More than a timesheet. More focused than complex project management.
Most service companies need more than a standalone timesheet tool. Project Essential gives them the operational visibility they need, calibrated to the level of complexity they actually require.
What you need to know
The questions most service companies actually ask
Active projects
Team allocation
Allocation timing
Time spent
Submitted timesheets
Timesheets needing attention
Client vs. internal effort
Access & approval rights
What you don't manage
Complexity left out on purpose
- Individual task ownership for every unit of work
- Task-level approval chains on top of project approvals
- Multi-stage completion workflows for tracking task status
What you get
The operational core, ready to use
- Manage projects
- Plan project teams
- Capture time
- Manage submissions & approvals
- Monitor project effort
- Maintain operational visibilit
What you need to know
The questions most service companies actually ask
- Active Projects
- Team Allocation
- Allocation Date of team members
- Time spent on project
- Timesheets needing attention
- Client vs. Internal Project efforts
- Access and approval information
What you don't need to manage
Complexity left out on purpose
Not every organization needs to manage every task with individual ownership, task-level approval workflows, or complex task completion processes.
What you get
The operational core, ready to use
Manage projects
Plan project teams
Capture time
Manage submission and approvals
Monitor project efforts
Maintain operational visibility
Project Performance and Planned vs. Actual
Compare what you planned against what actually happened, while there is still time toact
Where planning and execution come together.
Compare actual data against the plan:
- Planned vs. actual project effort
- Planned vs. actual team member effort
- Billable vs. non-billable hours
- Client vs. internal time
- Working hours vs. billable hours
Why the timing matters: A task planned for 40 hours, already at 55 with two weeks left, is acourse correction. The same task discovered at 80 hours after the project closes is a post-mortem. The value isn’t the comparison. It’s catching the gap early enough to act on it.
Compare planned work with actual delivery, and identify projects that need attention before small issues become costly ones.
Project Execution and Time Capture
Give your team a simple way to log time without turning it into a chore
This is the part your team interacts with daily. It needs to fit how people actually work, not force one rigid format.
Time entry options:
- Decimal hours, for quick entry
- Start and end time, when precision matters
- Weekly timesheet view
- Monthly timesheet view
What gets captured:
- Time against specific tasks
- Billable and non-billable effort
- Time across multiple projects, for team members working on more than one
Why non-billable time matters: Training, internal initiatives, and support work still consume hours and affect capacity, even without a client invoice attached.
Give your team a simple way to capture project effort without adding administrative overhead to their day.
Timesheet Governance
Standardize how time gets reviewed, corrected, and audited
Time capture only has value if there is a clear process around what happens to that data after ward. Project Essential structures the full lifecycle of a timesheet:
- Submit: Team members submit time for review at the appropriate level.
- Approve: Managers review and approve submitted time, individually or in bulk.
- Reject: Entries requiring correction get rejected back to the team member with thereason attached.
- Reopen: Authorized users can reopen an already-approved timesheet if a correction isneeded later.
- Lock: Timesheets can be locked once a submission period closes, so the numbers used for reporting and billing stay stable.
- Compliance controls: Timesheets that are not submitted within a defined window get flagged automatically, so follow-up happens before missing data becomes a bigger problem.
- Activity log: Every meaningful action on a timesheet, including when it was created,updated, submitted, and approved, is recorded and retained.
Not bureaucracy for its own sake. It’s about knowing the numbers a project manager or finance team works from actually reflect what happened, and can be traced back if a client, auditor, or your own team asks a question later.
Standardize how project effort is reviewed, approved, corrected, andaudited across the organization.
Project Execution and Time Capture
Give your team a simple way to log time without turning it into a chore
This is the part your team interacts with daily. It needs to fit how people actually work, not force one rigid format.
Time entry options:
- Decimal hours, for quick entry
- Start and end time, when precision matters
- Weekly timesheet view
- Monthly timesheet view
What gets captured:
- Time against specific tasks
- Billable and non-billable effort
- Time across multiple projects, for team members working on more than one
Why non-billable time matters: Training, internal initiatives, and support work still consume hours and affect capacity, even without a client invoice attached.
Give your team a simple way to capture project effort without adding administrative overhead to their day.
Staff Planning
Know who is working on what, and stop time being logged where it shouldn't
Before anyone logs an hour, you need to know who is actually meant to be on the project. Most service companies skip this step, and it’s where billing problems start.
Allocate team members with:
- Defined allocation start date and End date
- Project-level role (Project Manager or Team Member)
- Full visibility into who is on each project team, and when
The operational control that matters: Team members cannot submit time against a project outside their allocation period. If an allocation ends on the 15th, hours can’t be logged against that project on the 20th.
This closes a gap spreadsheets almost never catch: someone still logging time on a project weeks after being rolled off it, unnoticed until an invoice or budget review flags it.
Ensure the right people are available at the right time, while preventing incorrect project charging before it happens.
Project Planning
Set realistic timelines and effort estimates before work begins
A project plan needs more than a start date and an end date to be useful.
Plan at the project level:
- Planned project duration and timeline
- Planned project effort, in hours
- Client-facing or internal project
- Project categorization
- Billing type: Time & Material, Fixed Price, or Non-Billable
Plan at the task level:
- Planned effort per task
- Planned schedule per task
Planned schedule per task: Most overruns don’t happen evenly across a project.One or two tasks quietly run long while the rest stays on track. Project-level tracking alone won’t catch that in time.
Plan projects with realistic timelines and effort estimates, so there’s something concrete to measure against once work begins.
Capability 6
Operational Visibility
See project activity at the level that matters to you
Different people need different views of the same data.
- Three dashboard levels:
- Company Dashboard: Activity and effort across every project in the organization
- Project Dashboard: Details of a specific project, from allocation to submitted time toplanned vs. actual effort
- User Dashboard: Each person's own time, submissions, and allocations
Reports filterable by: client, project, team member, time period, approval status.
Understand how your people spend time across projects, without exposing confidential work
The same engineer might be on your project this week and someone else’s next week. Knowing that matters for your own delivery planning. But not every project’s details should be visible to every manager.
- Three visibility levels, set per project:
- Open Visible to authorized project managers across the organization
- Protected: Limited based on assigned permissions
- Confidential: Restricted to specifically authorized users only
Why it matters
A delivery lead can check if a team member is overcommitted, or resolve a scheduling conflict, without needing access to the financial or client details of a project they have nothing to do with.
Business outcome
Understand how effort is distributed across your organization, while keeping sensitive project information restricted to the people who should see it.
Project Essential
The operational foundation for professional services teams.
Project Essential helps service companies organize projects, allocate team members, capture time, manage timesheet workflows, and gain visibility across project operations – all in one connected platform.
From client projects and internal initiatives to team allocation and approved project effort, Project Essential gives your organization a structured way to manage the operational side of professional services work.
Plan your projects. Allocate your team. Capture every hour. Keep your operations moving.
More than a timesheet. More focused than complex project management.
Most service companies need more than a standalone timesheet tool. Project Essential gives them the operational visibility they need, calibrated to the level of complexity they actually require.
What you need to know
The questions most service companies actually ask
Active projects
Team allocation
Allocation timing
Time spent
Submitted timesheets
Timesheets needing attention
Client vs. internal effort
Access & approval rights
What you don't manage
Complexity left out on purpose
- Individual task ownership for every unit of work
- Task-level approval chains on top of project approvals
- Multi-stage completion workflows for tracking task status
What you get
The operational core, ready to use
- Manage projects
- Plan project teams
- Capture time
- Manage submissions & approvals
- Monitor project effort
- Maintain operational visibilit
What you need to know
The questions most service companies actually ask
- Active Projects
- Team Allocation
- Allocation Date of team members
- Time spent on project
- Timesheets needing attention
- Client vs. Internal Project efforts
- Access and approval information
What you don't need to manage
Complexity left out on purpose
Not every organization needs to manage every task with individual ownership, task-level approval workflows, or complex task completion processes.
What you get
The operational core, ready to use
Manage projects
Plan project teams
Capture time
Manage submission and approvals
Monitor project efforts
Maintain operational visibility
Project Planning
Set realistic timelines and effort estimates before work begins
A project plan needs more than a start date and an end date to be useful.
Plan at the project level:
- Planned project duration and timeline
- Planned project effort, in hours
- Client-facing or internal project
- Project categorization
- Billing type: Time & Material, Fixed Price, or Non-Billable
Plan at the task level:
- Planned effort per task
- Planned schedule per task
Planned schedule per task: Most overruns don’t happen evenly across a project.One or two tasks quietly run long while the rest stays on track. Project-level tracking alonewon’t catch that in time.
Plan projects with realistic timelines and effort estimates, so there’ssomething concrete to measure against once work begins.
Staff Planning
Know who is working on what, and stop time being logged where it shouldn't
Before anyone logs an hour, you need to know who is actually meant to be on the project.Most service companies skip this step, and it’s where billing problems start.
Allocate team members with:
- Defined allocation start date
- Defined allocation end date
- Project-level role (Project Manager or Team Member)
- Full visibility into who is on each project team, and when
The operational control that matters: Team members cannot submit time against a projectoutside their allocation period. If an allocation ends on the 15th, hours can’t be loggedagainst that project on the 20th.
This closes a gap spreadsheets almost never catch: someone still loggingtime on a project weeks after being rolled off it, unnoticed until an invoice or budget reviewflags it.
Ensure the right people are available at the right time, while preventingincorrect project charging before it happens.
Project Execution and Time Capture
Give your team a simple way to log time without turning it into a chore
This is the part your team interacts with daily. It needs to fit how people actually work, notforce one rigid format.
Time entry options:
- Decimal hours, for quick entry
- Start and end time, when precision matters
- Weekly timesheet view
- Monthly timesheet view
What gets captured:
- Time against specific tasks
- Billable and non-billable effort
- Time across multiple projects, for team members working on more than one
Why non-billable time matters: Training, internal initiatives, and support work stillconsume hours and affect capacity, even without a client invoice attached.
Give your team a simple way to capture project effort without addingadministrative overhead to their day.
Timesheet Governance
Standardize how time gets reviewed, corrected, and audited
Time capture only has value if there is a clear process around what happens to that dataafterward. Project Essential structures the full lifecycle of a timesheet:
- Submit: Team members submit time for review at the appropriate level.
- Approve: Managers review and approve submitted time, individually or in bulk.
- Reject: Entries requiring correction get rejected back to the team member with thereason attached.
- Reopen: Authorized users can reopen an already-approved timesheet if a correction isneeded later.
- Lock: Timesheets can be locked once a submission period closes, so the numbersused for reporting and billing stay stable.
- Compliance controls: Timesheets that are not submitted within a defined window getflagged automatically, so follow-up happens before missing data becomes a biggerproblem.
- Activity log: Every meaningful action on a timesheet, including when it was created,updated, submitted, and approved, is recorded and retained.
Not bureaucracy for its own sake. It’s about knowing the numbers a projectmanager or finance team works from actually reflect what happened, and can be tracedback if a client, auditor, or your own team asks a question later.
Standardize how project effort is reviewed, approved, corrected, andaudited across the organization.
Project Performance and Planned vs. Actual
Compare what you planned against what actually happened, while there is still time toact
Where planning and execution come together.
Compare actual data against the plan:
- Planned vs. actual project effort
- Planned vs. actual team member effort
- Billable vs. non-billable hours
- Client vs. internal time
- Working hours vs. billable hours
Why the timing matters: A task planned for 40 hours, already at 55 with two weeks left, is acourse correction. The same task discovered at 80 hours after the project closes is a post-mortem. The value isn’t the comparison. It’s catching the gap early enough to act on it.
Compare planned work with actual delivery, and identify projects thatneed attention before small issues become costly ones.
Operational Visibility
See project activity at the level that matters to you
Different people need different views of the same data.
Three dashboard levels:
- Company Dashboard: Activity and effort across every project in the organization
- Project Dashboard: Details of a specific project, from allocation to submitted time toplanned vs. actual effort
- User Dashboard: Each person’s own time, submissions, and allocations
Reports filterable by: client, project, team member, time period, approval status.
Understand how your people spend time across projects, without exposing confidentialwork
The same engineer might be on your project this week and someone else’s next week.Knowing that matters for your own delivery planning. But not every project’s details shouldbe visible to every manager.
Three visibility levels, set per project:
- Open: Visible to authorized project managers across the organization
- Protected: Limited based on assigned permissions
- Confidential: Restricted to specifically authorized users only
A delivery lead can check if a team member is overcommitted, or resolve ascheduling conflict, without needing access to the financial or client details of a project theyhave nothing to do with.
Understand how effort is distributed across your organization, whilekeeping sensitive project information restricted to the people who should see it.
Security, Application Roles, and Project Roles
Distribute responsibility without handing out access to everything
Project managers, client managers, operations leads, and finance all need to do differentthings in the system. None of them should need full access to everyone else’s data to dotheir job.
Project Essential separates access into two layers.
Application roles define what a person can manage across the platform:
- Global Administrator
- Operational Administrator
- Senior Project Administrator
- Project Administrator
- Capacity Administrator
- Subscription Administrator
- Client Administrator
- User
Project roles define what a person can do within a specific project:
- Project Manager
- Team Member
Why the two layers work together: The same person can hold different project roles ondifferent projects. Someone can lead one project as Project Manager and contribute toanother as a Team Member. This dual-layer structure gives people the access their roleactually requires, instead of a choice between “sees everything” and “sees almost nothing.”
Give people the access they need to do their work, without givingeveryone access to everything.
Built for every team involved in project delivery
Project Essential connects the people involved in project operations through a shared operational foundation.
Everyone works from the same connected operational foundation.
Who Project Essential Is Built For
Project Essential is built for organizations where people, projects, and time are the core ofhow value gets delivered:
- IT services and software development companies
- Consulting firms
- Digital agencies
- Engineering services companies
- Architecture and design teams
- Managed service providers
- Other professional services organizations
If your business needs to know which people are working on which projects, whether thatmatches the plan, and how much time is actually being spent, this is what Project Essentialis built to answer.
Platform
The Operational Foundation of a Connected Platform
Project Essential is the operational core of the SaralFlow platform. The data it capturesbecomes the foundation for everything else.
Project Essential
Projects + People + Time
LeaveHub
Absence + Availability
Project Finance
Commercials + Costing + Financial Visibility
Project Essential
Projects + People + Time
Projects, people, and time. Planning, allocation, execution,governance.
LeaveHub
Absence + Availability
Absence and availability, so leave is factored into who’s actually availableto work.
Project Finance
Commercials + Costing + Financial Visibility
Builds on Project Essential’s operational data. Billing rates, projectcosting, pre-invoicing, financial reporting.
Project Activity
Project Activity
Together, these applications create a connected Professional Services Automation platform.Start with the operational foundation. Extend the platform as your business grows.
Platform
The Operational Foundation of a Connected Platform
Project Essential is the operational core of the SaralFlow platform. The data it capturesbecomes the foundation for everything else.
The Flow
Plan Projects
Plan Staff
Capture Time
Measure Performance
Project Finance
Project Essential
Projects + People + Time
Projects, people, and time. Planning, allocation, execution,governance.
LeaveHub
Absence + Availability
Absence and availability, so leave is factored into who’s actually availableto work.
Project Finance
Commercials + Costing + Financial Visibility
Builds on Project Essential’s operational data. Billing rates, projectcosting, pre-invoicing, financial reporting.
- Builds on Project Essential
One operational record.
No separate numbers in separate places to reconcile at month end.
Frequently Asked Questions
Project Essential is used to plan projects, allocate team members, capture time against projects and tasks, manage timesheet approvals, and compare planned effort against actual effort. It gives service companies one connected view of how work is being delivered.
No. Timesheets are one part of it. Project Essential also handles project planning with effort estimates, team allocation with defined dates, planned vs. actual performance tracking, and role-based access across projects.
It is closer to a project operations platform than a standalone timesheet tool.
No. Time entry is tiedto allocation periods. A team member can only submit time against a project during thedates they are actually allocated to it, which prevents incorrect project charging.
Yes. It tracks planned vs. actual effort at both the project and task level, along with billable vs. non-billable time and client vs. internal time, so you can catch overruns while a project is still in progress.
Through two layers of access.
Application roles control what a person can manage across the platform, such as creating projects or managing subscriptions. Project roles control what a person can do within aspecific project, such as Project Manager or Team Member. Projects can also be marked Open, Protected, or Confidential to control visibility across the organization.
Yes. Project Essential is the operational foundation of the SaralFlow platform. LeaveHub manages absence and availability, and Project Finance uses the approved time and effort data from Project Essential to handle billing rates, project costing, and financial reporting.
Service-based organizations where projects, people, and time are central to how they deliver value: IT services, consulting firms, digital agencies, engineering services, architecture and design teams, and managed service providers.
Project Planning
Set realistic timelines and effort estimates before work begins
A project plan needs more than a start date and an end date to be useful.
- Plan at the project level:
- Planned project duration and timeline
- Planned project effort, in hours
- Client-facing or internal project
- Project categorization
- Billing type: Time & Material, Fixed Price, or Non-Billable
- Plan at the task level:
- Planned effort per task
- Planned schedule per task
Why task-level planning matters:
Most overruns don't happen evenly across a project.One or two tasks quietly run long while the rest stays on track. Project-level tracking alonewon't catch that in time.
Plan projects with realistic timelines and effort estimates, so there'ssomething concrete to measure against once work begins.
Staff Planning
Know who is working on what, and stop time being logged where it shouldn't
Before anyone logs an hour, you need to know who is actually meant to be on the project.Most service companies skip this step, and it’s where billing problems start.
- Allocate team members with:
- Defined allocation start date
- Defined allocation end date
- Project-level role (Project Manager or Team Member)
- Full visibility into who is on each project team, and when
Why task-level planning matters:
Most overruns don't happen evenly across a project.One or two tasks quietly run long while the rest stays on track. Project-level tracking alonewon't catch that in time.
Plan projects with realistic timelines and effort estimates, so there'ssomething concrete to measure against once work begins.
One connected foundation for project operations
Project Essential brings the essential operational elements of professional services to work together
Projects
Create and manage client-facing and internal projects with defined project information, dates, types, and billing categories.
People
Allocate team members to projects with defined allocation periods and project-level roles.
Time
Capture the time spent by team members across projects and activities.
Workflows
Submit, approve, reject, reopen, and manage timesheets through structured workflows.
Visibility
Understand project effort, team activity, and operational performance through dashboards and reports.
Control
Manage access and responsibilities through role-based permissions and operational controls.
One connected view of how your organization delivers work.
High-Impact Features
Everything your project teams need
Organize your projects and clients
Projects are the foundation of professional services delivery. Project Essential enables organizations to create and organize projects with the information required to manage project operations effectively.
- Define:
- Project start and end dates
- Client-facing or internal projects
- Time & Material, Fixed Price, or Non-Billable projects
- Project teams
- Project-level roles
- Project status and operational information
Connect projects with the clients they serve and maintain a structured view of your project portfolio. Whether you are delivering work for an external client or managing an internal initiative, keep your projects organized and visible.
Allocate your team at the project level
Before time can be recorded, organizations need to know where people are expected to work. Allocate team members to projects with defined allocation dates.
- This provides visibility into:
- Who is working on each project
- When each team member is allocated
- Which team members are part of the project team
- The project-level role of each team member
- The billable effort submitted by team members
Allocation dates also provide important operational control: team members cannot enter time for that period in which they are not allocated to the project.
Plan your project teams without the overhead of assigning and managing every individual task.
Capture time the way your team works
Make time entry practical for your employees.
- Team members can record time against their assigned project work using:
- Start and end time
- Decimal hours
- Time-based entry
- Weekly timesheet views
- Monthly timesheet view
Employees can work across multiple projects and record both billable and non-billable effort where applicable. Capture the complete picture of how organizational time is being used and not only the hours spent on client work.
Track client work and internal effort
Not all valuable work is billable. Project Essential allows organizations to maintain visibility into both client and internal activities.
Track time across:
- Client projects
- Internal projects
- Training
- Support activities
- Administrative work
- Other organizational initiatives
This gives managers and leadership a more complete understanding of where organizational effort is being invested.
See the complete picture and not only the hours that can be invoiced.
Keep timesheets moving from entry to approval
Timesheet processes often become inefficient when employees forget to submit time and managers have to follow up manually. Project Essential provides a structured timesheet workflow.
- Employees can submit time at the appropriate level and managers can:
- Review submitted time
- Approve timesheets
- Reject entries requiring correction
- Reopen approved timesheets
- Perform bulk actions
Manage time entry from submission through approval while maintaining clear accountability.
Reduce timesheet follow-up and improve compliance
Late or missing timesheets create operational problems.
Managers lose visibility. Reports become incomplete. Project effort becomes harder to analyze. Financial processes may be delayed.
Project Essential helps organizations create a more consistent timesheet process.
See what still needs attention
Managers and users can identify unsubmitted timesheets and follow up before missing information becomes a larger operational problem.
Control the submission period
Timesheet controls can help prevent late entries and encourage employees to submit time within the required working period.
Reopen when corrections are needed
Approved timesheets can be reopened by authorized users when corrections are required.
Maintain an activity history
Track important timesheet events, including when time was created, updated, submitted, and approved.
Understand project effort across your organization
Project managers rarely work with only one source of information. They need to understand what is happening across their projects and, where authorized, across the wider organization.
- Project Essential provides visibility into:
- Project effort
- Team member time
- Billable hours
- Working hours
- Submitted and unsubmitted timesheets
- Project activity
- Cross-project information where permitted
Use dashboards and reports to understand how time and effort are distributed across your organization.
Give people the right level of access
Professional services organizations need both visibility and control. Not every user should have access to every project, report, or administrative capability.
Project Essential supports role-based access to help organizations distribute responsibilities while maintaining appropriate data security.
Available roles include:
- Global Administrator
- Operational Administrator
- Senior Project Administrator
- Project Administrator
- Capacity Administrator
- Subscription Administrator
- Client Administrator
- User
Create a structure of responsibilities that supports your organization as it grows. Give people the access they need to do their work without giving everyone access to everything.
Reporting that turns project effort into insight
Accurate project information is only valuable when it can be understood and used.
Project Essential provides reporting and dashboards at different levels of the organization.
Company-level visibility
Understand activity and effort across projects.
Project-level visibility
Analyze the information associated with a specific project.
User-level visibility
Give users insight into their own operational information and time.
Flexible analysis
- Analyze and group information based on relevant dimensions such as:
- Client
- Project
- Team member
- Time period
- Approval status
- Other operational factors
Move beyond collecting timesheets to understanding how your organization spends its time.
Built for every team involved in project delivery
Project Essential connects the people involved in project operations through a shared operational foundation.
Everyone works from the same connected operational foundation.
Who Project Essential Is Built For
Project Essential is built for organizations where people, projects, and time are the core ofhow value gets delivered:
- IT services and software development companies
- Consulting firms
- Digital agencies
- Engineering services companies
- Architecture and design teams
- Managed service providers
- Other professional services organizations
If your business needs to know which people are working on which projects, whether thatmatches the plan, and how much time is actually being spent, this is what Project Essentialis built to answer.
Platform
The operational foundation of your Professional Services Automation Platform
Professional services operations are connected. Projects generate work. People deliver that work. Time is recorded against projects. Absences affect availability. Operational data creates the foundation for financial management. Project Essential is designed to provide this operational foundation.
Project Essential
Projects + People + Time
LeaveHub
Absence + Availability
Project Finance
Commercials + Costing + Financial Visibility
Project Essential
Projects + People + Time
Manage projects, allocate teams, capture time, and maintain operational visibility.
LeaveHub
Absence + Availability
Manage vacation, time off, and company holidays.
Project Finance
Commercials + Costing + Financial Visibility
Build on operational project data to support project costing, billing rates, pre-invoicing, financial management, and reporting.
Together, these applications create a connected Professional Services Automation platform.Start with the operational foundation. Extend the platform as your business grows.
Efficiency
- Reduce manual follow-up
- Streamline timesheet approvals
- Replace disconnected spreadsheets and manual processes with a connected platform
Visibility
- Improve visibility into project effort
- Track billable and non-billable work
- Understand team allocation
Compliance
- Maintain a history of timesheet activity
- Improve timesheet compliance
Planning & Finance
- Improve operational reporting
- Support project and workforce planning
- Provide reliable project effort data to financial processes
Move beyond simply collecting hours.
Understand how your organization
delivers work.
Project Essential FAQs
Project Essential is the project operations foundation of the SaralFlow Professional Services Automation platform. It helps service companies manage projects, allocate team members, capture time, manage timesheet workflows, and gain visibility into project effort and organizational operations.
No. A traditional timesheet tool primarily records working hours.
Project Essential connects time tracking with projects, clients, project teams, team allocation, timesheet workflows, reporting, dashboards, and role-based access.
It provides an operational foundation for managing project-based work
Yes. Employees can record time across the projects and activities to which they are allocated.
Yes. Organizations can track internal projects and activities in addition to client work.
This helps provide visibility into effort spent on areas such as training, recruitment, support, administration, and other internal initiatives.
Yes. Team members can be allocated to projects with defined allocation dates.
This helps organizations plan project teams and ensures time can only be entered for periods in which the team member is allocated to the project.
Yes. Authorized managers can review and approve submitted timesheets. They can also reject timesheets requiring correction and reopen approved timesheets when changes are needed.
Yes. Project Essential supports bulk timesheet actions to reduce repetitive administrative work.
Yes. Authorized project managers and administrators can reopen approved timesheets when corrections are required.
Yes. Timesheet controls can be used to prevent time entry after a defined submission period, helping improve timesheet compliance.
Yes, where they have the required permissions. Role-based access and cross-project visibility controls help organizations provide appropriate operational visibility.
Yes. Organizations can distinguish between billable and non-billable project effort, providing better visibility into how time is being used.
Yes. Project Essential provides the operational foundation of the SaralFlow Professional Services Automation platform. It works alongside LeaveHub and Project Finance to connect project operations, workforce availability, and financial management.
Yes. Project Finance can build on the operational project data generated through the SaralFlow platform, helping support costing, billing, commercial management, and financial reporting.
Project Essential is designed for professional services organizations such as IT services companies, software companies, consulting firms, engineering service providers, digital agencies, and other project-based service organizations.
- Get Started
Build your operational foundation
Manage your projects. Plan your project teams. Capture your time. Maintain visibility across your organization.
Project Essential gives professional services teams the operational foundation they need to manage projects, people, and time — without unnecessary complexity.
- Get Started
Build your operational foundation
Project Essential gives professional services teams the operational foundation they need to manage projects, people, and time — without unnecessary complexity.