Features by area
219 featuresin 14 areas
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Resource planning and calendar
18
- ✓Resource calendar: people and projectsTwo views of the plan: who works on what, and how projects are staffed.
- ✓Workload heatmap and GanttWorkload as colored tiles or assignment bars, switched with one click.
- ✓Scales: days, weeks, months, quartersFrom today's plan to a strategic view of half a year.
- ✓Values in hours or percentYou change the workload unit with one switch.
- ✓Overload alertsA banner shows who goes above 100% availability and which project they clash with.
- ✓Percentage and hourly assignmentsPlan a percentage of full time, or hours per day, week, month or the whole assignment.
- ✓Fill up to 100%With one choice you fill all of a person's free availability.
- ✓Non-billable assignments and draftsWork without revenue, and drafts that do not count toward workload.
- ✓Assignment without a plan, from logsA person on a project with no hour plan; only what they logged counts.
- ✓Drag, split, duplicateMove bars with the mouse, split from a date, copy or move to another person.
- ✓Assignment change historyYou see who changed what and when in every assignment.
- ✓Availability with leave, holidays and FTEThe plan takes into account days off, the person's national holidays and the FTE from the contract.
- ✓Pending leave as a draftA request waiting for approval is already visible on the timeline and reserves the days.
- ✓Filters, grouping and saved viewsGroup by department or role, filter by PM, save your own layout.
- ✓Calendar and availability on the person's cardAssignments, free hours and average weekly availability in one place.
- ✓Calendar on the project cardProject phases and people with a summary: planned, logged, sold.
- ✓Vacancies and requests for a personReport a missing role and staff it, confirming the overload.
- ✓My assignments for the employeeThe employee sees their projects on a timeline and in a list.
Projects, phases and Support
17
- ✓Project list with filtersSearch by project or client, filter by status, type, PM, team.
- ✓Custom columns and saved viewsYou save the layout of columns, filters and sorting as your own view.
- ✓Project preview panelOverview, billing and team without leaving the list.
- ✓Types: T&M, Fixed Price, internalEach type has its own way of calculating revenue and cost.
- ✓Several PMs and a business ownerA main PM, a co-PM and a client owner assigned to the project.
- ✓Phases with cost and revenue ratesPeriod, rates and sold hours for each phase.
- ✓Default phases for new projectsA template of phases and rates is added automatically when you create a project.
- ✓Clients with a default ownerThe client owner is suggested in a new project; you can add a client on the fly.
- ✓Additional project fieldsYour own information, for example a contract number or a cost center code, also required ones.
- ✓Closing and reopening a projectClosing keeps the history; deletion is for the admin only, with confirmation.
- ✓Project timesheetThe team's hours on a project, with the option for an administrator to add a log.
- ✓Project activityA change history with the given reason, visible on the project card.
- ✓Support-type projectHandling many clients, hours taken from Jira, monthly billing.
- ✓Support rules and hour multipliersAn epic–story–subtask tree with a multiplier, work mode and client.
- ✓On-call duty and overtime as an add-onBilled separately from regular work, outside the workload indicators.
- ✓Passing costs on to client projectsThe cost of Support goes to the target projects, with corrections and reversal.
- ✓Support reports with XLSX exportViews per client, person and epic, with the month's margin.
Project finance and margin
17
- ✓Project budget: dashboard, plan, billingThe current period, a monthly plan with a forecast, and a list of billings.
- ✓Sales offer and sales marginPhases together with rates give the offer margin as a reference point.
- ✓Revenue fixed in advance (milestones)For Fixed Price: title, date, amount, currency, billed separately.
- ✓Additional costs and revenueLicenses, hardware, hosting: one-time or monthly, included in the result.
- ✓Five kinds of marginPlanned, sales, current, current with arrears, and forecast.
- ✓Forecast to the end of the project (EAC)Billed months plus the plan from assignments for the rest of the project.
- ✓Margin-at-risk alertProjects below the reference margin or making a loss are marked.
- ✓Budget burndown and margin evolutionCharts of offer delivery and of margin changes over time.
- ✓Change of the planned margin with approvalA PM submits a request with a reason, and an authorized person decides.
- ✓Hourly cost from the contractThe form of cooperation, overhead, FTE and paid leave are part of a person's cost.
- ✓FTE with dates in the contractA change of FTE from any day is counted from the correct date.
- ✓Masking of people's costsA role sees the real cost, a cost estimated with their own rate, or totals only.
- ✓Company costs outside projectsRent, company licenses: monthly and one-time, in the company result.
- ✓Company cost categoriesYour own list of categories; unused ones can be hidden.
- ✓Base currency and bank exchange ratesNBP, ECB, CNB, DNB, Norges Bank, Bank of Canada, with an ECB fallback.
- ✓Manual rates with a reasonOverriding a rate from a chosen month, with a required reason.
- ✓Default company margin thresholdA reference point for projects without an approved planned margin.
Billing and month-end close
14
- ✓Monthly project billingOne billing per project and month: cost, revenue, margin.
- ✓Lock of the billed periodAfter billing, hours, assignments and Jira data for the month are frozen.
- ✓Checklist before billingIt shows what is missing: the contract, a revenue rate, an exchange rate; and says whether billing will pass.
- ✓Refreshing a draft from the hours recordsRecalculation of work items with a preview of the list of changes.
- ✓Manual billing itemsAn additional cost or revenue with a description, amount and currency.
- ✓Bank or manual rate at billingForeign currencies at the rate of the business day before the billing date.
- ✓Milestones billed separatelyEach Fixed Price revenue with its own date, amount and rate.
- ✓Reversing a billing with a reasonOf the whole period, of labor costs, of one person or of one item.
- ✓Late correctionRevenue billed after the period is closed comes in as an additional charge.
- ✓Check of employees' hoursWho has submitted, who is waiting for the PM, who is approved.
- ✓Recurring installments of additional costsYou bill month by month, and every installment can be reversed.
- ✓Warnings in the billing rowMissing rate, missing exchange rate, incomplete total, reversed work.
- ✓Billing historyWho changed what, when and for what reason.
- ✓Reminders about unbilled monthsAn automatic task reminds you about overdue billings.
Working time and Jira
18
- ✓Timesheet gridItems "project › phase" in rows, days in columns.
- ✓Day, week and month scalesYou enter hours in the view that suits you.
- ✓Fill from the planWith one click, hours from your assignments go into the empty days.
- ✓Draft with autosaveNothing is lost until you send the month for approval.
- ✓Fast keyboard entryFormats 7,5, 7.5 and 7:30, shortcuts, a step of 0.25 h.
- ✓Submit the month with one buttonOne submission covers all projects, with a warning about empty days.
- ✓Approval by the PM per projectEach PM decides on the hours of their project, with rejection and a comment.
- ✓Fixing rejected daysThe employee sends again only the rejected part.
- ✓Team time reportA matrix, a list and a summary with filters and grouping.
- ✓Export of hours to XLSX and CSVSelected columns, with the status of entries to decide or rejected.
- ✓Adding a log by an administratorHours on behalf of a chosen person: project, day, number of hours, description.
- ✓Synchronization of hours from JiraEvery night and on demand, only in unbilled months.
- ✓Jira hours in the previewIn projects with Jira, the employee sees the time with no extra submission.
- ✓Live Jira previewA time report with no saving, straight from Jira.
- ✓Hours to clarifyWorklogs of unknown authors wait to be assigned to a person or ignored.
- ✓Jira hours without assignmentThey are not lost: they go into 0% containers in the project.
- ✓Linking a project to a Jira keyThe PM enters the key on the project card and starts the synchronization.
- ✓Choosing who confirms the timeThe employee in the system, or an external system.
Absences and leave
13
- ✓Leave request with a preview of the effectsWorking days, balance after approval, clashes with projects and the team.
- ✓Leave balance in days or hoursPool, used, planned, reserved, available.
- ✓Half days and hoursRequests for part of a day where the type allows it.
- ✓Custom absence typesPaid or unpaid, with approval or without, with a pool or without.
- ✓Pools and carrying over daysA limit and a deadline for carrying unused leave over to the next year.
- ✓Balance corrections with a reasonAn administrator adds or subtracts days, and the balance history stays.
- ✓Withdrawal and a request to cancelYou withdraw a waiting request yourself; you cancel an approved one with a request.
- ✓Team absence timelineGrouping by department or role, filters, status colors, approval in place.
- ✓Absence calendar in the employee panelYou see who from your projects is absent.
- ✓Absences from the HR systemSynchronized as read-only if the company manages leave in HR.
- ✓Discretion for sick leaveThe type of sick leave looks like a normal absence to the team.
- ✓Paid leave by form of cooperationWith no paid days, with no limit or with a limit.
- ✓Absences in the plan and in costsThey reduce availability in the plan and count in the leave cost report.
People and skills
16
- ✓Team list with workloadPosition, projects and 30-day utilization in one table.
- ✓Filters and saved list viewsYou combine filters and save your own view with one click.
- ✓Person cardInformation, contracts, projects, calendar, availability, timesheet and activity in tabs.
- ✓Contracts with historyRate and FTE in periods, in chronological order.
- ✓Forms of cooperationEmployee, contractor, mandate contract with its own billing and cost overhead.
- ✓Dictionary of positionsA person's role in the CV, filters and vacancies.
- ✓Unique person identifiersPrefix plus number, for example STR-003, used in search and in the anonymous CV.
- ✓Invitations to the systemA new user gets an invitation and sets their own password.
- ✓Archiving instead of deletingThe history of hours and billing stays, and the person can be restored.
- ✓Automatic archiving after the cooperation endsAfter the end date, with information for the PM about future assignments.
- ✓Additional person fieldsYour own data in the profile, including amount fields visible only to selected roles.
- ✓Skills matrixChoose skills and a minimum level of 1–5, and see the matching people.
- ✓Skills catalog with categoriesXLSX import and export, with required skills assigned to roles.
- ✓Ratings 1–5 and language levels A1–C2The employee's self-assessment is visible in the company matrix.
- ✓Proposals for new skillsThe employee proposes, and the administrator approves or merges with an existing one.
- ✓Profile review on requestA PM asks for an update of selected sections, and the employee confirms item by item.
CVs and profiles
15
- ✓CV generator to PDF and DOCXA ready document from the profile data in a few seconds.
- ✓A4 preview with editing on the pageYou click the text and fix only this printout.
- ✓Two layouts: two-column and classicA senior profile fits on one page; the classic layout is good for printing.
- ✓Anonymous CV (blind CV)An identifier instead of a surname, an industry instead of company names.
- ✓"First name only" headerThe surname does not go into the document; companies appear as names or as an industry.
- ✓Hiding company names in the careerA single entry can be marked as confidential in the CV.
- ✓Hiding items and the order of sectionsYou drop an old project or change the layout of sections for one printout.
- ✓Saved CV versions under a nameFor example "Blind – offer for Bank X"; overwrite, copy, note.
- ✓Language versions of the CVThe system translates the headings, and the content has a separate version per language, with a list of gaps.
- ✓Company CV templateYou set the layout, header, sections and footer once, with a live preview.
- ✓CV footer with a page numberWith the company name filled in automatically.
- ✓Skipping expired certificatesThe document contains only current qualifications.
- ✓Career, certificates, education, languagesThe full professional profile of an employee in one place.
- ✓Profile editing: on their own, by request or view onlyThe administrator chooses how much the employee can change alone.
- ✓Profile changes for approvalA manager approves or rejects changes item by item, with a comment.
Approvals and notifications
18
- ✓One "To approve" inboxLeave, hours, allocations, margins, vacancies and profiles in one place.
- ✓Tabs: waiting for me, submitted, allYou always see who a matter is waiting for.
- ✓Multi-level decision pathsSuccessive levels, "1 of N is enough", and levels for information only.
- ✓Approval rules per eventThe administrator sets who approves and in what order.
- ✓Deadlines, reminders and escalationReminders at a set interval, and handing over to someone else after the deadline.
- ✓Substitutes for approversDuring an absence, a chosen person takes over the decisions.
- ✓Approving on behalf of someoneWhen the approver is unreachable, the decision stays with a note.
- ✓Rejection only with a commentThe requester knows what to fix.
- ✓No approving your own requestsThe requester does not decide their own matter.
- ✓Bulk decisions on hoursApprove everything, selected days or a single item.
- ✓Warnings about clashes and overloadVisible in the matter before you click "Approve".
- ✓Request historyThe full course: submitted, approved, on behalf of, rejected.
- ✓Bell and notification centerTo do, for information, archived, with filters.
- ✓Preferences per event and channelYou turn the bell, Slack and email on separately for each kind.
- ✓Email right away or once a dayA daily summary at about 8:00 on working days.
- ✓Weekly workload summaryAn email at the start of the working week.
- ✓Slack with Approve and Reject buttonsA decision without leaving the messenger.
- ✓Reminders about assignments that are endingAn automatic task informs you before someone is left without a project.
Reports and exports
16
- ✓Hub of 12 standard reportsWorkload, projects and finance in one place, with a description of how each is calculated.
- ✓Workload plan, availability, utilizationWho is loaded, who has free capacity and how much is billable.
- ✓Project margin: forecast and historyProfitability, budget and delivery, with a month-by-month history.
- ✓Use of the hours budgetHow many hours a project has already used compared with the sold ones.
- ✓Project result and company resultSplit into planned, unbilled and billed; the company with fixed costs.
- ✓Clients' share of revenueWith a concentration measure (HHI) that shows the risk of depending on one client.
- ✓Rate realization in T&M projectsWhether you sell hours at the rates from the offer.
- ✓Employee profitabilityThe cost and revenue of people, respecting permissions to amounts.
- ✓Cost of unused timeHow much the idle time of employees costs in the period.
- ✓Cost of leave and absencesThe effect of absences on cost and on the team's availability.
- ✓Custom report builderValues, grouping, period, conditions; saving and sharing.
- ✓Export to CSV, XLSX and PDFThe file contains exactly what you see: filters, sorting, unit.
- ✓Shortcuts to reports on the home pageWith a star you add a favorite report to the dashboard.
- ✓Glossary of terms in reportsIt explains billable, EAC, HHI and MD without searching the documentation.
- ✓Role-based reportsThe administrator chooses which reports each role sees and to what extent.
- ✓Reports on the project cardCost, revenue, plan, unbilled and forecast next to the project data.
Dashboard, search and employee panel
12
- ✓Home page with tilesUtilization, overloaded people, allocations that are ending, margins and the month's finances.
- ✓Own layout and a tile libraryYou rearrange and add widgets, and the scope depends on the role.
- ✓Finance forecast: 3 months, a yearCompany revenue, cost and margin recalculated at once.
- ✓Best and worst project marginsA list based on the forecast, without opening reports.
- ✓Assignments that are endingWho will soon be left without a project (rolling-off).
- ✓Shortcuts to screens and reportsYour own set on the home page.
- ✓Global search Ctrl KPeople (also by identifier), projects, clients, billings and screens.
- ✓Employee panelA personal dashboard: hours of the month, leave balance, requests, nearest days off.
- ✓Employee panel configured by the administratorYou choose the modules and what the employee can change.
- ✓Initial setup wizardLanguage and company are required, the other steps are optional and can be resumed.
- ✓System guideInteractive tours matched to the user's role.
- ✓Menu matched to the roleEveryone sees only the screens they have access to.
Roles, security and deployment
18
- ✓Built-in and custom rolesSuper Admin, Admin, PM, PM Lead, Account Manager, Employee, and your own roles.
- ✓Permissions: area × none, view, editYou set precisely what each role sees and changes.
- ✓Data scope: everything or mineAll projects and people, or only your own and your team's.
- ✓Separately authorized actionsFor example approving margin, reversing billing, editing roles.
- ✓Field accessFor selected person fields: none, view or edit.
- ✓Visibility of amounts: cost, revenue, marginThe mask works on screens, in the API and in exports.
- ✓Role comparisonA permission matrix of several roles side by side.
- ✓Sign in asA view through the eyes of a chosen person, also read-only, with a trace in the log.
- ✓Activity logWho changed what and when, with filters, search and CSV/XLSX export.
- ✓Strong password policyAt least 12 characters, argon2id, reset with a one-time link.
- ✓Protection against password guessingAttempt limits per IP, per account and per address–login pair.
- ✓Server-side sessionsThey expire after inactivity, and a password change signs out other devices.
- ✓Encrypted integration secretsJira, Slack and email tokens never go back to the browser.
- ✓Encrypted backupsReady scripts for backup and database restore.
- ✓Installation on your serverDocker Compose or systemd services on your own PostgreSQL database.
- ✓License checked offlineA signed file; the system never blocks work because of the license.
- ✓A one-time, perpetual licenseYou pay once and use it with no time limit; the system never blocks work.
- ✓Full source code for the clientProtected by the agreement and by a watermark of the copy, with no technical locks.
Integrations and data import
14
- ✓Jira CloudNightly synchronization of hours, matching authors by email.
- ✓Jira Data CenterbetaThe same for on-premises installations; it needs confirmation in your environment.
- ✓Slack integrationPrivate notifications and decisions with buttons.
- ✓Email through SMTP or Amazon SESNotifications and summaries from your company's domain.
- ✓Sign-in with Google (SSO)A button on the sign-in screen, with an option to enforce it.
- ✓HR system adaptersbetaPersonio, BambooHR, Factorial, HiBob and others; tested on mock services.
- ✓CSV and Excel import from HRFor programs with no public API, for example enova365, Comarch, Symfonia.
- ✓A universal incoming API from HRYour IT department sends batches of data in a described format.
- ✓Preview of changes before synchronizationYou see new people, changes and warnings before anything is saved.
- ✓Mapping of absence types from HRYou assign the types from HR to types in the system, or skip them.
- ✓Automatic creation of people from HRA new person in HR appears in the system without a sign-in account.
- ✓Rates from HR (optional)Sensitive data is fetched only after you deliberately turn it on.
- ✓Monitor of automatic tasksYou turn tasks on, off and run them, and you see the run log.
- ✓Connection testA check of every integration before you turn it on, with a Slack test message.
Look, languages and configuration
13
- ✓Logo and system name (white label)Two logo variants and your own name in the menu, on the sign-in page, in PDFs and in emails.
- ✓16 ready color stylesThe menu, headings, accent and sign-in screen matched to your company's identity.
- ✓Tagline under the logoOptional text in the side menu, in three sizes.
- ✓Live brand previewThe menu, sign-in page, browser tab and PDF header before you save.
- ✓Polish and English in the interfaceThe language is chosen per user, and the administrator sets the default.
- German in the interfacesoonAnother interface language, next to Polish and English.
- ✓Company data and the identifier prefixThe company name goes into the footers of CVs, PDFs and emails.
- ✓Holiday calendars of many countriesHolidays from a library, also for the following years, with the country assigned to a person.
- ✓Company days offYour own days and half days, also for selected countries.
- ✓Additional fields in six areasPerson, project, allocation, client, skill, billing; eight field types.
- ✓Amount fields with a role maskOnly roles authorized for costs or revenue see the value.
- ✓Company dictionariesClients, positions, forms of cooperation, default phases and cost categories.
- ✓Search in settingsQuick access to any configuration item.
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