Products
Project profitabilitySee what every engagement earnsMargin GuardFind the work you haven’t billedSales and quotingQuote from the delivery planPeople and capacityStaff by skill and availabilityDelivery and timePlans, timesheets and approvalsInvoicing and cash flowBill on time, see cash 13 weeks outWorkflows and approvalsRules, forms and deadlinesSecurity and accessRoles, permissions and sign-in
OrkestraWhy is Lone Star losing money?OrkestraLone Star’s margin at completion is −9.7%, against 28.0% sold. The team logged 395 days of the 300 planned.3 sourcesMeet Orkestra
User guide
Every screen, step by step. Written from the product itself.
One page per screen of KPilot: what it is for, who can use it, what you see, and what you can do. 367 pages, in English and French.
User guideChecked against the code
Search found money
Finance · Found moneyFound moneyThe Margin Guard ledger of unbilled revenue, margin losses, margin at risk at completion, and data gaps found across your activities.
Who can use itAnyone with the Finance cockpit read permission and the finding read permission. Acting on a finding requires finding:act.
Accept or cancel what KPilot proposes
1Open the Finding drawer and locate the What KPilot proposes section.
2Review the preview of the Invoice request KPilot will create.
3Click Accept and confirm. The request goes to Requests for Finance approval.
Six sections
My space 27 pagesWhat every employee uses: the inbox, my timesheet, my requests, my projects, the assistantWorkflows and approvals People 93 pagesStaff, contracts, pay, performances, resumes, HR requests and settingsPeople and capacity Sales 57 pagesPipeline, deals, leads, quotes, activities, analytics, targets and bonusesSales and quoting Delivery 79 pagesActivities and their tabs, statement, team, planning, approvals and alertsDelivery and time Finance 77 pagesInvoicing, invoices, purchases, payments, P&L, cash, forecasts and scenariosInvoicing and cash flow Organisation 34 pagesCompanies, departments, offices, connectors, access control and settingsSecurity and access
How each page is written
Tasks, step by stepEach page lists what you can do, with the exact button labels.
Who can use itThe permissions each screen needs, to view and to change.
Checked against the codeEvery page records the version of KPilot it was checked against.
Every screen, documented.
Start the trial with the guide one click away, inside KPilot.