Professional services and consulting
Projects delivered as they were sold
Project workspaces, utilization reports and past work your sellers can find.
Advisory practice
Timesheets through Friday
Utilization, this month
81%
billable against available
Engagements over 80% budget
4
2 before the halfway point
Unbilled work in progress
$182k
oldest is 41 days
People unassigned in 3 weeks
5
1 is senior
44% of budget against a 25% planToday
Senior A · unassigned from then onStaff
Retail retainer · needs a partnerReview
Staffing you can see before you promise it
Each person’s booked hours by week, so a partner spots a clash before promising the team.
- Who is booked wherePlanned hours per person per week, read from every project plan.
- Overbooking flagsAny week where two engagements claim the same person is marked.
- When people free upEach person’s last booked week, so unassigned staff are known a month ahead.
6 of 23 people · next 6 weeks2 over 100%
Two people are committed past full in week 41.
Catch the overrun at week 3
Timesheet hours against plan, in time to change the staffing before a fixed fee loses money.
- Unbilled timeLogged hours not yet invoiced, sorted by engagement and age before the month closes.
- Rate-card pricingHours valued at each role’s billing rate, so budget used shows in dollars.
- Drafted status reportsProgress, risks and budget alerts written up each week, sent once a partner signs off.
Fixed fee · 12 weeks · week 3 of 1244% of budget
Plan at week 3
25%Weeks remaining
9Projected overrun
76%Dashed: the plan it was sold on. Filled: the timesheets.
Built for firms that sell their time
What a partner checks before staffing the next engagement.
Budget, rate card and milestones carried across
Roles until the lead confirms
One senior is committed past full
Same shape on every engagement
Ready before the kickoff call.
From the first sale to the final invoice
Hours logged in Harvest or BigTime roll up to their engagement and rate card.
Outline how you staff your next engagement
We plan the tools around that engagement and quote one price.