Proteus

Proteus

Xergy
+
+

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About

Proteus is the complete project management software built by energy experts for the energy sector. Proteus brings pre-project planning, winning business, resource management, project management, collaboration, project financials, and business intelligence into one integrated solution. Proteus moves companies in oil and gas and renewables away from a fixed cost model to an on-demand model, crucial to staying competitive in a low margin environment. Move faster, win more business, deliver more projects and keep work simplified. Proteus brings everything together in one single view: clients, proposals, projects, invoicing, documents, inventory, and more- all in one place on a centralized platform. Proteus dramatically improves efficiency by improving the way margins are managed, resulting in cost savings to allow your company to scale and grow. Maximize value across the project lifecycle. Get better visibility, better control, better consistency and better productivity.

About

If you're looking for a feature-packed yet affordable solution to help you supercharge project profitability, choose WorkflowMax. A cloud-based online workflow and job management product by Xero, WorkflowMax offers a comprehensive set of features loved by more than 10,000 businesses. These include quoting, time tracking, streamlined invoicing, job management, and insights and reporting. WorkflowMax is suitable for creative agencies, architects, engineers, surveyors, lawyers, IT companies, construction firms, consultants and anyone who bills by time.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Not Supported
Chromebook Not Supported

Audience

Professional project management businesses in the energy, engineering and built infrastructure industries.

Audience

Creative agencies, architects, engineers, surveyors, lawyers, IT companies, construction firms, consultants & anyone else who bills by time.

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$35 per user per month
Flat fee per user per month. For timesheet only users, $15 per month.
Free Version Not Supported
Free Trial Supported

Pricing

$33/month
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 4.5 / 5
ease 5.0 / 5
features 4.5 / 5
design 4.5 / 5
support 4.5 / 5

Pros & Cons from Real Users

Pros

  • The software is very easy to use as well as the integrations to the Xero billing simple make the process from start to finish seamless.
  • It offers intuitive and flawless management to maximize efficiency. Easy to use. Very productively integrates with business intelligence. Document management. Time tracking integration.

Cons

  • The software could use a bit of an upgrade on the timeline features for overall project management dashboard.
  • It worked great for me. Nothing to share about cons.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Xergy
Founded: 2019
United Kingdom
xergy.com/proteus/

Company Information

Xero
Founded: 2007
New Zealand
www.workflowmax.com

Alternatives

Alternatives

BigTime

BigTime

BigTime Software
Cyanic Job Book

Cyanic Job Book

Cyanic Automation

Categories

Collaboration Supported
ERP Supported
Job Costing Supported
Oil and Gas Supported
Project Accounting Supported
Project Management Supported
Project Planning Supported
Project Tracking Supported
Time Tracking Supported
Work Management Supported

Categories

Architecture Supported
Job Costing Supported
Project Management Supported
Quoting Supported
Subcontractor Supported
Time and Expense Supported
Time Tracking Supported

Job Costing Features

Bills of Material Supported
Budgeting & Forecasting Supported
Change Orders Supported
Cost-to-Completion Tracking Supported
Invoice Management Supported
Overrun Reporting Not Supported
Percent-Complete Tracking Supported
Production Cost Tracking Supported
Purchase Order Management Supported
Quotes / Estimates Supported
Time Tracking Supported
Work Order Management Supported

Project Management Features

Agile Methodologies Supported
Budget Management Supported
Client Portal Supported
Collaboration Tools Supported
Cost-to-Completion Tracking Supported
Customizable Templates Supported
Gantt Charts Supported
Idea Management Supported
Kanban Board Supported
Milestone Tracking Supported
Portfolio Management Supported
Resource Management Supported
Time & Expense Tracking Supported
Traditional Methodologies Supported

Proposal Management Features

Automatic Formatting Not Supported
Calendar Management Supported
Collaboration Supported
Contact Management Supported
Content Repository Supported
Document Management Supported
Electronic Signature Not Supported
Knowledge Library Supported
Pipeline Management Supported
Requirements Management Supported
Revision Management Supported
RFP Management Supported
Task Management Supported
Templates Supported
Version Control Supported

Time Tracking Features

Automatic Time Capture Not Supported
Billable & Non-Billable Hours Supported
Billing & Invoicing Supported
Employee Database Supported
Expense Tracking Supported
Mobile Time Tracking Supported
Multiple Billing Rates Not Supported
Offline Time Tracking Supported
Online Time Tracking Not Supported
Overtime Calculation Supported
Time per Project Reporting Supported
Timesheet Management Supported
Vacation / Leave Tracking Not Supported

Business Management Features

Billing & Invoicing Supported
CRM Supported
Employee Management Supported
Financial Management Supported
Inventory Management Supported
Marketing Management Not Supported
Order Management Supported
Point of Sale (POS) Not Supported
Project Management Supported
Purchasing Supported
Scheduling Supported
Time & Expense Tracking Supported
Training Management Not Supported
Vendor Management Supported

Collaboration Features

Brainstorming Not Supported
Calendar Management Supported
Chat / Messaging Supported
Contact Management Supported
Content Management Supported
Document Management Supported
Project Management Supported
Real Time Editing Supported
Task Management Supported
Version Control Supported
Video Conferencing Not Supported

Contractor Management Features

Contractor Database Supported
Insurance Tracking Not Supported
License Tracking Not Supported
Permit Tracking Not Supported
Skills & Competencies Supported
Task Management Supported
Work Hour Tracking Supported

ERP Features

Accounting Integration Supported
Accounting Management Supported
CRM Supported
Dashboard Supported
Distribution Management Supported
Enterprise Asset Management Supported
Financial Management Supported
HR Management Supported
Inventory Management Supported
Order Management Supported
Project Management Supported
Purchase Order Management Supported
Purchasing Not Supported
Reporting/Analytics Supported
Sales Management Not Supported
Supply Chain Management Supported
Warehouse Management Supported

Oil and Gas Features

Compliance Management Not Supported
Equipment Management Supported
Inventory Management Supported
Job Costing Supported
Logistics Management Supported
Maintenance Management Not Supported
Material Management Supported
Project Management Supported
Resource Management Supported
Scheduling Supported
Work Order Management Supported

Project Planning Features

Agile Methodologies Not Supported
Budget Management Supported
Collaboration Tools Supported
Due Date Tracking Supported
Gantt Charts Supported
Kanban Board Not Supported
Prioritization Supported
Progress Tracking Supported
Resource Management Supported
Task Management Supported
Template Management Supported
Traditional Methodologies Supported

Project Tracking Features

Collaboration Tools Supported
Cost-to-Completion Tracking Supported
Gantt Charts Supported
Kanban Board Not Supported
Milestone Tracking Supported
Percent-Complete Tracking Supported
Prioritization Supported
Status Tracking Supported
Time & Expense Tracking Supported

Resource Management Features

Capacity Management Supported
Data Visualization Supported
Demand Forecasting Supported
Drag & Drop Supported
Employee Scheduling Supported
Filtered Search Supported
Resource Allocation Supported
Skills Tracking Not Supported
Utilization Management Supported

Work Management Features

Access Roles / Permissions Supported
Calendar Management Supported
Collaboration Tools Supported
CRM Not Supported
File Storage / File Sharing Supported
Kanban Not Supported
Messaging / Discussion Supported
Performance Metrics Supported
Project Management Supported
Reporting / Analytics Supported
Resource Management Supported
Strategic Planning Supported
Task Management Supported
Time Tracking Supported
Version Control Supported
Workflow Management Supported

Job Costing Features

Bills of Material Supported
Budgeting & Forecasting Not Supported
Change Orders Not Supported
Cost-to-Completion Tracking Not Supported
Invoice Management Supported
Overrun Reporting Not Supported
Percent-Complete Tracking Supported
Production Cost Tracking Supported
Purchase Order Management Supported
Quotes / Estimates Supported
Time Tracking Supported
Work Order Management Not Supported

Project Management Features

Agile Methodologies Supported
Budget Management Supported
Client Portal Supported
Collaboration Tools Supported
Cost-to-Completion Tracking Supported
Customizable Templates Supported
Gantt Charts Supported
Idea Management Supported
Kanban Board Supported
Milestone Tracking Supported
Portfolio Management Not Supported
Resource Management Supported
Time & Expense Tracking Supported
Traditional Methodologies Supported

Proposal Management Features

Automatic Formatting Not Supported
Calendar Management Supported
Collaboration Supported
Contact Management Supported
Content Repository Not Supported
Document Management Supported
Electronic Signature Not Supported
Knowledge Library Not Supported
Pipeline Management Not Supported
Requirements Management Not Supported
Revision Management Not Supported
RFP Management Not Supported
Task Management Supported
Templates Supported
Version Control Not Supported

Time Tracking Features

Automatic Time Capture Supported
Billable & Non-Billable Hours Supported
Billing & Invoicing Supported
Employee Database Supported
Expense Tracking Supported
Mobile Time Tracking Supported
Multiple Billing Rates Supported
Offline Time Tracking Not Supported
Online Time Tracking Supported
Overtime Calculation Not Supported
Time per Project Reporting Supported
Timesheet Management Supported
Vacation / Leave Tracking Not Supported

Architecture Features

2D Drawing Not Supported
3D Modeling Not Supported
Bills of material Supported
BIM Modeling Not Supported
Building Information Modeling Supported
Client Management Supported
Contact Management Supported
Contract Management Supported
Document Management Supported
Drafting Not Supported
Manufacturing Design Data Not Supported
Presentation Tools Supported
Project Management Supported
Proposal Management Supported
Quotes/Proposals Supported
Visualization / Presentation Not Supported

Billing and Invoicing Features

Billing Portal Supported
Contact Database Supported
Contingency Billing Not Supported
Customer Portal Supported
Customizable Invoices Supported
Dunning Management Supported
Hourly Billing Supported
Invoice History Supported
Mobile Payments Not Supported
Multi-Currency Supported
Online Invoicing Supported
Online Payments Not Supported
Payment Processing Supported
Project Billing Supported
Recurring/Subscription Billing Not Supported
Service Ticket Billing Not Supported
Tax Calculator Supported

Construction Management Features

Accounting Integration Not Supported
Budget Tracking/Job Costing Supported
Change Orders Not Supported
Commercial Not Supported
Contract Management Supported
Contractors Supported
CRM Supported
Equipment Tracking Supported
Estimating Not Supported
Incident Reporting Not Supported
Mobile Access Supported
Offline Access Supported
Residential Not Supported
RFI & Submittals Not Supported
Subcontractor Management Not Supported
Timesheets Supported

Quoting Features

Automated Quoting Supported
Catalog Management Supported
Client Portal Supported
Contact Management Supported
Customer Accounts Supported
Customizable Branding Supported
Discount Management Supported
Forms Creation Not Supported
Pricing Management Not Supported
Product Configurator Not Supported
Proposal Management Supported

Time and Expense Features

Activity Tracking Supported
Billable Hours Tracking Supported
Billing Rate Management Supported
Expense Tracking Supported
Invoice Processing Supported
Multiple Billing Rates Supported
Project Tracking Supported
Reimbursement Management Not Supported
Time Tracking by Client Supported
Time Tracking by Project Supported

Workflow Management Features

Access Controls/Permissions Supported
Approval Process Control Not Supported
Business Process Automation Supported
Calendar Management Supported
Compliance Tracking Supported
Configurable Workflow Not Supported
Customizable Dashboard Supported
Document Management Supported
Forms Management Not Supported
Graphical Workflow Editor Not Supported
Mobile Access Supported
No-Code Not Supported
Task Management Supported
Third Party Integrations Supported
Workflow Configuration Supported

Integrations

Acterys Not Supported
Bookkeeper360 Not Supported
Causal Not Supported
Datameer Not Supported
Deputy Not Supported
Dropbox Not Supported
Exsalerate CRM Not Supported
Freshservice Not Supported
MYOB Not Supported
Oncord Not Supported
PayHero Not Supported
Peaka Not Supported
Runn Not Supported
StarfishETL Not Supported
Teamstack Not Supported
TheHouseMonk Not Supported
Time Doctor Not Supported
Xero Not Supported
Zendesk Not Supported
iPayroll Not Supported

Integrations

Acterys Supported
Bookkeeper360 Supported
Causal Supported
Datameer Supported
Deputy Supported
Dropbox Supported
Exsalerate CRM Supported
Freshservice Supported
MYOB Supported
Oncord Supported
PayHero Supported
Peaka Supported
Runn Supported
StarfishETL Supported
Teamstack Supported
TheHouseMonk Supported
Time Doctor Supported
Xero Supported
Zendesk Supported
iPayroll Supported
Claim Proteus and update features and information
Claim Proteus and update features and information
Claim WorkflowMax and update features and information
Claim WorkflowMax and update features and information