Projects & Opportunities
Keep track of profitability
Topsail gives you the tools you need to manage the profitability of active projects. Resource planning, invoicing, timesheets and expenses are all integrated to give you live insight into how your projects are performing.
Plan your projects
- Plan the economics and staffing of your jobs
- Ensure you hit and exceed your target margin
- Control who can charge time and expenses to each job
- Get the data you need to create invoices for your clients
- Compare your expected and actual time spent on a project
- Create template projects for easy repeat setup
Manage your projects
- Breakdown and manage projects at individual task level
- Record progress against tasks
- View tasks in a Kanban view
- Allocate team responsibility for tasks and log communication between team members
- Keep clients fully informed by giving them access to the client portal to view progress
Forecasting
- Get a live prediction of the cost, revenue and gross margin of all your jobs
- Automatically combine timesheet and expenses data with job estimates to drive budget vs forecast variance analysis
- Drill down to analyse how variances have occurred and who you need to talk to
So much more than just managing projects
You’re in business to do great work for your clients. But before you focus on their business, spend five minutes every day with Topsail and focus on our three simple steps to propel your own business forward.
Gather data; track performance; and action change with our innovative Professional Services Automation (PSA) software. So you can concentrate on what you do best – great work.
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A concise overview of how Topsail works, on the live system, in whatever time you have available, with one of our expert users. There’s no obligation.