Project Datum Features

Project Datum brings project controls, staffing, time, expenses, project email, reporting, API access, and AI-assisted workflows into one workspace for selected A/E firms.

Available

Project controls

Give managers a connected project workspace instead of disconnected spreadsheets and status calls.

  • Project dashboards and project list timeline
  • Status, client, group, and project taxonomy controls
  • Phases, milestones, deliverables, and tasks
  • Project contacts, consultants, vendors, and files
  • Project map and location views
  • Weekly review and project performance reporting
Project Datum dashboard with PTO summary and project assignments
Dashboard visibility into project assignments, status, budgeted hours, and PTO.
Project Datum performance chart comparing planned, logged, and billable value
Performance reporting gives beta teams a clear view of planned, logged, and billable value trends.
Available

Scope, schedule, and budget

Plan the work, expose schedule risk, and keep budget allocation visible while the project changes.

  • Scope board for phases, milestones, and tasks
  • Gantt-style project schedule
  • Public read-only schedule links
  • Schedule PDF export
  • Phase-level staffing and budget allocation
  • Scope CSV template, export, and import
Project Datum scope board with phases, milestones, and tasks
Scope board for phase, milestone, and task coordination.
Project Datum project schedule with Gantt-style timeline
Schedule view with task, milestone, and phase timing across the project timeline.
Project Datum project budget with phase cards and assigned team budget allocation
Budget view showing phase allocation, assigned team members, hours, and fees.
Available

Time, expenses, and staffing

Connect the weekly work of logging time and expenses to the budgets, teams, and phases that managers care about.

  • Weekly timesheets with project, phase, overhead, PTO, and holiday rows
  • Timer panel and task-level time splits
  • Timesheet submissions and reminder emails
  • Expense entry, receipts, mileage rates, and expense reports
  • Staffing overview and weekly workplans
  • PTO bank and time off policy configuration
Project Datum weekly timesheet with phase budget indicators and daily hour entry
Weekly timesheets connect daily entry to project phases and budget status.
Project Datum expenses view with mileage, lodging, billable status, and reports
Expense entry and reports for mileage, reimbursables, billing status, and submission workflows.
Project Datum staffing view with weekly workload percentages and project assignments
Staffing view for weekly workload, project assignments, and planned utilization.
Available

MailRoom

Project email can be routed into Project Datum so teams can review account and project communication without digging through inboxes.

  • Inbound project email intake
  • Account-level MailRoom inbox
  • Project-level MailBox views
  • Attachment review
  • Manual routing for unresolved messages
  • AI-assisted summaries and routing support where enabled
Project Datum MailRoom inbox with routing, summaries, and unresolved messages
MailRoom sorts project email shared with Project Datum into account and project inboxes, with unresolved messages queued for review.
Beta testing

AI chat and API access

Selected beta firms can test AI workflows and use account-scoped API tokens for practical integration work.

  • Project-aware AI chat for beta testers
  • Account AI provider settings
  • Supported local browser AI flows
  • API tokens scoped to a single account
  • Project, phase, employee, overhead code, and time-entry endpoints
  • Read-only and time-entry management token scopes
Available

Account controls

Firm admins can shape Project Datum around their account, team, and internal policies.

  • User and employee management
  • Role permission matrix
  • Organization and app defaults
  • Overhead codes and mileage rates
  • Holiday and time off policies
  • Subscription, mail, API, and AI settings
Product direction

Design, bid, build, and mobile workflows

Project Datum is expanding from project controls into a broader delivery platform for A/E firms. The current selected-firm program is focused on the workflows teams use every week, while additional delivery modules continue to develop.

  • Design logs, calculation workflows, and technical records
  • Bid-phase coordination and procurement workflows
  • Construction administration and field delivery records
  • Mobile and offline-friendly workflows for distributed teams
Selected-firm rollouts are configured around each account's users, permissions, project structure, time policies, MailRoom setup, API needs, and AI preferences.