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People and workProjects

Plan project work, track time against budgets and bill clients from approved hours, milestones and expenses.

Projects is for agencies, IT services firms and consultancies that run client work. Teams plan tasks on boards and Gantt charts, log time on the same timesheet People uses, and project managers turn approved hours, milestones and expenses into invoice drafts. With Books on, approved drafts become posted invoices, fixed-fee revenue is recognised by percentage complete, and project margins match the ledger.

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Projects dashboard: active projects, budget and billing figures, a chart of revenue, cost and billable hours, and portfolio health.Projects dashboard: active projects, budget and billing figures, a chart of revenue, cost and billable hours, and portfolio health.

Key capabilities

  • Tasks, boards and Gantt with dependencies
  • Fixed fee, time and material and retainers
  • One timesheet shared with People
  • Resource planner, utilisation and bench
  • Invoice drafts that post to Books
  • Revenue recognition and project profit and loss
What it does

Projects in detail

Dashboard and portfolio

One view of every project’s health, burn, margin and unbilled work.

  • KPIs, my tasks, project health, utilisation, unbilled work and pending approvals
  • Portfolio list filtered by status, billing model, manager and client
  • Daily health from budget burn, schedule and margin, with the reason shown
  • Start a project from a template with dates shifted to the new start

Projects and clients

Each project carries its client, billing model and budgets. Clients are Books customers when Books is on.

  • Fixed fee with milestones, time and material with a not-to-exceed cap, retainers and internal projects
  • Budgets in hours, cost and revenue, with warnings at 80% and 100%
  • Purchase order reference, payment terms and expense markup per project
  • Clients list with their projects and billing
  • Budget change requests with approval and history
  • Multi-currency projects

Tasks, boards and Gantt

Plan and track the work in the view that suits the team.

  • Tasks and subtasks with assignee, status, priority, dates, estimate and billable flag
  • List, kanban board and Gantt views
  • Finish-to-start, start-to-start, finish-to-finish and start-to-finish dependencies with lag
  • Milestones with billing amounts and completion from their tasks
  • Baseline Gantt to compare the plan with progress
  • My tasks across projects, with due-date and budget notifications

Time and approvals

Time is logged once, on the People timesheet, and approved hours flow into project billing.

  • Log time from a task, the week grid or the mobile app
  • Manager approval in People stays the approval of record
  • Billable or non-billable per project, task and team member
  • Write-offs and write-downs before invoicing, with a reason
  • Approvals for timesheets, budget changes and invoice drafts

Rates, cost and expenses

Bill rates from rate cards and cost rates from salaries, without exposing anyone’s pay.

  • Rate cards by person, project role or grade, effective-dated
  • Hourly cost from People compensation plus an overhead loading
  • Per-person cost visible only to admins and finance
  • Approved expense claim lines tagged to a project, billable with markup

Resources

See who is allocated where, against capacity that already accounts for leave and holidays.

  • Allocations by person, project and date range, soft or hard
  • Capacity from working days, holidays and approved leave
  • Resource planner coloured by under, healthy and over allocation
  • Bench report with last project and days on bench
  • Staffing requests and skills matching

Billing

Invoice drafts are built from what is ready to bill and go through finance approval.

  • Drafts from completed milestones, approved hours, retainer fees and billable expenses
  • Hours grouped by role or person, capped at the not-to-exceed amount
  • Approved drafts post as Books invoices with the project dimension
  • Billed items locked; voiding in Books releases them
  • Invoice schedule for billing forecasts

Revenue recognition and financials

Fixed-fee revenue recognised as work is done, and a project P&L that agrees with Books.

  • Percentage-complete recognition by cost, hours or a manual figure
  • Monthly journal for unbilled and unearned revenue through Books
  • WIP and unbilled report with ageing
  • Project P&L with revenue, labour cost, expenses and margin against budget
  • Utilisation, billable utilisation, realisation and profitability reports

Status reports and client access

Project managers publish status reports that clients can read without a password.

  • Health, highlights, risks, next steps, milestones and budget burn
  • Read-only client link with a PDF download
  • Links that can be regenerated or switched off
  • Client portal with sign-in

Settings

Company defaults that every new project inherits.

  • Overhead loading, hours per day, default tax code and markup
  • Project roles with default bill rates and a company rate card
  • Revenue recognition and client link switches
  • Project managers limited to listed projects where needed
Screens

Projects in the product

Resource planner showing allocated hours against capacity for each person by week.
Utilisation report with capacity, billable utilisation and billable against non-billable hours by person.
Revenue recognition preview for fixed-fee projects with percentage complete, recognised, billed and unbilled amounts.
India

Indian rules, built in

Projects bills in rupees with the GST and revenue rules Indian services firms use.

How Thoshika handles Indian compliance

  • SAC codes and GST on IT and consulting services, with CGST and SGST or IGST from place of supply
  • Exports under LUT and SEZ supplies through Books
  • Revenue recognition by percentage complete under Ind AS 115
  • Rebilled expenses with markup in the value of supply, and pure-agent recoveries without it
  • Client TDS handled in Books receipts, with net receivable on the project
Mobile

Projects on Android and iOS

Projects appears in the Thoshika app for anyone with a Projects role or project membership.

About the mobile apps

On the phone

  • My projects with health and burn, and my tasks due
  • Quick time entry for a project and task, and submit the week
  • Project detail with milestones, tasks and team, and change task status
  • Approve timesheets, budget changes and invoice drafts
Who uses it

Roles in Projects

Every person signs in once. Roles decide what they see, and can be limited to a location, branch or other scope where the app supports it.

Projects admin

Owns settings, rate cards, cost rates and revenue recognition, and approves budget changes.

Project manager

Plans tasks, allocates people, prepares invoice drafts and publishes status reports.

Finance

Approves invoice drafts and reviews WIP, revenue recognition and project P&L.

Team member

Works on tasks, logs time and tags expense claims to projects.

Works with

Connected to the rest of Thoshika

Apps share one directory, one sign-in and the same records, so nothing is keyed in twice.

People (HR and payroll)

Timesheets, leave, holidays, expense claims and salary-based cost come from People.

Books (accounting)

Invoices and revenue-recognition journals post to Books with the project dimension.

Sangam (chat and meetings)

Every running project gets a Sangam channel with the project team and manager.

Analytics

Utilisation and margin feed company dashboards.

See Projects with your own processes

Projects is available on its own or as part of Thoshika One, with every app for every employee.

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