Software for project controlling and budget reports
Project management and controlling need to be able to see whether a contract is still within budget. Use a running project with a change order and check how hours already worked and invoices still outstanding appear in the report.
20 specialist profiles and the supplementary offer from T-NEX
21 of 21 entries
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T-NEX
Publisher’s own offer
Dynamic AI Reporting · Custom analysis
An analysis of project budgets could be tested with T-NEX if plan values and booked amounts use the same project structure. A completed project provides a known comparison case for this.
Example question What additional costs arise if only approved change orders count towards the budget?
Accelo shows the profitability of a client relationship across projects, service cases and ongoing contracts. Budgeted, current and expected results provide different perspectives on the same client. This is particularly relevant for mixed services and longer-running framework agreements.
Assessment: Service companies with projects and recurring client services.
Suitable tasks
Client profitability; performance controlling
Data and integration
Project, ticket, resource and financial data in Accelo
AI functions
Not documented as a function in the sources consulted. This does not mean that no AI is offered.
Operating model
Check the operating model and data location in the offer.
Pricing basis
Clarify the price and required modules with the provider.
Check before selecting
For a framework agreement, check how internal work, tickets and project-related times are charged.
awork groups recorded working hours for selected periods. In addition to fixed intervals, relative periods are possible. Anyone comparing planned and actual effort should take into account the time logic explained in the manual, especially if a contract runs over several months.
Assessment: Project teams with ongoing time tracking in awork.
Suitable tasks
Time analysis; project effort
Data and integration
Tasks, projects and recorded times in awork
AI functions
Not documented as a function in the sources consulted. This does not mean that no AI is offered.
Operating model
Check the operating model and data location in the offer.
Pricing basis
Clarify the price and required modules with the provider.
Check before selecting
For a contract spanning several months, compare the stated target effort with the booked hours.
BigTime Resource Management provides utilisation reports by person or project attributes. The reports can be filtered for different questions. For a reliable comparison, purchasing and project management should first determine how much available working time is in the denominator of the KPI.
Assessment: Project offices and professional services teams.
Suitable tasks
Utilisation reporting; project resources
Data and integration
People, project and resource data in BigTime
AI functions
Not documented as a function in the sources consulted. This does not mean that no AI is offered.
Operating model
Check the operating model and data location in the offer.
Pricing basis
Clarify the price and required modules with the provider.
Check before selecting
Recalculate the utilisation of a part-time employee and of an employee deployed on several projects at the same time.
Clockify uses stored cost and billing rates to compare the profitability of working hours. The overview can be analysed by period, project and user. The detail view leads down to the individual time entry. According to the documentation, cost rates depend on the plan.
Assessment: Service providers with hours-based calculation.
Suitable tasks
Time costs; project profit; detailed reports
Data and integration
Project times, cost rates and billable rates in Clockify
AI functions
Not documented as a function in the sources consulted. This does not mean that no AI is offered.
Operating model
Check the operating model and data location in the offer.
Pricing basis
Clarify the price and required modules with the provider.
Check before selecting
Check the visibility of internal cost rates and the historical effect of a rate change.
ClickUp creates dashboards for projects, clients and teams. From work data, KPIs such as billable hours or progress can be compiled, among other things. Anyone who runs their operational planning in ClickUp can base the meeting on the same data.
Assessment: Teams with reporting needs at task and project level.
Suitable tasks
Project dashboards; team reports
Data and integration
Task, project and time information in ClickUp
AI functions
Not documented as a function in the sources consulted. This does not mean that no AI is offered.
Operating model
Check the operating model and data location in the offer.
Pricing basis
Clarify the price and required modules with the provider.
Check before selecting
Check whether different project templates also use the same status values for the same KPI.
factro lists, among other things, project status reports as well as time and service recording and controlling for its project management application. The functions offered differ by plan. A small business can therefore compare the status report it needs with the performance overview before making its selection.
Assessment: Teams with uniform project status reports and ongoing task planning.
Suitable tasks
Project status reports; performance overview
Data and integration
Project and performance data maintained in factro
AI functions
Not documented as a function in the sources consulted. This does not mean that no AI is offered.
Operating model
Check the operating model and data location in the offer.
Pricing basis
Clarify the price and required modules with the provider.
Check before selecting
Compare the plan and the level of detail required for recipients outside the project team.
In its analyses, Harvest distinguishes between fixed-price projects and billing by effort. For time-based contracts, unbilled services can be derived from hours and expenses. For fixed prices, a time-based allocation of open amounts has to be assessed differently.
Assessment: Offices with different contract and billing types.
Suitable tasks
Open billing; project time analysis
Data and integration
Project type, time entries, expenses and invoice status in Harvest
AI functions
Not documented as a function in the sources consulted. This does not mean that no AI is offered.
Operating model
Check the operating model and data location in the offer.
Pricing basis
Clarify the price and required modules with the provider.
Check before selecting
Test a fixed-price contract and a time allowance with partial billing in the same analysis period.
InLoox offers report templates and dashboard examples for project management. Before adoption, a template can be used to assess which project KPIs arise from the existing data and where the team needs additional fields or its own analyses.
Assessment: Project offices with standardised status meetings.
Suitable tasks
Project KPIs; report templates
Data and integration
Project data in InLoox
AI functions
Not documented as a function in the sources consulted. This does not mean that no AI is offered.
Operating model
Check the operating model and data location in the offer.
Pricing basis
Clarify the price and required modules with the provider.
Check before selecting
Transfer a template to your own project model and determine the maintenance effort when changes are made.
Kantata's Project Health Dashboard brings together budget, revenue, costs, working hours and schedule status for each project. The Portfolio Scoreboard condenses this information for management. A sensible check starts with a conspicuous portfolio value and ends with the individual project concerned.
Assessment: Service providers with several client projects running in parallel.
In its company report, MOCO brings together several perspectives on the services business. These include the profitability of projects and the preview of billable services. For interpretation, what matters is how promptly the team maintains effort and invoice status.
Assessment: Agencies and project-oriented service providers.
Suitable tasks
Project profitability; billing overview
Data and integration
Project, time and billing data in MOCO
AI functions
Not documented as a function in the sources consulted. This does not mean that no AI is offered.
Operating model
Check the operating model and data location in the offer.
Pricing basis
Clarify the price and required modules with the provider.
Check before selecting
Work through an overdue billing and a project with services still outstanding in the report.
OpenProject analyses times and costs booked on projects. Users can filter, group and save reports. The time and cost module required must be activated in the project. The report is therefore particularly suitable for teams that already handle their project there.
Assessment: Project teams with existing OpenProject data.
Suitable tasks
Time reports; cost reports
Data and integration
Times and costs recorded in the respective OpenProject project
AI functions
Not documented as a function in the sources consulted. This does not mean that no AI is offered.
Operating model
Check the operating model and data location in the offer.
Pricing basis
Clarify the price and required modules with the provider.
Check before selecting
Check with a project manager which booked cost types are visible to the group.
Parallax links hours already worked with the project staffing still planned. The analysis shows the current margin and the projection at the expected completion. This makes visible how the contract develops in relation to the service sold.
Assessment: Agencies and service providers with ongoing resource planning.
Suitable tasks
Margin development; expected project hours
Data and integration
Time tracking and future resource planning
AI functions
Not documented as a function in the sources consulted. This does not mean that no AI is offered.
Operating model
Check the operating model and data location in the offer.
Pricing basis
Clarify the price and required modules with the provider.
Check before selecting
Check actual times and future allocation for the same person at the period boundary for double counting.
PLANTA project provides its own management views for project-related and cross-project analyses. The management role determines which information and modules are available. The organisation can thus design its operational project work and the information provided to committees separately.
Assessment: Companies with central project and portfolio management.
Suitable tasks
Management reports; project portfolio
Data and integration
Project and portfolio data in PLANTA project
AI functions
Not documented as a function in the sources consulted. This does not mean that no AI is offered.
Operating model
Check the operating model and data location in the offer.
Pricing basis
Clarify the price and required modules with the provider.
Check before selecting
Check the reporting date, approval date and visibility of a project in the management role.
Primary sources · checked on 31.10.2026 Management
Productive condenses time, project and financial data into reports on budget and resource utilisation. The documented interface allows targeted queries by period and grouping. This is relevant for service providers that run their own reporting jobs in addition to the internal views.
Assessment: Agencies and project-based service companies.
Suitable tasks
Budget reports; resource utilisation; report retrieval via API
Data and integration
Time entries, financial and project data in Productive
AI functions
Not documented as a function in the sources consulted. This does not mean that no AI is offered.
Operating model
Check the operating model and data location in the offer.
Pricing basis
Clarify the price and required modules with the provider.
Check before selecting
Compare budget values and utilisation using the same data, once in the report and once via the interface.
Projektron BCS generates reports from the data kept in project controlling and supports their automatic dispatch. This allows project management to compile a recurring status report directly from the working data and prepare it for different recipients.
Assessment: Project-oriented businesses with BCS as their working and control system.
Suitable tasks
Project reports; automatic report dispatch
Data and integration
Project and controlling data in BCS
AI functions
Not documented as a function in the sources consulted. This does not mean that no AI is offered.
Operating model
Check the operating model and data location in the offer.
Pricing basis
Clarify the price and required modules with the provider.
Check before selecting
For external dispatch, determine which cost and personal data must be excluded from the report.
Scoro's utilisation report distinguishes between used, scheduled and unscheduled working time. From the overview, the team can switch to the project view or to the underlying working hours. This makes it possible to trace utilisation before further contracts are agreed.
Assessment: Service providers with resource planning and time tracking.
Suitable tasks
Utilisation; capacity overview
Data and integration
Planned and booked hours from Scoro
AI functions
Not documented as a function in the sources consulted. This does not mean that no AI is offered.
Operating model
Check the operating model and data location in the offer.
Pricing basis
Clarify the price and required modules with the provider.
Check before selecting
Trace part-time work, absences and short-notice changes to a project plan in the report.
Teamwork.com combines costs, revenue, profit and utilisation in a shared management view. The project and personal data that can be accessed depend on role and permissions. Management can thus check whether a well-utilised team also achieves the expected project yield.
Assessment: Companies that manage project profitability and staff deployment together.
Suitable tasks
Project profit; utilisation reports
Data and integration
Project finances and resource data maintained in Teamwork.com
AI functions
Not documented as a function in the sources consulted. This does not mean that no AI is offered.
Operating model
Check the operating model and data location in the offer.
Pricing basis
Clarify the price and required modules with the provider.
Check before selecting
Compare with project management and administration who may see which financial values and personal information.
TimeCamp breaks down revenue, costs and margin by project or task. The reports take historical billing rates into account. Budget limits and warnings can supplement the ongoing report when several teams work on one contract.
Assessment: Service and project teams that bill on a time basis.
Suitable tasks
Project profitability; budget monitoring
Data and integration
Project and task times, billing rates and budgets
AI functions
Not documented as a function in the sources consulted. This does not mean that no AI is offered.
Operating model
Check the operating model and data location in the offer.
Pricing basis
Clarify the price and required modules with the provider.
Check before selecting
Check the monthly comparison where a fee or cost rate has been adjusted during the year.
Toggl Track links billable time with costs in order to analyse revenue, profit and margin. Fixed-price projects also have their own calculation logic. Anyone who wants to compare profitability by project can start with an already invoiced contract and its known cost rates.
Assessment: Teams that derive profitability mainly from time and cost rates.
Suitable tasks
Project margin; time-based revenue
Data and integration
Booked times, billable rates and cost data in Toggl Track
AI functions
Not documented as a function in the sources consulted. This does not mean that no AI is offered.
Operating model
Check the operating model and data location in the offer.
Pricing basis
Clarify the price and required modules with the provider.
Check before selecting
Check hourly rates and fixed-price logic separately before comparing projects.
Wrike Analyze provides reports and dashboards on projects and processes. The data basis is narrowed down when the analysis is created. Wrike points out that private custom fields may be missing in the analysis area and that updates take time.
Assessment: Project organisations with uniform data maintenance in Wrike.
Suitable tasks
Project analyses; process reports
Data and integration
Project, task and workflow data in Wrike
AI functions
Not documented as a function in the sources consulted. This does not mean that no AI is offered.
Operating model
Check the operating model and data location in the offer.
Pricing basis
Clarify the price and required modules with the provider.
Check before selecting
Trace a protected additional field and a recently changed task in the test report.
