Counterpart Plans

Counterpart Plans

Find the edition of Counterpart that best suits your business needs

Plan features


	TEAMS	BUSINESS	ENTERPRISE
Reporting & KPIs
Create bespoke KPIs and metrics
Executive dashboards
Dynamic risk & issue reporting
User configurable widgets
User configurable 'One page' reports
User configurable dashboards
AI project progress reporting
AI portfolio & program status reporting
Business integrated reporting		Optional	Optional
Bespoke reports	Optional	Optional	Optional

Program & Portfolio Management
Capture ideas and initiatives
Configurable project methodologies
Visual Kanban planning
Risk and issue management
Program & portfolio viewer
Pipeline planner
Portfolio budget management		Optional
Portfolio pipeline management		Optional
Thresholds management		Optional

Resource & Time Management
Agile visual planning
Task planning
Kanban workload management
Resource availability calendar
AI resource scheduling
AI task scheduling & notification
Dynamic task updates
Powerful capacity & resource planning
Powerful resource tracking
Dynamic resource calendar
Track non-project requests		Optional
Active timecards capability		Optional
Key resource reservation

Goal Management
Risk management
Issue management
Align initiatives to business goals
Workload management
Visual workload management
Identify metrics and KPIs for goals
Configurable 'Heads-up' displays

Budget & Financial Management
Budget forescasting
Multi-currency

Strategic Initiative Management
Agile visual planning
User configurable dashboards
Capture ideas and initiatives
Risk & issue management
Align initiatives to strategy
Create bespoke KPIs and metrics
Strategic planning
Powerful decision matrix
Project size based workflows

Project Management
Dynamic task updates & notifications
Centralized document storage
Lite project management
Powerful resource tracker
Powerful planning and task management
Capture & track project financials
Configurable project methodologies
Risk & issue management
AI based resource scheduling
Create bespoke KPIs and metrics
Enterprise project management
Project Threshold Management		Optional

Collaboration & Document Management
Real-time collaboration
Client Colaboration
Dynamic tasks updates
Centralised Document Management
Dynamic resource calendar
Office 365 intergration
MS Teams Task Management
Office 365 Calendar Sync
MS Teams Collaboration
MS Teams Meetings
Microsoft Teams Integration
Microsoft 365 Integration

Governance & Security
Library of Project Templates
User defined Approvals workflow
Role based security RBAC
ISO & SOC Compliant Platform
Project size based workflows
Powerful decision matrix
Single Sign-On		Optional	Optional

Budget & Financial Management
Budget forecasting
Financial progress tracking
Financial Reporting
Multi Currency Support & Conversion
Financial KPIs and Metrics alerts
Configurable Finance dashboards

Globalization
Utilize anywhere
3rd Party Client Access
Multi Currency Support & Conversion
Multi Language Support		Optional	Optional

Plans are based on per user per month pricing, on an annual subscription

Explore roles

Counterpart is a Project Portfolio Management platform designed to meet the needs of different roles within your organization. Explore how our solution benefits the various roles in your industry.