PSA capabilities | Key feature checklist | Why these features are important |
Resource management | ✅ Workload planner
✅ Planning overview
✅ Resource scheduler
✅ Utilization report | Manage and optimize your workflows, plan team capacity, and max out utilization so you can scale your business – without burning out. |
Project and portfolio management | ✅ Projects
✅ Tasks
✅ Milestones
✅ Custom fields
✅ Dependencies
✅ Flexible views
✅ Integrations and Automations | Take the stress out of daily task management. Plan and manage your individual and team tasks, and get immediate status updates on work throughout the project lifecycle. Leverage pre-built templates and automation to simplify and accelerate operations. |
Budgeting and profitability | ✅ Standard budget
✅ Retainer budget
✅ Task list budgets
✅ Budget expenses
✅ Profitability report
| Easily monitor every project, client, and retainer so you can understand what drives profit and make data-driven decisions. |
Client visibility and collaboration | ✅ Proofs
✅ Free client access
✅ Chat and messages
| Bring global team members, clients, and contractors together in one place to communicate, collaborate, review, and approve. Control visibility and access with customizable privacy and permissions levels. |
Accounting | ✅ Cost rates and Billable rates | Don’t leave money on the table. Set rates for each team member or project so you’re accurately charging your clients for the work being done. |
Timesheeting and time reporting | ✅ Time report (split of billable and non-billable time)
✅ Logged time per user report
✅ Logged time per project report
✅ Estimated vs Logged | Ditch spreadsheets and track every billable minute with built-in time-tracking and robust reporting tools. Measure estimated time against actual time spent, and see which projects are profitable at-a-glance. |