
Planview ProjectAdvantage brings clarity, control, and scalability to enterprise project management by unifying project data, resources, and performance insights in one platform. Built for growing PMOs and complex organizations, it eliminates silos and inefficiencies by connecting teams through a single source of truth. Users can monitor resource allocation, track workloads, and forecast capacity with precision using dynamic dashboards. ProjectAdvantage’s portfolio scoring tools and sandbox environments make it easy to prioritize initiatives and align them with company strategy. Its flexibility supports any methodology—Agile, hybrid, or Waterfall—making it ideal for diverse industries and workflows. Seamless integrations with leading enterprise systems like Jira, ServiceNow, and Microsoft Teams enable cross-functional collaboration and real-time visibility. Backed by AI-driven analytics, Planview Projectadvantage helps accelerate project delivery, improve performance tracking, and ensure continuous strategic alignment. Designed for agility, it’s a transformative solution that turns project chaos into structured, measurable success.
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Canopy, a cloud-based practice management system for accountants, is available. Our suite of features allows you to streamline your firm and connect with clients. It includes workflow, document management and billing, payments, a robust CRM, secure client portal, and tools that automate any post-filing issues such as IRS notices.
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eResource Scheduler Cloud (eRS Cloud)
eResource Scheduler (eRS) is enterprise resource management and scheduling software built for project-driven professional services firms, engineering and AEC consultancies, architecture firms, management consultancies, and accounting and audit firms of 100 to 5,000 people. Trusted by 850+ global enterprises across 29+ countries, it gives real-time visibility into resource capacity, availability, schedules, actuals, and financials, replacing spreadsheets with one connected system.
Scheduling stays fast with drag-and-drop assignments, resource requests, and semi-auto scheduling. Actuals flow straight from schedules into timesheets, so planned versus actual hours show up without manual reconciliation. Heatmaps flag overloads before they hit a project, capacity planning reports forecast demand months out, and financials track cost, revenue, and margin on every engagement.
Management reports turn that data into decisions firm leaders can act on. Role-based access keeps sensitive project and client data contained, and integrations with third-party calendars and tools like Jira and Slack fit eResource Scheduler into workflows firms already run.
The eRS mobile app carries the same visibility into the field or between client sites, letting managers and teams view schedules, log and approve timesheets, and get notifications wherever the work happens.
eResource Scheduler turns resource scheduling into a margin lever, not a calendar, so firms catch overloads and gaps before they cost a project, not after.
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FreelancerGuard
FreelancerGuard is a specialized toolkit designed for freelancers to assess client risks and manage boundaries effectively in response to text-based client communications.
It comprises two main tools:
The Red Flag Detector allows users to input any client communication, job posting, or direct message to receive an immediate risk assessment with a score ranging from 0 to 100 across five critical areas: potential for scope creep, likelihood of payment issues, indicators of devaluation, relationship concerns, and signs of power imbalance. Each flagged element is accompanied by a detailed explanation, ensuring transparency in the scoring process.
Additionally, the Scope Creep Email Generator assists freelancers when clients request additional tasks that fall outside the original contract. By inputting the relevant context, users can receive a professionally crafted response that sets clear boundaries, with options for tone that include firm, warm, or direct, while also allowing for voice-style matching and cost-quote integration.
This toolkit is designed for three key moments: assessing a suspicious client inquiry before responding, addressing scope creep during a project, and reflecting on lessons learned after a challenging assignment. The system employs a rules-based scoring engine, ensuring that all text remains confidential and is never stored. By utilizing these tools, freelancers can navigate client interactions with greater confidence and clarity.
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