Plan & Organize

Design and budget projects of any scale and complexity together.

Design projects together

Design from small to multi-level projects using the customizable Work plan feature.

  • Break down your work into projects, work packages, tasks, or any other structure, map dependencies, schedule milestones and deliverables.
  • Assign single tasks or entire work packages to individuals, teams, or entire organizations, while maintaining precise control over their level of access.
  • Easily navigate and work between customizable views like Data Table, Kanban or Gantt chart.
  • Choose between past-proven project templates or start from scratch, with the ability to customize the structure to your project needs.
Workplan
Participants

Build your consortia

Structure your consortia to suit the size of your projects – from the organizational level down to teams and individual participants. Administrate your workgroups and resources in line with the execution steps and planned timescales of your projects. Steer your participants towards achieving joint targets.

  • Structure your consortia with multiple small teams or large workforces across organizations and map them all the way down to individuals.
  • Define each team’s financial profile with staffing, cost, and overhead rates.
  • Monitor and analyse finances and performance across teams from start to completion.

Manage the budget and resources together

Ensure resources and capacities are smoothly and efficiently allocated with powerful collaborative financial planning and analytics features. Instant views provide you with an accurate overview, enabling you to design, update, and optimize a solid financial and resource plan with maximum funding.

  • Plan resource composition with precision and certainty by involving your teams and partners.
  • Estimate each teams' budgets with lump sums or rate-based costs, allocated to precise points or ranges for temporary or defined periods.
  • Customize resource management and organize finances in cost categories with different overhead and funding rates.
  • Get the information you need using custom views, filters, and tags to analyse and fine-tune your results.
Resources
Co-funding

Co-funding

Manage funding and grants

Manage finances of your projects with integrated co-funding administration.

  • Define and manage funding profiles and apply rules based on specific types of activities, cost categories, or organizations.
  • Get an instant forecast of projects or teams funding with accurate comparisons of actual versus budgeted costs.
Versions

Versions

Test-drive project plans

Control planning of your projects with integrated versions, knowing that every stage and version of your plans is safely stored and ready to be recovered. Make silent revisions in the background, while project progress and reporting take place.

  • Work with multiple versions of your plans at all stages.
  • Draft versions to analyse scenarios of your projects.
  • Keep exploratory versions for testing against actual progress.
  • Safely store, switch between, and recover versions whenever needed.
  • Update plans in the background, while reporting is ongoing.

All you need to plan your projects together

Workplan

Workplan

Design from small to multi-level project schedules incl. deliverables and milestones.

Dependencies

Dependencies

Manage and reflect dependencies between items.

Participants

Participants

Structure consortia from organizational level down to teams or individuals.

Financial profiles

Financial profiles

Define each team's staffing, cost, overhead rates, and cost categories.

Leadership

Leadership

Assign activities or entire branches to individuals or teams.

Analytics

Analytics

Analyse, review, and fine-tune schedules and finances.

Gantt chart

Gantt chart

Visualize hierarchical schedules incl. deliverables, milestones, and dependencies.

Resource planning

Resource planning

Estimate budgets for exact periods with lump sums or rate-based costs.

Funding

Funding

Define funding rules based on selected criteria.

Versions

Versions

Work with multiple versions of your project plans at all stages.

Project templates

Project templates

Work with your past-proven project templates. (coming soon)

Bulk editing

Bulk editing

Mass update all or selected items.

Import & Export

Import & Export

Import data from Excel & work between different exportable views.

Tags

Tags

Categorize items with any terms.

Customization

Customization

Adjust project settings to meet your needs.

Execute & Report

Keep all your projects on schedule with integrated and collaborative work management instruments covering monitoring, reporting, and collaboration. Optimized planning and reporting features allow managers and task leaders to control progress and consumption. Effortless reporting and real-time visibility allow team members to focus on relevant activities. Provide complete and accurate periodical updates and gain valuable insights by creating progress and financial reports.

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