Manage projects, time and capacity
Turn a brief into tracked tasks and control workload.
Create a client engagement
Under Projects, the Agency workspace requires Projects and capacity and Time and profitability. A project can hold the brief, customer, owner, due date and workload information.
Choose New project and enter the brief and customer.
Set an owner and realistic due date.
Break down the work in Milestones & tasks and set useful deadlines.
Log and approve time
In Work time, enter minutes and a note, linking the entry to the right task where needed. Authorized managers can approve or reject time.
Rates are frozen for each entry. Changing team rates later therefore does not imply that old entries change value.
Review capacity and profitability
Capacity shows availability and overload based on configured capacity. A manager adjusts team rates and capacity.
Profitability, project expenses, schedules and invoice links are permission-protected. Link only an invoice for the same customer to the right project; forecast margin remains an estimate.