[ Primetric Reviews ](https://www.g2.com/products/primetric/reviews) [ Primetric Reviews ](https://www.g2.com/products/primetric/reviews) # Primetric 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. Show More ##### ## Client Invoicing (2) 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 Show More ##### ## Mobile Time Tracking (1) Time Tracking Allows users to track and enter time spent on project tasks from mobile device. Show More ##### ## 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. Show More ##### ## Platform (7) 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. 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. Show More ##### ## Tasks (7) 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. Show More ##### ## Projects (9) 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. Show More ##### ## Resource Management (3) 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. Show More ##### ## Project Monitoring (3) 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. Dashboards Deliver dashboards that display project data and KPIs in real time. Show More ##### ## Budget Creation (6) 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) Show More ##### ## 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 Show More ##### ## Forecasting (5) 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 Show More ##### ## Analytics (10) 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 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 . Show More ##### ## 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 Show More ##### ## Planning (3) 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. Show More ##### ## 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. Show More ##### ## 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. Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## 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. Show More ##### ## Accounting (4) 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. Show More ##### ## 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. Show More ##### ## 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. Show More ##### ## Agentic AI - Cash Flow Management (1) Autonomous Task Execution Capability to perform complex tasks without constant human input Show More ##### ## 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. Show More ##### ## 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 Show More ##### ## Agentic AI - Professional Services Automation (2) Adaptive Learning Improves performance based on feedback and experience Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## 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 Show More ## Top-Rated Alternatives [ ![Ruddr Professional Services Automation](https://images.g2crowd.com/uploads/product/hd_favicon/fc4f0aabf2db520db21f97e21ed8c4e4/ruddr-professional-services-automation.svg "Ruddr Professional Services Automation") Ruddr Professional Services Automation 4.6/5(358) ](https://www.g2.com/products/ruddr-professional-services-automation/reviews) [ ![Kantata Professional Services Automation (formerly Mavenlink+ Kimble)](https://images.g2crowd.com/uploads/product/hd_favicon/181e144a81f469ec182ad6517b02ec00/kantata-professional-services-automation-formerly-mavenlink-kimble.svg "Kantata Professional Services Automation (formerly Mavenlink+ Kimble)") Kantata Professional Services Automation (formerly Mavenlink+ Kimble) 4.2/5(1,565) ](https://www.g2.com/products/kantata-professional-services-automation-formerly-mavenlink-kimble/reviews) [ ![Float.com](https://images.g2crowd.com/uploads/product/hd_favicon/ee30cdacbf62fe26026cf72766132cf1/float-com.svg "Float.com") Float.com 4.3/5(2,159) ](https://www.g2.com/products/float-com/reviews) [ View All Alternatives ](https://www.g2.com/products/primetric/competitors/alternatives) ##### Categories on G2 [ Project Management ](https://www.g2.com/categories/project-management)[ Time Tracking ](https://www.g2.com/categories/time-tracking-software)[ Professional Services Automation ](https://www.g2.com/categories/professional-services-automation) [ Resource Management ](https://www.g2.com/categories/resource-management)[ Budgeting and Forecasting ](https://www.g2.com/categories/budgeting-and-forecasting)[ Project Cost Management ](https://www.g2.com/categories/project-cost-management)[ Cash Flow Management ](https://www.g2.com/categories/cash-flow-management) Show More ##### Explore More [ Civil 3D vs other civil engineering design platforms: which gives better value for a mid-size company that does not want to be entirely dependent on the Autodesk ecosystem? ](https://www.g2.com/discussions/civil-3d-vs-other-civil-engineering-design-platforms-which-gives-better-value-for-a-mid-size-company-that-does-not-want-to-be-entirely-dependent-on-the-autodesk-ecosystem)[ Best platforms for optimizing accounts payable workflows ](https://www.g2.com/discussions/what-are-the-best-platforms-for-optimizing-accounts-payable-workflows)[ Which field sales software hiring platforms automate interview scheduling and reduce manager time on recruiting? ](https://www.g2.com/discussions/which-field-sales-software-hiring-platforms-automate-interview-scheduling-and-reduce-manager-time-on-recruiting) [ Which vendors have the most reliable cloud edge security for protecting customer data at the edge where breaches at distributed locations are the top risk? ](https://www.g2.com/discussions/which-vendors-have-the-most-reliable-cloud-edge-security-for-protecting-customer-data-at-the-edge-where-breaches-at-distributed-locations-are-the-top-risk)[ What platform supports multi-source log aggregation? ](https://www.g2.com/discussions/what-platform-supports-multi-source-log-aggregation)[ Pros and Cons Details ](https://www.g2.com/products/primetric/reviews?qs=pros-and-cons) Show More [ Civil 3D vs other civil engineering design platforms: which gives better value for a mid-size company that does not want to be entirely dependent on the Autodesk ecosystem? ](https://www.g2.com/discussions/civil-3d-vs-other-civil-engineering-design-platforms-which-gives-better-value-for-a-mid-size-company-that-does-not-want-to-be-entirely-dependent-on-the-autodesk-ecosystem)[ Best platforms for optimizing accounts payable workflows ](https://www.g2.com/discussions/what-are-the-best-platforms-for-optimizing-accounts-payable-workflows)[ Which field sales software hiring platforms automate interview scheduling and reduce manager time on recruiting? ](https://www.g2.com/discussions/which-field-sales-software-hiring-platforms-automate-interview-scheduling-and-reduce-manager-time-on-recruiting) [ Which vendors have the most reliable cloud edge security for protecting customer data at the edge where breaches at distributed locations are the top risk? ](https://www.g2.com/discussions/which-vendors-have-the-most-reliable-cloud-edge-security-for-protecting-customer-data-at-the-edge-where-breaches-at-distributed-locations-are-the-top-risk)[ What platform supports multi-source log aggregation? ](https://www.g2.com/discussions/what-platform-supports-multi-source-log-aggregation)[ Pros and Cons Details ](https://www.g2.com/products/primetric/reviews?qs=pros-and-cons)