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Scheduling and critical path

Three-point estimates, automatic critical path and a warning whenever an edit moves your finish date.

  • All four link types with lead and lag
  • Date constraints like Start No Earlier Than
  • Working calendars with holiday presets and part-time days
  • What-if scenarios in a sandbox
  • Crashing and fast-tracking previews with added cost
Table of interior tasks with optimistic, realistic and pessimistic estimates and the expected time
[Example plan caption pending]

Views

Node View, Timeline and Table, always in sync, plus an Overview of the numbers that matter.

  • Overview cards for duration, completion, SPI and CPI
  • Find any activity with Ctrl or Cmd K
  • My Activities for your own work
  • Sharp, full-size diagram export
  • A phone layout for reviewing plans and light edits
Timeline with finished work greyed out and the remaining critical tasks in red past the status date
[Example plan caption pending]
Clock view: the critical path forms the rim, other work branches outward
[Example plan caption pending]

Organizing the plan

Structure your work without touching the math. Groups, categories and custom fields never change your dates.

  • Multi-level work breakdown that rolls up dates, cost and progress
  • Categories by workstream with color filters
  • Custom fields for text, numbers, dates, dropdowns and yes/no
  • Edit several activities at once

Progress, baselines and performance

Save the plan you agreed to, then see exactly how reality compares.

  • Progress phases from Not Started to Complete
  • One-tap start and finish with actual dates
  • Versioned baselines and a status date
  • Plan versus actual on the Timeline
  • Earned value with SPI, CPI and forecasts
Earned value cards and S-curve: planned value, earned value and actual cost to the status date
[Example plan caption pending]
Pertify project overview: 44 of 56 activities done, finish Dec 14, SPI 1.06, CPI 0.96
[Example plan caption pending]

Resources and RACI

People, materials and cost items kept apart, so staffing warnings only count people.

  • Organization-wide resource register
  • RACI roles and matrix with missing-owner warnings
  • Availability, leave and personal work hours
  • Utilization by week, month or quarter
  • Leveling and smoothing that never break a dependency
Assignment grid showing who works each task, their allocation and their role
[Example plan caption pending]
RACI matrix showing Responsible, Accountable, Consulted and Informed per task
[Example plan caption pending]

Cost and budget

Rates, materials and fixed costs roll up into a budget. Cost never changes the schedule.

  • Rates by hour, day, week, month or year
  • Estimate accuracy bands from rough order to definitive
  • Cost baseline with contingency and management reserves
  • Time-phased project budget
Project budget by day, split into people, materials and cost items
[Example plan caption pending]
Baselines panel with contingency and management reserve and three saved baselines
[Example plan caption pending]

Teams and access

Owner, Editor, Viewer and Contributor roles, with live updates when anyone makes a change.

  • Per-project access overrides
  • Bulk invites and shareable private links
  • Live presence and updates in seconds
  • Comments and replies on any activity
  • A change log of who changed what

Client view

Show the plan to your client without showing your margins.

  • One toggle hides rates, costs and capacity
  • [Rates, margins and reserves stay internal. Wording pending legal review]
  • See how many cost fields are being withheld
Client view of the overview, with cost and internal fields hidden
[Example plan caption pending]

AI assistant integrations

Connect Pertify to the AI assistant you already use. Sign in and approve. No keys to paste.

  • Ask about your schedule, critical path and plan health
  • Let assistants add or update activities, with every change logged
  • Copy your current view into any AI chat with one click
  • [Cost and rate privacy statement pending legal review]
  • [Supported assistant names pending trademark review]

Import and export

Bring your plan in from a spreadsheet and take it out whenever you like.

  • Guided import from Excel or CSV, including MS Project exports
  • Column mapping and row-by-row checks
  • Round-trip workbook, CSV and schedule report exports
  • Passwordless sign-in with an emailed code

Your next plan deserves an honest date.

Pertify is free while in beta.

Join the beta