Month-end reconciliation
Finance rebuilds billable totals from exports because time and invoicing systems disagree.
Consulting
Billable clarity
every week.
Consultants log hours against project deliverables. Managers read utilization donuts on scoped team dashboards. Finance pulls approved billable lines into invoice drafts with PO references — the weekly rhythm professional services firms depend on, without reconciliation archaeology.
Consulting firms live on billable utilization — the gap between available hours and client work is the business. Tracopus HRMS module ties weekly timesheet rows to project deliverables, surfaces utilization on documented dashboard charts, and feeds approved billable hours toward invoice drafts with PO references from Sales.
The problem
What breaks without one system
Utilization distrust
Managers scope charts wrong or entries arrive too late for weekly review.
Partner visibility
No single register connects hours, deliverables, and invoice lines.
What Tracopus delivers
- Billable rows linked to deliverables
- Team-scoped utilization on dashboard
- Invoice traceability to timesheet lines
- PO number on invoice header from Sales
Consulting firms
Utilization and billing in one rhythm.
Team dashboards, approved billable pools, and invoice drafts with PO references — the weekly loop professional services firms depend on.
Workforce & HRMS Operations
Key capabilities
Everything you need to run this function inside the connected Tracopus workspace.
Employee Dashboard
Give employees and managers a clear view of attendance, utilization, tasks, leave or holiday context, and weekly work patterns.
Employee Directory
Maintain an organized employee register with profile details, status, teams, roles, skills, and contact information.
Employee Profiles
Centralize employee information, skills, team context, access preferences, notifications, and recent activity.
Timesheets
Capture billable, non-billable, leave, and project-linked hours through a structured weekly timesheet experience.
Attendance
Review attendance through calendar-style views, employee filters, monthly summaries, and correction-friendly workflows.
Invoices
Support invoice-related operational tracking by connecting billable work, line items, status transitions, and related timesheet context.
Settings
Allow users to manage personal settings, notifications, timesheet preferences, and workspace behavior based on organization rules.
Workforce Insights
Use dashboards and summaries to understand headcount, attendance, team structure, skill distribution, utilization, and workforce trends.
Workflows
How teams use it day to day
Documented paths from the user guide — not theoretical feature lists.
Weekly utilization rhythm
Manager and contributor loop from docs.
- Contributors log daily on timesheet — billable requires project
- Manager sets Team scope on dashboard before 1:1s
- Finance drafts invoice after period approval
Deep dive
Explore documented screens
Each link opens the page-by-page user guide — summary charts, features, and permissions included.
Consulting Firms FAQ
Module-specific answers
Why link timesheet rows to deliverables?
Billable hours roll into est-vs-actual on deliverables and trace to invoice lines — unlinked rows break that chain.
Full library: 157+ FAQ entries
Workflow patterns
Real paths through the product
End-to-end scenarios supported by documented modules — no fabricated customer names or metrics.
Weekly billing cycle
Consultants log billable hours against project deliverables in the weekly timesheet grid. Managers review utilization on the HRMS dashboard. Finance opens the invoice register, pulls approved billable lines into a draft, attaches the purchase order reference from Sales, and generates a PDF for client AP.
Flow: Timesheet → Dashboard utilization → Invoice register → PDF
Won deal to staffed project
A bid moves through pipeline stages on the bid requests register. On win, a purchase order is created and linked to the client account. Delivery opens PO details, spawns a project with the same account and contract context, assigns members, and dates deliverables — without re-keying client metadata.
Flow: Bid pipeline → Purchase order → Create project → Deliverables
Sprint staffing decision
A PM reviews team capacity — Overview gauges, Roster availability, Timeline allocation, and Gantt project bars — before committing work to the taskboard. Tasks move through Planned → To do → In progress → Done while summary charts show WIP and queue mix.
Flow: Team capacity → Taskboard → Task activity register
Enterprise identity rollout
Employees sign in with Microsoft Entra ID. HR provisions accounts through the create-employee wizard (Profile → Access → Sign-in → Organization → Skills). Role templates control which modules appear in the sidebar. Org configuration inherits down the tree with override indicators for local policy.
Flow: SSO login → Employee wizard → Role templates → Org config
Field time capture
A consultant between client meetings opens mobile timesheet, uses Record day to log billable hours against the active project, and sees the same week lock and validation hints as the web grid. Insights charts reflect the entry on the next sync.
Flow: Mobile login → Timesheet FAB → Web dashboard sync
Month-end attendance reconciliation
HR opens the attendance month matrix, filters to an org unit, marks or corrects day cells against timesheet leave rows, exports the matrix for payroll where permitted, and confirms attendance strips on employee dashboards align with the matrix.
Flow: Attendance matrix → Timesheet leave → Dashboard strip
Ready to bring projects, people, sales, and delivery operations into one workspace?
Tracopus helps companies replace fragmented tools with a connected platform for execution, visibility, and business control.