Octayne PSA is a professional services automation platform designed specifically for consulting firms, agencies, and professional services organizations. The platform helps teams track time, manage projects, monitor utilization, and streamline billing operations — all in one centralized system.
Whether you are a small boutique consultancy or a growing professional services firm, Octayne provides the tools you need to run your business efficiently while maintaining visibility into project profitability and team capacity.
Octayne PSA is built for professional services organizations of all sizes, including:
Within your organization, Octayne serves different roles:
| Role Type | Who They Are | What They Use Octayne For |
|---|---|---|
| Team Members | Consultants, analysts, designers, developers | Track time, submit expenses, view project assignments |
| Project Managers | Project leads, delivery managers | Manage project teams, approve timesheets, monitor budgets |
| Delivery Leads | Practice leaders, operations managers | Oversee multiple projects, resource planning, utilization tracking |
| Finance Team | Billing managers, controllers, accountants | Generate invoices, manage billing, financial reporting |
| Administrators | IT admins, platform owners | Configure organization settings, manage users, integrate systems |
Octayne PSA provides comprehensive functionality across five core areas:
Track billable and non-billable hours with ease. Features include:
Organize work, manage teams, and track project health:
Capture, submit, and approve expenses seamlessly:
Optimize team capacity and workload:
Generate accurate invoices and manage billing cycles:
Octayne is organized into focused modules, each designed for specific workflows. Access modules via the left sidebar navigation.
| Module | Purpose | Who Uses It |
|---|---|---|
| Dashboard | Personal activity feed and time tracking summary | All users |
| Time Tracking | Submit, edit, and manage your time entries | All users |
| Expense Tracking | Submit and track expenses | All users |
| Projects | View and manage projects, tasks, and resource allocations | All users (view), Admins / Delivery Leads (manage) |
| Reports | Access time reports, budget analysis, and utilization metrics | Varies by report type |
| Review | Approve or reject timesheets and expenses | Project Managers, Delivery Leads, Admins |
| Billing | Generate invoices and manage billing | Finance, Project Managers, Admins |
| Customers | Manage client information and billing details | Finance, Admins, Delivery Leads |
| Utilization | Resource roadmap and firm-wide utilization metrics | Admins, Delivery Leads |
| Module | Purpose | Access Level |
|---|---|---|
| Personal Settings | Manage your profile, preferences, and integrations | All users (own settings) |
| Organization Settings | Configure teams, roles, integrations, and feature flags | Admins only |
Octayne uses a role-based permission system to control access to features and data. There are two types of roles:
These roles apply across your entire organization:
| Role | Key Permissions | Typical Users |
|---|---|---|
| Admin | Full access to all features, manage organization settings, configure integrations, invite/remove users | IT administrators, platform owners, executives |
| Delivery Lead | Create and manage projects, access reports, approve timesheets, resource planning | Practice leaders, operations managers, senior project managers |
| Finance | Access billing and invoicing, manage customer records, view financial reports | Billing managers, controllers, accountants |
| Member | Track own time and expenses, view assigned projects, submit for approval | Consultants, analysts, designers, developers |
In addition to organization roles, users can have specific roles on individual projects:
| Role | Permissions | Description |
|---|---|---|
| Project Manager | Approve time and expenses, manage project team, edit project settings, view project reports | Assigned to project leads responsible for delivery |
| Contributor | Track time and expenses, view project details, see assigned tasks | Standard project team members |
Note: Users with Admin or Delivery Lead organization roles automatically inherit Project Manager permissions on all projects.
The primary navigation sidebar appears on the left side of the screen and provides quick access to all modules. Click any module name to navigate to that section.
The top navigation bar includes:
Many pages include secondary navigation (tabs) to organize related information:
If you need assistance:
Octayne PSA is a web-based application accessible from any modern browser:
Create your account, join your org, and navigate the platform.
