Delivery and time

Deliver projects on plan and on budget. With every hour logged and approved.

Plan from the estimate or from Jira, log and approve time, manage scope changes, and see each project’s budget next to its progress.

ActivityPlan an invoice
LSProjectACT-2025-H01StartedRegional transit maintenance operating model overhaulLone Star Rail & Transit Authority · Led by Cedric Ellington · Dec 2 → Nov 19 · Forecast end Dec 11
OverviewPlanningPeople and effortInvoicingRisks4
Budget, net of tax$0Fixed price
Invoiced, 100% of budget$03 invoices
Spent, 101% of budget$0395 of 300 md
Margin, at risk−1.2%−9.7% at completion
Client paid$185,500
Invoiced$265,000
Spent$268,100
Budget $265,000

The work has cost $82,600 more than the client has paid so far: that part is funded by us until the next payment.

What needs you
INV-2026-062 is due Nov 19$79,500, the last payment of the fixed priceOpen
TimesheetsBy personTo approve3

The entries of the last 8 weeks waiting for your approval, by activity, the oldest first.

ActivityMan-daysOldest entry
ACT-2025-H01Lone Star Rail & Transit · 18 entries, 4 people9.5Oct 27ApproveOpened
ACT-2026-H02Brazos Valley Bancorp · 11 entries, 3 people6.0Oct 29Approve
ACT-2026-H04Thamesford Capital Partners · 6 entries, 2 people3.0Nov 2Approve

Managing a fixed-price project

Mesabrook’s Lone Star project, from the first task to the open risks.

01Planning

Build the plan from what you sold

Turn each estimate line into a task with dates, or sync tasks, status and assignees from Jira. Tasks that delay the end date are listed first.

  • Timeline and board views
  • Filters for late, at-risk and unassigned tasks
  • One-click reminders
Explore quoting
The plan
What needs you
Regional workshops is 6 days past its end date, still at 75%Reschedule
Hugo Delgado has logged no approved time since Oct 28Chase
KPI dashboards has no ownerAssign
Planned endNov 196 tasks · 300 md
Tasks2 done2 running · 1 needs an owner · 1 not started
Effort284 of 300 md16 md of the plan is unstaffed
Mirrored from the LSR board · names, status, progress and assignees come from the linked boardSync now
JulAugSepOctNovDec
LSR-12Maintenance diagnosticHannah62 / 60 md
LSR-18Depot operating modelAnthony44 / 45 md
LSR-24Regional workshopsHugo6 d late71 / 52 md
LSR-31Work order redesignMadelinebehind pace22 / 40 md
LSR-37KPI dashboardsUnassignedno owner0 / 18 md
LSR-40Transition and handoverCedric0 / 20 md
Today
DoneBehind its windowPast its end dateNot started
To do 2
KPI dashboardsUnassigned
Transition and handoverCedric
In progress 1
Work order redesignMadeline
Done 2
Maintenance diagnosticHannah
Depot operating modelAnthony
Overdue 1
Regional workshopsHugo
02Timesheets

Log time in KPilot or import it from Jira

See who logged their hours each day, compared with the hours they are paid for. Jira worklogs are imported on a schedule.

  • Missing days flagged
  • Weeks over 40 hours flagged
  • Time and cost by Jira issue
Connect Jira
Timesheets
Last 7 daysActivity ACT-2025-H01Log time
Madeline Cho has no time on 2 working daysFri Oct 30, Tue Nov 3Log time for someone
Total man days0.0
Compliance rate0%
Employee nameComplianceThu 29Fri 30Sat 31Sun 1Mon 2Tue 3Wed 4
Cedric Ellington100%88888
Hannah Goldstein100%8888.58
Anthony Guerrero97%87.5888
Hugo Delgado94%9.584868
Simone Baptiste88%86885
Madeline Cho60%80808
Full dayPartial dayMissing hoursOvertimeOn a weekend
IssueBoardPeopleDaysCost
LSR-24 StoryEight regional workshopsLSR411.52.0 not yet approved$9,840
LSR-31 StoryWork order process redesignLSR26.0$5,110
LSR-36 TaskWorkshop logistics, Waco and TylerLSR12.5$1,690
No task specifiedLogged in KPilot34.01.5 not yet approved$3,260
Total624.0$19,900
Imported from Jira 12 min ago · 41 worklogs fetched, 38 created, 3 updated, 0 skipped
03Approvals

Approve time by project

Project leads see who is on the project, their pace against the plan, and hours waiting for approval. Only approved time counts toward margin.

  • On track, behind, ahead or not allocated
  • Time logged without an allocation flagged
  • Staff borrowed from other teams, priced
Explore approval rules
People and effortAssign someone
What needs you
Madeline Cho is behind: 22 of 34 planned to dateOpen entries
Simone Baptiste logged 3 days without an allocationAllocate
Hugo Delgado rolls off on Nov 19 with 4 days leftExtend
People6 people1 from another department
Effort to date395 of 300 md9.5 md not yet approvedAll approved
Unstaffed16 mdof the plan has nobody on it
Team (6)
PersonLoggedPace
Cedric EllingtonDec 2 → Nov 19 · 50%58 mdOn trackEntries
Hannah GoldsteinDec 2 → Oct 30 · 100%112 mdAheadEntries
Anthony GuerreroDec 2 → Sep 30 · 50%72 mdOn trackEntries
Hugo DelgadoMar 2 → Nov 19 · 100%128 md4.5 not yet approvedApprovedOn trackEntries
Madeline ChoJun 1 → Nov 19 · 50%22 md2.0 not yet approvedApprovedBehindEntries
Simone Baptistefrom Platform Engineering3 md3.0 not yet approvedApprovedNot allocatedEntries
04Change requests

Track scope changes

Each change request gets a score, a priority and a deadline, then links to the project it changes once it is approved.

  • Stages from draft to delivery
  • Priority P0 to P3, with deadlines
  • Acceptance rate and decision time
See change orders in Margin Guard
Change requestsSearch Lone Star
Results4
Urgent1
Overdue1
Due soon1
Avg. score72/1003 scored
ReferencePriorityStageSLAScoreLinked activity
CR-2026-031Eight additional regional workshopsP1In deliveryOn track82Open activity
CR-2026-034Depot staffing model for two new yardsP1Pending validationValidatedDue soon74
CR-2026-036Work order data migration from the legacy CMMSP0ScoredOverdue61
CR-2026-038Night-shift maintenance KPIsP3SubmittedOn track-
Each request moves from draft to delivery through review, scoring and validation. Once handed off, it links to the activity it changes.
05Risks

Manage risks with owners and dates

Rate each risk by probability and impact, assign a response with a due date, and see late responses first.

  • Raised from the project
  • Responses with owners and due dates
  • Resolution rate over time
See KPilot for delivery leads
Risk dashboardRaise a risk
No response to “Steering committee slips the workshop sign-off”Add a response
A response is late on “Legacy CMMS data is incomplete”Open the risk
Total risks7
Open risks4
High impact risks2
Risk resolution rate43%
Impact
111211
Probability
CodeStatusLevel
RSK-2026-019Legacy CMMS data is incompleteIn progress9
RSK-2026-021Steering committee slips the workshop sign-offOpen6
RSK-2026-024Union consultation extends the depot pilotOpen6

Planned versus actual hours

Compare planned hours, logged hours and paid hours for each person, week by week. Paid hours with no time entry show up as unassigned.

TimesheetsTo approvePlan vs actual
Weeks Last 4 weeksDepartment All you can see

For each person and week: what the plan books, what was logged, what the person is paid for, and the paid hours no entry explains. A holiday or an approved day off is never planned, expected or missing.

PersonProjectPlannedLoggedPaidUnassigned
Cedric EllingtonWeek of Oct 262 projects40 h40 h40 h0 h
Hannah GoldsteinWeek of Oct 261 project40 h40 h40 h0 h
Hugo DelgadoWeek of Oct 261 project40 h45.5 h40 h0 h
Madeline ChoWeek of Oct 262 projects20 h28 h40 h12 h
Simone BaptisteWeek of Oct 26No project0 h24 h40 h16 h
Julian Mercer-HayesWeek of Oct 26No project0 h0 h40 h40 h
PlannedFrom project plans.
LoggedFrom KPilot and Jira.
UnassignedPaid hours with no time entry.

Settings

Set up estimates, client programs, billing, user stories and custom fields.

EstimatesAccepted estimates become the budget and the plan.
Q-2026-041 · Branch network operational excellenceAccepted
Total$245,000Before tax$245,000Days270
LineQtyUnit priceTotal
Engagement Director20$1,450$29,000
Engagement Manager60$1,150$69,000
Senior Consultant120$850$102,000
Consultant70$650$45,500

After a discount of $500. Accepted, the estimate becomes the activity’s budget, and its lines become the plan.

Client programsGroup a client’s projects and stakeholders.
Context · Transit maintenance programmeStarted
Activities
ACT-2025-H01Regional transit maintenance operating model overhaulStarted
ACT-2026-H09Depot staffing model, two new yardsPlanned
Stakeholders
Decision makerChief Operating OfficerBudget holderDirector of FinanceSponsorVP Maintenance

A context groups a client’s activities under one programme: its P&L, risks, team and planning add them up.

Time and materialsBill per hour or per day at each client’s rates.
New activity · Time and materialTime and material
Brazos Valley Bancorp · Resources sold
ResourceRoleStaffingFrom → tomd
AnthonyEngagement ManagerFull timeDec 1 → Feb 2664
MadelineSenior ConsultantHalf timeDec 1 → Feb 2632
Billing
Rate$106.25Unitper man-hourInvoicedMonthly

≈ 3 planned invoices of $27,200, $81,600 in total, from the staffed man-days. 1 man-day counts as 8 man-hours.

User storiesDraft stories with AI and publish them to Azure DevOps.
User stories · ACT-2026-H02Publish to the delivery tool
Reading the request and stakeholder assessmentsDrafting INVEST user storiesBreaking down tasks and estimating effort
StoryEffortStatus
As a compliance officer, I see each tier-2 vendor’s SOC 2 status5 ptsValidated
As an auditor, I export the evidence for one control3 ptsValidated
As an engineer, I am alerted when a vendor’s report expires5 ptsTo review
Custom fieldsAdd your own fields to projects and programs.
Custom fieldsAdd a field
ActivitiesContexts
LabelTypePreview
Client PO numberStored as client_po_numberTextPO-LSR-2025-118
Steering committeeStored as steering_committeeDateNov 24, 2026
Contract typeStored as contract_typeOne choiceFixed price
Public sectorStored as public_sectorYes or noYes
Project typesProjects, support plans, subscriptions and resale.
Activity kinds
KindIts own overviewAt Mesabrook
ProjectPlanning, people and effort, invoicing, risksACT-2025-H01
Support · ticket bundleTickets used, burn pace, margin to dateSierra Vista, 40 tickets
Support · prepaid daysDrawdown and pace before expiryBrazos, 20 days
SubscriptionCadence, price changes, renewalsAnalytics service
ResaleBought from a supplier, sold with a termLicences
Included in every planFrom $349 a month for up to 9 full users. Team members $8 each.

Questions

How does time come in from Jira?

Worklogs are imported from the connected work tracker every hour, every 6 hours, every day or every week, or now, by hand. Time from an account KPilot does not know is flagged, not lost.

What is the compliance rate?

The share of paid hours logged, after holidays and approved leave. If HR data is unavailable, KPilot shows a message instead of a rate.

Who approves time?

Anyone allowed to approve timesheets. The To approve view lists the last 8 weeks of entries waiting for you, by activity, the oldest first.

Is every activity a project?

No. An activity can be a project, a resale, a support contract with a recurring fee, a ticket bundle or prepaid days, or a subscription. Each kind has its own overview.

What happens to a change request?

It moves from draft through review, scoring and validation to delivery, with a priority from P0 to P3 and an SLA. Once handed off, it links to the activity it changes.

Keep projects on plan and on budget.

Open the Lone Star demo project, or import your own.