Project Management for Professional Service Firms

Project Overview — At a Glance

Instantly understand where a project stands

The Project Overview gives you a real-time snapshot of delivery and financial health.

• Project status and lifecycle stage
• Account, project manager, and sponsor
• Budget, actuals, and projected cost
• Current and projected margin
• Hours logged vs. estimated
• Open tasks and overdue milestones

No digging. No spreadsheets. Just clarity.

Built-In Project Lifecycle Management

Control how projects move forward — without friction

OpteraOS enforces structured project lifecycles designed for services teams.

Supported project statuses:

• Scoping
• Missing Paperwork
• Active
• On Hold
• Completed
• Canceled

Each status change includes validation rules — ensuring projects only advance when prerequisites are met. Completion locks financials and captures a final snapshot for accurate reporting.

Milestones That Drive Progress and Billing

Track delivery — and trigger revenue

Milestones in OpteraOS are first-class project objects.

• Timeline and list views
• Owners, dependencies, and due dates
• Progress tracking and completion rules
• Optional milestone-based billing
• Automatic billing entries upon completion

Delivery and finance stay in sync — without manual intervention.

Task Management That Fits Real Work

From planning to execution — without losing context

OpteraOS tasks are deeply integrated into projects and milestones.

• List and Kanban board views
• Priority, due dates, tags, and assignments
• Inline editing and bulk actions
• Drag-and-drop status changes
• Dependencies and milestone linking

Tasks roll up into milestone progress and project health — automatically.

Financials Embedded in Delivery

Know your numbers — as work happens

Every project includes a dedicated Financials view that updates in real time.

• Budget vs. actual cost
• Time-based and milestone-based billings
• Current margin and projected margin
• Revenue forecasts over the project timeline
• Cost breakdowns by resource and role

You don't wait until the project ends to find problems — you see them early.

Real-Time Alerts That Prevent Surprises

Catch issues before they become problems

OpteraOS includes a built-in alert system designed for services delivery.

• Budget or scope mismatches
• Projected cost overruns
• Low margin warnings
• Overdue milestones
• Missing paperwork
• End-date risks

Alerts appear directly in projects, dashboards, and notifications — so issues never go unnoticed.

Team Visibility Without Guesswork

Know who's working on what — and when

Each project includes a dedicated Team view powered by your assignment data.

• Active team members and roles
• Scheduled vs. logged hours
• Utilization indicators
• Assignment status and timelines

Reporting Built for Services Leaders

Share insights — without rebuilding data

Projects include built-in export and reporting tools.

• Detailed project financial reports
• Cost and billing breakdowns
• Time, expense, milestone, and task exports
• Excel and CSV formats
• Shareable, audit-ready outputs

Everything is generated from live project data — not stitched together manually.

Designed to Work With the Rest of OpteraOS

Project Management in OpteraOS doesn't stand alone. It connects seamlessly with:

• CRM & Opportunities
• BOEs & Estimation
• Resource Planning & Assignments
• Time & Expense Tracking
• Invoicing & Financials
• Alerts and Reporting

One project system — fully connected.