How it works

One simple system

Save

Forecast
Work
Track
Time
Get
Reports
Gain
Insights

Resource Planning

Resource Planning2
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Assign people to your projects, opportunities, & other standard or custom objects

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Forecast hours per week using a spreadsheet-like interface complete with standard short cut keys, sorting, filtering, and customizable columns

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See your peoples’ availability in realtime as you forecast through color coding

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Toggle between daily, weekly, and monthly timeline views and add notes to your forecasted hours

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View the forecast matrix in full page mode and navigate multi-year timelines

Auto Calculate

Auto-calculate: blended rate, total forecast hours, and total forecast revenue

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Archive and control resource assignments manually or using automated Salesforce triggers and workflows

Time Tracking

Time Tracking
Track Time

Track time using a spreadsheet-like interface

Your Projects

See only the projects that you’re working on

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Sort your projects to make tracking even faster

Add Notes

Add notes to time entries quickly and effortlessly

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New mobile time tracking interface allows you to easily input time on-the-go

Project Health Tracking

Project Health Tracking
View Charts

View charts directly in your Salesforce page layout to visualize project health

Auto Calculate

Auto calculate total vs. remaining hours and revenue by week or by resource

Powerful Reporting

Powerful Reporting
Report Builder

Dashboard add-on includes 9 sample reports and lets you use the Salesforce report builder to slice and dice information as you need

Sample Reports

Sample reports include: Forecast vs. actuals, Rate vs. target rate, Hours reports and Revenue reports

Resource Management

Resource Management3
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Manage key information such as target rate and utilization for individual people

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Customize the page layout with the right information and custom fields you need for your people

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See all the projects that an individual person is tracking time time to

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Use Salesforce security access and profile settings to control who see's what

Quotes & Invoices

Quotes and Invoices
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With a few clicks, use the Quotes & Invoices add-on to create Salesforce quotes based on forecasted or tracked hours

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Generate customized quotes and invoices and export a PDF or send as an email attachment

Customizing to your Salesforce

  • Setup triggers and workflows to automatically affect resource assignments
  • Add custom formula fields that perform specific calculations for your business
  • Customize how project names appear on the time tracking matrix for your people
  • Customize how the matrices appear on default load
  • Setup workflows and alerts to fire emails based on events
  • Affect the Forecast matrix height, default settings, and utilization color coding
  • Enable our team to receive diagnostic information for troubleshooting
  • Manage the available roles throughout the organization

$7 / person / month

Start your free 14-day trial

Looking for a longer trial? Contact us