P E T R A

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

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Book Walkthrough
Example: Projects and time

From a new project to work done

Here is how a service team can plan the job, do the work, log the time, and keep the manager up to date.

See the steps See all project tools
A common problem

A task list does not tell the whole story

The manager knows what should happen. Staff know what they did. But the task, time, files, and next date live in different places.

No clear ownerTwo people think the other person has the task.
Dates get missedLate work is found too late.
Time is a guessPeople try to remember hours at month end.
Files are scatteredThe team cannot find the latest work.
One job. One clear record.

A simple six-step flow

The person doing the work and the person checking it both know what happens next.

  1. 1
    Start the project

    Save the job and the client

    Add the project name, start date, client, and a short note. Add a budget and currency if you need them.

    The whole team starts from the same job record.
    New project Office Move Client: Green & Co. Starts: 12 August
  2. 2
    Plan the work

    Make milestones and tasks

    Break the job into small steps. Give each task an owner, start date, due date, and time guess.

    Each person knows their part.
    Move day milestone Book the van Pack the files Set up the new office
  3. 3
    Do the right task

    Staff open My Tasks

    Each person sees open work, dates, and risk. They can open the exact task, add a comment, and use the latest file.

    Less time is spent asking, “What should I do?”
    My Tasks Pack the files Due: Friday Risk: Due soon
  4. 4
    Save the time

    Log time from the task

    Add the hours and a short work note. Mark the time as billable or non-billable. The task needs a time entry before it can be done.

    The time record shows the work behind it.
    Time entry 2h 15m Task: Pack the files Status: Waiting for review
  5. 5
    Check the record

    The manager reviews the time

    The manager reads the person, task, note, date, and time. They approve it or send it back with a reason.

    Good entries are approved and locked.
    Time approved The checked entry is now safe
  6. 6
    Watch the whole job

    Check health, progress, and deadlines

    The manager sees projects that are on track, at risk, or late. With Invoicing, approved billable time or done tasks can become invoice items.

    The next action is clear before the job slips.
    Project health 6 tasks done 2 tasks left 1 deadline this week
When Petra helps most

This flow fits teams that deliver a job

It works well when tasks, dates, files, and work time all matter.

Agencies

Keep client work, time, and files under one project.

Consulting teams

Show the work behind each approved hour.

Site teams

Give work owners and watch key dates.

NGOs and operations

Keep many people clear on the same job.

Want to see this flow with your own work?

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

Book a Work Walkthrough
Good to know

Questions people ask

Yes. Staff can log billable or non-billable time, and managers can review it without making a project.

Yes. You can make milestones and tasks, give work to people, share files, and watch deadlines first. Petra asks for a time entry when a person marks a task done.

A person can log time from the task. The project and task stay on the time entry, so the manager can see what the time was for.

The manager can open the details, approve the entry, or reject it with a reason. An approved entry cannot be changed or deleted.

Yes. Your company can set timesheet reminders, task alerts, due-date messages, and weekly or monthly reports.

Yes, when your company also has Petra Invoicing. The invoice builder can use approved billable hours or completed tasks as invoice items.

Yes. You choose what an invited client can see. This may include the project, tasks, progress, comments, or status reports.

Petra AI is an optional add-on. It can draft a plan and help make a cost quote. Cost Quotes are in beta, and you check the result before saving it.