Professional Services Project Management

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.

Benefits of PSA Software

Unlimited file storage for contracts, files and images
Manage every phase of project from initiation to closing
High-level project portfolio management that drills down to the task level
Improve productivity via PPM, project and task tools
Track time for accurate invoicing
Advanced reporting features for projects and teams
Monitor progress with real-time dashboard
View projects as Gantt, board, calendar or list
Cloud-based software for anytime, anywhere accessibility
Automated emails, dashboards, timesheets and reporting

How Professional Services Use ProjectManager

Client-Friendly Dashboards

Generate Reports with One Click

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..

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.

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.

Automated 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.

Keep You 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.

Get Better Insights on Your Projects

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.