The budget and the plan drift apart
Work can look profitable when it is sold, but planned and actual effort changes as delivery progresses. Without the two connected, margin can disappear before anyone sees it.
QPD for Professional Services
Sell the work you can actually staff — and see margin while it still matters.
QPD connects opportunity and service quote to project budget, real people, capacity, timesheets and actual cost, so the promise you made commercially survives contact with delivery.
The Problem
The quote, the plan and the timesheet rarely describe the same project.
Commercial expectations, delivery plans, resource commitments and actual time often live in different places — making it difficult to see where a project is really heading.
Capacity is difficult to see
Project demand competes for the same people, while leave, part-time patterns and existing commitments all affect what is genuinely available.
Time capture is a chore
People deliver the work first and record the time afterwards, leaving project actuals dependent on timely and accurate timesheet entry.
Problems become visible too late
By the time overruns appear in end-of-project reporting, the opportunity to adjust scope, resource or delivery has often passed.
The connected journey
One thread from pipeline to profitability.
- 01
Opportunity
Track the pipeline, stage, activity and correspondence behind each opportunity.
- 02
Service quote & costing
Build the customer quote around the way you sell, while seeing the expected delivery cost and margin behind it.
- 03
Project budget
Convert won work into a project with the delivery structure, tasks and resource budget already in place.
- 04
Resource plan
Turn resource demand into real assignments based on availability, leave, working patterns and existing commitments.
- 05
Delivery & timesheets
Teams see their assignments and book time against them, so actual effort lands on the right task.
- 06
Utilisation & margin
Compare quoted, budgeted, planned and actual effort to see utilisation, variance and project margin as the work progresses.
QPD in professional services
See the professional services journey in QPD.
Follow the work from the first opportunity through costing, planning and delivery — with the information created at each stage carried into the next.
Pipeline
Understand what you're about to commit your people to.
Stage progression, pipeline value, conversion and quote status sit together, so you can understand potential demand before the work is won.
- Opportunity stages and pipeline value
- Conversion and quote status
- Visibility of upcoming work and potential demand
QPD — Pipeline & opportunities
Costing & quoting
See the delivery economics before you commit.
Build the customer quote around the way you sell, while modelling the people, roles and effort required to deliver it. See expected cost and margin before the work is won.
- Flexible customer pricing and quote structure
- Budget people and roles behind the quote
- See expected cost and margin
- Create customer-ready quote documents
QPD — Quote builder
Project creation
Win the work. Carry the plan forward.
Turn the won opportunity into a structured project, carrying the resource budget forward so delivery starts from what was actually planned and costed.
- Flexible project structures
- Carry budgeted resource requirements forward
- Work packages and tasks
- Confirm the delivery budget before work begins
QPD — Project creation & structure
Real product screenshot to be added
Project management
Keep the work, budget and plan together.
Manage work packages, tasks, dates and dependencies alongside the budgeted and planned effort required to deliver them.
- Work packages and tasks
- Budgeted and planned effort
- Dates and dependencies
- Progress across the project
QPD — Project management
Resource planning
Turn resource demand into real people.
Assign the people who will actually deliver the work while considering availability, existing commitments, leave and working patterns.
- Assign real people against budgeted demand
- See availability and existing commitments
- Account for leave and working patterns
- Plan around project dates and dependencies
Part of the Advanced Resource Planning Pack
QPD — Resource planning
Qupid AI
Let Qupid help build the resource plan.
Qupid uses QPD's structured project and resource data to propose assignments while considering availability, existing commitments, working patterns and dependencies. Proposed assignments are presented for human review before they are committed.
- Propose suitable resource assignments
- Consider availability and existing commitments
- Respect working patterns and project dependencies
- Review before assignments are committed
QPD — Qupid AI resource planner
Delivery & timesheets
Keep time connected to the work being delivered.
Give people visibility of the work assigned to them and capture time against the projects and tasks they are actually delivering, feeding actual effort back into the project.
- See assigned project work
- Record time against projects and tasks
- Actual effort feeds back into the project
- Keep delivery progress and time connected
QPD — Delivery & timesheets
Real product screenshot to be added
Actuals & margin
See how the project is performing while it still matters.
Actual time and cost feed back against the project budget, making variance and margin visible as the work progresses.
- Budget versus actual effort
- Actual delivery cost
- Project margin and variance
- Visibility while work is still live
QPD — Project actuals & performance
Real product screenshot to be added
Reporting & dashboards
Turn every project into better operational insight.
The connected data generated throughout the journey feeds reporting across sales, projects, resources, delivery, cost and margin.
- Configurable role-relevant dashboards
- Project margin and variance
- Resource utilisation
- Planned versus actual performance
QPD — Dashboards & reporting
Flexible by design
Core QPD covers the connected journey across CRM, quoting and costing, budgeting, project management, delivery, timesheets, actuals, reporting and Qupid AI. Advanced Resource Planning adds deeper capacity planning and assignment across people, availability and working patterns.
See pricing and packsSee QPD run against one of your own engagements.
We will walk through opportunity, service quote, project budget, resource plan, timesheets and margin using the kind of work you deliver.