Client records and billing details
Maintain client contacts, billing addresses and tax identifiers in a searchable client record.
THE PLATFORM / PROJECTS & CLIENTS
Your people.
Your projects. In sync.
Keep delivery connected to the people doing the work. Bring client records, project setup, budget hours and team allocation into one place.
PROJECTS & DELIVERYWORKFLOW
Connect the client to the team
- 01Create the clientCLIENT ADMINISTRATION
- 02Set up the projectPROJECT OWNER
- 03Define the contextPROJECT OWNER
- 04Allocate the teamMANAGER / PROJECT OWNER
- 05Track the workPROJECT TEAM
THE DETAILS THAT MAKE A DIFFERENCE
Less scattered work.
More shared clarity.
Explore the capabilities in this module, then discuss how they fit your policies and working structure.
Project owners and billing types
Connect each project with its client, owner and billing model.
Budget hours and charge codes
Record planned hours and charge codes alongside the project’s delivery details.
Project task management
Break project delivery into tasks that the team can track.
Project team allocation
Allocate people to the projects they support and keep the team context with the work.
Business verticals
Use business verticals consistently across project setup and workforce reporting.
Keep the connection going.
All modules →LET’S BUILD YOUR NEXT CHAPTER
Your business. Your way of working.
Let’s shape a connected people platform around what makes your organisation different.