Deliver projects on time — and on margin.
Plan, track, and protect MSP project work end to end. Spot scope creep before it eats your margin, forecast staffing from comparable engagements, and keep delivery aligned with sales and service — without juggling spreadsheets.
- 38%
- less scope creep loss
- 1 view
- tracker + dashboard
- 7d
- earlier risk signals
PM Dashboard · This week
17 active · 2 at risk · 3 milestones due · utilization 81%
Active
17
At risk
2
Due ≤7d
3
Margin
37%
Active projects
What project managers actually need to run the book.
Every panel maps to a question a PM asks at 8:00 a.m. — what's at risk, who's overbooked, which projects slipped, and where margin is leaking right now.
Project Tracker
A live view of every project, milestone, and risk — filterable by team, customer, or stage.
Templates
Reusable project templates encode how your best engagements actually run.
Project % Complete
Defensible progress that combines effort, milestones, and outcomes — not just hours burned.
Project Follow-up
Automated nudges and prepared communications so nothing falls through the cracks.
Scope Creep detection
Surface change patterns and unbilled work before they erode margin.
IR Time Portal
Lightweight time capture purpose-built for technicians and field engineers.
IR Admin
Approvals, exceptions, and corrections handled in one place.
PM Dashboard
A control center that brings utilization, risk, and progress together.
Corei · PM
Estimate timelines from comparable projects and flag the assumptions that drive the date.
From SOW to closeout in four protected moves.
- 01
Spin up from a template
Templates encode tasks, roles, and milestones from your best-run projects. Kick off in minutes, not days.
- 02
Track the real picture
% complete blends effort, milestones, and outcomes — so status reflects delivery, not just timesheets.
- 03
Catch creep early
Scope Creep flags change patterns, unbilled work, and silent expansions before they hit margin.
- 04
Close clean
Project Follow-up automates the punch list, customer sign-off, and the handoff to service.
See margin leak before the project ships.
Corei watches the gap between scoped work and actual effort in real time. When a project quietly expands — extra meetings, off-SOW change requests, unbilled rework — you see it the day it starts, not in the post-mortem.
- Compare planned vs. actual hours per phase, per resource
- Auto-flag tickets and tasks that don't trace to a scoped deliverable
- Roll up exposure across the portfolio so leadership sees the trend
- One-click change-order draft with the deltas already populated
Cobalt Tooling · Planned vs. Actual
+38 hrs unscopedSuggested change order · CO-014
38 unbilled hours across Migration tied to 3 out-of-scope file-share cutovers. Draft ready to send.
Forecasts that show their math.
Ask Corei to estimate a new project and you get a defensible plan — staffing, weeks, dependencies, and the comparable engagements it learned from. Adjust an assumption and the forecast updates in front of you.
- Pulls from comparable past projects in your own history
- Surfaces the riskiest assumption (vendor lead time, customer change windows)
- Recommends staffing mix by skill and seniority
- Writes the draft project, tasks, and milestones when you approve
Estimate · "M365 tenant migration, 240 seats, hybrid AD"
Timeline
7–9 wks
Staffing
1 PM · 2 Eng
Confidence
82%
Based on 6 comparable engagements
Riskiest assumption
Hybrid AD cutover assumes 5-day vendor window. Historically slips to 9–11 days for this customer profile.
What changes when PMs run on Corei.
reduction in scope creep write-offs
faster project kickoff with templates
on-time milestone hit rate
spreadsheets between PM and dispatch
Built for MSPs running real project books — not occasional installs.
Sits alongside your PSA. Reads live, writes back deliberately. Your PMs get a workspace built for delivery — not a Gantt chart bolted onto a record system.