For companies that need a simple yet thorough walkthrough of the platform.
Lite onboarding*
Live webinars
Support sessions
Email & chat support
For scaling companies that need assistance in optimizing work processes efficiently.
Pro onboarding*
Live webinars
Support sessions
Email, chat & phone support
Hop-on call assistance
Implementation & success workshops
Dedicated Customer Experience Manager
Recurring cadences
For companies that want expert guidance on proven methods to adapt work processes to the platform.
Tailored training*
Live webinars
Support sessions
Email & chat support
Hop-on call assistance
Implementation & success workshops
Dedicated Customer Experience Manager
Implementation service with data migration and systems integration
Regular touchpoint meetings with dedicated Customer Experience Manager
Recurring optimization workshops
AI Work Automation |
Lite |
Pro |
Plus |
---|---|---|---|
AI-generated project plans |
|||
AI-powered resource scheduling |
|||
Task estimations |
|||
Time suggestions |
|||
Labels |
|||
Suggested tasks |
|||
Repeating tasks |
|||
Suggested roles & assignees |
|||
Estimated project delivery deadline |
|||
Automatic invoices |
- | ||
Automatically generated projects from Salesforce |
- | - |
Resource Management |
Lite |
Pro |
Plus |
---|---|---|---|
Resource scheduling (task & project level) |
|||
Capacity planning |
|||
Capacity management |
|||
Resource work utilization rate |
|||
Vacation management |
|||
Multiple or single assignees |
|||
Workload view |
|||
Search & Filter |
|||
Team management |
|||
Virtual resources |
|||
Track billable utilization rate |
- | ||
Rate card (cost & bill rates) |
- |
Project Management |
Lite |
Pro |
Plus |
---|---|---|---|
Scoping & estimates (Statement of Work) |
|||
Task management |
|||
Task assignment & scheduling |
|||
Task dependencies |
|||
Subtasks & to do’s |
|||
Task approvals |
|||
Dynamic project & portfolio timeline (Gantt Charts) |
|||
Project baseline & variance |
- | - | |
Workflow (Kanban) |
|||
Sprints |
|||
Portfolio management |
|||
Unlimited projects |
|||
File management |
|||
Progress tracking (actual vs planned) |
|||
Point or hour estimation |
|||
Milestones |
|||
Filters (personal, task, projects & resources) |
|||
Download and share options |
|||
Warning indicators |
|||
Project budget tracking |
- | ||
Project revenue, cost & profit |
- | ||
Planned vs actual billability |
- | ||
Predicted variance to plan |
- | ||
Project expense management |
- | ||
Fixed price projects |
- | ||
Time & material projects |
- | ||
Retainer projects |
- | ||
Jira integration |
- |
*Add on
|
|
Azure DevOps integration |
- | ||
Salesforce integration |
- | - |
Team Collaboration |
Lite |
Pro |
Plus |
---|---|---|---|
My tasks (prioritization & overview) |
|||
Project workspaces |
|||
Task activity log & comments |
|||
Task followers/owners |
|||
File sharing |
|||
Share reports w/o login |
|||
Email or in-app notifications |
|||
Calendar management |
|||
Mobile app (iPhone & Android) |
|||
10GB file storage |
|||
100GB file storage |
- | ||
Unlimited file storage |
- | - | |
Up to 50 active clients |
|||
Up to 100 active client users |
- | ||
Unlimited active clients users |
- | - | |
Jira & Azure DevOps integration |
- | ||
Salesforce integration |
- | - |
Time Management |
Lite |
Pro |
Plus |
---|---|---|---|
Time tracking (day, week & month) |
|||
Non-project time/ Internal time tracking |
|||
Manual &/or automatic timer |
|||
Personal & team timesheet management |
|||
Time locking |
- | - | |
Mobile app (iPhone & Android) |
|||
Automated time entries to invoices |
- | ||
Auto-transfer time registrations across retainer periods |
- | ||
Timelog integration |
- | ||
GDPR |
Project Accounting |
Lite |
Pro |
Plus |
---|---|---|---|
Project budget (planned vs actual) |
- | ||
Fixed price projects |
- | ||
Time & material projects |
- | ||
Retainer projects |
- | ||
Estimated project price |
- | ||
Rate cards (cost & bill rates) |
- | ||
Invoicing |
- | ||
Expense management |
- | ||
Support for 24 currencies |
- | ||
Revenue, cost & profit tracking |
- | ||
Portfolio & project margin tracking |
- | ||
Projected company financials |
- | ||
QuickBooks, Xero & e-conomic integration |
- |
Business intelligence |
Lite |
Pro |
Plus |
---|---|---|---|
Resource utilization report |
|||
Real time reporting (standard & custom) |
|||
Data visualizations - Data export |
|||
Fully customizable reporting with component library |
|||
Variance reports (actual vs. planned) |
|||
Project status & progress |
|||
Burn up chart - Velocity |
|||
Task delays - Sprint burn up & down |
|||
Task completion |
|||
Resource billability report |
- | ||
Financial Portfolio Report |
- | ||
Expense report |
- | ||
Invoice report |
- | ||
Profitability on client, project, milestone and role level |
- |
Apps and Integrations |
Lite |
Pro |
Plus |
---|---|---|---|
Open developer API |
|||
Basic integrations |
|||
Pro integrations |
- | ||
Plus integrations |
- | - | |
Single Sign on (SSO) |
- | - |
Service & support |
Lite |
Pro |
Plus |
---|---|---|---|
Live webinars |
|||
Help center articles |
|||
Video library |
|||
Support Sessions |
|||
Email & chat support |
|||
Lite onboarding (optional additional fee) |
- | - | |
Implementation & success workshops |
- | ||
Dedicated Customer Experience Manager |
- | ||
Recurring cadences |
- | ||
Pro onboarding (additional one-time fee) |
- | - | |
Tailored onboarding (additional one-time fee) |
- | - | |
Hop-on call assistance |
- | ||
Implementation service with data migration and systems integration |
- | - | |
Regular touch point meetings with dedicated Customer Experience Manager |
- | - | |
Recurring optimization workshops |
- | - |
Compliance |
Lite |
Pro |
Plus |
---|---|---|---|
State-of-the-art security & redundancy |
|||
Activity log |
|||
GDPR |
|||
Permission Levels |
|||
Client management |
|||
Data encryption at rest |
|||
Uptime SLA |
- | - | |
2-factor authentication |
- | - | |
Audit logging |
- | - | |
SLA |
- | - | |
DPA |
- | - |
Lite ![]() |
Pro ![]() |
Plus ![]() |
---|
AI Work Automation
|
Lite |
---|---|
AI-generated project plans | |
AI-powered resource scheduling | |
Task estimations | |
Time suggestions | |
Labels | |
Suggested tasks | |
Repeating tasks | |
Suggested roles & assignees | |
Estimated project delivery deadline | |
Automatic invoices | - |
Automatically generated projects from Salesforce | - |
Resource Management
|
Lite |
---|---|
Resource scheduling (task & project level) | |
Capacity planning | |
Capacity management | |
Resource work utilization rate | |
Vacation management | |
Multiple or single assignees | |
Workload view | |
Search & Filter | |
Team management | |
Virtual resources | |
Track billable utilization rate | - |
Rate card (cost & bill rates) | - |
Project Management
|
Lite |
---|---|
Scoping & estimates (Statement of Work) | |
Task management | |
Task assignment & scheduling | |
Task dependencies | |
Subtasks & to do’s | |
Task approvals | |
Dynamic project & portfolio timeline (Gantt Charts) | |
Project baseline & variance | - |
Workflow (Kanban) | |
Sprints | |
Portfolio management | |
Unlimited projects | |
File management | |
Progress tracking (actual vs planned) | |
Point or hour estimation | |
Milestones | |
Filters (personal, task, projects & resources) | |
Download and share options | |
Warning indicators | |
Project budget tracking | - |
Project revenue, cost & profit | - |
Planned vs actual billability | - |
Predicted variance to plan | - |
Project expense management | - |
Fixed price projects | - |
Time & material projects | - |
Retainer projects | - |
Jira integration | - |
Azure DevOps integration | - |
Salesforce integration | - |
Team Collaboration
|
Lite |
---|---|
My tasks (prioritization & overview) | |
Project workspaces | |
Task activity log & comments | |
Task followers/owners | |
File sharing | |
Share reports w/o login | |
Email or in-app notifications | |
Calendar management | |
Mobile app (iPhone & Android) | |
10GB file storage | |
100GB file storage | - |
Unlimited file storage | - |
Up to 50 active clients | |
Up to 100 active client users | - |
Unlimited active clients users | - |
Jira & Azure DevOps integration | - |
Salesforce integration | - |
Time Management
|
Lite |
---|---|
Time tracking (day, week & month) | |
Non-project time/ Internal time tracking | |
Manual &/or automatic timer | |
Personal & team timesheet management | |
Time locking | - |
Mobile app (iPhone & Android) | |
Automated time entries to invoices | - |
Auto-transfer time registrations across retainer periods | - |
Timelog integration | - |
GDPR |
Project Accounting
|
Lite |
---|---|
Project budget (planned vs actual) | - |
Fixed price projects | - |
Time & material projects | - |
Retainer projects | - |
Estimated project price | - |
Rate cards (cost & bill rates) | - |
Invoicing | - |
Expense management | - |
Support for 24 currencies | - |
Revenue, cost & profit tracking | - |
Portfolio & project margin tracking | - |
Projected company financials | - |
QuickBooks, Xero & e-conomic integration | - |
Business intelligence
|
Lite |
---|---|
Resource utilization report | |
Real time reporting (standard & custom) | |
Data visualizations - Data export | |
Fully customizable reporting with component library | |
Variance reports (actual vs. planned) | |
Project status & progress | |
Burn up chart - Velocity | |
Task delays - Sprint burn up & down | |
Task completion | |
Resource billability report | - |
Financial Portfolio Report | - |
Expense report | - |
Invoice report | - |
Profitability on client, project, milestone and role level | - |
Apps and Integrations
|
Lite |
---|---|
Open developer API | |
Basic integrations | |
Pro integrations | - |
Plus integrations | - |
Single Sign on (SSO) | - |
Service & support
|
Lite |
---|---|
Live webinars | |
Help center articles | |
Video library | |
Support Sessions | |
Email & chat support | |
Lite onboarding (optional additional fee) | |
Implementation & success workshops | - |
Dedicated Customer Experience Manager | - |
Recurring cadences | - |
Pro onboarding (additional one-time fee) | - |
Tailored onboarding (additional one-time fee) | - |
Hop-on call assistance | - |
Implementation service with data migration and systems integration | - |
Regular touch point meetings with dedicated Customer Experience Manager | - |
Recurring optimization workshops | - |
Compliance
|
Lite |
---|---|
State-of-the-art security & redundancy | |
Activity log | |
GDPR | |
Permission Levels | |
Client management | |
Data encryption at rest | |
Uptime SLA | - |
2-factor authentication | - |
Audit logging | - |
SLA | - |
DPA | - |
AI Work Automation
|
Pro |
---|---|
AI-generated project plans | |
AI-powered resource scheduling | |
Task estimations | |
Time suggestions | |
Labels | |
Suggested tasks | |
Repeating tasks | |
Suggested roles & assignees | |
Estimated project delivery deadline | |
Automatic invoices | |
Automatically generated projects from Salesforce | - |
Resource Management
|
Pro |
---|---|
Resource scheduling (task & project level) | |
Capacity planning | |
Capacity management | |
Resource work utilization rate | |
Vacation management | |
Multiple or single assignees | |
Workload view | |
Search & Filter | |
Team management | |
Virtual resources | |
Track billable utilization rate | |
Rate card (cost & bill rates) |
Project Management
|
Pro |
---|---|
Scoping & estimates (Statement of Work) | |
Task management | |
Task assignment & scheduling | |
Task dependencies | |
Subtasks & to do’s | |
Task approvals | |
Dynamic project & portfolio timeline (Gantt Charts) | |
Project baseline & variance | - |
Workflow (Kanban) | |
Sprints | |
Portfolio management | |
Unlimited projects | |
File management | |
Progress tracking (actual vs planned) | |
Point or hour estimation | |
Milestones | |
Filters (personal, task, projects & resources) | |
Download and share options | |
Warning indicators | |
Project budget tracking | |
Project revenue, cost & profit | |
Planned vs actual billability | |
Predicted variance to plan | |
Project expense management | |
Fixed price projects | |
Time & material projects | |
Retainer projects | |
Jira integration |
*Add on
|
Azure DevOps integration | |
Salesforce integration | - |
Team Collaboration
|
Pro |
---|---|
My tasks (prioritization & overview) | |
Project workspaces | |
Task activity log & comments | |
Task followers/owners | |
File sharing | |
Share reports w/o login | |
Email or in-app notifications | |
Calendar management | |
Mobile app (iPhone & Android) | |
10GB file storage | |
100GB file storage | |
Unlimited file storage | - |
Up to 50 active clients | |
Up to 100 active client users | |
Unlimited active clients users | - |
Jira & Azure DevOps integration | |
Salesforce integration | - |
Time Management
|
Pro |
---|---|
Time tracking (day, week & month) | |
Non-project time/ Internal time tracking | |
Manual &/or automatic timer | |
Personal & team timesheet management | |
Time locking | - |
Mobile app (iPhone & Android) | |
Automated time entries to invoices | |
Auto-transfer time registrations across retainer periods | |
Timelog integration | |
GDPR |
Project Accounting
|
Pro |
---|---|
Project budget (planned vs actual) | |
Fixed price projects | |
Time & material projects | |
Retainer projects | |
Estimated project price | |
Rate cards (cost & bill rates) | |
Invoicing | |
Expense management | |
Support for 24 currencies | |
Revenue, cost & profit tracking | |
Portfolio & project margin tracking | |
Projected company financials | |
QuickBooks, Xero & e-conomic integration |
Business intelligence
|
Pro |
---|---|
Resource utilization report | |
Real time reporting (standard & custom) | |
Data visualizations - Data export | |
Fully customizable reporting with component library | |
Variance reports (actual vs. planned) | |
Project status & progress | |
Burn up chart - Velocity | |
Task delays - Sprint burn up & down | |
Task completion | |
Resource billability report | |
Financial Portfolio Report | |
Expense report | |
Invoice report | |
Profitability on client, project, milestone and role level |
Apps and Integrations
|
Pro |
---|---|
Open developer API | |
Basic integrations | |
Pro integrations | |
Plus integrations | - |
Single Sign on (SSO) | - |
Service & support
|
Pro |
---|---|
Live webinars | |
Help center articles | |
Video library | |
Support Sessions | |
Email & chat support | |
Lite onboarding (optional additional fee) | - |
Implementation & success workshops | |
Dedicated Customer Experience Manager | |
Recurring cadences | |
Pro onboarding (additional one-time fee) | |
Tailored onboarding (additional one-time fee) | - |
Hop-on call assistance | |
Implementation service with data migration and systems integration | - |
Regular touch point meetings with dedicated Customer Experience Manager | - |
Recurring optimization workshops | - |
Compliance
|
Pro |
---|---|
State-of-the-art security & redundancy | |
Activity log | |
GDPR | |
Permission Levels | |
Client management | |
Data encryption at rest | |
Uptime SLA | - |
2-factor authentication | - |
Audit logging | - |
SLA | - |
DPA | - |
AI Work Automation
|
Plus |
---|---|
AI-generated project plans | |
AI-powered resource scheduling | |
Task estimations | |
Time suggestions | |
Labels | |
Suggested tasks | |
Repeating tasks | |
Suggested roles & assignees | |
Estimated project delivery deadline | |
Automatic invoices | |
Automatically generated projects from Salesforce |
Resource Management
|
Plus |
---|---|
Resource scheduling (task & project level) | |
Capacity planning | |
Capacity management | |
Resource work utilization rate | |
Vacation management | |
Multiple or single assignees | |
Workload view | |
Search & Filter | |
Team management | |
Virtual resources | |
Track billable utilization rate | |
Rate card (cost & bill rates) |
Project Management
|
Plus |
---|---|
Scoping & estimates (Statement of Work) | |
Task management | |
Task assignment & scheduling | |
Task dependencies | |
Subtasks & to do’s | |
Task approvals | |
Dynamic project & portfolio timeline (Gantt Charts) | |
Project baseline & variance | |
Workflow (Kanban) | |
Sprints | |
Portfolio management | |
Unlimited projects | |
File management | |
Progress tracking (actual vs planned) | |
Point or hour estimation | |
Milestones | |
Filters (personal, task, projects & resources) | |
Download and share options | |
Warning indicators | |
Project budget tracking | |
Project revenue, cost & profit | |
Planned vs actual billability | |
Predicted variance to plan | |
Project expense management | |
Fixed price projects | |
Time & material projects | |
Retainer projects | |
Jira integration | |
Azure DevOps integration | |
Salesforce integration |
Team Collaboration
|
Plus |
---|---|
My tasks (prioritization & overview) | |
Project workspaces | |
Task activity log & comments | |
Task followers/owners | |
File sharing | |
Share reports w/o login | |
Email or in-app notifications | |
Calendar management | |
Mobile app (iPhone & Android) | |
10GB file storage | |
100GB file storage | |
Unlimited file storage | |
Up to 50 active clients | |
Up to 100 active client users | |
Unlimited active clients users | |
Jira & Azure DevOps integration | |
Salesforce integration |
Time Management
|
Plus |
---|---|
Time tracking (day, week & month) | |
Non-project time/ Internal time tracking | |
Manual &/or automatic timer | |
Personal & team timesheet management | |
Time locking | |
Mobile app (iPhone & Android) | |
Automated time entries to invoices | |
Auto-transfer time registrations across retainer periods | |
Timelog integration | |
GDPR |
Project Accounting
|
Plus |
---|---|
Project budget (planned vs actual) | |
Fixed price projects | |
Time & material projects | |
Retainer projects | |
Estimated project price | |
Rate cards (cost & bill rates) | |
Invoicing | |
Expense management | |
Support for 24 currencies | |
Revenue, cost & profit tracking | |
Portfolio & project margin tracking | |
Projected company financials | |
QuickBooks, Xero & e-conomic integration |
Business intelligence
|
Plus |
---|---|
Resource utilization report | |
Real time reporting (standard & custom) | |
Data visualizations - Data export | |
Fully customizable reporting with component library | |
Variance reports (actual vs. planned) | |
Project status & progress | |
Burn up chart - Velocity | |
Task delays - Sprint burn up & down | |
Task completion | |
Resource billability report | |
Financial Portfolio Report | |
Expense report | |
Invoice report | |
Profitability on client, project, milestone and role level |
Apps and Integrations
|
Plus |
---|---|
Open developer API | |
Basic integrations | |
Pro integrations | |
Plus integrations | |
Single Sign on (SSO) |
Service & support
|
Plus |
---|---|
Live webinars | |
Help center articles | |
Video library | |
Support Sessions | |
Email & chat support | |
Lite onboarding (optional additional fee) | - |
Implementation & success workshops | |
Dedicated Customer Experience Manager | |
Recurring cadences | |
Pro onboarding (additional one-time fee) | - |
Tailored onboarding (additional one-time fee) | |
Hop-on call assistance | |
Implementation service with data migration and systems integration | |
Regular touch point meetings with dedicated Customer Experience Manager | |
Recurring optimization workshops |
Compliance
|
Plus |
---|---|
State-of-the-art security & redundancy | |
Activity log | |
GDPR | |
Permission Levels | |
Client management | |
Data encryption at rest | |
Uptime SLA | |
2-factor authentication | |
Audit logging | |
SLA | |
DPA |
Drew Saucier — VP of Project Management
Paul Consulting Group