Three reports. Three different answers.
A project is marked complete, the team logged more hours, and the financial report tells another story. Which number should guide your next decision?
Key facts
- Project profitability
- Approved hours and direct costs are set against project value, so a result can be traced back to the work.
- Basis of every figure
- Reports show what a number is built from rather than a single total.
- AI analyses
- In development and not part of a plan today.
The next step becomes clear.
Review work, effort and financial records in the same workspace. Trace the result back to its source before making the next decision.
See the next connection
Workspace / Website launchNCompany pulse
Check capacity before the next commitment
What stays connected.
The details behind the workflow, including what is available and what is still planned.
THE CONNECTION
A useful report should help you investigate a change. If delivery slows or costs rise, examine the assignments, reviewed hours and client records behind the figures. The expanded AI Board is being developed to add explanations, warnings, positive updates and possible next actions to that review.
Explore AI Board Read a sample business report
Traceable summaries
Follow a summary to the client, project or entry it includes.
Risks and positive changes
The expanded AI Board is being developed to connect risks, warnings, important information and positive developments with supporting evidence and a proposed response, within the user’s access.
A practical next step
A recommendation should explain the issue, its effect on the business and a response you can review.
Also in the system
Client and project breakdowns, capacity, ageing, margins, source navigation and executive views.
How a report leads to its cause
Reports in PLYNTUM are built from the same records the team works in, so you can find the source of every figure.
Start from the summary
Executive views bring work progress, team capacity and financial results together.
Break it down
Split a figure by client or project to find where a change comes from.
Open the source
Source navigation takes you from the number to the task, time entry or payment behind it.
Decide what needs attention
Receivables ageing, margins and capacity show where to act first: an unpaid invoice, an overloaded team or a project that costs more than planned.
Who uses it
- Company leaders
- Review the state of the company without asking three people for three spreadsheets.
- Finance
- Shows the basis of a figure when someone questions it.
- Project leads
- See how their projects compare on time, cost and progress.
Available today and in development
| Client and project breakdowns | Available |
|---|---|
| Capacity, receivables ageing and marginsReceivables on every plan; project profitability from Core; resource planning from Scale | Scale and Intelligence |
| Source navigation and executive views | Available |
| Expanded AI Board | In development |
| Deep AI analyses and client AI reportsMonthly allowances are listed on the pricing page as planned. | Planned |
What it replaces
Management reports are often assembled by hand each month from several exports. They show a result but not its cause. PLYNTUM reports come from the working records, so the explanation is one click away.
- Monthly report built from exports
- Separate BI dashboard
- Status meetings held to collect numbers
Your first week
- Choose three questions you ask every month, for example which clients are overdue.
- Check that the records behind them are in PLYNTUM: tasks, time and invoices.
- Open the source of each figure once to confirm the report reads as you expect.
Connected areas
Common questions
Start with the work that keeps getting stuck.
Bring one project into a connected workspace. See the work, the people and the cost together.