All Troi PSA Functions at a Glance

Troi brings together everything project-driven teams need to plan, coordinate, and deliver work. All functions are connected in one PSA system, so budgets, workloads, documents, and results stay aligned in every project.

  • 80% Budget clarity at a glance
  • 60% less manual work
  • 40% more planning accuracy
Troi kanban task board showing project tasks in columns for to do, in progress, and review with progress bars, due dates, assigned team avatars, and overall budget status indicators.

Core Functions for Project-Based Teams

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.

Budgeting & Estimation

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

Project Budgeting & Estimation

Plan project costs and effort based on real data to ensure profitability from the start.

Troi supports you in defining budgets, calculating hourly and role-based rates, and comparing planned effort with actual work.

This creates financial clarity early on and provides a reliable foundation for decision-making throughout the project lifecycle.

Resource Planning

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

Resource Planning

Coordinate workloads and plan capacities with clarity.

Troi shows who is available, who is currently assigned, and where capacity is becoming limited.

This ensures that work is distributed realistically and that project schedules remain achievable without overloading teams.

Task Management

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

Task Management

Coordinate work across teams in one shared project space.

Responsibilities, progress, and priorities remain clear, even in complex workflows.

Troi helps teams stay focused and aligned, from initial planning to execution and delivery.

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

Reporting & Controlling

Gain real-time visibility into budgets, progress, and profitability.

Troi consolidates project data into clear dashboards and evaluations that support informed decisions.

This makes controlling a natural part of daily work instead of an isolated reporting task.

Digital Document Capture

Invoice list with amounts and a request approval dialog showing a send for approval button

Digital Document Capture

Collect documents, receipts, and project records in one organized structure.

Every file is linked directly to the relevant project, phase, and responsibility.

This keeps information accessible, traceable, and ready for controlling and billing—without searching or duplication.

Time Tracking

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

Time Tracking

Record working hours directly in projects, tasks, or roles—wherever work happens.

Entries flow automatically into reporting, controlling, and invoice preparation.

This creates transparency, reduces administrative effort, and ensures that the time spent on projects remains traceable and well-documented.

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.

Integrations & API

Connect Troi with the tools your teams already use.

Calendars, contacts, time tracking, documents, budgets, and reporting systems remain synchronized across platforms.

This reduces manual effort and keeps your workflows consistent and smooth.

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

How Troi Brings It All Together

All functions in Troi are connected through a shared system.
Budgets, tasks, time entries, documents, and resource usage all reference the same data foundation.

This reduces manual coordination, keeps information consistent, and enables teams to make informed decisions faster.

With Troi, planning and execution stay aligned at every stage of the project, from estimation to delivery, controlling, and billing.

SmartDesk dashboard showing workload, calendar, active projects, time tracking, and a timeline task view with scheduled tasks and team capacity.

Troi PSA – FAQs

Troi is a PSA system that connects project budgeting, task management, time tracking, resource planning, reporting, and document capture in one place.
Troi is primarily a PSA (Professional Services Automation) system. It focuses on planning, coordinating, and controlling project work. However, Troi also includes ERP-related capabilities for budgeting, controlling, and financial processes, which makes it particularly useful for service organizations that operate project-driven business models.
Troi is built for professional service teams such as agencies, consulting firms, architecture and engineering offices, and creative or IT service providers.
All functions share the same data foundation. Budgets, tasks, time entries, resources, documents, and reports stay aligned across every project stage.
Yes. Roles, approvals, cost structures, and project templates can be configured to match your organization.
Yes. Troi supports integrations with tools like Microsoft 365, Exchange, HubSpot, Personio, Asana, Jira, and more.

Trusted by Leading Consultancies, Agencies and Creative Businesses

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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
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 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