Project management

Every project with a plan, a budget and the documents behind it

Sales, R&D, investment and internal projects in one structure. Break the work down, plan it, and watch committed and actual spend against the budget as the invoices and orders land.

Project viewCost controlBoardDrawings · takeoffCash flow

One structure, whatever the work is for

The mechanics are the same. What differs is where the money comes from and what counts as a result.

SalesDelivered to a customer

Sits against the customer contract. Milestones raise invoices, and margin is the plan minus what you actually spent.

R&DBuilding something new

Cost-only until it ships. Time and supplier spend accumulate per work package for grant claims and capitalisation.

InvestmentCapital spend

Approved budget released in stages, with committed spend from purchase orders shown before the bills arrive.

InternalRun the business

Migrations, compliance work, office moves. Tracked so overhead is visible rather than absorbed.

01 Project view

Structure, work packages and drawings on one screen

The work breakdown on the left, the packages in the middle as a timeline, board or finance view, and the project's drawings on the right. Pick a node and the other two panes filter to it — no switching screens to find out what a level of the structure actually costs or when it finishes.

P-00001 · Northgate DepotPlanned 28 Jul → 29 Jul 2026 · E2E Customer Ltd, Leeds7,000 EUR left
Hierarchy13
AllWhole project13
1Substructure6
1.1Foundations5
1.1.1Excavation2
1.1.2Piling3
1.1.2.1Pile caps3
1.1.2.1.1Rebar & mesh2
1.2Drainage0
2Superstructure2
3Fit-out0
Work packagesFinanceTimelineBoard
Mar 26Apr 26May 26Jun 26Jul 26Aug 26
Phase A Released
Design Released
Build Frozen
Test Not started
Handover Not started
Snagging Completed
Total, 13 packages
PlanForecastActual
Drawings4
Site planRev 1On the projectAnna Lehmann · 12 Aug 2026
Piling layoutRev 01.1.2 PilingTomas Novák · 8 Aug 2026
Pile cap detailsRev 01.1.2.1 Pile capsClaire Dubois · 8 Aug 2026
Rebar scheduleRev 01.1.2.1.1 Rebar & meshJan Willems · 7 Aug 2026
02 Cost control

Every commitment and every payment, line by line

One ledger per project: the order lines that commit the money, the bills that turn them into cost, and the payments that settle them. Each row carries the commitment balance and the balance left after it, so the exposure on a work package is a number you can read rather than one you have to assemble.

LineDateEventPlanningCommitmentCommitment balanceAmountVATBalance afterDocument
Survey & drawingsPO-CF1-PO1Aug 29, 2026Bill BILL-CF01€29,766.25€7,500.00€0.00€7,500.00
Survey & drawingsPO-CF1-PO1Sep 20, 2026Payment made BILL-CF01€7,500.00€0.00
Site welfarePO-CF1-PO1Sep 15, 2026Order line€2,400.00€32,166.25
Partitions & ceilingsPO-CF1-PO1Oct 9, 2026Order line€26,000.00€58,166.25
Partitions & ceilingsPO-CF1-PO1Oct 10, 2026Bill BILL-CF02€45,166.25€13,000.00€0.00€13,000.00
Partitions & ceilingsPO-CF1-PO1Nov 5, 2026Payment made BILL-CF02€5,000.00€8,000.00
Carcassing — batch 1PO-WPA3Sep 6, 2026Order line€24,000.00€69,166.25
Carcassing — batch 1PO-WPA3Sep 7, 2026Bill BILL-WPA1€59,166.25€10,000.00€0.00€18,000.00
Carcassing — batch 1PO-WPA3Oct 5, 2026Payment made BILL-WPA1€4,000.00€14,000.00
03 Board

Move the work, don't report on it

The same work packages as a board: not started, released, frozen, completed, cancelled. Drag a package to change its state, and the hierarchy, the timeline and the budget follow it — there is no second place to update.

Work packages · Board13 packages
Not started6
Site surveyNo dates
Fit-out€1,20030 Jun – 28 Aug
SnaggingNo dates
Released4
Phase A€2,0009 May – 12 Aug
Electrical€5,0008 Nov – 30 Dec
Ductwork15 Apr – 23 Jul
Frozen2
Cladding19 Jun – 6 Aug
LandscapingNo dates
Completed1
Groundworks€84013 Oct – 10 Jan
Cancelled0
Nothing here
Drawings · takeoff
04 Measure from the drawing

Take off quantities on the drawing, buy them from the same screen

Load the drawing into the project and mark it up: lengths, areas and counts measured to scale. Each point belongs to a category and a work package, and its measurements become a takeoff list of items with quantities and units.

That list raises the purchase order directly. Quantities are not retyped into an order form, and the spend lands back on the work package it was measured from.

Drawing · 3.1 Second floor M&E466.85 m² measured
electricity
air condition
ductwork
electricity air condition 466.85 m²
Takeoff · electricityQtyUnitOrdered
Cable tray25Meter
Conduit30Kilogram
Panel board10Square metre
3 items · work package 3.1 Create purchase order →
05 Project cash flow

Money in and money out, on the project's own timeline

Each contract, order, invoice and payment on the project plots against its date. Above the line an obligation opens; below the line one settles. So you can see when the project runs short of cash, not only whether it ends up profitable.

Committed▲ €70,000.00▼ €25,000.00
Invoiced / billed▲ €30,000.00▼ €18,000.00
Received / paid▲ €20,000.00▼ €5,000.00
To collect / to pay▲ €10,000.00▼ €13,000.00
Money inMoney outNot yet happenedAbove the line opens an obligation · below settles oneSep – Nov 26
Sep 2026OctNov
+€50,000.00
+€30,000.00
−€25,000.00
−€15,000.00
−€3,000.00
−€5,000.00
+€20,000.00
+€20,000.00
Sep 15Sep 20Oct 1Oct 10Nov 15
06 Connected documents

The project is where both processes meet

A sales project holds the customer contract that bills it, and the purchase orders and supplier bills that cost it. Nothing is re-entered against the project — the documents you already raised are the project's cost and revenue.

Quote to cash →  ·  Order to pay →

Linked to P-000016 documents
Customer contractCT10000013 · milestone
Invoiced to date€0.00
Purchase ordersPO10000018 · approved
Supplier billsINV-2026-0001 · open
Vendor agreementVA10000017 · net 30

What the project view answers

WhereWhich work package the money and the delay are actually sitting in.
How much leftBudget minus committed minus billed, updated as orders are approved.
How lateForecast against plan, per package, rolled up to the project.
What to buyQuantities measured on the drawing become the purchase order.
When it bitesMoney in and out plotted on the project's own timeline.

Put your projects on the same ledger as your invoices

Project management is included from €15/month.

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