Plan the work. Bill the hours.
Project management, time tracking and budgets for service teams.
What you can do in Planner
- Projects and tasks: Templates, phases, child tasks and files, in Board, List and Table.
- Time you can bill: A timer or a weekly sheet, submitted and approved. Nobody approves their own time.
- Budgets that warn you: Time and materials, fixed, retainer or non-billable, with burn and forecast.
- See what it earned: Margin by client and project, from one calculation. Needs cost rates set.
Pacten AI in Planner
- Work: Plans tasks, sets owners and dates as drafts for you, and turns meeting actions into tasks.
- Never without your yes: Reassign or close a task.
How Planner connects
- Finance: Approved time becomes a draft invoice, billed once.
- People: The same time approvals, and leave reduces capacity.
- Meeting Hub: An action from a call becomes a task.
- CRM: Tasks carry the client they belong to.
Frequently asked questions
- Planner or Delivery?
- Planner runs your team’s projects and time. Delivery runs the same process for every client, and they can see it.
- Is there a Gantt chart or dependencies?
- No. You get Board, List and Table, and Blocked is a status you set.
- Can tasks repeat?
- Not yet.
- Can clients see it?
- No. Clients see Delivery’s hub.
- Can I bill fixed-fee work from it?
- Only time and materials invoices from time today.
- Which plan?
- All plans, as one of your app choices. Invoicing needs Finance, which is another of those choices.