Project Reporting & Controlling for Professional Services

Turn project data into clear decisions. With Troi, teams gain real-time visibility into budgets, workloads, and profitability, so projects stay on track and management remains informed at every stage.

  • 80% Budget clarity at a glance
  • 60% less manual work
  • 40% more planning accuracy
Troi project reporting dashboard showing a retainer campaign with actual versus planned costs, contribution margins by project category, progress bars, and a time tracking overview for team members.

Why Reporting and Controlling Matters in Project-Based Work

Project success depends on knowing where budgets, time, and progress stand, not only at the end of the project, but throughout its entire lifecycle. When transparency is missing, decisions are delayed, issues are noticed too late, and outcomes become harder to manage.

Troi provides clear reporting and consistent cost control in one PSA environment. Budgets, recorded time, resource allocations, and project performance are always aligned and easy to interpret. This creates decision confidence across teams, project leads, and management, based on real operational data rather than assumptions.

Troi workload forecast dashboard showing team utilization across multiple days. The view highlights Team Digital and Development with color coded capacity bars and an overall forecast of 78 percent.

From complexity to clarity

Let’s Talk About Your Goals

Every business works differently and that’s exactly why Troi adapts to you. Tell us about your needs and we’ll show how PSA can support your projects, resources and finances.

Two business professionals sitting in a modern office lounge having a relaxed project discussion

Clear Insight That Supports Every Project Step

Troi turns project activity into meaningful insight. All relevant information—hours, budgets, progress, and capacity—is captured at the source and made accessible in clear views and dashboards.

Teams, project leads, and management work with the same understanding of project status. This reduces uncertainty, accelerates decisions, and helps maintain profitability throughout the project lifecycle. The result: reporting becomes a natural part of working, not an extra effort.

Project budget calculation interface with AI estimated hours and profit margins for different services
Person pointing at a project management and time tracking dashboard on a laptop during a team meeting

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Plan, Control and Optimize
in One System

Reporting and controlling in Troi are fully integrated with budgeting, time tracking, tasks, and resource planning. This ensures that planning, execution, and evaluation stay aligned.

Project timeline showing task bars for concept work, landing page design and user testing with allocated hours across calendar weeks

Integrated Data Foundation

All project figures come from one shared system, with no manual reconciliation. This guarantees consistency and accuracy.

Budget status overview in Troi showing global budget usage at 25 percent and third party budget usage at 75 percent with horizontal progress bars for quick comparison.

Real-Time Visibility

Budgets, workloads, and progress updates are visible the moment they change. This eliminates delays in decision-making.

Service list with quantities and an AI estimate tooltip adding two point five hours to planned effort

Predictable Profitability

Cost and performance indicators highlight risks early and support informed decisions to maintain profit margins.

Workflow diagram showing connected modules for documents, user profiles, team management, and performance analytics, linked by a blue process line with supporting icons for calculations, approvals, and data flow.

Continuous Improvement

Insights from completed projects help refine planning quality for future work and drive organizational learning.

Key Benefits at a Glance

With Troi, reporting and controlling transcend simple documentation and become a proactive steering instrument across your entire PSA system. This shift ensures that project figures are not just collected, but actively used to guide operational decisions.

This clear insight instantly strengthens planning accuracy, supports efficient cross-functional collaboration, and ultimately enables the delivery of stable and predictable project outcomes.

  • Consistent Data: Ensure consistency across planning execution and evaluation by eliminating data silos.
  • Full Visibility: Gain real time insight into budgets time usage and project progress.
  • Early Detection: Automatically detect deviations and project risks via automated indicators.
  • Informed Decisions: Base your decisions on operational reality instead of outdated estimates.
  • Better Profitability Control: Monitor margins and cost structures for full profitability control.
SmartDesk dashboard showing workload, calendar, active projects, time tracking, and a timeline task view with scheduled tasks and team capacity.

Reporting & Controlling – FAQs

Troi offers comprehensive budget reports, workload views, time summaries, and profitability evaluations. All reports are based on the same data foundation across teams, guaranteeing consistency.
Yes. Reports are updated in real time. As soon as time, budget, or progress changes, the reporting dashboards reflect it immediately, enabling timely decisions.
Yes. Project cost structures, roles, and evaluation models can be fully configured to match the specific needs and reporting hierarchy of your organization.
Yes. Troi clearly shows the relationship between planned effort, actual hours, costs, and profit margins, making profitability transparent at every stage of the project lifecycle.
Yes. Controlling is not a separate task. It happens naturally through recorded time, progress updates, and budget tracking embedded directly within the project workflow.

More Features for Complete Project Control

The Troi PSA platform connects all key functions you need for smooth project management, from time tracking and task planning to controlling and reporting. Each module builds on the same data foundation, ensuring that every figure, approval, and report reflects your real project performance.

Resource Planning

Troi team resource view showing available time of 85 hours and workload percentages for digital team members

Budgeting & Estimation

Service list with quantities and an AI estimate tooltip adding two point five hours to planned effort

Task Management

Project timeline showing task bars for concept work, landing page design and user testing with allocated hours across calendar weeks

Time Tracking

Time tracking widget showing working time on April 6 with 5.50 hours logged and 2.50 hours assigned to project work

Digital Document Capture

Invoice approval panel showing invoice numbers, totals, and a Send for Approval action with selected approver.

Integration & API

Workflow diagram with connected modules for files, teams, analytics, and performance, plus integrations with Asana, Bexio, HubSpot, and Power BI feeding into a central dashboard.

Trusted by Leading Consultancies, Agencies and Creative Businesses

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Portrait of Stefan Mauerer, Troi customer

“What’s great is that we were able to fully tailor Troi to our specific needs. With Troi, we’ve developed and established standards that support us in our daily work — allowing us to focus entirely on what really matters: our core business.”

Stefan Mauerer, Martin et Karczinski
Portrait of Ralf Vockel, Troi customer

“In our business, smooth coordination is key. Troi has helped us digitalize and optimize our workflows, ensuring seamless project management — from the initial project brief to the final delivery of our productions.”

Ralf Vockel, Vogelsänger Studios
Portrait of Rainer Chabrie, Troi customer

“With Troi, we were not only able to redefine our project controlling to capture key metrics more efficiently — we also significantly increased the speed at which projects are processed through a standardized project and approval workflow.”

Rainer Chabrie, BBDO