Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day. This feature was mentioned in 43 COR reviews.
Views
Create customized project views for internal and external purposes (eg: for customers). 39 reviewers of COR have provided feedback on this feature.
Project Budgeting
Based on 39 COR reviews. Associate a budget with a project and allocate it accordingly by task or resource.
Issue Tracking
Based on 39 COR reviews. Track issues at the project or task level, and manage resolutions.
Templates
Based on 37 COR reviews. Provide standards templates that can be customized by users to create new projects.
Critical Path
Automatically calculate the critical path for projects and update it when projects change. This feature was mentioned in 31 COR reviews.
Time & Expense
Based on 44 COR reviews. Track time and expenses associated with projects or tasks.
Methodologies
Based on 39 COR reviews. Support agile and waterfall project management methodologies.
Resource Management (3)
Resource Definiton
As reported in 34 COR reviews. Create human and material resources and categorize them based on skills and other criteria.
Capacity
Monitor capacity in real time to track resource use and identify bottlenecks. This feature was mentioned in 37 COR reviews.
Scheduling
As reported in 40 COR reviews. Allocate resources by matching capacity and demand, by project, team, or department.
Project Monitoring (3)
Baselining / KPIs
Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects. 35 reviewers of COR have provided feedback on this feature.
Resource Allocation
Based on 37 COR reviews. Monitor resource allocation to identify shortages and adjust accordingly.
Dashboards
Deliver dashboards that display project data and KPIs in real time. This feature was mentioned in 38 COR reviews.
Cost Tracking (3)
Identification
Capture costs at different stages of the project
Allocation
Allocate costs to resources, tasks, or projects
Standard Costs
Define standard costs for resources and activities
Customer Management (4)
Customer Profiles
Maintains a central repository of customer information and communications.
Sales
Identify sales opportunities and manage leads pipelines by customer or region.
Marketing
Create and manage marketing campaigns and track their performance
Client Portal
Provides a portal for clients to view project progress, budgets, resources, project documents, etc.
Project Management (4)
Project Planning
Generate plans that define tha main activities and resources needed for a project
Project Tracking
Monitor the progress or all tasks and activities that are part of a project
Resource Definition
Contains library of skills and resources to allow project managers to find and assign to projects.
Resource Management
Provides functionality to assign resources to projects based on current and forecasted load, skills, role, etc.
Accounting (5)
Revenue Recognition
Automate revenue recogniton by project, portfolio, or milestone and deliverable.
Invoice Management
Ability to create and send electronic invoices, including templates that can be customized/branded.
Payments
Accepts multiple types of payments from clients and match with invoices.
Project Accounting
Deliver features to track and manage costs and revenues by project.
Budget Tracking
Enables accountants and project managers to track and manage budgets.
Portfolio Management (4)
Portfolio Definition
Define multiple types of portfolios for projects, programs, and services.
Portfolio Performance
Monitor the performance of different types of portfolios and programs.
Risk
Identify risks that may negatively impact the performance of a portfolio of projects.
Portfolio Mix
Create the optimal mix of portfolios to achieve operational and financial goals.
Analytics (3)
Forecasting
Provides ability for project managers to forecast resources, revenue, expenses using reports and manual adjustments.
Reporting
Access pre-built and custom reports and dashboards that can be configured by users.
KPIs
Include business and financial KPIs that are specific to project and portfolio management .
Generative AI (4)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Artificial Intelligence - Professional Services Automation (3)
Predictive Forecasting
Predicts project profitability, revenue, and resource utilization based on historical data and current trends.
Smart task suggestions
Gives task and resource allocation suggestions based on project context.
Automated workflows
Automates time-tracking, invoicing, and expense reporting.
Agentic AI - Project Management (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Professional Services Automation (2)
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
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