Project Tracking

Live Project Performance Tools for Consultancies & Creative Agencies.

 

Screenshot of the project details page in CMAP's Agency Edition financial project management software

Centralize Your Project Details

The Project Details area of CMAP acts as a centralized hub for each live project you're working on, where you can: 

  • Record key project information and utilize unlimited custom fields.
  • Link related projects together.
  • Assign activities to your project teams.
  • Get a birds-eye view of live project performance. 
Screenshot of the budget vs actual report in CMAP

Monitor Project Performance in Real-Time

Get a live, stage-by-stage breakdown of how your projects are performing against their budgets.

Time, expenses and third-party costs are recorded against project work stages, which automatically feed the Budget vs. Actual report associated with each project.

So project managers benefit from live project performance insights, with immediate visibility over project profitability.

And because CMAP makes it easy to drill down into work stages,  you can pinpoint potential threats to your profitability (such as over delivery) and take immediate action. 

Screenshot of the Story So Far Estimated Profit Margin view in CMAP

Review the Story So Far

One of the most crucial areas of CMAP is the Story So Far, which sits alongside a project's budget vs actual report.

The Story So Far gives you an overall summary of where your project is currently at, as well as where it's heading. This includes an up-to-the-minute breakdown of:

  • Live precentage complete 
  • Total invoiced to date
  • Percentage of allocated time used on the project
  • Birds-eye summary of budgeted fees and additionals vs actuals

These figures come together to give you an automatic projection of your estimated profit margin, so you're always in the best position to know whether you're heading towards a profit or a loss.

Screenshot of resource planning schedule in cmap

Understand the True Value of Resourcing Decisions 

The Resource Schedule makes it easy to make the right resourcing decisions by showing the impact on your budget in real-time.

It's as simple as choosing your team and booking time to work stages via the resourcing grid. CMAP takes care of the rest.

This view pulls live job costing data from CMAP's Fee Estimator and automatically calculates the value of the time you book against the budget. 

This means you can optimize your resourcing decisions based on what will be most profitable.

What's more, when people submit timesheets, the resource schedule automatically updates the value of time booked to let you know what's really going on.

MORE ABOUT RESOURCE PLANNING

Gif of the fee estimator in CMAP

Automated Job Costing

CMAP's Fee Estimator gives you all the tools you need to build out the most profitable fee for your projects quickly and easily:

  • Auto-populate fees in seconds using editable, pre-defined templates and rate cards.
  • Quote in any currency you like.
  • Budget for expenses, additionals and adjustments early, so they're accounted for before projects go live.
  • View live projected margins as you're building out your fee.
  • Guarantee accurate staffing and financial forecasts across all of your projects from the get-go.
VIEW JOB COSTING TOOLS
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Manage Revenue Recognition

Spread the value of your projects across their lifetime, based on how much of the project value has actually been earnt.

Revenue Phasing Grid is attached to each project in CMAP, so you can forecast the spread of your revenue either manually or automatically.

CMAP ultimately gives you the flexibility to choose exactly how you recognize revenue via:

  • Percentage complete
  • Invoiced amount
  • Manual

Revenue recognition is further supported by CMAP's Close Month tool, which locks invoicing for that month to feed some powerful revenue recognition reports in the background.

MORE ON REVENUE RECOGNITION

Screenshot of project invoice creation in CMAP

Get Invoices Out Fast 

Steady cash flow is the absolute lifeblood of your business, so getting your invoices out of the door fast is vital.

With CMAP, billing your clients is a simple, 3 step process:

  1. Scheduling invoices as soon as your project goes live, which you can automate using CMAP's invoicing schedule timeline.
  2. Approving invoices, which can be done straight from your CMAP dashboard.
  3. Creating invoices. It's quick and easy with pre-defined templates, which automatically generate a complete invoice at the click of a button, ready to send to your clients.

 

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Make Better Decisions With Real-Time Reporting

CMAP includes over 130 out-of-the-box reports as standard, such as:

  • Progress based WIP.
  • Gap Analysis by client, team or project type.
  • Forecast Calendars.
  • Invoicing Calendars.

All reports in CMAP utilize live data, so you're always seeing the most relevant, up-to-the-minute answers to inform your decision making. 

For more in-depth reporting, there's CMAP BI or the Direct Reporting Service (for ODBC).

Our custom reporting tools give you the freedom to build your own powerful, personalized reports via our drag and drop report builder or data export.

Learn more about reporting in CMAP here:

View CMAP BI

Screenshot of editable internal timesheet codes in CMAP

Self Serve With Powerful Admin Tools

CMAP's 'self serve' set up combines the tailored benefits of a bespoke solution with the power and flexibility of the cloud.

There are plenty of configurations you can choose from to optimize your CMAP experience. Project-based settings include:

  • Creating and editing custom fields
  • Re-opening closed projects
  • Edit project win dates retrospectively
  • Add external report links

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Choose Your Edition

To see how else CMAP can support your business, select the Edition that's right for you:

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Architects & Engineers

Integrated practice management for AEC firms. Click through to find out how CMAP can grow your business.

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Business Consultants

Keep your Consultants off the bench and busy on profitable projects with CMAP PSA Software for Consultancies.

CMAP for Agencies

Creative
Agencies

From digital, to design, to full-service - no matter what your agency specialises in, CMAP helps you get paid for what you do.

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Healthcare Communications

Marketing-leading software for MedComms, Health Economics, etc. We know you inside out: this is where we came from.

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Accountants & Bookkeepers

Practice management software for accountants that makes fee structures, timesheets and billing a walk in the park.

Additional Information - Pricing / Bofu

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Software should make life as easy as possible and that’s exactly what CMAP does.

– Rik Bijmholt, Founder, Anderson MacGyver

We’re in a period of rapid growth, so needed a system that offered a single point of entry across our global offices. CMAP is the perfect choice; it’s incredibly intuitive and user-friendly, plus it has the level of detailed functionality we need to drive our plans forward.

– Daryl Edwards, Founding Director, Q5 Partners

CMAP stands out due to its cloud-based, customizable set-up which is always evolving & is specifically tailored to the consultancy business model.

– Jo Cribbin, Executive Assistant, Peru Consulting