Plan, staff, and deliver with precision.
One record, one source of truth for every engagement.
One record for every engagement
Customer, practice area, lead, budget, hours, status — all captured on the project record. Draft, active, on-hold, completed, archived: the lifecycle is explicit so reporting is clean.
Gridline Advisory P1
Plant Scheduling
Store Ops Redesign
Warehouse LaborPhases and tasks, mapped
Break the work into phases and tasks with owners and dates. Export the plan for clients or internal reviews without rebuilding it in a separate tool.
Actuals against plan, live
Every approved hour and expense rolls up into project spend. You see remaining budget, margin-at-risk, and overruns before they land in a quarterly review.
Projects that deliver — and make margin.
See the full project lifecycle in a 20-minute demo.
Explore the full PSA platform
The other pieces that work alongside this one.
Time Tracking
Capture every billable hour automatically.
Expense Management
Track, approve, and allocate project costs.
Resource Management
Staff, allocate, and forecast capacity.
Utilization
Real-time team capacity and workload.
Pre-Sales
From pipeline to project without a handoff seam.
Team Management
Roles, rates, and availability in one place.
Billing & Invoicing
Generate invoices from tracked work.
Reports & Dashboards
A PSA that reads your data and tells you what to do.
QuickBooks Integration
Revenue, costs, and margin in one place.