PSA Software for Team Leads

Empower your team with crystal-clear workloads, strategic resource allocation, and sustainable workflows. Troi provides Team Leads with transparent control over projects and people, ensuring balanced productivity and focused development.

80% Budget clarity at a glance
60% less manual work
40% more planning accuracy

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Troi resource planning view showing Team Digital capacity, daily utilization percentages, and a workload forecast of 78 percent.

For Sustainable Workload and Capacity Management

Effective team leadership requires constant coordination of team capacity, clear alignment of individual workloads, and transparent communication regarding skill needs. When planning is fragmented, Team Leads risk team overload and inconsistent quality.

Troi brings capacity management, workload balancing, skill tracking, and performance reporting together in one system. This ensures that every team member is utilized realistically, supporting balanced productivity and team development.

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.

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Why Troi is Ideal for Team Leads

Troi connects capacity planning, skill management, and project coordination with real-time utilization data. This creates a transparent and sustainable foundation for leading teams, allocating resources, and fostering professional development.

View current and future capacity across all teams and projects
Coordinate workloads based on employee availability and skills
Monitor team utilization and identify potential overload early
Track time and effort spent on different internal processes
Simplify communication and approvals for time off and resource requests

Troi PSA project calculation view showing service items like planning, consulting, design and concept, meetings, workshops, and junior art director hours with timeline based resource assignment

Troi web interface displayed on a laptop during a product demo with a branded coffee mug on the table in a modern office setting

Key Areas of Team Lead Focus

Troi combines capacity planning logic and workload management on one central platform. Whether leading internal disciplines, coordinating external specialists, or managing variable team skills, your people and processes remain transparent and efficient at all times.

Coordinating utilization across specialized consulting teams.
Managing workloads in digital marketing and content teams.
Balancing capacity within agency and client service departments.
Forecasting resource needs for technical delivery and R&D teams.
Handling variable team sizes and external freelance collaboration.
Managing cross-departmental tasks and skill development programs.

Person pointing at a project management and time tracking dashboard on a laptop during a team meeting

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Typical Use Cases for Team Leads

Effective team leadership requires reliable capacity forecasting, fair workload distribution, and structured process coordination. Troi provides the structured foundation needed to manage people and projects successfully.

Capacity and Skill Matching

Match project requirements with employee skills and available capacity. Ensure realistic assignments and support focused development.

Utilization Monitoring

Gain real-time insight into how utilized the team is. Proactively manage workloads and prevent employee burnout and resource bottlenecks.

Fair Task Assignment

Distribute tasks based on current availability and priority. Ensure balanced workload distribution across all team members.

Time Off and Absence Planning

Integrate planned holidays, sick leave, and non-project time into capacity overview. Gain an accurate view of available working time.

Process Coordination

Ensure structured workflows and clear handoffs for tasks across disciplines. Maintain quality and consistency in all team deliverables.

Management Reporting

Generate reports on team workload, utilization, and capacity needs. Justify resource requests and support strategic team growth.

How Troi Supports Reliable Team Leads Success

Organize

Shared system for all projects, budgets, and core documentation
Clear assignment of roles, responsibilities, and decision rights for every mandate
Consistent data foundation that aligns planning, execution, and controlling teams
Transparent planning and progress tracking for all active project phases

Optimize

Reduced administrative effort by connecting planning, time tracking, and controlling workflows
Faster decisions due to real-time budget and progress reports
Fewer media breaks and data fragmentation by linking documentation to projects
Measurably shorter coordination and approval cycles within the project team

Scale

Scalable structures for managing a growing portfolio of complex, multi-phase projects
Reliable capacity and resource forecasting across multiple teams and locations
Stable cost transparency to support strategic project acquisition and pricing decisions
Informed basis for process standardization and long-term quality improvement

Troi PSA for Team Leads – FAQs

How does Troi help Team Leads avoid employee burnout and overload?

Troi provides real-time capacity and utilization dashboards, allowing Team Leads to visualize workloads across all projects and assign tasks realistically, ensuring work is distributed fairly.

Can I plan resources based on specific employee skills?

Yes. Team Leads can track and match required project skills with available team member competencies, which supports better allocation and effective professional development.

How does Troi support the coordination of complex team workflows?

Troi provides structured task management, shared project calendars, and clear role definitions, ensuring smooth handoffs and maintaining consistent quality across all deliverables.

Can I use Troi data to justify resource requests to management?

Yes. Team Leads can generate data-driven utilization and performance reports, providing clear evidence to support resource requests, hiring needs, and strategic capacity planning.

How does Troi handle time-off and non-project time planning?

Troi integrates planned time-off and administrative activities into the capacity overview, giving Team Leads a complete and accurate picture of available project time.

Our 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

Go To Resource Planning

Time Tracking

Go To Time Tracking

Task Management

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

Go To Task Management

Reporting & Controlling

Weekly time tracking chart showing daily working hours and project time with a tooltip displaying 8 hours working time and 4 hours project time

Go To Reporting & Controlling

Digital Document Capture

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

Go To Digital Document Capture

Budgeting & Estimation

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

Go To Budgeting & Estimation

Trusted by Leading Consultancies, Agencies and Creative Businesses

“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

“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

“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

Go To Our Case Studies