This provides businesses the flexibility to add new features and automate workflows between Xero and other business systems. You can refer to past projects that are similar in nature, or simply use the ‘copy project’ feature to create a new project with the same task and expense estimates. This will help you set pricing based on how profitable you want to be, rather than what your competitors charge.
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That price is lower than some of the entry-level plans from other project management software companies. Zoho Projects is also easy to use, whether you have experience with project management software or not. Once the project is created, you can add details like the project description, start and end dates, budget, tasks, and more. You can also connect the project to specific contacts, track time and expenses, create invoices, and generate reports. In this Zoho Projects review, we reveal why Zoho Projects is one of the easiest-to-use project management apps.
Mark-up expenses in bulk
You can adjust permissions for a specific role to restrict or grant access as needed, though. We were kind of surprised that most customization is buried in Zoho Projects’ high-tier plan. Every plan can customize statuses but custom fields for projects, tasks, issues and timesheets are reserved for Enterprise plan users and even then they’re limited. What’s new to Zoho Projects and uncommon among its competitors is the ability to assign a task to multiple people. You’ll have an owner of a project and then you can choose multiple resources (in this case, people) to a task.
Generating a Project Summary Report for Financial Oversight
With the right add-ons, businesses can build a customized Xero-based system to optimize oversight, efficiency, and decision making across the project lifecycle. The Xero platform serves as the central financial hub while third-party apps address specialized needs. This flexible approach allows scaling project management as business needs evolve. Zoho Projects makes project management faster and less tedious than ever.
Zoho Projects Customer Service and Support
Although you get similar features from either Zoho Projects or Teamwork, each project management app is better suited to different types of businesses. If you’re running an agency with client-based projects, Teamwork may be a better choice because it has built-in payment processing, time tracking and invoicing (even on the free plan). Both software are easy to use but Zoho Projects has a more intuitive interface.
App support
Also, Jira isn’t the easiest program to learn to use, and it’s lacking invoicing features, while Zoho Projects is intuitive and includes budgeting features. A project budget can be difficult to track if you don’t have reporting tools. Plus, when you rely on outside sources for work or clients for income, you need to have one place to manage funds incoming and outgoing. Zoho Projects offers you various reports and charts for project budgets, planned versus actual reporting and invoice management. The basic Xero plan starts at $9 per month and offers basic project tracking features like creating projects, tracking project time and expenses, and generating project reports. Time tracking in Xero Projects is integrated with and dependent on using Xero’s accounting software.
It offers shortcuts, automations and AI tools that help reduce the manual work you need to do to manage people, projects and data. We spent hours researching and testing the software to find its best features and biggest flaws and help you decide if it’s right for you. See where project time is being spent, track if jobs are profitable financial statement cheat sheet pdf or overrunning the project budget, and create invoices for billable time. Zoho Projects is an excellent choice in project management software if you want powerful tools to manage budgets, tasks and multiple projects and stay within budget. It’s especially useful if you already use other Zoho apps because they all integrate together.
- However, if you rely on many third-party apps that don’t integrate, it may not be worth incorporating Zoho Projects in your tech stack, and you should consider a Zoho Projects alternative.
- Tighter project accounting can have a big impact on your agency’s bottom line.
- For example, you can only create up to 255 custom task fields and you only get 120GB of storage space.
- So we’ve made the process of quoting and tracking profitability on jobs simple.
On paper, it seems that Zoho Projects is the better choice versus ClickUp but that isn’t necessarily true. Yes, Zoho Projects is more affordable than ClickUp at every plan level. However, ClickUp allows unlimited free plan users, and all paid plans offer unlimited view-only guests; in Zoho Projects you have to pay for these users.
Adding milestones to Gantt charts helps bifurcate a project into manageable sections, which can help with scheduling properly to ensure you meet timeline goals. We tried our best to contact support at Zoho Projects via live chat but our first attempt didn’t work. It turns out it’s because we tried outside of imputed income meaning support hours, but our second attempt (on a weekday) was more successful in that a chat window popped up, and we were able to type our question. At first, we saw a timer that tracked how long it was taking for support to get back to us, but then it quickly changed to the equivalent of a voice mail greeting.
Additionally, both apps are affordable, but Zoho Projects is the cheaper option. Overall, Zoho Projects is a better choice for more types of businesses, times interest earned ratio while Teamwork is still more of a niche solution for agencies. It was a simple task management platform that worked well enough for personal projects.
Xero provides several useful features to help businesses track project financials, time worked, and expenses. This enables greater visibility into the profitability of projects and where resources are being allocated. In this post, you’ll learn how to leverage Xero for end-to-end project management – from tracking time and expenses to generating financial reports and automating workflows. The profitability dashboard is also useful for accountants and bookkeepers, who can see how their clients’ projects are tracking in real time. Instead of spending time chasing financial information, they can proactively work with clients to address any cash flow issues before they impact the overall business. Use the start-stop timer in the Xero Projects app to track project time on the go.
Zoho Sprints is more for teams that need an Agile project management environment with Scrum boards. You can use estimated expenses to help plan and quote for the costs you expect to incur on a project. You can also use estimated expenses to group actual expenses, and mark-up multiple expenses in one go. Simply create an estimated expense, select the expenses that relate and click track. You then get the option to choose the estimated expense or apply the same mark-up. The great thing about Projects being part of Xero is seamlessly linking your costs and accounting.
Your employees can record their time against a given project from their mobile, tablet or computer. Then, when it’s time to process payroll, your payroll administrator can copy time recorded from projects directly to the the timesheet in Xero Payroll. Job costing in Xero Projects is integrated with and dependent on using Xero accounting. Bills and spending can be assigned to a project in Xero accounting and show against the project in Xero Projects, while project costs are invoiced from Xero. If you use Trello to allocate resources to tasks and manage workflows, you can log time that’s entered against tasks in Trello directly to Xero Projects.