Klient PSA Features

Create human and material resources and categorize them based on skills and other criteria.

Monitor capacity in real time to track resource use and identify bottlenecks.

Allocate resources by matching capacity and demand, by project, team, or department.

Receive data and information in real time

Monitor the performance of each resource by project, portfolio, or resource type.

Provide demand-driven forecasts to prepare and plan for future projects.

Identify misutilizations and provide suggestions to improve planning and scheduling.

Maintains a central repository of customer information and communications.

Identify sales opportunities and manage leads pipelines by customer or region.

Create and manage marketing campaigns and track their performance

Provides a portal for clients to view project progress, budgets, resources, project documents, etc.

Generate plans that define tha main activities and resources needed for a project

Monitor the progress or all tasks and activities that are part of a project

Contains library of skills and resources to allow project managers to find and assign to projects.

Provides functionality to assign resources to projects based on current and forecasted load, skills, role, etc.

Assign available resources (human and/or non-human) to various projects and tasks

Reporting on how each user, task or process has advanced since its initiation

Measure time to completion or hours worked for projects

Plan and coordinate all the resources, costs and time needed to execute assignments

Automate revenue recogniton by project, portfolio, or milestone and deliverable.

Ability to create and send electronic invoices, including templates that can be customized/branded.

Accepts multiple types of payments from clients and match with invoices.

Deliver features to track and manage costs and revenues by project.

Enables accountants and project managers to track and manage budgets.

Log and record hours worked and costs spent to assist in billing and invoicing

Track and document all activities across devices, networks, and other systems

Track the list of items required to be billed/invoiced to clients

Store, manage, and track all electronic documents in a centralized location

Ability to handle several projects simultaneously

Define multiple types of portfolios for projects, programs, and services.

Monitor the performance of different types of portfolios and programs.

Identify risks that may negatively impact the performance of a portfolio of projects.

Create the optimal mix of portfolios to achieve operational and financial goals.

Provides ability for project managers to forecast resources, revenue, expenses using reports and manual adjustments.

Access pre-built and custom reports and dashboards that can be configured by users.

Include business and financial KPIs that are specific to project and portfolio management .

Active reporting of data and metrics

Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems

Defines rules and workflows for submission and approval of tasks, activities, expenses, or requisitions.

Grant access to select data, features, objects, etc. based on access rights by users, user role, groups, etc.

Manage, store and organize emails within the system or via third-party apps

Create, design and manage workflows for repetitive tasks

Create, manage and track all task activities and progression

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

Track and manage schedules and meetings via an integrated calendar

Track the amount of time spent on a job or task

Integrate with a third-party accounting system

Set up connections to third-party platforms to improve business processes

Provide Application Programming Interfaces (APIs) to enable integration of data, logic, objects, etc. with other software applications.

Enables users to view and transact business with the same content in multiple languages and currencies.

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.

Allows software to be easily used on multiple mobile devices including phones and tablets.

Ability to create and access tasks, transactions and reports while not connected to internet.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Create proposals based on costs of labor and materials

Use AI to generate content in the form of text, images, videos, etc.

Predicts project profitability, revenue, and resource utilization based on historical data and current trends.

Gives task and resource allocation suggestions based on project context.

Automates time-tracking, invoicing, and expense reporting.

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies

Generate quotes or estimates for customers

Provides a channel for team members to share media files, communicate, and work together

Customize data fields to support various needs and use cases

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Alter the layout and content of reports

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Define levels of authorization for access to specific files or systems

Create, manage, and send invoices or bills to customers

Manage the process of evaluating documents or requests submitted for approval

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Pre-designed project plans that can be customized

Track and manage the scheduling of tasks

Receive data and information in real time

Store and organize documents in a centralized system

Assemble applications and processes by dragging over and arranging pre-built components

Track and manage schedules and meetings via an integrated calendar

Manage and control operations that take place on the shop floor or factory floor

Organize and manage the accomplishments and development of employees or performance of applications or systems

Active monitoring of systems, applications, or networks

Tracking the status of previously identified performance measurements

Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients

Addition of necessary external data, applications, tools, or features

Assemble applications and processes by dragging over and arranging pre-built components

Plan and coordinate all the resources, costs and time needed to execute assignments

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement

Provides a channel for team members to share media files, communicate, and work together

Monitor and maintain equipment used to manufacture and deploy products and services, and to reallocate assets where needed

Create, manage and track all task activities and progression

Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies

Reporting on how each user, task or process has advanced since its initiation

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Intended to be used by manufacturers

Active reporting of data and metrics

Access software remotely via mobile devices

Manage budgets, track and optimize spending and align capacity to workload demand

Develop potential scenarios to identify risks and opportunities

Archive of job costs for similar projects

Monitor product stock levels

View and track pertinent metrics to find patterns and gain insights from data

Use AI to generate content in the form of text, images, videos, etc.

Measure and track time including hours worked and paid time off (PTO)

Process of planning, scheduling and executing the optimal and effective use of human capital across projects

Predict future data based on historical data sets

Assign available resources (human and/or non-human) to various projects and tasks

Estimate or forecast of a future scenario based on the study of present trends

Arrange tasks based on the level of priority or urgency

Search and filter data across systems to locate required information by entering keywords or certain criteria

Track the amount of time spent on a job or task

Create, design and manage workflows for repetitive tasks

Track employee skills, competencies, training & qualifications

Track the frequency of asset usage

Manage the process of evaluating documents or requests submitted for approval

Define levels of authorization for access to specific files or systems

Set up connections to third-party platforms to improve business processes

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Alter the layout and content of reports

Leave comments and notes on documents for others to view

Application programming interface that allows for integration with other systems/databases

Organize and schedule projects

Assign issues and tasks based on availability or required skills

Customize data fields to support various needs and use cases

Ability to handle several projects simultaneously

Log and record hours worked and costs spent to assist in billing and invoicing

Approve or reject incoming requests for resources based on need and user permissions

Import and export data to and from software applications

Track task progress, milestones, delays, or other key information and generate reports on them for evaluation

Monitor service demand and performance to plan for adequate resources that meet business needs

Notifications that are delivered to users as soon as an event occurs

Receive system updates as soon as any changes are made

Pre-designed project plans that can be customized

Store, manage, and track all electronic documents in a centralized location

Streamlining repetitive tasks and activities through automated and predefined workflows

Specify or track the date/time a project, task, etc., is due for completion

Use AI to generate content in the form of text, images, videos, etc.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Organize and schedule projects

Monitor service demand and performance to plan for adequate resources that meet business needs

Identifying critical tasks that make up a project and assigning start and end dates for each

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Reporting on how each user, task or process has advanced since its initiation

A way to visually represent data via blocks the length of which correlates with the values they represent

Monitor the progress of projects from start to finish

Application programming interface that allows for integration with other systems/databases

Set up connections to third-party platforms to improve business processes

Leave comments and notes on documents for others to view

Create, save, and store files

Pre-designed layouts that can be customized to match preferences and requirements

Store and organize documents in a centralized system

Customize data fields to support various needs and use cases

Track and manage task relationships and dependencies

Track and manage schedules and meetings via an integrated calendar

A digital list of items that need to be completed

Assemble applications and processes by dragging over and arranging pre-built components

Track and manage the scheduling of tasks

Monitor task progress and planned accomplishments to better manage project status

A way to visually represent data where different categories of items are marked with different colors

Create, design and manage workflows for repetitive tasks

Assign issues and tasks based on availability or required skills

Arrange tasks based on the level of priority or urgency

Search and filter data across systems to locate required information by entering keywords or certain criteria

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Create, manage and track all task activities and progression

Create, manage, or update project workflows.

Sample files or documents that could be customized as needed or used as is

Manage a detailed schedule of a product plan

Provides a channel for team members to share media files, communicate, and work together

Notifications that are delivered to users as soon as an event occurs

Track the status over time for a request, process, asset, or transaction

Measure time to completion or hours worked for projects

Track the status and progress of tasks

Ability to handle several projects simultaneously

Define levels of authorization for access to specific files or systems

Track and document all activities across devices, networks, and other systems

An @mention is a way to tag or notify a specific person about a message/post

Process of planning, scheduling and executing the optimal and effective use of human capital across projects