Baseline Tracking
Capture your original plan and track every change
A baseline snapshot locks scope, timeline, and budget at a point in time. Every change is flagged automatically and re-baseline approvals preserve all prior versions.
Investment Tracking
See where every dollar goes
and what it earns
Track costs from budget plan to ROI with time-phased plans, baseline variance, and real return metrics across every project.
Rated 4.7/5 by 500+ Leaders
Trusted by 1,500+ Organizations worldwide
Without vs With Profit.co
What changes when investment
data is connected
Most teams track project costs in one place and ROI metrics somewhere else. Here is what changes with Profit.co.
Without Profit.co
- Cost plans live in spreadsheets with no connection to actual spend
- No baseline means scope changes go untracked and unnoticed until too late
- ROI figures are calculated manually and always out of date
- No view of how capital flows from portfolios down to cost categories
With Profit.co
- Time-phased cost plans show exactly when funds are needed phase by phase
- Baseline snapshots flag every deviation automatically with a full audit trail
- IRR, NPV, and Payback Period update automatically as actuals flow in
- Sankey diagrams show capital flow from portfolio level down to cost categories
Core capabilities
Built to track every dollar from plan to return
From baseline capture to ROI reporting, every step of investment tracking in one place.
Cost Plans
Build cost plans distributed across project phases
Spread budgets across Initiation, Planning, Execution, and Closure phases with monthly detail. Phase-level plans show exactly when cash is needed and flag overruns before they compound.
Timesheet Integration
Convert logged hours directly into cost actuals
Team members log hours against tasks and activities. Once approved, those hours convert to cost actuals using resource rates, updating project financials without any manual entry.
ROI Metrics
Track IRR, NPV, and Payback Period automatically
Seven ROI summary cards calculate automatically as actuals arrive from timesheets and budget updates. Executives see which investments deliver returns and which fall short, in real time.
Investment Flow
See how capital flows from portfolio to categories
A visual flow diagram maps budgets from total portfolio through sub-portfolios into individual projects and cost categories. Flow width shows scale so the biggest capital concentrations stand out immediately.
More tools, built right in
Additional controls to keep investment data accurate and auditable across every project in your portfolio.
Standard vs BOQ Tracking
Choose standard budget tracking or BOQ-based for construction projects with line-item detail.
Monthly Cost Distribution
View cost consumption patterns month by month to improve forecasting accuracy over time.
Portfolio to Project Roll-Up
Financial data aggregates automatically from project level up to portfolio summaries.
Variance Detection
Deviations from baseline are flagged automatically with visual indicators across all views.
Version-Controlled Baselines
All prior baseline versions are preserved with timestamps and approval history for full audit trails.
Approval Workflows
Route re-baseline requests and timesheet approvals through configurable governance chains.
The Profit.co Platform
Every Process tool built into one product
Profit.co gives your project teams every tool they need to plan, track, and deliver work from one connected place.
EVM Dashboard
Cost, schedule, and scope in one view
Financial Management
Track project budgets and spend
Demand Management
Manage incoming project requests
Tollgate Management
Stage-gate reviews and approvals
OKR Linked Projects
Projects tied to strategic goals
Value Realization Office
Measure benefits delivered by projects
Scenario Planning
Model delivery options before committing
Workstreams
Organize work across multiple streams
My Work Items
Personal task and deadline view
Sprint Creation
Build and manage sprint cycles
Task Analytics
Analyze task completion patterns
Project Health and Dashboards
Live health across all projects
Releases
Plan and track product releases
Task Comments
Discuss tasks in context
Workspace
Shared space for team collaboration
Sprint Cycles
Track progress within each sprint
Task Dependencies
Link tasks that must sequence correctly
Master Layout
Template-driven project structure
PPM Execution Suite
Connect every project to the strategy behind it
Profit.co brings project portfolios, sprint execution, financial tracking, and OKR alignment together so every team delivers work that moves the business forward.
Project Portfolio Management
See every active project, its status, and its connection to strategic goals in one view so leaders always know where investment is going and what it is delivering.
Sprint Management
Plan, run, and close sprints with full visibility into task progress, cycle velocity, and OKR contribution so teams ship work that actually matters.
Financial Management
Track budgets, costs, and earned value across every project and portfolio so finance and delivery teams always work from the same real-time numbers.
See Profit.co Investment Tracking in Action
Every number in Profit.co updates automatically as your projects run, from baseline through to final ROI.
Integrations ecosystem
Connects to the tools
your teams already use
100+ native integrations that keep your data in sync - so teams check in, update progress, and stay aligned without switching apps.
Browse all 100+ integrations →Customer stories
The results speak for themselves
“We accomplished nearly 90% of our high-level objectives that we set out at the beginning of the year. And these objectives are our direct lead indicators to the success of the business.”
90% of objectives achieved
Mark Hudoba
Executive VP · REHAU Building Solutions
“Just in the last year, we saved over $300,000. That made it easy to pitch to the owners to implement OKRs throughout the company.”
Over $300K saved in one year
Deena Giordano Ullom
VP of People Operations · United Technical Support Services
“After implementing Profit.co, our employee participation in goal setting jumped from 60% to 80%, and review cycles became 40% faster. Leaders now have clear, real-time visibility into progress.”
75% less time on reviews
Suganya R.
Senior HR · Toyota Connected India
“One of the significant benefits we found was reduced time spent on reviews - 75% reduction of time spent in reviews and 84% reduction in time spent in PPTs for Executives.”
80% goal participation
Gerardo Haro
CI Manager · Intuitive Surgical
Enterprise Grade Security
Keep your company’s data secure and compliant with industry-leading security standards and certifications.
SOC 2 TYPE II
ISO 27001
GDPR
HIPAA
FAQs
Questions about Investment Tracking
Everything you need to know before getting started.
Investment Tracking in Profit.co connects time-phased cost plans, baseline variance monitoring, timesheet-based cost actuals, and ROI metrics in one place. Finance and project teams see the full picture from budget plan through to IRR, NPV, and Payback Period, all updating automatically as projects run.
Yes. Project managers use Investment Tracking to build cost plans and log actuals at the project level. Portfolio leaders see all projects rolled up. Each person works at the level relevant to them and the data flows up automatically.
Yes. IRR, NPV, Return Ratio, and Payback Period all recalculate automatically when approved timesheet hours or budget actuals are added. There is no manual formula entry or spreadsheet to maintain.
Every change to scope, timeline, or budget after baseline is flagged automatically. When you run a re-baseline, Profit.co preserves the prior version with its approval history so you always have a complete audit trail of every plan revision.
Yes. Profit.co offers a free trial with no credit card required. You can set up baseline tracking, build a cost plan, and run your first ROI summary from day one.
Most teams have baseline tracking active and their first cost plan built within a day. Timesheet integration connects to your existing resource rates and project structure without requiring a separate configuration project.
Yes. Role-based access lets you decide who can view, edit, or approve cost plans, baselines, and ROI metrics at both project and portfolio level. Financial data is visible only to the people and roles you choose.
Yes. Profit.co connects with Jira, Slack, Microsoft Teams, Azure DevOps, Salesforce, and more. Investment data stays current across the tools your finance and delivery teams work in every day.
Ready to transform execution?
Know what every project investment
actually returns
Baseline to IRR, cost plan to Payback Period — every number live in Profit.co as your projects run.
