Every project has
a business side.
Manage the work and understand what it means for the business. Financials, delivery, people and knowledge, organized around your projects.
See it in your context
Follow the money through the project.
Bring budgets, costs and revenue into the delivery conversation. Review financial detail in the project or compare accessible projects in Budget Analysis.
- Budget, spend and forecast
- Set a project budget, record expenses and review weekly estimates at completion. Keep the forecast distinct from recorded spend.
- Revenue and margin
- Record invoices, retainers and adjustments as revenue entries. See revenue, cost and margin by reporting period.
- The detail behind the totals
- Review cost categories, billing periods and the project ledger. Analyze cost, revenue, margin, hours and burn rate over time.
- Set the project budget
- Record time, costs and revenue
- Review the forecast and margin
Turn a plan into work people can move.
Give the team a shared view of what is ready, in progress and complete. Keep detailed delivery work connected to the wider project.
- Choose the working view
- Organize work with boards, lists, backlogs, sprints and a roadmap. Use task owners, priorities and due dates to clarify the next step.
- Make dependencies visible
- Link related issues, organize epics and subtasks, and associate work with project milestones.
- Connect tasks and effort
- Estimate hours and link timesheet entries to issues so the work and its logged effort can be reviewed together.
- Break scope into tasks and milestones
- Assign owners and track delivery
- Review dependencies and completion
Understand the effort your plans depend on.
See who is allocated, where hours go and what needs review. Give project managers a way to understand capacity alongside delivery commitments.
- People and allocations
- Manage resource profiles and project assignments with allocation dates, capacity and internal cost rates.
- Time entry and review
- Log project work, identify billable time and review submitted entries. Approve time or return it with a reason.
- Reports with detail
- Explore hours by member, project and task, then export summary or detailed CSV reports for further analysis.
- Allocate people to projects
- Record work against project tasks
- Review and approve submitted time
Keep the decisions close to the work.
Give plans, supporting files and working notes a shared home. Project folders connect the documentation to the team delivering it.
- Documents and working notes
- Upload files and create rich text documents. Organize material in project or shared folders.
- Context that can be revisited
- Use document versions and change summaries to review earlier material. Keep discussion with the document through comments.
- A repeatable starting point
- Organize recurring work in shared folders and keep relevant documents close to projects.
- Write and organize project documents
- Discuss decisions with the team
- Keep versions and supporting files
Room for the things only you need to remember.
Keep your own thinking and next steps alongside the shared project work. Personal tools are part of the same platform.
- Private sticky notes
- Capture ideas and reminders on your personal canvas. Your private notes are separate from shared project documents.
- Personal to-dos
- Organize your own next steps in a personal task workspace, with table and work views.
- A place for shared decisions
- Use Atlas when the context belongs to the team, with project documents, comments and version history.
- Capture private notes
- Organize your personal to-dos
- Keep shared decisions in Atlas
Know where a closer look is needed.
Move from portfolio health to the project behind the signal. Give project owners and leaders a shared basis for the weekly review.
- Project health and attention
- Review status, blockers and upcoming milestones across the projects you can access.
- Weekly project updates
- Record progress, accomplishments, risks and financial estimates in a regular project update.
- Accountability in context
- Keep project owners, dates, milestones, financials, documents and delivery work available from the project.
- Review project health
- Follow risks and milestones
- Open the project behind the signal
Bring your project history with you.
Start with the work your team already knows. Built-in import tools help move supported Jira and Confluence exports into Pulse and Atlas.
- Jira delivery work
- Import supported Jira backup exports, including issues, comments, attachments and sprints. Review a representative project before the wider move.
- Confluence documentation
- Import supported Confluence export archives into Atlas. Review the destination, content and attachment handling as part of your migration plan.
- Plan the transition
- Review formats, permissions, field mapping and exceptions before rollout. CSV imports are also available for selected project data; this is an import workflow, not live two-way synchronization.
One TrackFlow workspace
Supported export formats · scope reviewed before rolloutA clear conversation with your IT team.
Scope the company environment, identity setup and operational responsibilities before rollout. Your technical team should know how the platform will run.
- Company deployment
- TrackFlow runs as a Docker application with PostgreSQL and document storage. Agree hosting, backups, monitoring and support responsibilities during implementation.
- Identity and project access
- Microsoft Entra sign-in and local password authentication are supported. Application roles and project access govern the available workspaces and sensitive financial views.
- A scoped move from your current tools
- CSV imports support people, projects, allocations, milestones, issues and timesheets. Review field mapping and any additional integration requirements before rollout.
ApplicationA deployment conversation with your IT team.
Start with one project.
Establish the right company scope.
Walk through your reporting needs, team structure and existing tools with us. Agree the deployment, data import and support plan before expanding to the wider team.
Plan your walkthroughMove the work forward yourself.
Open a project, update a task, record time and follow the result through its financials. Write a document or leave yourself a note in the same workspace.
See the whole picture with your team.
Bring your workflow, your questions and one representative project.
Plan your walkthrough →