Projects & tasks
Client work, planned like a product.
Phases, milestones with approvals, budgets, status updates, and project templates — so every engagement starts from your best runbook, not a blank page.
No card · Live in minutes
1 place
for plan + delivery
0 drift
between SOW and work
Portfolio health
Active
24
On track
18
At risk
4
Northstar ERP rollout
On trackHelix onboarding
On trackAtlas data migration
At riskSound familiar
Three questions worth asking first.
Where Kestrio differs
Most project tools track tasks. Kestrio holds the plan, the budget, and the milestone approval on one record.
Starting every kickoff from a blank plan instead of your best runbook?
Finding out a fixed-fee budget was blown only after the month closed?
Is the signed scope still what the team is actually working on?
What's included
What you get.
A milestone cannot slip past quietly.
Phases, milestones, and dependencies with approval gates
You see burn before it becomes overrun.
Budgets for fees, hours, and expenses with burn visibility
Every engagement starts from your best runbook.
Project templates, baselines, and status reporting
Retainers show usage while you can still act.
Support and retainer configs with usage tracking
What the module ships with
- Phases
- Milestones
- Dependencies
- Approval gates
- Fee budgets
- Hour budgets
- Expense budgets
- Burn visibility
- Project templates
- Baselines
- Status reporting
- Retainer configs
- Support configs
- Usage tracking
In the same layer
Keep going.
Accounts
Active
48
Contacts
212
This month
6 new
Accounts & contacts
Client organizations and people
Sprint 14 · Northstar
Velocity
32 pts
Remaining
4 days
Done
9 / 16
To do
In progress
Done
Agile
Sprints, epics, boards, velocity
Open tickets
SLA met
96%
At risk
4
CSAT
4.8
Service desk
ITSM tickets, SLA, CSAT, KB
Can I run fixed-fee and time-and-materials work side by side?
Yes. Budgets cover fees, hours, and expenses independently, and each project carries its own burn view.
How do templates and baselines differ?
Templates start a project from a saved runbook. Baselines snapshot the approved plan so status reporting always has something to compare against.
Does delivery share data with time and billing?
Yes. Approved hours and expenses sit on the same ledger invoicing bills from, so the plan and the invoice never drift apart.
Put projects & tasks on your ledger.
Set it up on a real engagement and see it against your own numbers. Start free, or [email protected]