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By Dhan Mannakkara
We've added a batch of new columns to custom reports and the profitability report, so you can see revenue, cost targets and effective rates without exporting data or building formulas yourself. If you run delivery or finance for a services team, these are the numbers you check most, now sitting right where you report. This is part of our ongoing work on financial reporting. Less digging, more answers you can trust.
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By Ben Brigden
Most teams treat capacity planning as an operations chore, something the resourcing spreadsheet handles on a Monday. That framing is why so much client work loses money without anyone seeing where. Capacity planning is the lever that decides whether the work you win is actually profitable to deliver, and this guide walks through the benefits one by one so you can build the case for it and act on it.
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By Ben Brigden
I spent years managing client services teams before I joined Teamwork.com, and software implementation projects were always the ones that kept me up at night. A go-live date would slip, a consultant would get double-booked across two rollouts, and the billable hours nobody logged would quietly eat the margin. Most of that chaos came from running implementations across a spreadsheet, a time tracker, and a separate billing tool that never talked to each other.
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By Ben Brigden
To be clear from the outset: this guide is about reserving people and time for probable client work, not building oil and gas pipelines. If you plan projects for a living, "pipeline" means the deals moving toward a yes, and the work you'll have to staff the moment one lands. According to Teamwork.com's own product data, only 42% of expected work is mapped to a plan before it's confirmed, which leaves a lot of resourcing to guesswork.
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By Jordan Wellin
Monday morning shows up, your calendar's already full of meetings, and your to-do list is quickly turning into a novel. You know what needs doing, but what you don't have is fifteen free minutes to figure out when. That's the gap our AI Teammate, Scout, just stepped in to fill. Meet Plan my week, Scout's newest job and the fastest way to turn a pile of tasks into an actual, workable schedule.
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By Ben Brigden
There's a Reddit thread that's currently ranking for this exact topic, and the whole premise is that project profitability is "basically a guess." I get why people feel that way. But forecasting profit before you start isn't fortune-telling, it's a repeatable calculation you can run on any project in about an hour. This guide walks through the five-step method I used in my agency days to predict a project's margin before a single hour is logged.
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By Ben Brigden
Before I joined Teamwork.com, I directed client accounts at agencies, and the most uncomfortable meeting of every month was the profitability review. We'd pull time out of one tool, costs out of another, and rates out of a spreadsheet someone updated when they remembered to. By the time the numbers lined up, the project was already over, and so was any chance to fix it. That's the real problem with most "profitability tracking." It tells you what happened after you can't do anything about it.
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By Wayne Murphy
There's a question that consulting leaders don't ask themselves enough: if AI created 10% more delivery capacity in your teams tomorrow, would you actually know where to deploy it? That provocation sat at the heart of the session I ran at Leaders in Consultancy Munich, and judging by the room, it landed.
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By Alex York
Every agency ops leader eventually hits the same wall. A deal closes in HubSpot. Someone copies the client details into a spreadsheet. Another person builds the project manually, and by the time delivery starts, three days have passed and half the context is missing. That gap between "sold" and "started" is where client relationships quietly erode.
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By Alex York
You already live in Microsoft Teams. Your standups happen there, your files live there, and your quick "can you check this?" messages fly through it dozens of times a day. So when project work starts falling through the cracks, the instinct is obvious: find a project management app that plugs right into Teams. The problem? Microsoft Teams surpassed 250 million monthly active users as of 2021, according to Statista, and has continued growing since.
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By Teamwork.com
If your team's time is disappearing into a black hole, you're not alone. Without accurate time data, managing resources, budgets, and capacity becomes guesswork. In this video, we break down why employee time tracking is the foundation of smarter resource management and how to pick the right tool for your team. Why Teamwork.com is our top pick for project-based teams Whether you're a team lead, agency owner, or operations manager trying to get a clearer picture of where the hours go, this guide will help you choose software that fits the way your team actually works.
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By Teamwork.com
Learn how to connect the Teamwork.com MCP server to Claude and use Claude with Teamwork.com and Teamwork Desk. In this walkthrough, we show you how to enable the Teamwork MCP server in Teamwork.com, add it as a custom connector in the Claude desktop app, authenticate your account, and start using Claude to review project data and take action. Using the example project Murphy Investment Co, you’ll see how Claude can return a project overview, surface open tasks, highlight priorities, and help you work more efficiently across Teamwork.
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By Teamwork.com
Business transformation expert Tom Goodwin offers some hot takes on AI and the findings in Teamwork.com's Client Work Report. Read the full thing here.
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By Teamwork.com
Teamwork Workflows allow professional services firms and agencies to standardize task management across multiple client projects using custom stages and automations, ensuring process consistency and improved efficiency.
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By Teamwork.com
Learn how to set up the Teamwork.com MCP Server so you can use ChatGPT to work with your Teamwork data (Teamwork.com and Teamwork Desk) In this step-by-step guide, we’ll walk through enabling the MCP Server in your Teamwork account, connecting it through ChatGPT’s Apps & Connectors, and granting access so ChatGPT can help you with tasks, projects, tickets, and more.
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By Teamwork.com
You can now connect Teamwork.com with ChatGPT using the new ChatGPT Connector, bringing your projects, tasks etcright into your ChatGPT conversations. In this quick tutorial, we’ll show you how to set up and use the new Teamwork.com connector — so you can find information faster, plan smarter, and move from idea to execution without leaving ChatGPT.
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By Teamwork.com
Discover how Teamwork’s AI helps you work smarter, automate workflows, and deliver client projects with ease. Discover what’s next for Teamwork.com in our Q4 Product Roadmap webinar. We’re unveiling a new wave of AI-powered workflows, smarter automation, and enhanced integrations designed to help teams plan, deliver, and profit from every project with greater speed and clarity.
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By Teamwork.com
Find out more about how you can allocate work to your team the right way http://bit.ly/4omSzld
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By Teamwork.com
Sign up for a free 30 day trial: https://www.teamwork.com/project-management-software/
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By Teamwork.com
Sign up for a free 30 day trial: https://www.teamwork.com/project-management-software/
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Today, Teamwork Chat, Teamwork Projects, Teamwork Desk form the backbone of Teamwork.com. Each product serves to enhance the performance of teams by coordinating both process and people simultaneously.
Teamwork Projects is all about getting things done by creating task lists and tasks and assigning them to the team. It increases visibility across each project as well as aligning every dependent function within the business.
Teamwork Desk incorporates the customer into the equation. It streamlines all contact between you and your customers by way of a ticket management system. It creates a much more efficient process for handling customer queries.
Teamwork Chat is an instant messenger that can be used by all of the team for immediate communication. Each of the three products integrates together seamlessly. Every user has the ability to create an action within each product that influences activity in another. Creating a task for Teamwork Projects as a result of a ticket received in Teamwork Desk.