Project Management

Manage the Full Project Lifecycle in One Place

Manage the project lifecycle from an approved proposal all the way to closeout — tasks, milestones, timesheets, budgets, risks, and reports, together.

Project information scattered across tools gets lost

Tasks in one tool, timesheets in a spreadsheet, budget in another — nothing stays in sync.

One project record. Every detail connected.

Tasks, timesheets, budgets, and documents live on the same project record, connected to the same financial data.

Key Features

Tasks & Kanban

Plan and track work visually.

Milestones & Deliverables

Track the commitments that matter to your client.

Schedule & Calendar

See project timelines and meetings in one place.

Risks & Issues

Log and track project risks and open issues.

Change Requests

Formal change request tracking with approval.

Documents, Transmittals & Submittals

Keep project documentation organized and traceable.

Timesheets & Budgets

Track time and cost against the project budget.

Financial Summary & Reports

See project financials and generate real project reports.

1

Create From an Approved Proposal

Turn a won proposal or quotation directly into a project.

2

Assign Your Team

Add team members and set their project scope.

3

Track the Work

Tasks, timesheets, and budget stay connected as work happens.

4

Report & Close Out

Generate reports and close the project when it's done.

Built Around Controlled AccessYour company's data is kept separate from every other company on WaselTech.

Frequently Asked Questions

Yes — projects can be created directly from an approved proposal, quotation, or client.

Yes — timesheets and expenses feed the project's financial summary.

Yes — both have dedicated, trackable records on the project.

Ready to Run Your Business From One Platform?