Project manager: plan, time, budget, P&L
Who this is for
Project managers, and owners or CFOs who review the project portfolio.
The problem
Projects run in spreadsheets apart from hours, purchasing and invoices, so you learn a project lost money only when it is finished.
A day with XBuddy
Create the project from a template
Set up tasks, milestones and a Gantt plan, and add the team with roles. — Projects & Tasks
Run the task board
Assign work and follow progress on the board. — Projects & Tasks
Collect and approve hours
Team members log time; the project manager approves it in the approval inbox. — Time Tracking
Commit spend
Purchase orders linked to the project count toward committed cost. — Procurement
Watch budget versus actual
Budget, cost and project P&L are in one place, with an option to warn or block when the budget is exceeded. — Projects & Tasks
Bill by hours or milestone
Finance issues invoices for the project. — Finance
Apps involved
| App | Role in this scenario | Link |
|---|---|---|
| Projects & Tasks | Plan, board, budget, P&L, portfolio | Projects & Tasks |
| Time Tracking | Hours | Time Tracking |
| Procurement | Project purchasing | Procurement |
| Finance | Project invoices | Finance |
| Approvals | Approval of hours and costs | Approvals |
AI assistants that help
project_pm: Risk assessment, budget overrun alerts, margin and milestone forecasts, missing-purchase hints, billable-hours optimisation and resource balancing.
Related business flows
Honest limits
- You cannot create a project from a quotation in the interface; that is available through the API only.
- Milestone invoicing is not available for projects that originate in Service Management.
- Billing project hours depends on the billable-time toggle, which is off by default.