Platform

Nine modules. One coherent platform.

Project Drive is built so a PMO can configure it without engineering, an IT director can audit it without surprises, and a delivery team can use it without abandoning their existing process.

01 · Hierarchies

Project hierarchies

Model your real organization. Programs that hold projects that hold sub-projects. Roll-ups happen automatically — what you see at the top is the same data your delivery teams update.

  • Portfolios, programs, projects, sub-projects up to ten levels
  • Roll-up of effort, spend, status, and risk by any custom field
  • Multiple parent assignments — a project can live in two programs
  • Per-level permissions and access controls
  • Saved hierarchical views per role or department
  • Bulk reorganization without losing history
02 · Tasks

Tasks & dependencies

Tasks the way delivery teams actually work — list, board, calendar, or timeline — with the dependency logic enterprise PMs expect.

  • List, kanban, calendar, and timeline views of the same data
  • Finish-to-start, start-to-start, finish-to-finish dependencies with lag
  • Recurring tasks, sub-tasks, and templated checklists
  • Bulk reassignment across owners or projects
  • Watchers, mentions, and threaded comments per task
  • Full audit trail on every field change
03 · Timeline

Gantt & timeline

A timeline that handles real plans: baselines, critical path, and dependencies that update downstream when reality shifts.

  • Drag to reschedule, with downstream tasks moving in lockstep
  • Baselines captured per phase, with variance reporting
  • Critical path visualization at the project and portfolio level
  • Milestones, deadlines, and constraint dates
  • Group by owner, team, or workstream
  • Export to PDF, PNG, or share a read-only link
04 · Resourcing

Resource management

Capacity at the person, role, or skill level. See over-allocation early enough to do something about it.

  • Heatmaps across teams, skills, and weeks
  • Soft-book proposed work, hard-book confirmed work
  • Split allocations across multiple projects
  • Holiday and PTO calendars per region
  • Skill matrices and named-resource searches
  • Forecast vs. actual hours feed reporting automatically
05 · Time & budget

Time tracking & budget

Hours and dollars on the same axis. Approve timesheets, watch burn rates, and stop projects before they bleed.

  • Weekly or daily timesheets with approval workflow
  • Billable, non-billable, internal, and capex categorization
  • Budget at the task, project, or program level
  • Burn vs. earned value vs. forecast
  • Multi-currency with daily FX
  • Export to your ERP via API or scheduled CSV
06 · Configurability

Custom fields & forms

The customer-configurable layer is what makes Project Drive different from off-the-shelf SaaS. Model your real intake, not someone else's.

  • Text, number, date, dropdown, multi-select, formula, lookup, and file fields
  • Per-template intake forms with conditional logic
  • Validation rules and required fields by status
  • Field-level permissions and read/write per role
  • Versioned templates so old projects keep their schema
  • JSON schema export for governance review
07 · Automations

Automations

When-this-then-that rules without scripting. Hand off status changes, notifications, and downstream tasks to the platform.

  • Trigger on field change, schedule, or external webhook
  • Branching conditions with AND/OR logic
  • Actions: assign, notify, create task, update field, post to Slack/Teams
  • Approval routes with escalation timers
  • Per-template automation libraries
  • Full execution log for audit
08 · Reporting

Reporting & dashboards

Live dashboards from your live data. Built by analysts, embedded where stakeholders already work.

  • Drag-and-drop chart and table builder
  • Pivot, filter, and group across any field — including custom ones
  • Scheduled email digests in PDF or CSV
  • Embed in SharePoint, Teams, Confluence, or your intranet
  • Read-only public links with expiry
  • Row-level security on every dashboard
09 · API

API & integrations

A REST and webhook surface designed for IT teams who maintain their own integrations. Plus connectors for the tools you already run.

  • REST API with token, OAuth2, and SAML-asserted access
  • Webhooks on every entity, with signed payloads and retries
  • Native connectors: Microsoft 365, Slack, Jira, ServiceNow, Salesforce
  • SCIM 2.0 for user lifecycle
  • Daily CSV / Parquet exports to S3, Azure Blob, or GCS
  • Rate limits documented, status page public

Want to see this with your data?

A solutions architect will spin up a workspace shaped to your actual portfolio in the demo call.

Request a demo Security overview