Agency plan
A workspace for managing clients, projects, tasks and tracked time, sized to your team.
Resource limits
These limits define how many resources the account can create or manage.
Core tools available across plans
All plans use the same core project workspace. Use of these tools depends on your plan's limits, account status and user permissions.
Clients and projects
Organize clients, projects, team access and project deadlines.
Tasks and assignments
Create tasks, assign owners and helpers, and follow progress and deadlines.
Time tracking
Track work with a live timer or manual time entries linked to tasks.
Team permissions
Keep project access and administration separated by user role.
Exactly what this plan includes
Each feature below is currently implemented. Availability is based on the saved subscription plan configuration.
Project chat
Discuss project work in a shared conversation; access depends on the plan.
Project budgets
Set project hour estimates or allocations and monitor time against budgets.
PDF reports
Generate downloadable PDF reports and keep historical report snapshots.
Timesheet approvals
Submit, approve, reject and lock timesheets in an approval workflow.
Profitability
Compare project income and costs and review profitability margins.
Fixed-fee projects
Track work performed against an agreed fixed project price.
Retainers
Track repeating service agreements, included hours and period balances.
Invoicing
Manage invoices, invoice items and their payment status.
Client portal
Let invited client users submit tasks to authorized projects and review their own requests.
API access
Integrate with scoped access tokens through the versioned REST API.
Planned features — not available yet
The features below are not currently delivered or included in this plan. Future availability is not guaranteed by a plan setting.
Billable rates
Set billable hourly rates and track the rate associated with recorded time.
Advanced reports
Additional reporting filters and deeper team and project analysis.
Expenses
Record project expenses and receipts, including billable expenses.
Recurring tasks
Create repeating tasks and reusable task templates.
Scheduled reports
Deliver periodic reports automatically on a configured schedule.
Resource planning
Plan team capacity, allocations and workload over time.
Custom branding
Customize branding across reports, client communication and the portal.
Webhooks
Receive signed event notifications with delivery retry tracking.
Custom roles
Customize roles and permission sets for members of your team.
SAML SSO
Use enterprise identity providers for SAML single sign-on.
SCIM provisioning
Provision and deprovision enterprise users automatically.
Priority support
Get prioritized support according to an enterprise service agreement.