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Description

To compare your plans with reality, forecast the availability of your employees and track their time on projects. A quick overview of your financial and operational performance. To streamline non-billed tasks, bring all parts of your business together and allow you to focus on what is most important: providing high-quality professional services to your clients. Smart algorithms based on tech and soft skills matrix allow you to see who is available and to schedule the most suitable people for existing, planned, or tentative projects in one click. Estimate the phases of a project, report vacancies and manage profitability. You can deliver truly data-driven, profitable results. Employee dashboard and predictive timesheets make it easier for employees to log their work. This data can be used to improve your project. You can estimate costs for both a project and your entire business. Dynamic reports allow you to track all changes in real time.

Description

Teambook provides an intuitive, visual, cloud-based solution for project team planning, medium-term capacity planning and real time (timesheet) monitoring. These three modules are based on two sets of master data, Projects and Users, whose management is facilitated by an adapted and intuitive ergonomics. Finally, the tool is completed by a flexible and efficient reporting system. 1. Project resource planning : Teambook's Planning module gives you an instant, real-time overview of your teams' occupancy, showing you “who's doing what and when”, as well as “who's available or not”. On this basis, you can allocate your resources to future projects by simply clicking and dropping. This information can be synchronized in real time in your collaborators' calendars to inform them of upcoming tasks, without them having to register with Teambook. 2. Capacity management : The Capacity module presents your resource load rates and project staffing over a 6 to 24 month horizon ... and enables you to anticipate possible future over- or under-capacity! Although you can use the Capacity module as a stand-alone tool, you can also easily synchronize or copy information from operational planning, then complete the information for the more distant future. Finally, features will help you to automatically distribute workload to resources, so you can easily simulate planned utilization. 3. Track actual time spent on projects: Teambook's Actuals module enables all users to enter their timesheets, as well as project managers to validate them. Instead of entering data, it is possible to use operational planning data to pre-fill timesheets. Finally, the approval system enables planners/project managers to check the data entered, approve it and, if necessary, download it.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

BI Book Yes 
Google Calendar No 
HubSpot CRM No 
HubSpot Customer Platform No 
Lucca No 
Microsoft Outlook No 
Payfit No 
Personio No 
Projectworks No 
QuickBooks Accountants No 
Redmine No 
Slack No 

Integrations

BI Book No 
Google Calendar Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Lucca Yes 
Microsoft Outlook Yes 
Payfit Yes 
Personio Yes 
Projectworks Yes 
QuickBooks Accountants Yes 
Redmine Yes 
Slack Yes 

Pricing Details

$34.20 per month
Billed annually
Free Trial No 
Free Version No 

Pricing Details

Free
3 EUR for up to 10 active projects (Planning only)
45 EUR for up to 40 active projects (Planning + Capacity + Actuals)
75 EUR for up to 80 active projects (Planning + Capacity + Actuals)
90 EUR for up to 120 active projects (Planning + Capacity + Actuals)
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Primetric

Founded

2016

Country

Poland

Website

www.primetric.com

Vendor Details

Company Name

Teambook

Founded

2013

Country

Switzerland

Website

teambookapp.com

Product Features

Financial Reporting

"What If" Scenarios Yes 
Audit Trail No 
Balance Sheet No 
Cash Management Yes 
Consolidation / Roll-Up No 
Forecasting Yes 
General Ledger No 
Income Statements No 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement No 

Gantt Chart

Alerts/Notifications Yes 
Capacity Monitoring No 
Color Coding No 
Dependency Tracking No 
Drag & Drop Yes 
Milestone Tracking Yes 
Progress Tracking Yes 
Task Management Yes 
Templates Yes 

Professional Services Automation

Billing & Invoicing Yes 
CRM No 
Client Portal No 
Collaboration Tools No 
Document Management No 
Portfolio Management Yes 
Project Management Yes 
Proposal Generation No 
Quote Management No 
Resource Management Yes 
Time & Expense Tracking Yes 

Project Planning

Agile Methodologies Yes 
Budget Management Yes 
Collaboration Tools No 
Due Date Tracking Yes 
Gantt Charts Yes 
Kanban Board No 
Prioritization Yes 
Progress Tracking Yes 
Resource Management Yes 
Task Management Yes 
Template Management Yes 
Traditional Methodologies Yes 

Project Portfolio Management

Budget Management Yes 
Collaboration No 
Dashboard Yes 
Issue Management No 
Milestone Tracking Yes 
Portfolio Management Yes 
Project Planning Yes 
Requirements Management No 
Resource Management Yes 
Status Tracking Yes 
Task Management Yes 
Time & Expense Tracking Yes 

Project Tracking

Collaboration Tools No 
Cost-to-Completion Tracking Yes 
Gantt Charts Yes 
Kanban Board No 
Milestone Tracking Yes 
Percent-Complete Tracking Yes 
Prioritization Yes 
Status Tracking Yes 
Time & Expense Tracking Yes 

Resource Management

Capacity Management Yes 
Data Visualization No 
Demand Forecasting No 
Drag & Drop Yes 
Employee Scheduling No 
Filtered Search No 
Resource Allocation No 
Skills Tracking Yes 
Utilization Management No 

Strategic Planning

Budgeting & Forecasting Yes 
Dashboard Yes 
Goal Setting / Tracking No 
Idea Management No 
KPIs No 
Modeling & Simulation No 
Roadmapping No 
Scenario Planning Yes 
Scorecards No 

Time and Expense

Activity Tracking Yes 
Billable Hours Tracking No 
Billing Rate Management No 
Expense Tracking Yes 
Invoice Processing No 
Multiple Billing Rates Yes 
Project Tracking Yes 
Reimbursement Management No 
Time Tracking by Client Yes 
Time Tracking by Project Yes 

Time Tracking

Automatic Time Capture No 
Billable & Non-Billable Hours Yes 
Billing & Invoicing Yes 
Employee Database Yes 
Expense Tracking Yes 
Mobile Time Tracking No 
Multiple Billing Rates Yes 
Offline Time Tracking No 
Online Time Tracking No 
Overtime Calculation Yes 
Time per Project Reporting No 
Timesheet Management Yes 
Vacation / Leave Tracking Yes 

Product Features

Project Planning

Agile Methodologies Yes 
Budget Management No 
Collaboration Tools Yes 
Due Date Tracking No 
Gantt Charts Yes 
Kanban Board No 
Prioritization No 
Progress Tracking Yes 
Resource Management Yes 
Task Management Yes 
Template Management No 
Traditional Methodologies Yes 

Resource Management

Capacity Management Yes 
Data Visualization Yes 
Demand Forecasting Yes 
Drag & Drop Yes 
Employee Scheduling Yes 
Filtered Search Yes 
Resource Allocation Yes 
Skills Tracking Yes 
Utilization Management Yes 

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