Primetric Features
Time Tracking (5)
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Ease of Completing Timesheets
Timesheet entry takes little time and is intuitive for new users
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Tracking Time to Project/Task
Users can easily track time based on task or activity and assign to projects
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Billable Time Rate Management
Allows users and administrators to adjust rates based on user, role, task, project assignments, etc.
Reimbursement Management
Manage compensation for out-of-pocket expenses incurred by an employee, client or another party
Task Progress Tracking
Track the status and progress of tasks
Client Invoicing (4)
Invoice Creation and Delivery
Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded.
Project Accounting / Revenue Recognition
Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately
Biometric Recognition
Facial or other physical recognition to confirm identity
Optical Character Recognition
Ability to recognize printed or written text within digital images or scanned documents
Mobile Time Tracking (15)
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Project Time Tracking
Measure time to completion or hours worked for projects
Expense Tracking
Monitor and record expenses such as purchases or charges incurred
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Activity Tracking
Track and document all activities across devices, networks, and other systems
Time Tracking by Client
Track time worked per client
Project Tracking
Monitor the progress of projects from start to finish
Billable Items Tracking
Track the list of items required to be billed/invoiced to clients
Attendance Tracking
Track the attendance of specific individuals or groups
Vacation/Leave Tracking
Request, track, and manage time off requests and vacation time
Project Time Tracking
Measure time to completion or hours worked for projects
Leave Tracking
Manage and track employee attendance
Budget Tracking
Track actual spending to ensure it's in line with the planned budget
Online Time Tracking
Track employee and task times using internet connection
Offline Time Tracking
Track employee and task times without internet connection
Location Tracking
Identify the physical location of an individual, asset, device, etc.
Administration (27)
Business Tool Integration
Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems
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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.
Timesheet Management
Track the amount of time spent on a job or task
Payroll Management
Manage employee salary processes, data, taxes, and records administration efficiently
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Workflow Management
Create, design and manage workflows for repetitive tasks
Task Management
Create, manage and track all task activities and progression
Mobile Access
Access software remotely via mobile devices
Mobile Access
Access software remotely via mobile devices
Workflow Management
Create, design and manage workflows for repetitive tasks
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
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.
Email Management
Manage, store and organize emails within the system or via third-party apps
Workflow Management
Create, design and manage workflows for repetitive tasks
Task Management
Create, manage and track all task activities and progression
Portfolio Management
Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Timesheet Management
Track the amount of time spent on a job or task
Accounting Integration
Integrate with a third-party accounting system
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Platform (13)
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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.
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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.
Accounting Integration
Integrate with a third-party accounting system
QuickBooks Integration
Integrates with QuickBooks
Real-Time Reporting
Active reporting of data and metrics
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Payroll Integration
Facilitates integration with multiple third-party payroll systems
Accounting Integration
Integrate with a third-party accounting system
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.
Tasks (8)
Creation & Assignment
Create and assign tasks for individual users with details and due dates.
Due Dates
Set deadlines and milestones for tasks, manually or automatically (based on project templates).
Task Prioritization
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.
Mass Updates
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.
Recurring Tasks
Define recurring tasks that can be scheduled automatically at pre-defined intervals.
Real-Time Updates
Receive system updates as soon as any changes are made
Projects (33)
Planning
Plan and create work breakdown structure (WBS) based on the scope of the project.
Project Map
Projects can be mapped out with milestones, due dates, deliverables and interdependencies.
GANTT
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.
Project Budgeting
Associate a budget with a project and allocate it accordingly by task or resource.
Issue Tracking
Track issues at the project or task level, and manage resolutions.
Templates
Provide standards templates that can be customized by users to create new projects.
Time & Expense
Track time and expenses associated with projects or tasks.
Methodologies
Support agile and waterfall project management methodologies.
Project Time Tracking
Measure time to completion or hours worked for projects
Bug Tracking
Monitor and track bugs and issues in the system.
Milestone Tracking
Monitor task progress and planned accomplishments to better manage project status
Task Progress Tracking
Track the status and progress of tasks
Activity Tracking
Track and document all activities across devices, networks, and other systems
Project Tracking
Monitor the progress of projects from start to finish
Status Tracking
Track the status over time for a request, process, asset, or transaction
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Agile Methodologies
Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more
Sprint Planning
Identifying the tasks to be completed and the people to complete them during a set period of time
Project Planning
Organize and schedule projects
Release Planning
A timeline for taking a project live that outlines what features should be operational at the go-live date
Multiple Projects
Ability to handle several projects simultaneously
Multi-Department/Project
Manage the accounting and financial aspects of multiple operations and departments or ongoing projects from a single location
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Project Templates
Pre-designed project plans that can be customized
Gantt/Timeline View
Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies
Percent-Complete Tracking
Level of completion within a task
Reporting/Project Tracking
Track task progress, milestones, delays, or other key information and generate reports on them for evaluation
Goal Setting/Tracking
Establish measurable goals and objectives and track their progress over a specific period of time
Time Tracking
Measure and track time including hours worked and paid time off (PTO)
Traditional Methodologies
Sequential approach (i.e. Waterfall) in which users break down and plan an entire project before the launch
Task Planning
Traditional Methodologies
Sequential approach (i.e. Waterfall) in which users break down and plan an entire project before the launch
Resource Management (5)
Resource Definiton
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.
Scheduling
Allocate resources by matching capacity and demand, by project, team, or department.
Task Scheduling
Track and manage the scheduling of tasks
Project Planning/Scheduling
Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints
Project Monitoring (4)
Baselining / KPIs
Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects.
Resource Allocation
Monitor resource allocation to identify shortages and adjust accordingly.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Budget Creation (7)
Data Import
Import trial balance, monthly P&L, balance sheets, and other types of financial data
Budget Hierarchies
Define budget structure elements and how they are linked hierarchically
Versioning
Keeps track of all versions of a budget and allows users to compare versions
Formulas
Include budgeting formulas to estimate direct and indirect costs, operating and non-operating revenues
What-If
Test the potential financial impact of business decisions on revenues and expenses
Budget Periods
Users can customize standard budget periods (3, 9, or 12 months)
Real-Time Data
Receive data and information in real time
Budget Management (3)
Consolidation
Consolidate multiple budgets from different departments or business entities
Adjustments
Users with administrative access rights can modify budgets
Workflows
Workflows are used to define the steps required to alter budgets and who needs to approve changes
Forecasting (6)
Historical Data
Forecasting is based on past transactions and historical financial or operational data
Reforecast
Ability to recreate forecasts to include new information that may impact budgets
Forecast Types
Support multiple types of forecasts such as balance sheet and cash flow forecasts
Rolling Forecasts
Used to review and update budgeting assumptions for a predefined period (usually one year)
AI
Uses AI algorithms and models to predict future trends and outcomes, based on historical data and patterns
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Analytics (12)
Variance Analysis
Project out as the year progresses to accommodate trends that affect key business drivers.
Forecasts Comparison
compare Income Statement, Balance Sheet, and Cash Flow for multiple periods
Forward Looking
Forward-looking Balance Sheet and Cash Flow Statements are synchronized with GL data
Financial Analysis
Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk
Variance Analysis
Project out as the year progresses to accommodate trends that affect key business drivers.
Reports
Generate cash flow reports in order to see where money is coming in and where it's going
Forecast Comparison
Compare Income Statement, Balance Sheet, and Cash Flow for multiple periods
Forward Looking
Forward-looking Balance Sheet and Cash Flow Statements are synchronized with GL data
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 .
Real-Time Reporting
Active reporting of data and metrics
Cost Tracking (5)
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
Project Billing
Business model that bills clients an amount based on the project/task/job performed
Cost-to-Completion Tracking
Forecast of the expenses necessary for project completion
Planning (4)
Resource Definiton
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.
Scheduling
Allocate resources by matching capacity and demand, by project, team, or department.
Real-Time Data
Receive data and information in real time
Optimization (3)
Performance
Monitor the performance of each resource by project, portfolio, or resource type.
Forecasting
Provide demand-driven forecasts to prepare and plan for future projects.
Corrections
Identify misutilizations and provide suggestions to improve planning and scheduling.
Cash Flow Management (3)
File Exports
Timesheets, projects, tasks, income or expenses can all easily be exported to pdf, xls or csv for simpel cash clow analysis.
Income and Expenses
Add one-time or recurring items to your cash flow and add line items for each payment or deposit.
Track Cash Flow
Check your cash on hand at the beginning of each month and view each day incoming and outgoing funds.
Cash Flow Forecasting (5)
Historical Data
Cash flow forecasting is based on past transactions and historical financial or operational data
Reforecast
Ability to recreate forecasts to include new information that may impact budgets
Forecast Types
Support multiple types of forecasts such as balance sheet and cash flow forecasts
Rolling Forecasts
Used to review and update budgeting assumptions for a predefined period (usually one year)
AI
Uses AI algorithms and models to predict future cash flow trends and outcomes, based on historical data and patterns
Financial Data Transfer (5)
Data Transfer
Automates the transfer of data between an organization's ERP system and its bank
Data Exchange
Streamlines the exchange of information between internal systems
Reporting
Automatically extracts data required for cash forecasting and liquity reporting
Access
Restricts access to certain users within an organization, or provides access for third parties
Integration
Integrates with other financial software, such as Treasury Management, Budgeting & Foreasting, or Invoice Management software
Project Management (8)
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.
Resource Allocation & Planning
Assign available resources (human and/or non-human) to various projects and tasks
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Project Time Tracking
Measure time to completion or hours worked for projects
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Accounting (9)
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.
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.
Time & Expense Tracking
Log and record hours worked and costs spent to assist in billing and invoicing
Activity Tracking
Track and document all activities across devices, networks, and other systems
Billable Items Tracking
Track the list of items required to be billed/invoiced to clients
Document Management
Store, manage, and track all electronic documents in a centralized location
Multiple Projects
Ability to handle several projects simultaneously
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.
Generative AI (7)
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.
Proposal Generation
Create proposals based on costs of labor and materials
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
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.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Agentic AI - Cash Flow Management (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
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 (9)
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
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
File Transfer
Move files across different systems or networks
Agentic AI - Professional Services Automation (2)
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Budgeting and Forecasting (3)
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
Additional Functionality (268)
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Gantt/Timeline View
Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies
Quotes/Estimates
Generate quotes or estimates for customers
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Customizable Fields
Customize data fields to support various needs and use cases
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Customizable Reports
Alter the layout and content of reports
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Project Templates
Pre-designed project plans that can be customized
Task Scheduling
Track and manage the scheduling of tasks
Real-Time Data
Receive data and information in real time
Document Storage
Store and organize documents in a centralized system
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Backlog Management
The process of evaluating, scheduling, and assigning tasks that have been put on the back burner in favor of higher priority items.
API
Application programming interface that allows for integration with other systems/databases
Retrospectives Management
Coordinating stand-up meetings where team members reflect on past processes to identify strengths and areas for improvement
Task Management
Create, manage and track all task activities and progression
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Supports Scrum
Ability to accommodate the methodology that incorporates frequent work reassessment and continuous short periods of focused work.
Team Management
Organizing a group of people to accomplish a task
Kanban Board
Visualization tool to organize and optimize tasks and track their status at every stage of workflow
Request Management
Evaluating and prioritizing change requests that are received while working on the project
Commenting/Notes
Leave comments and notes on documents for others to view
Charting
Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
@mentions
An @mention is a way to tag or notify a specific person about a message/post
Planning Tools
Projections
Estimate or forecast of a future scenario based on the study of present trends
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Email Management
Manage, store and organize emails within the system or via third-party apps
Project Workflow
Create, manage, or update project workflows.
Deadline Management
Specify or track the date/time a project, task, etc., is due for completion
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Customizable Fields
Customize data fields to support various needs and use cases
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Resource Management
Process of planning, scheduling and executing the optimal and effective use of human capital across projects
Workflow Management
Create, design and manage workflows for repetitive tasks
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Negative Feedback Management
Identify, track, and respond to negative feedback
Data Import/Export
Import and export data to and from software applications
File Management
Create, save, and store files
Assignment Management
Assign issues and tasks based on availability or required skills
Progress Reports
Document and report the progress of ongoing projects
Budget Management
Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure
Real-Time Reporting
Active reporting of data and metrics
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Requirements Management
Enables creation, management, and tracking of product requirements & features during product production/development
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Issue Management
Identify and respond to unexpected problems or failures (ie. "negative events")
Document Management
Store, manage, and track all electronic documents in a centralized location
Release Management
Planning, scheduling, and overseeing the release of software or system changes into a live or production environment
For IT Project Management
Supports project management for IT professionals & teams
Product Roadmapping
Identifying desired outcomes and important milestones and creating a plan on how to achieve them
Change Management
Track and monitor efficient handling of all changes/transitions
Mobile App
Access the system via a mobile application
Portfolio Management
Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk
Testing/QA Management
Checking for errors to prevent quality issues and maintain the integrity of the product/service as per set standards
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Risk Management
Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties
Web-based Deployment
SaaS, web-based, online deployment
Idea Management
Create, collect, discuss, improve, and evaluate insights or alternative thinking before starting projects
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
Version Control
Track revisions and updates made to files and navigate between different versions
Availability Management
Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients
Productivity Analysis
Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Forecasting
Form predictions based on past and present data/trends
Key Performance Indicators
Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity
Remote Support
Provide support to your customers and employees remotely over a shared network
Predictive Analytics
Predict future data based on historical data sets
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Network Diagram
Diagram that depicts connections among nodes in a network
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Document Storage
Store and organize documents in a centralized system
Visualization
Graphical representation of data or processes
Customizable Reports
Alter the layout and content of reports
Time Clock
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Daily Reports
A document that lists daily activities or maintains a record of all events that happened in a day
Configurable Workflow
Configure existing workflows to meet your organization's needs
Roadmapping
Identifying desired outcomes and important milestones and creating a plan on how to achieve them
Iteration Management
Planning out the structure and duration of repetitive intervals of time dedicated to specific tasks during the development cycle
Timeline Management
Manage a detailed schedule of a product plan
KPI Monitoring
Tracking the status of previously identified performance measurements
For Small Businesses
Designed for small businesses
Chat/Messaging
Communicate using direct chat or messages within the system
Messaging
Communicate using messages within the system
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Shop Floor Management
Manage and control operations that take place on the shop floor or factory floor
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Real-Time Monitoring
Active monitoring of systems, applications, or networks
KPI Monitoring
Tracking the status of previously identified performance measurements
Availability Management
Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients
Third-Party Integration
Addition of necessary external data, applications, tools, or features
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Recommendations
Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Equipment Management
Monitor and maintain equipment used to manufacture and deploy products and services, and to reallocate assets where needed
Task Management
Create, manage and track all task activities and progression
Gantt/Timeline View
Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
"What If" Scenarios
Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
For Manufacturers
Intended to be used by manufacturers
Real-Time Reporting
Active reporting of data and metrics
Mobile Access
Access software remotely via mobile devices
Cost Management
Manage budgets, track and optimize spending and align capacity to workload demand
Scenario Planning
Develop potential scenarios to identify risks and opportunities
Historical Database
Archive of job costs for similar projects
Inventory Control
Monitor product stock levels
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Time Tracking
Measure and track time including hours worked and paid time off (PTO)
Resource Management
Process of planning, scheduling and executing the optimal and effective use of human capital across projects
Predictive Analytics
Predict future data based on historical data sets
Resource Allocation & Planning
Assign available resources (human and/or non-human) to various projects and tasks
Projections
Estimate or forecast of a future scenario based on the study of present trends
Prioritization
Arrange tasks based on the level of priority or urgency
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Timesheet Management
Track the amount of time spent on a job or task
Workflow Management
Create, design and manage workflows for repetitive tasks
Skills Tracking
Track employee skills, competencies, training & qualifications
Utilization Reporting
Track the frequency of asset usage
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Customizable Reports
Alter the layout and content of reports
Commenting/Notes
Leave comments and notes on documents for others to view
API
Application programming interface that allows for integration with other systems/databases
Project Planning
Organize and schedule projects
Assignment Management
Assign issues and tasks based on availability or required skills
Customizable Fields
Customize data fields to support various needs and use cases
Multiple Projects
Ability to handle several projects simultaneously
Time & Expense Tracking
Log and record hours worked and costs spent to assist in billing and invoicing
Resource Request
Approve or reject incoming requests for resources based on need and user permissions
Data Import/Export
Import and export data to and from software applications
Reporting/Project Tracking
Track task progress, milestones, delays, or other key information and generate reports on them for evaluation
Capacity Management
Monitor service demand and performance to plan for adequate resources that meet business needs
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Real-Time Updates
Receive system updates as soon as any changes are made
Project Templates
Pre-designed project plans that can be customized
Document Management
Store, manage, and track all electronic documents in a centralized location
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Data Import/Export
Import and export data to and from software applications
Estimating
Estimate expected cost based on various factors before a project begins
Timer
Multi-Currency
Manage and handle various international currencies
Customizable Reports
Alter the layout and content of reports
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Real-Time Updates
Receive system updates as soon as any changes are made
Projections
Estimate or forecast of a future scenario based on the study of present trends
Customizable Fields
Customize data fields to support various needs and use cases
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Mobile App
Access the system via a mobile application
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Budgeting/Forecasting
Create budgets based on historical data and future projections
Resource Allocation & Planning
Assign available resources (human and/or non-human) to various projects and tasks
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Summary Reports
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Real-Time Data
Receive data and information in real time
Automatic Time Capture
Automate recording of time to reduce human error
Overtime Calculation
Manage and record overtime hours for hourly employees
Clock In/Out
Track employees' arrival and departure timings for payroll purposes
Productivity Analysis
Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee
Multi-Language
Manage and support multiple languages
Employee Scheduling
Assign working shifts or tasks to employees based on their availability
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
Billable & Non-Billable Hours
Track billable hours and/or non-billable expenses for work performed
Usage Tracking/Analytics
Track and interpret metrics on the usage of company resources
Data Visualization
Graphical representation of data
Purchase Order Management
Create, send, and track purchase orders and their statuses
Expense Management
Plan, pay and track business related expenses.
Ad hoc Reporting
Generate one-off reports that meet information requirements
Multi-Company
Manage the accounting and financial aspects of multiple locations or companies in a single location
Profit/Loss Statement
A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time
Workflow Management
Create, design and manage workflows for repetitive tasks
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Customizable Reports
Alter the layout and content of reports
Forecasting
Form predictions based on past and present data/trends
Dashboard Creation
Creation and customization of dashboards
Self-Service Reporting
Allow users to create their own reports and financial statements
Multi-Currency
Manage and handle various international currencies
Financial Management
Plan, manage, and track the financial activities of an individual or organization
"What If" Scenarios
Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities
Asset Lifecycle Management
Manage assets throughout their lifecycle to optimize profit
Strategic Planning
At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Real-Time Reporting
Active reporting of data and metrics
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Receipt Management
Upload, track, and submit receipts in a central database
Scenario Planning
Develop potential scenarios to identify risks and opportunities
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Version Control
Track revisions and updates made to files and navigate between different versions
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
General Ledger
Centralized accounting record which tracks all financial transactions
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Consolidation/Roll-Up
Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Income & Balance Sheet
A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time
Multi-Department/Project
Manage the accounting and financial aspects of multiple operations and departments or ongoing projects from a single location
Accounting
Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
API
Application programming interface that allows for integration with other systems/databases
Chart of Accounts
A financial statement that lists a company's accounts and details the account type and balance
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Cash Management
Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances
Project Tracking
Monitor the progress of projects from start to finish
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Production Cost Tracking
Budgeting/Forecasting
Create budgets based on historical data and future projections
API
Application programming interface that allows for integration with other systems/databases
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Progress Reports
Document and report the progress of ongoing projects
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Billable Items Tracking
Track the list of items required to be billed/invoiced to clients
Job Scheduling
Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Timesheet Management
Track the amount of time spent on a job or task
Project Time Tracking
Measure time to completion or hours worked for projects
Change Order Management
Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs
Bills of Material
Material list of manufacturing parts and associated costs
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Overrun Reporting
Customizable Reports
Alter the layout and content of reports
Job Management
Manage and track all job information and associated tasks
Time Tracking
Measure and track time including hours worked and paid time off (PTO)
Percent-Complete Tracking
Level of completion within a task
Labor Cost Reporting
Report on the allocation and distribution of labor costs across projects
Quotes/Estimates
Generate quotes or estimates for customers
Cost Estimating
Forecast the cost and resources required to complete a project
Purchase Order Management
Create, send, and track purchase orders and their statuses
Real-Time Reporting
Active reporting of data and metrics
Inventory Management
Track and manage inventory levels to maintain proper supply
Accounting
Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
Estimating
Estimate expected cost based on various factors before a project begins
Task Scheduling
Track and manage the scheduling of tasks
Activity Tracking
Track and document all activities across devices, networks, and other systems
Forecasting
Form predictions based on past and present data/trends
Expense Tracking
Monitor and record expenses such as purchases or charges incurred
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Job Tracking
Track and visualize the status of an ongoing job and the time spent on tasks or projects
Projections
Estimate or forecast of a future scenario based on the study of present trends
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Bid Management
Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison
Document Management
Store, manage, and track all electronic documents in a centralized location
Data Import/Export
Import and export data to and from software applications