Onplana Services
Other tools show your client where things stand. Onplana Services shows you whether you are making money on it.
For consultancies and agencies: the clients, the pipeline, the margin and the expenses, sitting on top of the delivery tooling Onplana already runs.
The commercial half of a services firm
Onplana already runs the delivery. This is what sits around it.
Clients, not just projects
Companies and the people inside them, with every engagement, request and invoice-worthy hour hanging off the client rather than scattered across unrelated projects.
A pipeline that becomes delivery
Track deals through your own stages. Winning one creates the delivery project carrying its value, currency and client across, so the thing you sold and the thing you deliver are the same record.
Margin per engagement
Cost against revenue per client and per project, with the change since last period split into rate, volume and mix, so a bad month tells you which of the three moved.
Expenses that know who pays
Log an expense as rebillable or absorbed. A rebillable one nets to zero margin rather than inventing profit; an absorbed one reduces it. The arithmetic matches how you actually bill.
A client portal that shows one client their own rows
Publish a view and scope it to the signed-in visitor, so each client sees their engagement and nobody else’s. A row nobody owns is served to nobody.
Scope creep you can point at
Client asks are linked to the client, so the ones that quietly became work are grouped separately from the ones you renegotiated. A place to look, not an accusation.
What it will cost
Or $19 per seat a month billed annually.
- Everything Onplana does, plus the commercial layer
- Clients, contacts and a pipeline that becomes delivery
- Margin per client and per engagement, with the drivers
- Rebillable and absorbed expenses
- A client portal scoped to each client
Separate from Onplana’s own plans, which is why it is not a row on the Onplana pricing page.
What firms ask us
How is this different from Onplana?
Onplana runs the delivery: schedules, timesheets, capacity, earned value. Onplana Services adds the commercial layer around it, the clients, the pipeline, the margin and the expenses. If your question is whether the work is on track, Onplana answers it. If your question is whether the work is profitable, this does.
Is it a plan on the Onplana pricing page?
No, it is a separate product with its own price, which is why it has its own page. The Onplana pricing table compares one ladder of six tiers and Services offers two of them, so putting it in that table would misrepresent both.
Does it do invoicing or accounting?
Not today. It works out what an engagement earned and what it cost, and expenses carry a rebillable flag, but raising the invoice and posting to your ledger still happen in your accounting system. Connections to those systems are being built and are not available yet.
When can we buy it?
Not yet, which is exactly why this page ends in a waitlist rather than a checkout. The product is built and running; the buying path is not finished. Join the list and we will come to you when it opens, and we would rather hear what you need before then than after.
Only need the delivery side?
Timesheets, capacity, utilization and earned value are Onplana itself, available now.
Onplana for professional services