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Run projects profitably with CloudOffix Project Management.
CloudOffix Project Management is software that runs the entire project lifecycle on one platform – from sale to delivery, task and resource planning to time tracking, and budgeting to invoicing. Teams work from the same up-to-date information, and project managers see scope, capacity, risk and profitability side by side.
Project managers don’t need more spreadsheets – they need the right context.
When the plan sits in one place, team conversations in messages, timesheets in a separate app and financials in the ERP, it is hard to see where a project really stands. CloudOffix brings data, work and team communication together in the context of the project.
A single project view
See scope, tasks, owners, dependencies, documents, conversations and financial status in the same record, so everyone works from the same current information.
Balanced resource utilisation
See team capacity and workload, and assign the right skills to the right work at the right time. Reduce both overload and idle capacity.
Controlled delivery
Spot delays, budget overruns and resource risks early, and act while the project is still manageable. Foresight instead of surprises.
Every project is different, so your platform shouldn’t be stuck with one template.
Work agile, traditional or hybrid, and tailor CloudOffix to your project types, approval structures, roles and reporting needs.
Planning and work breakdown
Break goals down into projects, milestones, tasks and subtasks, and make the plan visible with templates, dates, dependencies and priorities.
Kanban, calendar and Gantt
Manage each project in the view that suits how your team works; reschedule with drag and drop and use personal and team filters.
Agile project management
Manage backlogs, user stories, sprint planning, agile boards and Scrum meetings alongside your delivery goals.
Resources and workload
See who is working on which project and for how long; assign work by capacity, role and skill, and catch clashes and bottlenecks in advance.
Timesheets
Log time directly against tasks, use reminders to prevent missing entries, separate out billable hours and compare planned with actual time.
Budget, cost and profitability
Combine time, expense and revenue data; compare the budget with actual cost and follow invoice-ready records and margin in a single view.
Risk and change management
Assess risks by likelihood and impact, prioritise them and assign owners; track change and approval workflows throughout the project.
Collaboration in context
Keep comments, meetings, documents and decisions on the relevant project or task, with followers and notifications keeping everyone informed.
Dashboards and reporting
Track progress, delays, resources, time and customer satisfaction – from portfolio down to individual task – with live dashboards and custom reports.
Link won deals seamlessly to delivery and revenue.
When an opportunity is won in the CRM, defined rules can kick off the project, team tasks, budget and customer communication. CloudOffix sets up data flows with your existing systems through APIs and integration tools, without replacing them, and the scope is defined around the applications you use.
- CRM and sales: link deals won in Salesforce, HubSpot or your current CRM to project kick-off and the customer record.
- ERP, finance and invoicing: set up two-way processes with cost and invoice data in SAP, Oracle, Microsoft and other systems.
- Calendar and meetings: manage meetings alongside project activities with Microsoft 365, Teams, Zoom and corporate calendars.
- Document systems: link project documents to your existing document management and file systems, and always reach the right version.
- API and automation: build end-to-end workflows specific to your organisation with REST APIs, webhooks and tools such as n8n.
- Identity and access: control visibility of projects, budgets and documents with corporate identity management and role-based access.
AI that doesn’t just summarise – it moves the project forward.
CloudOffix AI assistants and agents use the project data and business context they are authorised to access to prepare status summaries, surface risks, create tasks, assign owners and trigger defined workflows.
Understands the project context
Considers tasks, dates, resources, conversations, documents and past decisions together.
Gives managers clear answers
Answers questions such as “Which projects are at risk of delay?” or “Which team has a capacity problem this month?” using current data.
Takes action
Opens follow-up tasks, notifies the people concerned, schedules meetings or starts an approval process.
Follows through
Monitors overdue actions and changing risks, and gives the project manager decision support.
Choosing project management software: FAQ
Short answers on how CloudOffix and MechSoft approach project planning, resource management, integration and AI-powered project operations.
Can CloudOffix be used for both agile and traditional projects?
Yes, it works for both. It supports agile management with backlogs, sprints and user stories, and suits traditional planning based on milestones, dependencies, calendars and Gantt charts. Hybrid approaches can be configured on the same platform.
Does it work with Salesforce, HubSpot, SAP and Oracle?
Yes. The aim is not to replace your existing investments but to turn the customer, sales, project and finance data in those systems into connected processes. The technical scope depends on product versions and data flows.
Can project cost and profitability be tracked?
Yes. The planned budget is compared with actual time, cost, expenses, revenue and billable records, so you track not only whether the work is finished but also its commercial outcome.
Can it be tailored to our company?
Yes. Project types, fields, forms, stages, roles, visibility rules, approvals, notifications, dashboards and reports are configured to the way you work, and new workflows can be added as processes change.
Can we use our existing data?
Yes. Existing project, customer, user and task data can be migrated to CloudOffix or used through integration. The migration scope is planned around your data structure, data quality and the history you need to keep.
Connect your projects from plan to outcome.
Let’s look together at how CloudOffix Project Management can be tailored to your processes, team structure and existing applications.