P E T R A

Loading

“Operate. Track. Improve. With Petra Business Suites, every part of your business moves forward — because what gets measured, gets mastered.”

Contact Info

Book Walkthrough
Projects

Know what is due and who owns it

Turn a big job into clear steps. Give each task a person and a date. See what is moving and what needs help.

Show Me Petra See a project from plan to done
  • Clear owners and dates
  • Health and deadline alerts
  • Tasks, files, and time together
Project health

Three jobs need a look

6 projects on trackWork is moving as planned
2 projects at riskOpen them and check the tasks
4 deadlines this monthSee what is due or late
Start with what needs help

See the health of every project

The project home shows progress, late tasks, and this month’s deadlines. Open the right job without reading every task first.

On trackWork is moving well
At riskA task needs care
DelayedSee overdue work
DeadlinesKnow what is due next
One home for the whole job

Plan the work. Help the team finish it.

Each person sees their part while managers keep the full job in view.

Make clear work steps

Break a project into milestones and tasks. Add a start date, due date, owner, and time guess to each task.

  • Keep tasks under the right milestone
  • Give one task to more than one person
  • Use your own board columns

Give everyone a My Tasks view

Each person sees their open and finished tasks, the project name, start date, due date, and risk.

  • Search personal tasks
  • Spot work that is due or late
  • Open the exact task in one step

See work your way

Use a task board for daily work, a calendar for dates, or a Gantt view to see how the work fits together.

  • Move tasks across a Kanban board
  • See tasks on a project calendar
  • Check the full project timeline

Keep task time honest

Team members can log billable or non-billable time from a task. A task needs a time entry before it can be marked done.

  • See time entries on the task
  • Compare planned and logged time in reports
  • Use reviewed time with other Petra tools

Keep the talk and files close

Add task comments, team notes, project files, and task files. People can quickly find the work behind a choice.

  • Preview and download files
  • Keep one-to-one member notes
  • Choose who sees a project file

Share only what is right

Invite a client, project manager, or reviewer. Choose if they can see tasks, progress, comment, or get a status report.

  • Use clear outside-user roles
  • Set access for each project
  • Send task and due-date alerts
A clear path for every job

Plan. Assign. Work. Review.

The project stays useful to the person doing the task and the manager watching the whole job.

  1. 1
    PlanMake milestones, tasks, and dates.
  2. 2
    AssignGive each task to the right people.
  3. 3
    WorkShare updates, files, and time.
  4. 4
    ReviewCheck progress, health, and deadlines.
Optional Petra AI add-on

Turn a short brief into a project plan

Petra AI can draft milestones, tasks, time estimates, and team choices. It can also make a cost quote, save it as PDF or Word, and turn it into a project. Cost Quotes are in beta. You check everything before it is saved.

See add-on pricing

Included in the Business Plus plan

$22 per person / month. Yearly billing saves 15%.

See full pricing

Ready to make every project easier to follow?

Book a short walkthrough. We will show the views your team needs.

Book a Project Walkthrough