エンタープライズ向けに構築

Track non-billable time

Tracking non-billable hours lets you record hours without an impact on the fee budget.

Add people to projects

When you add or change assignments on the schedule, the project page automatically reflects the changes.

Assign work to team members in Resource Management

Resource Management has filtering tools that help you find the best person for the work you need to assign based on criteria filtering logic.

View allocation heatmap

At the top of the screen, select Schedule. To expand the left menu, select Everyone.Select People and then select Allocation Heatmap.

Edit assignments

Use the edit menu to remove, reassign, edit, or split assignments on your schedule.

Create a client list

Client lists are useful for organizing projects and resources by client.

Managed Resources

Managed Resources represent things you need for your project. They cannot log in, view, or track time in Resource Management, but adding them creates a clear picture of the capacity of ...

Tips to track and analyze time and budget

Track only what you need, make good decision-making easy, and use reports for strategic adjustment.

Estimate the budget for a new project

Budget estimation is typically based on experience or a set of quick calculations.

Track project profitability

You can track your project’s profitability by monitoring the budget bar on the left side of the screen.

Create a new project

You can create new projects individually on the project page or in bulk using the project importer.

Create and manage budgets

Resource Management helps you budget and track projects by time, currency, or expenses.

Create custom work status labels

Custom work status labels are updated by team members to help communicate their progress.

Import or update multiple projects at once

Resource Management provides spreadsheet templates so you can add or update multiple projects at once.

Create a saved view of the project portfolio

You can filter your portfolio and save the view so you're only looking at the projects you want to see.

Project types

All projects must have a defined Project Type (Confirmed, Tentative, or Internal) in Resource Management.