Operations & ERP · Project Management
Projects that know their budget, their client and their invoice
Project Management is in development. It will connect tasks, timesheets and budgets to the deals that won the work and the invoices that bill it.
- Included in
- Business and above
- Status
- Coming soon
- Module
- Operations & ERP
- Trial
- Included in the 7-day trial
Tasks, milestones and owners
Break a project into milestones and tasks with owners and due dates. The existing KztOne task system already powers follow-ups and approvals; projects will group those tasks with progress tracking.
- Milestones and dependencies
- Assignment and workload view
- Deadline alerts
Budgets, time and profitability
Record time and expenses against a project and compare them with the budget and the invoiced amount, so you learn which projects and clients are profitable.
- Time entries per task
- Expenses allocated to projects
- Budget vs actual and margin per project
From deal to delivery to invoice
A won deal can create a project; project milestones can create invoices. The client sees progress in the customer portal.
- Project from deal
- Milestone billing
- Client progress view
What you get
- Profit per project
- Time, cost and billing in one place.
- Fewer status meetings
- Progress is visible to the team and the client.
- Connected billing
- Invoices come from milestones, not memory.
Questions
- When is Project Management coming?
- After the core modules. Business and Scale customers will receive early access. Agencies and professional services firms are the first target.
- Can I use tasks today?
- Yes. Tasks with owners, due dates and links to customers, deals and orders are available on every plan now; projects will add grouping, milestones and budgets.
- Will there be timesheets?
- Yes. Time entries per task with billable and non-billable flags are part of the first release.
- Which KztOne plan includes project management?
- Project Management is coming soon. When it ships it will be included in the Business plan and above, and every workspace on the 7-day trial will be able to try it.
Related
Invoicing
Create branded invoices and quotations, send them by email or WhatsApp, get paid online via Paystack or Stripe, and let reminders chase late payers.
Sales Pipeline & Deals
Track every deal from first contact to close on a visual pipeline, with stage probabilities, follow-up tasks and forecasts based on your actual win rates.
Customer & Supplier Portals
Give customers a self-service page for orders, invoices, payments and support, and suppliers a page to confirm purchase orders. Business plan and above.
See it with your own data
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