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What is Proteus?

Utilize Proteus to enhance your productivity, ensure consistency, gain better control, and improve visibility. Designed specifically for professionals in the energy sector, Proteus serves as a comprehensive project management tool developed by specialists in the field. This solution integrates project planning, resource management, collaboration, financial oversight, and business intelligence into a single cohesive platform. By transitioning energy firms from a fixed cost structure to a flexible on-demand model, Proteus is essential for thriving in a competitive, low-margin landscape. Experience accelerated operations, maintain accuracy, complete more projects, and simplify your workflow. With Proteus, you can consolidate all project-related tasks into a unified interface, encompassing clients, proposals, projects, invoicing, documents, inventory, and much more—all easily accessible in one location and seamlessly integrated with Microsoft 365. Project teams benefit from the ability to collaborate remotely, accessing timesheets, equipment information, project expenses, work completion statuses, and various other resources at their convenience. Generate invoices and manage client data along with legal contracts from a single platform, enhancing efficiency. Proteus empowers project managers to keep documents organized centrally while optimizing workflows, technical calculations, and other critical operations. By monitoring metrics in real time, you can achieve complete control over your projects and ensure their success. Additionally, the user-friendly interface facilitates a smoother onboarding process for new team members, promoting a more cohesive project environment.

What is Primetric?

Evaluate your strategies against actual outcomes by predicting employee availability and monitoring the time they dedicate to various projects. Gain a quick snapshot of your financial and operational health. By integrating all facets of your organization, you can reduce time spent on non-billable tasks and concentrate on what truly matters: delivering exceptional professional services to your clients. Advanced algorithms, which leverage both technical capabilities and interpersonal skills, enable you to identify available team members and effortlessly assign the most qualified individuals to current, upcoming, or potential projects with a single click. Additionally, you can forecast project phases, identify staffing gaps, and manage overall profitability effectively. By utilizing this data, you can achieve genuinely data-informed and profitable outcomes. The employee dashboard alongside predictive timesheets simplifies the process for staff to record their work, enhancing the quality of your project management. This information is invaluable for refining your project strategies. Moreover, you can project expenses for individual projects as well as for your entire enterprise. With dynamic reporting features, you can monitor all developments as they happen, ensuring you stay agile in your decision-making. This comprehensive approach not only streamlines operations but also enhances overall productivity within your organization.

Media

Media

Integrations Supported

Google
Microsoft 365

Integrations Supported

BI Book

API Availability

Has API

API Availability

Has API

Pricing Information

$35 per user per month
Flat fee per user per month. For timesheet only users, $15 per month.
Free Trial Offered?

Pricing Information

$34.20 per month
Billed annually

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Xergy

Date Founded

2019

Company Location

United Kingdom

Company Website

xergy.com/proteus/

Company Facts

Organization Name

Primetric

Date Founded

2016

Company Location

Poland

Company Website

www.primetric.com

Categories and Features

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Order Management
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Vendor Management

Collaboration

Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control

Contractor Management

Contractor Database
Skills & Competencies
Task Management
Work Hour Tracking

ERP

Accounting Integration
Accounting Management
CRM
Dashboard
Distribution Management
Enterprise Asset Management
Financial Management
HR Management
Inventory Management
Order Management
Project Management
Purchase Order Management
Reporting/Analytics
Supply Chain Management
Warehouse Management

Job Costing

Bills of Material
Budgeting & Forecasting
Change Orders
Cost-to-Completion Tracking
Invoice Management
Percent-Complete Tracking
Production Cost Tracking
Purchase Order Management
Quotes / Estimates
Time Tracking
Work Order Management

Oil and Gas

Equipment Management
Inventory Management
Job Costing
Logistics Management
Material Management
Project Management
Resource Management
Scheduling
Work Order Management

Project Accounting

Not specified

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Project Planning

Budget Management
Collaboration Tools
Due Date Tracking
Gantt Charts
Prioritization
Progress Tracking
Resource Management
Task Management
Template Management
Traditional Methodologies

Project Tracking

Collaboration Tools
Cost-to-Completion Tracking
Gantt Charts
Milestone Tracking
Percent-Complete Tracking
Prioritization
Status Tracking
Time & Expense Tracking

Proposal Management

Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

Resource Management

Capacity Management
Data Visualization
Demand Forecasting
Drag & Drop
Employee Scheduling
Filtered Search
Resource Allocation
Utilization Management

Time Tracking

Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Offline Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management

Work Management

Access Roles / Permissions
Calendar Management
Collaboration Tools
File Storage / File Sharing
Messaging / Discussion
Performance Metrics
Project Management
Reporting / Analytics
Resource Management
Strategic Planning
Task Management
Time Tracking
Version Control
Workflow Management

Categories and Features

Financial Reporting

"What If" Scenarios
Cash Management
Forecasting

Gantt Chart

Alerts/Notifications
Drag & Drop
Milestone Tracking
Progress Tracking
Task Management
Templates

Professional Services Automation

Billing & Invoicing
Portfolio Management
Project Management
Resource Management
Time & Expense Tracking

Project Accounting

Not specified

Project Planning

Agile Methodologies
Budget Management
Due Date Tracking
Gantt Charts
Prioritization
Progress Tracking
Resource Management
Task Management
Template Management
Traditional Methodologies

Project Portfolio Management

Budget Management
Dashboard
Milestone Tracking
Portfolio Management
Project Planning
Resource Management
Status Tracking
Task Management
Time & Expense Tracking

Project Tracking

Cost-to-Completion Tracking
Gantt Charts
Milestone Tracking
Percent-Complete Tracking
Prioritization
Status Tracking
Time & Expense Tracking

Resource Management

Capacity Management
Drag & Drop
Skills Tracking

Strategic Planning

Budgeting & Forecasting
Dashboard
Scenario Planning

Time and Expense

Activity Tracking
Expense Tracking
Multiple Billing Rates
Project Tracking
Time Tracking by Client
Time Tracking by Project

Time Tracking

Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Multiple Billing Rates
Overtime Calculation
Timesheet Management
Vacation / Leave Tracking

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