How it works

Scope it once. Get a live project instantly.

Build the SOW directly in Octayne — it populates your rate cards, lays out the timeline, and stands up a full project in one click. Connect Jira, drop in your budget, and watch progress go live before you've added a single teammate.

Scope the SOW Rate cards & timeline Create the project Connect Jira + budget Live progress
01 · Scope

Build the SOW right inside Octayne

Break the engagement into workstreams and activities, assign a role to each line, and set weeks and hours. Octayne prices every line off your rate cards — so you're watching margin build as you scope, not discovering it after the deal is signed.

→ the scope and the economics are the same object
Pre-Sales · Scope table
Web Build · HarborPoint Logistics
Draft
Activity
Role
Hrs
Bill
Margin
Solution Architecture & Design
480h · $92,000
Architecture Design
Senior Consultant
160
$250
66%
Detailed Design Specs
Consultant
160
$200
70%
Configuration & Development
640h · $140,000
Platform Configuration
Senior Consultant
240
$250
66%
Contract value
$0
Total hours
0
Blended margin
0%
Every line priced off your rate cards Margin live as you scope
02 · Rate cards & timeline

Rate cards and a Gantt, populated for you

Set bill and cost rates once. Octayne applies them across every activity and lays the workstreams onto a timeline automatically — no separate planning tool, no rebuilding the plan in a spreadsheet.

→ one scope drives pricing, staffing, and schedule
Rate cards
Roles · bill / cost / margin
Role
Bill/hr
Cost/hr
Margin
Senior Consultant
$250
$85
66%
Consultant
$200
$60
70%
Engagement Manager
$125
$85
32%
JulAugSepOct
Architecture
4w
Design specs
4w
Configuration
6w
Development
6w
Rates set once, applied everywhere Timeline built from the scope
03 · Stand it up

Turn the SOW into a live project — one click

When the scope is right, export the SOW to Word or Excel for the client, then hit Create a Project. Workstreams, budget, rate cards, and timeline carry straight over — the project record is standing before the kickoff call.

→ no re-keying the plan into a second system
Web Build · Draft
Ready to stand up
SOW complete
Web Build · project created
2 workstreams · $255,200 budget · timeline set
Active
Scope, budget, rates & timeline carried over Live in one click
04 · Instant progress

Connect Jira, drop in your budget — progress goes live

Point Octayne at your Jira project and upload the budget you already keep in Excel. That's enough to light up the full project dashboard — margin, delivery, and burn — reading straight from Jira issue progress against your plan. You don't have to add a single team member first.

→ instant project tracking, before onboarding anyone
Sources connected
Web Build · live
On plan
Jira
42 issues syncing
budget.xlsx
$495K plan imported
No team members added yet. Progress below is live from Jira issues measured against your uploaded budget.
90
Margin40 / 40
Delivery30 / 30
Collections20 / 20
Teamadd later
Hours burn (from Jira)
Live from Jira + your budget sheet Team & timesheets optional

From blank page to live project — today.

Bring one engagement. Scope it, connect Jira, upload your budget, and see it tracked in minutes.