Professional Services Teams Depend on ProjectManager

No matter how many clients you have, ProjectManager has you covered. With tools to plan projects, track progress, manage resources and create reports, ProjectManager improves every aspect of client interaction. Every role on the team, from a portfolio manager to a sales manager, can use our PSA software to better monitor, manage and plan their work. No hardware rollouts or extensive training programs required: just straightforward tools to help you stay productive and satisfy your clients.

Cloud-Based Software

In-house and remote teams can update status anytime, anywhere—giving managers full visibility to track progress. Data is reported in real time, so clients have the latest information.

Automated Features

Project dashboards, timesheets and reporting tools all crunch data automatically so you don’t have to. Set up email triggers for status updates and new task comments.

Tailored Experience

PSA software that’s as sophisticated as you need it to be. Get PPM dashboards and Gantt charts for project managers, or intuitive task lists and kanban boards for team members.

Software Built to Handle Any Client

ProjectManager makes it easy for you to interface with your clients and execute your work. With portfolios that let you manage multiple clients, unlimited file storage and time tracking for accurate invoicing, you can handle any client that comes your way.

ProjectManager's portfolio management tools are ideal for professional services teams
ProjectManager’s dashboard is ideal for tracking professional services projects

Give Your Clients a Look into Your Work

ProjectManager lets you create guest accounts for your clients to give them visibility into your work. Real-time dashboards let you monitor progress, and you can generate reports in seconds to make sure your clients stay in the loop.

Plan with Your Team

Plan and schedule projects online. Link dependencies and keep teams unblocked. Collaborate at the task level, adding comments, documents and images. Status updates are instantly reflected to help with task management.

ProjectManager's Gantt chart can display professional services projects

Work How You Want

Gantt, list or kanban board views are available for every project, so individuals can manage however they want. Change requests can be simply managed on a to-do list for the flexibility you need to stay productive.

ProjectManager's multiple project management views are ideal for professional services teams

Collaborate on Tasks

Collaborate with team members on tasks by adding comments and files at the task level, so everything is in one place. Share tasks with anyone and link to other systems to have teams work better together. Automated email notifications keep everyone on the same page.

Manage your teams with ProjectManager's team management features

Time and Expense Tracking

Track team members with timesheets that automatically collect hours worked, then securely approve them. Progress displayed on dashboard and timesheets can be exported for seamless expenses and payroll.

ProjectManager's timesheets are ideal for professional services companies

Keep Your Clients Informed

Real-time tracking for projects and portfolios keep clients updated on progress. Dashboard widgets give you instant metrics on tasks, teams, costs, health and much more. See all your projects on one dashboard or look at individual projects.

Keep track of your projects with ProjectManager's dashboard for professional services

Create Reports in Minutes

Monitor progress with one-click status reports to keep teams on track. Keep clients up to date on work with individual project reports that can be filtered to offer high-level views or deep data dives. Know where you stand with portfolio reports on tasks, timelines and status.

Create online project management reports with ProjectManager

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