Project and resource insights for professional services teams
No matter how many clients you have, ProjectManager has you covered. With project management tools to plan projects, track time, monitor progress, manage resources and create reports, ProjectManager improves every aspect of client interaction: plan, execute and report with one, online platform.
Build detailed plans with four types of task dependencies, and then track actual versus planned progress with baselines—no professional services project management software offers better planning features. Manage labor costs, team availability and assignments across a portfolio. When the work is done, submit timesheets and reports for invoicing.
Manage a portfolio
Develop a portfolio of detailed plans with expected hours, expenses and timelines, or simply execute tasks for intuitive work management. It’s sophisticated enough for complex projects, yet intuitive enough for the whole team.
Oversee clients and teams
Professional services teams can provide updates via desktop or mobile—with visibility into documentation, hours and work progress. And with guest licenses and role-based security, access can be restricted for stress-free collaboration.
Powerful reporting
Get the data you need for thorough client updates and accurate invoicing. With eight different in-depth, customizable reports, you can easily access detailed resource, time and cost data—from the portfolio level down to the task level.
Manage projects and resources in one place
ProjectManager seamlessly integrates project planning and resource management, so you can manage a whole portfolio with confidence. With unlimited file storage and time tracking for accurate invoicing, you can handle any project that comes your way.
Give stakeholders the updates they want
Create guest accounts to give clients live visibility into your work. Track progress and budgets in real-time with automated dashboards, and generate in-depth reports in seconds for formal meetings and paperwork.
Robust professional services project management software
ProjectManager is a robust, yet user-friendly project management software for professional services teams, which allows them to plan, schedule and track their projects with multiple tools such as Gantt charts, kanban boards, task lists and calendars.
Planning 
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Teams
Tracking
Resources
ReportsPlan 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 charts, task lists or kanban boards are available for every project, so individuals can use their favorite task management and time tracking tools. ProjectManager’s work management features are ideal for either large professional services agencies or small firms. 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.
Time and expense tracking
Create project schedules, assign tasks and track team members with online timesheets that automatically collect hours worked, then securely approve them without leaving our professional services project management software. Progress displayed on dashboards and timesheets can be exported for seamless expenses and payroll.
Manage your resources
Manage resources alongside your project plans. Get visibility into your team’s workload, and assign them tasks based on their availability. See someone that’s overbooked? Reassign tasks with a few simple clicks.
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 management reports on tasks, timelines and status.
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