Billable projects, staffing
Consulting & Services
Manage engagements, staffing and margins for services organizations.
In services organizations, profitability is decided by staffing and by tracking actuals. FoxPlan aligns engagements, resources and margins in a single platform.
Staffing and workload plan
Assign consultants by skills and availability, visualize the workload plan of the whole firm and anticipate bench time between engagements.
Estimates and landing forecasts
Quotes are built from a real schedule and resource assignment: every estimate rests on an actual workload plan rather than a rough guess. On time-and-materials engagements, you can give clients a landing forecast at any moment — by project, by activity type and by consultant.
Timesheets and actuals
Timesheets feed directly into engagement progress and remaining work: steering relies on actuals, not estimates.
Billing of consulting time
Invoicing is generated from timesheets and activity reports: the invoice mirrors exactly what the teams delivered, down to the activity type, while non-billable time stays out of the billable total. Clients get the detailed, precise billing they expect — and approve it far more readily.
Margin per engagement
Track revenue, cost and margin per engagement and per client, from quote to invoicing, to protect the profitability of every project.
Clients, contracts and billing schedules
Organize clients into groups and subsidiaries, attach master agreements and call-off contracts to them, and track billing schedules contract by contract. Every engagement knows which contract it belongs to: revenue consolidates per client without re-keying anything into a spreadsheet.
Anticipate bench time
From the pre-sales stage, place generic resources on open proposals and play them in Scenario mode: the capacity plan shows who will be available, and when, if the deal is signed — or if it is not. Vacations, training and non-project activities are deducted from capacity, so the availability you see is the real one.
Client reports ready to send
FoxPlan’s AI produces on demand an engagement status update, budget consumption or a time-and-materials landing forecast, and exports it as a formatted PowerPoint, Word or Excel file. The client report is ready in seconds, built from the engagement’s actual data.
