Project Portfolio Management Software

Turn successful projects into a
thriving portfolio

Get the oversight you need to deliver and scale.
With a birds’-eye view of the factors affecting profitability, manage operational and financial health
across your entire book of business—moving from siloed decision-making to integrated strategy.

Trusted by more than 3000 professional services organizations

Being able to put projects into BigTime is wonderful. In the past, there was no one place where you could look at all of the things that you were doing at the same time. Now, the project management visuals add a layer of data gathering that we didn’t have before

Vickie Gegiman
General Manager/ Sr. Associate

Manage your portfolio—not just your tasks

With integrated data from delivery, finance, and resource planning, you get clarity over the big picture and control over the details.

 Understand how your resourcing strategy affects financials in real time. No complex analysis needed—with connected data and predictive analytics, you can test theories and see results

Link every project decision to your bottom line. Check how granular tasks impact revenue and margins, or zoom out and get a wider view of your portfolio’s health.

Plan smarter across your entire portfolio

Set up your entire month, quarter, or year while staying agile enough to adjust project by project

Control your cash flow with custom rates

Manage rates and payments in a platform built for complex operations.
Run high-impact reports based on your actual billing logic—even at its most nuanced and variable.

Work globally with multi-entity budgeting

Plan, deliver, and report across countries and entities. Complete payments and manage budgets in local currencies, giving finance teams unified oversight and absolute control.

Drive rapid growth with project templates

Launch new projects in minutes using templates for budgets, roles, and financial structures. Standardize project kickoffs and best practices so your team can scale rapidly and sustainability.

Plan scenarios and model what-ifs

Leverage your live project data to model the future of your entire book of business.
See how adjustments to specific engagements drive (or impede) your global financial goals.

Managing your portfolio is a balancing act. Get the tools to keep performance steady.

Resourcing, planning, billing, reporting—services projects are a lot to manage. See how you can connect it all on the BigTime platform.

Deliver industry-leading work at scale

Grow operations without losing the precision that makes your team great

Monitor live progress against every budget line. Keep your planned and actual spend in sync, so you can catch overspending early and course-correct before issues extend from projects to portfolios.

Don’t let complex portfolios force you to leave money on the table. Get clarity into unbilled work with built-in WIP accounting tools, so you can maximize revenue even as you scale.

Don’t get stuck in the details. Automatically generate client-ready invoices with just a few clicks to reduce errors, delays, and back-and-forths.

Fine-tune your strategy in any moment

Get the control to improve outcomes without slowing down

Adjust strategy based on real-time reporting

Get on-demand access to your most important metrics, with no need for exports or external spreadsheets. Slice by project, person, or time frame, and build dashboards you can actually present to execs and stakeholders.

Maximize efficiency with utilization analytics

See how staff time is spent across billable and non-billable work. BigTime’s utilization analytics help you identify top performers, rebalance workloads, and keep your teams aligned with revenue goals. Review at the level of project tasks, or across your portfolio as a whole.

Spot profitability trends across your portfolio

Drill into project-level profitability or zoom out across clients, teams, and time periods.
Surface the patterns behind your most profitable (and at-risk) work, so you can replicate wins and fix small gaps before they cascade.

From quote to cash, with full visibility along the way

BigTime syncs project data from the first discovery call to the post mortem—giving your team a single source of truth across finances and delivery.

Pre-Built Integrations to Keep Your Projects and People in Sync

Manage Complete Project Lifecycles in One Connected System

Take the 90-Sec Platform
Tour Guided by Our CEO

Time & Expense Tracking

Sync time and expense data with your resource and project plans, so you can see planned vs. actual utilization, flag problems, and make smarter, faster staffing decisions.

Resource Planning

With project data connected across the project lifecycle, easily predict needs, view staffing details, and assign resources.

Reporting & Analytics

Bring your project, people, and financial data into one system so you can more accurately evaluate project success, ensure financial viability, and predict future resourcing needs.

Project Portfolio Management With AI Insights

All your project data, finally woven together

In just 20 minutes, see how BigTime connects your book of business to overall financial health. Simplify finances and delivery with solutions designed for professional services firms.

Ben Mascow

BigTime Solutions
Consulting Director

Trusted by 3,000+ firms worldwide

See how BigTime users drive revenue with AI-powered resource management, scoping and quoting, time tracking, project planning, billing, and reporting — all from one interconnected platform.
CONSULTING

How Priority Designs Recovered $50K in Annual Revenue with BigTime Delivery

“[Prior to BigTime] I was spending so much time in the weeds trying to make sure that each project ran successfully, but I didn’t have time to actually do CFO things. PMs didn’t feel like they had the ability to be good project managers because they weren’t comfortable with the information they were getting.”

$44,000

in recaptured productivity

$35–$50K

in recovered invoices

Todd Henson

CFO

IT Services

How HPE Increased Cash Flow While Reducing Reconciliation Time and Effort

“I spend less of my time making sure that everything is correct in the books and going to the CPA. That’s an increase in revenue because it’s a decrease in my time spent on admin—I’m able to take on more work because I don’t have to spend my time reconciling payments.”

Hours

saved moving data to QuickBooks

Increase

in staff utilization

Jen Henderson

President

CONSULTING

How Patomak Global Partners Accelerated Invoicing With Easy-to-Use Time & Expense Tracking

“With BigTime, I’ve been able to go from spending 100% to 75% of my time on accounts receivable. Now I can spend 25% on billable [tasks]. It allows our company to make more billable use out of an employee like me.”

30 day

improvement in average invoice turnaround

25%

decrease in manual time spent invoicing

Nic Bewley

Senior Analyst & Billing Operations

Frequently Asked Questions 

How is portfolio management different from project tracking?

Project tracking is about executing the work. Portfolio management is about optimizing the whole book of business. BigTime connects delivery data across projects so leaders can manage for profitability, performance, and growth.

How is managing my portfolio in BigTime different from traditional project management?

Traditionally, project management software gives users certain tools to track and collaborate on specific tasks. These tools are great for planning and executing task-by-task, but they don’t typically connect with your firm’s actual data. This means you can’t rely on these tools to give accurate information about your finances or to show how day-to-day work affects business as a whole.

BigTime offers task execution tracking, but with more interconnected data and reporting. The BigTime platform allows firms to manage planning, resourcing, delivery, and billing from one place. As a result, you get all the interconnected data and real-time reporting that most project trackers miss.

What features should services firms look for in project management software?

Profession services firms have a number of unique needs that might not be satisfied by traditional project management software.

In addition to basic project tracking functionality, services firms will generally need:

  • Services-based project workflows. Most project management trackers are set up to support products, not services. If you’re sitting in a demo and asking yourself, “How could I make services fit this tool?” pay attention to that concern.
  • Flexible billing. Make sure the solution you’re considering supports time & expense, fixed fee, retainers, and every other kind of billing logic your firm employs.
  • Variable rate support. Your solution should be able to accurately save and reflect rates from all your vendors and workers, even if they change based on external factors.
  • Client portals. Customer success is critical for services firms. Be sure you can use your platform for both internal and external review and collaboration.
  • Configurability. Services firms are extremely diverse. Look for a platform that can be adjusted to suit your existing workflows.
  • Integrated AI and automations. The biggest roadblock standing in the way of most services firms is wasted time. AI and automations help your team push past manual admin.

Is BigTime meant for project managers or firm leaders?

Both. PMs use BigTime to manage day-to-day execution. Leaders use it to monitor performance and profitability across the portfolio.

BigTime offers role-based permissions, so you can decide what type of user gets control and visibility over what kind of information. That means COOs and CFOs can use the platform for predictive forecasting and reporting—while project managers use the same platform to handle daily tasks. Each user type gets their own set of views, so they can complete critical work without getting lost in unnecessary details.

How does BigTime connect projects to revenue?

Unlike standalone tools, BigTime ties project-related work directly to billing, time, and utilization data. That means every project update instantly reflects in forecasts, budgets, and cash flow. With all your project data collected in a single system, you can run more accurate scenarios and get AI-driven insights to help maximize profits.

Can I drill into data by client, team, or project type?

Absolutely. BigTime gives you flexible filters to segment by client, cost center, department, project type, or role.

Does BigTime let me manage changing project scope and needs in real time?

Yes. BigTime’s project portfolio management features are built for organizations managing dynamic project scopes, shifting priorities, and fluid resource availability. Managing changing needs in real time is central to what we do.

With BigTime, you can:

  • Simulate staffing changes and see their impact on utilization and profitability
  • Automatically adjust workloads across teams with drag-and-drop calendars
  • Use AI-powered demand planning to assign people to the right work and test scenarios
  • Set up alerts and workflows if budgets go over or you run into resource conflicts

How easy is it to get started with project portfolio management in BigTime?

BigTime offers the power of a legacy PSA tool, but without the complexity. You can get up and running with project portfolio insights in a matter of weeks, even without additional training sessions or IT support. Our customer success and professional services teams can help set up your platform—or you can explore our out-of-the-box project, resource, and financial management tools and start working independently right away.

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