Run projects profitably—from quote to cash—on one platform
Project Operations unifies sales, planning, delivery, and billing with real-time insights and Microsoft 365 integration—so you can estimate accurately, staff efficiently, and invoice on time.
- Accurate quoting & estimation with templates and price lists
- Resource management & scheduling with skills and availability
- Time & expense capture with approvals—web and mobile
- Project accounting & billing (T&M, milestones, retainers)
Why Project Operations
Key benefits in a nutshell
Estimate with confidence
Standardize quotes with rate cards, roles, and task templates for reliable margins.
Smart resourcing
Match skills and availability; balance utilization across teams and regions.
Scheduling & delivery
Plan timelines, track progress, manage risks, and keep projects on course.
Time, expense & approvals
Simple capture and approval flows reduce leakage and speed up billing.
Billing & revenue
Automate T&M and milestone invoices; recognize revenue accurately.
Insights & profitability
Track utilization, margin, and backlog with dashboards and Power BI.
Connected with Microsoft 365 + Power Platform
Collaborate in Teams, store artifacts in SharePoint, automate approvals with Power Automate, and extend with low-code apps when needed.
- Teams meetings, files, and chats linked to projects
- Automated notifications and multi-step approvals
- Power BI dashboards for executives and PMOs