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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
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
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
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)
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