Projects & PSA
Deliver work profitably
Rich projects with tasks, subtasks, dependencies and a Gantt-lite timeline, plus budgets, rate cards and admin-only profitability — so you can plan work, track effort and see margin without leaving the platform.
Included
Why it matters
Plan work with tasks, subtasks, dependencies and a visual timeline
Control budgets with rate cards, service lines and overrun alerts
See revenue, cost and margin per project and per client
What's included
Rich tasks & timeline
Priorities, estimates, subtasks, dependencies and a CSS/SVG Gantt with board and list views.
Budgets & rate cards
Fixed, time & materials and non-billable budgets with per-person, role or client rate cards.
Profitability (admin-only)
Live revenue, cost and margin, serialized only for admins — never exposed to clients or exports.
Workload & capacity
See technician workload across upcoming weeks and rebalance with a click.
Project dashboard & My activities
A project dashboard and a per-technician focus view gather tasks, deadlines and budgets at risk into personalizable cards.
Five task layouts & saved views
List, board, timeline, calendar and table views share one filter and sort layer, saved as named views.
Ready to see it in action?
Talk to our team and we'll tailor Xcellerate OPS to how your business works.
Get started for free