Even the best-run firms can struggle to stay on budget when estimating happens only at the project level. Without visibility into how time is used across individual tasks, it’s easy to miss early warning signs—until it’s too late to course-correct.
Firm360 now supports task-level estimating and time tracking, giving your firm the insight and control you need to manage scope proactively, protect margins, and plan with confidence.
Benefits
- Task-level time estimation and tracking provides a deeper level of control and visibility.
- More Granular Estimating: Assign time estimates to individual tasks — whether created manually or through templates — so you can break complex projects into manageable, trackable pieces.
- Smarter Time Logging: Staff can log time directly to specific tasks, creating a more accurate picture of where effort is spent.
- Real-Time Oversight: Quickly compare hours used vs. hours estimated at the task level. A progress bar indicates which tasks are trending over, at a glance.
- Insightful Rollups: See task-level estimates and actuals roll up into your project summary, enabling faster decision-making without extra admin work.
- Better Forecasting: Use actual task data from completed engagements to fine-tune future scopes and estimates — so you’re not guessing when you staff or price work.
- Flexible Settings: Choose per-project whether to estimate at the project or task level. The ‘Project Estimate to Actual Report’ automatically reflects your chosen project configuration.
