Questions about troi, answered

troi GmbH develops ERP and PSA software for project-based companies of any size, such as consultancies, architecture and engineering practices and agencies, and advises them on their processes. The software covers the business process of project work, from the quote and the recorded hours to controlling and the invoice. troi was founded in 2001, is based in Munich and has more than 13,500 users.

troi stands for total return on investment. The name is a promise: the software should pay back what a company puts into it, through leaner processes and more time for the work itself.

Project-based companies: marketing and communications teams, consultancies and professional service firms, software and technology teams, architecture and engineering practices, production companies, and industrial and technical service providers.

No. troi is used wherever teams deliver work in projects: consulting and strategy, architecture, engineering and construction, creative and media, IT services, and other knowledge-based services.

troi maps complex processes with a clear structure. It creates transparency, reduces manual effort, and helps increase productivity and profitability across projects.

Yes. Shared capacity across parallel projects is the case troi is built for. Planning, recorded hours and controlling sit in one system, so an overrun on one project is visible before another pays for it.

The question is not the industry but the model. If work is quoted, delivered by people over time, and settled against what it cost, troi fits regardless of what the projects are called.

Project managers running delivery against a budget, team leads responsible for people across several projects, finance and controlling closing periods and running billing, and owners and directors deciding on pricing, hiring and direction.

Yes. The records are the same, the views are not. Access and visibility are set per project, so each role reads what it is responsible for.

Through Talk to sales you reach the sales team directly and can arrange a consultation without obligation, with a quick overview of what troi does and how it would fit. You can also write to sales@troi.de.

In the case studies, troi customers with different priorities and requirements describe their experience with the software and with troi's process consulting.

Project-based companies such as consultancies, studios, engineering practices and agencies, where the same kind of work is quoted, staffed and delivered repeatedly, and where what the last project taught should change the next one.

No. Proven, reliable and trusted, and not being discontinued: troi five. For companies that want to organize projects as a learning system, the adaptive generation is troi ai·on. See troi five and troi ai·on.

No, and that is a deliberate line rather than a missing feature. Work is recorded and revealed, never handed out, by troi. Every 'assign this to someone' affordance is a step toward a product troi has decided not to be.

They take on the friction between the steps: the handovers, the chasing, the re-entering. Nothing commits silently, every agent shows what it read before you act on it, and no agent assigns work to a person.

No. Your organization's own offers, projects and decisions are all that teaches troi ai·on. What your company learns does not become a competitor's default.

troi drafts entries, proposes the project and line item, and shows what needs attention. Nothing commits silently, and no agent assigns work to a person.

Time tracking, project estimation, task management, resource planning, reporting and controlling, digital receipt capture, and integrations and APIs. They share one record, so an hour, a receipt or an offer is entered once.

Yes. Invoices go out in the ZUGFeRD and XRechnung formats, the export to accounting is DATEV compliant, and documents are filed in a GoBD-compliant way.

Yes. The integrations and APIs connect the calendar that fuels the timesheet and the ledger the invoices land in.

Yes. Reports can be exported to Excel in one step, and booking data leaves troi as a DATEV export. Both are part of the Intelligence plan.

Yes. Many reports and datasets can be exported, for example to Excel or accounting formats.

Yes. troi ai·on is web-based and runs in Chrome on the desktop, in the office or at home. All you need is a stable internet connection.

Yes. troi five is web-based, so it works in the office, at home and, with the troi Live app, on the road. All you need is a stable internet connection.

A computer with Chrome and a stable internet connection. troi is hosted for you, so there is nothing to install.

A computer with a stable internet connection. troi is hosted for you, so there is no other program to install.

From the timer, the calendar and the apps you work in, and from a sentence you type or say. troi drafts them, and nothing is booked until you keep it.

From you: by stopwatch while you work, by check-in and check-out for working time, or in the task and the weekly timesheet, where your most used projects and services are suggested first. Hours from Jira, Asana or timeBro can come in through troi Connect.

troi ai·on runs in Chrome on the desktop. Mobile time tracking is available in troi five with the troi Live app.

Yes. The troi Live app for iOS and Android covers check-in and check-out and project time tracking, with your settings from the browser synced. The app is a module.

Yes. Every entry carries a line item that marks it as billable or non-billable, which is what the invoice run and the margin calculation use.

troi drafts entries and proposes the project and line item. It never books time without your confirmation, and a correction goes to the person who approves it.

troi suggests your most used projects and services, recognizes breaks at check-in and check-out, prices each hour with its rate and flags billable hours for the invoice run. The entries themselves are made by you.

Software that calculates the hours and costs of a project before it is quoted, and keeps that calculation connected to what the project later actually costs. In troi ai·on, comparing the estimate against recorded time requires project structures, which are part of the Performance plan.

Software that calculates the hours and costs of a project before it is quoted, and keeps that calculation connected to what the project later actually costs. In troi the estimate is built from service line items inside the project and compared against recorded time for the rest of the project.

Yes, once your plan includes project structures. When a quote is accepted, the calculation becomes the project and recorded time is compared against the estimated effort line by line. Project structures are part of the Performance plan.

Yes. The quote is created inside the project from its calculation, and recorded time is compared against the estimated effort line by line.

troi looks at how the same service item or comparable work ran on finished projects and proposes the hours for the new line. You see the proposal and decide whether to keep it. In troi ai·on this is part of the Intelligence plan, in troi five it is the Smart Calculation module.

Smart Calculation looks at how many hours were recorded on the same service item in finished projects of the same project type, and suggests hours for each service item in the calculation. You accept a suggestion with one click, change it or reject it. It needs the troi price list for project services and defined project types.

In troi five the calculation is built from the price list, and the Smart Calculation module can propose hours from finished projects. In troi ai·on the project is described by text or voice, the calculation is drafted for review, and the Intelligence plan adds hours proposed from comparable finished projects.

Software that plans, assigns and tracks the work of a project, with each task carrying its owner, its schedule and the effort planned for it. In troi the task also carries the hours from the quote, so planned and recorded effort sit in the same record.

Yes, with one click: quote items, with the effort stored on them, become project tasks. The hours are kept and can be assigned to team members right away, without copying anything by hand.

Yes. A task can go to several people at once, each with their own time window.

List, Kanban and timeline, and you can switch between them at any time.

Recorded hours book against the task, and a remaining-effort estimate sits next to the planned hours, so the gap shows before the phase ends.

Project tasks are part of every troi five license: Teams, Professional and Enterprise. Project management is part of Professional and Enterprise.

Software that shows who is available and who is fully booked, and lets work be assigned against that. In troi the load comes from the same system that holds the projects, the tasks and the recorded hours, so the plan rests on real capacity.

Yes. An effort can be spread over several team members.

Yes. It uses the hours calculated in project estimation, the assignments from task management and the figures from time tracking, in one system.

Yes. Holidays, sick days and other absences flow into capacity planning automatically, so plans rest on real availability rather than theoretical target hours.

Software that shows how a project stands financially while it is still running: budget used, remaining effort, revenue and margin. In troi those figures come from the same records that hold the hours and the quote, so there is no export and no reconciliation step in between. In troi ai·on, revenue and margin are part of the Intelligence plan, project figures require the Performance plan.

Software that shows how a project stands financially while it is still running: budget used, remaining effort, revenue and margin. In troi those figures come from the same records that hold the hours and the quote, so there is no export and no reconciliation step in between.

Working hours and overtime in every plan. Revenue, contribution and margin by client, project and service from the Intelligence plan. Project status, budget consumption and remaining effort with project structures in the Performance plan.

Project status, budget consumption and remaining effort, utilization by person, and revenue, contribution and margin by client, project and service, both per project and across the company.

Yes, by client, project, period, service type and status. The result can be exported to Excel in one step, for accounting or for a tax advisor. Part of the Intelligence plan.

Yes, by client, project, period, service type and status. The result can be exported to Excel in one step, for accounting or for a tax advisor.

Yes. Hours land in the figures as they are recorded, with billable hours flagged for the invoice run. Invoicing is part of the Intelligence plan.

Yes. Recorded hours flow into every report automatically, and billable hours are identified so they can be handed on to billing.

In troi five the figures are read and filtered by hand. In troi ai·on a question can be asked in a sentence, by text or by voice, and the answer is drawn from the same data.

Capturing a receipt digitally at the moment it occurs and assigning it to a project, cost center and entry position right away. In troi that happens by drag and drop in the browser, so the receipt reaches accounting already coded. In troi ai·on, receipt capture is part of the Intelligence plan, filing against a project requires the Performance plan.

Capturing a receipt digitally when it occurs and assigning it to a project and account right away. In troi the receipt is captured with its image in the browser or with the troi Live app, so it reaches accounting already coded.

The assignment is made at capture, in the project assignment section, and it can still be changed later. The receipt list shows which project each one sits on. This requires the Performance plan.

The assignment is made at capture and can still be changed later. The receipt list shows at a glance which receipts are already assigned.

Incoming and outgoing invoices are pre-coded and exported in a DATEV-compatible format in one step, including for DATEV Unternehmen Online. Part of the Intelligence plan.

Incoming and outgoing invoices are pre-coded, and the booking data leaves as a DATEV export in one click, including for DATEV Unternehmen Online.

In troi five the receipt is captured, assigned and coded by hand. In troi ai·on the same records can be questioned in a sentence, by text or by voice, so a cost can be traced without building a report first.

Outlook and Google for mail and calendars, Personio for staff data and absences, and DATEV for accounting. Outlook and Google are part of every plan, including Core. Personio and DATEV are part of the Intelligence plan.

Jira, Asana, Personio, HubSpot, Memtime, Microsoft Exchange and Microsoft 365, CalDAV and CardDAV, Power BI and Spendesk, and for accounting DATEV, BMD, Sage and eGecko. Further programs can be connected through the troi REST API.

Yes. Staff data and absences sync from Personio, so the calendar shows who is away. Personio is part of the Intelligence plan.

Yes. Staff data and absences from Personio can be used in troi, so the data resource planning needs is already there.

As an export for DATEV, including for DATEV Unternehmen Online. The DATEV export is part of the Intelligence plan.

As an export in the common formats for DATEV, BMD and Sage.

The troi API is documented for troi five. For troi ai·on, talk to us about which connections your plan includes.

Yes. Through the troi REST API, further programs can be connected independently.

There is no direct connection to SAP. For troi ai·on, talk to us about which connections your plan includes.

There is no direct connection to SAP. troi has a public REST API, so a connection to SAP can be programmed on your side.

In troi five the connections are configured and the assignments confirmed by hand. In troi ai·on the data that has arrived can be questioned in a sentence, by text or by voice, without building a report first.

The plans, their prices and what each includes are on the Pricing page. Each plan has one price, with seats included.

A demo with someone who knows the product, against your own numbers rather than a sandbox. Request one and we will say what we need beforehand.

Yes. Each plan includes its seats, and further seats can be added per seat per month, at the prices on the Pricing page.

Yes. Additional licenses can be booked at any time through your contact in sales or at sales@troi.de, and the new access is activated within one working day of the order. Plan training for the new users as well.

What the plan includes is on the Pricing page.

The editions differ by scope and governance needs. Teams supports core daily work, Professional adds project and financial control, and Enterprise includes extended functions and services for complex environments.

Core, the first plan, includes clients and suppliers, time tracking with AI, offers and mail and calendar.

All editions include contacts, calendar, time tracking, absence management, and the troi workspace with essential project features.

In the EU, in Austria, with troi's hosting partner Digimagical on 100 percent green electricity. troi is ISO/IEC 27001 certified and GDPR compliant.

Updates are rolled out automatically and are included in the subscription. There is nothing to install.

Updates are rolled out automatically and are included in the subscription. There is nothing to install. Releases usually follow a three-week rhythm, are announced in advance with release notes, and are mostly installed between 23:00 and 02:00, so daily work is not interrupted.

Yes. We follow strict security and privacy standards and are ISO/IEC 27001 certified.

You receive an export of your data. Afterward, your environment is deleted according to our data protection policy.

The design goal is that value arrives before the rollout finishes: the first drafted timesheet in week one, not after a six-month configuration project.

It depends on the scope and size of the order. It helps to name one person or a small team who takes care of the introduction: the data, the training schedule and bringing everyone in. Larger companies, from about 30 people, often start with a small team and then roll troi out step by step, which shortens the introduction considerably.

Talk to us, and we show you how to get going with your plan.

We offer guided onboarding and provide documentation and HelpDesk resources. Your team can learn troi step by step and adopt it into daily work.

Your data. Before the start, the helpdesk tells you which data troi needs, for example staff details, service types, price lists and contact lists, and your logo and fonts for the quote and invoice templates. After purchase you receive an implementation guide that leads through the setup step by step.

No. troi installs the software, imports your data and configures the system. Your team provides access and the organizational details. If single sign-on is needed, troi coordinates it with your administrator. The single sign-on module is booked separately.

Yes. For troi five, your key users reach the helpdesk on working days, and the customer success team helps with questions around using troi. With Enterprise, the troi Care package adds personal contacts and priority phone support.

Yes. Training can be booked again whenever teams grow or roles change, billed by the hour.

Yes. User groups, permissions, project types, price lists and templates can be adjusted at any time. Process consulting, individual template work and development are billed by effort.

In the helpdesk. The troi Guide answers questions about every function step by step, and the support team takes technical questions through the ticket portal. Both are in German.

Yes, as priority phone support at +49 89 30905195-0, Monday to Friday from 9:00 to 17:00, except on public holidays in Munich. It is charged per started quarter hour. With Enterprise, the troi Care package includes it.

In the helpdesk portal or by email to helpdesk@troi.de. Describe the problem as precisely as possible, one question per ticket, and add where you can the affected troi user and tenant, the project or receipt number, the URL that leads to the troi module, and a screenshot or video of the whole browser window.

Write to info@troi.de, and someone from the team will get back to you. For a concrete question about using troi, please use the helpdesk, which puts you in direct contact with the support team.

In Troi Insights, the webinars on troi topics, and on the troi blog, which comes to this site later, where troi's consultants write about process optimization, change management, organizational consulting and HR management. Both are in German.

Through years of work with its customers, troi has gained a detailed view of how project-based companies work and change. Besides advising customers on the introduction of troi, the consulting team therefore offers general process optimization, change management and organizational development.

At its core is the question of which measures bring an organization into a guided and lasting process of change. An outside view helps here: it allows an unbiased analysis of the target and the actual state, and it can name the necessary changes without a hidden agenda. What makes it work is respect for the structures and processes found in the company, and the cooperation of the whole team.

No. What matters to the consulting team is that your company has processes everyone lives by and keeps managing change. Whether you need software for that, stay with your current solution or choose another provider is not part of the consulting mandate. If you are interested in the troi software, please talk to the sales team.

Its scope depends on your goals and the task. Every engagement starts with a phone call of about 15 minutes, based on a questionnaire, that covers the areas concerned. The consulting team then proposes how to work on the challenges together.

The goal is to give you the tools and insights to shape the change in your company yourself. The consulting has lasted when your company renews itself continuously and from within.

Every workshop is developed for the customer, around the industry, the starting situation and the goals. Its result is a concrete plan of measures and actions. Workshops last between half a day and three days. Write to beratung@troi.de to arrange one.

At external seminars, workshops and industry events, and in their articles on the troi blog, in German, which comes to this site later; until then, Troi Insights has troi's webinars. To contact them directly, write to beratung@troi.de.

Questions about basic, project and controlling training and all other trainings are answered at info@troi.de.

Software that holds campaigns, retainers and content work in one system, with the budget, the hours and the third-party costs on the same record. In troi the quote, the tasks, the recorded time and the invoice all sit on the campaign, so the margin is visible while it is still running.

Yes. A monthly retainer and one-off campaign work sit in the same view, each with its own budget and its own consumption.

Print, media, licenses and freelance invoices are captured where they occur and assigned to the campaign as billable costs, so they reach the client invoice instead of the overhead.

Phases, tasks and hours can be changed while the campaign runs, and the budget and the forecast move with them.

Not necessarily. Mail and calendars from Outlook or Google connect through troi’s integrations, so calendars keep working as they do today.

Software that holds mandates, staffing, recorded days and fee models in one system, so the billable share and the realized rate are visible while an engagement is still running rather than after it closes.

Yes. Time and materials, fixed fee, retainer and capped engagements each carry their own rules for what reaches the invoice, and what has been consumed of each is visible at any time.

Every recorded day carries a billable or non-billable flag, so utilization can be read per consultant and per period.

Yes. External contributors can be staffed on an engagement and record against it, and their invoices are assigned to the mandate as billable costs.

They are captured where they occur, by photo on the road or by upload, assigned to the mandate and carried through approval into the accounting export.

Software that adds the commercial layer to delivery work: budget, capacity, billable effort and margin. In troi the bookings land on the calculation line, so progress and cost are read from the same record.

Yes. Fixed-scope delivery, change requests and support each carry their own budget and their own rules for what is chargeable.

A change request is recorded on its own line, so what it cost and whether it was charged stay separable from the original scope.

Software that holds the fee agreement, the service phases and the recorded effort in one system, so planned and actual effort can be compared per phase while a project is still running rather than once it closes.

Yes. Each phase carries its own share of the fee and its own planned effort, and what has been consumed of each is visible at any time.

Hours, costs and subcontracts stay attached to the phase they belong to, across budget years, so a long-running project can still be read phase by phase.

Yes. External planners can be staffed on a project and their invoices are assigned to it as project costs, through the same approval route as any other receipt.

Software that holds the production budget, the crew and the external costs in one system. In troi freelance invoices, rental and post sit on the production next to the internal hours, so the margin is visible before the job closes.

Yes. Both appear in the same availability view, so a shoot day can be staffed against who is actually free, and a double booking shows before it is confirmed.

They are captured where they occur, assigned to the production and carried through approval, so they reach the job the day they arrive rather than weeks later.

Yes. Each carries its own budget and its own rules for what is chargeable, in the same system and the same views.

Crew bookings, phases and the budget move with it, and any conflict with another production is shown before the new date is confirmed.

Software that keeps the hours, the costs, the approvals and the documents of a technical project on the work order they belong to, so the project can be read both as a budget while it runs and as a record long after it closes.

Yes. External contributors can be staffed on a project and record against it, and their invoices are assigned to the project as costs rather than to overhead.

Every entry carries who recorded it and when, every receipt carries its approval step, and the booking journal keeps the full history. Records are stored in a GoBD-compliant way and export in a DATEV-compatible format.

Yes. Receipts, invoices and approvals are captured in the context of the project and stay attached to the phase and the order they belong to.

Software that holds the matter, its fee arrangement and the recorded time in one system, so what was recorded and what was actually invoiced can be compared per matter while work is still running.

Yes. Hourly, flat, capped and staged arrangements each carry their own rules for what reaches the invoice, and what has been consumed of each is visible at any time.

Yes. Recorded time sits next to invoiced time per matter, per client and per person, so write-downs can be read as a figure rather than estimated after the fact.

Work, documents and costs stay attached to the matter they belong to, and access is set per project. troi runs on servers inside the European Union, in Austria, is certified to ISO/IEC 27001 and works under the GDPR.

Yes. Court fees, travel and external services are captured where they occur, assigned to the matter and carried through approval into the accounting export.

Software that holds programs, their funding lines and the hours and costs recorded against them in one system, so consumption per source and per period can be read at any time rather than rebuilt when a report falls due.

Yes. A program can carry several funding lines, each with its own budget, its own period and its own share of the work.

Every entry carries the project, the phase and the line it belongs to at the moment it is recorded, so attribution does not depend on a separate list kept alongside.

Yes. Anyone working on a program can be staffed on it and record against it, and external invoices are assigned to the program as project costs.

Each receipt carries its approval step and who approved it, and the booking journal keeps the full history. Records are stored in a GoBD-compliant way and export in a DATEV-compatible format.

It puts the plan, the recorded hours, the remaining effort and the available capacity in one place, so the state of a project can be read at any time instead of assembled from several tools before a meeting.

They move with every entry. A recorded hour, a booked cost or a confirmed change updates the budget and the forecast behind it, without an export or a monthly reconciliation.

Yes. Availability, current load and absences are visible across teams, so a date can be committed against what is actually free rather than what was assumed.

Phases, assignments and the forecast move with it.

Missing entries are flagged while the week is still open, to the person who did the work, so the gap closes before it reaches a report.

It shows the whole team across every project they are on, with current load, forecast load and absences in one view, so commitments can be checked against the person rather than against a single project plan.

Yes. Every assignment lands on the person it was made to, whichever project made it, so the full picture per person is visible in one place.

Yes. Availability is shown alongside who can do the work, so a request can be matched to someone who can actually take it.

It keeps hours, costs and invoices on the same project records, so budget consumption, margin and unbilled work can be read at any time instead of being assembled from several systems at the end of a period.

Yes. Recorded but not yet invoiced hours are visible by client, project and period, with what is ready to bill separated from what is still waiting on an approval.

Incoming and outgoing invoices are pre-coded at capture and carry their approval step, so only approved and assigned records reach accounting.

It rolls the same records the projects run on up to client, service line and company level, so decisions about pricing, hiring and which clients to keep rest on current figures rather than on a quarter that has already closed.

Yes. Revenue, contribution and margin can be read by client, by project and by service line, over any period, and compared against each other.

Yes. Committed work sits next to available capacity per period, so a gap shows before anyone commits to new work.

Yes. Every aggregate opens down to the entries behind it, with who recorded them and when, so a number can be explained rather than defended.