Project and job tracking for professional firms

Organise every engagement, categorise every task and track every hour. From setup to completion, hidma gives you real-time visibility over all your work in progress.

Two months free. No credit card. We set it up for you.

Accounting 2026 · Smith PLC
hidma project budget and recoverability with active jobs
✓Budget vs. actual, live
✓Billable and non-billable jobs
hidma project with a budget and progress tracked against it

Set budgets and track progress against targets

Define expected hours or currency amounts per project. Monitor consumption in real time and catch overruns before they erode profitability.

Assigning a team to a project and setting who can see it in hidma

Assign teams and control project visibility

Add the right people to the right projects with appropriate permissions. Team members see their work; managers see the full picture.

Billable and non-billable jobs on a project in hidma

Categorise work with billable and non-billable job types

Define job types like client meetings, research or admin. Flag each as billable or non-billable to understand exactly where your team's time goes.

If you can’t see it, you can’t manage it

Work is happening across dozens of client engagements, but who’s working on what? How many hours have been logged against that fixed-fee project? Is the audit on budget or quietly bleeding? Without structured tracking, you discover problems at billing time — when it’s too late to act. You need visibility while the work is happening, not after.

Experience

hidma logo

in action

Structured project setup

Every engagement, properly defined

Create projects under any client with a clear name, code, description and scope. Assign team members, set budgets and define which job types apply. From day one, everyone knows what the project is, who’s on it and what’s expected.

Key features

New audit engagement? Name it, code it, describe the scope, assign the team, set the budget – your project is live in under a minute.”

Budget tracking that warns you early

Know you’re over budget before it’s too late

Set budgets in hours, in your default currency or both. hidma tracks consumption in real time and alerts your team at whatever points you choose, such as 50%, 80% or 100% of budget, with as many alerts as you need. No more discovering overruns at invoice time — act while there’s still time to adjust scope or have the conversation with the client.

Key features

65 of 80 hours logged – 81% consumed. The team gets notified. You call the client before hitting the ceiling, not after.

Job types that categorise every hour

What kind of work was that?

Jobs answer the question every firm needs answered: where does the time actually go? Define jobs types – client meetings, research, document preparation, advisory, admin — and flag each as business or internal. When your team logs time, they select a job and hidma knows exactly how to categorise and value it.

Key features

Expert witness testimony bills at €150/hour. General advisory at €200. Administrative prep at zero. Each job knows its own value — your team just logs the time

Project templates for recurring work

Set up once. Reuse every time

Annual tax returns, monthly bookkeeping, quarterly reviews — the structure is the same every time. Create templates with standard names, default teams, job types and typical budgets. When the next engagement starts, create from template and you’re ready in seconds.

Key features

Tax season: 200 returns to set up. Template selected, clients chosen, project live. What used to take minutes per project now takes seconds.

Project status and lifecycle

Active, on hold or completed – always clear

Projects move through stages. Active work gets tracked. Paused engagements sit on hold without cluttering your views. Completed projects close cleanly, with unbilled hours automatically allocated. Reopen if circumstances change – nothing is lost.

Key features

Audit complete. Close the project – unbilled hours allocated, recoverability normalised, active list cleaned up. Client calls back in March? Reopen in two clicks.

Real-time project dashboards

Everything about a project, in one view

Open any project and see the full picture. Hours logged by team member and job type. Budget consumed versus remaining. Bills raised and their status. Team assignments and activity. No switching between screens – one dashboard tells the whole story.

Key features

Partner asks: ‘Where are we on the Henderson audit?’ Open the dashboard. 120 hours logged, 75% of budget, two bills raised, one outstanding. Answer in ten seconds.

How firms track work that matters

Litigation matters tracked as projects in hidma

Law firm managing litigation matters

Complex litigation with four team members over 18 months. Track hours by activity type – research, court preparation, client conferences, document review. Budget alerts flag when the matter approaches the estimate. Every hour accounted for, every bill defensible.

Audit engagements tracked in hidma during audit season

Accounting practice during audit season

Forty audits running simultaneously. Each created from a template with standard phases – planning, fieldwork, review, reporting. Budgets set per engagement. Managers see which audits are on track and which need attention – without asking anyone.

Fixed-fee and hourly consulting engagements side by side in hidma

Consulting firm with mixed engagements

Some projects are time-and-materials, others are fixed fee. Track hours on both, but use budget tracking on fixed-fee work to protect margins. Non-billable hours on T&M projects reveal the true cost of delivery.

Monitoring & insights

From time logged to insight delivered

Projects and jobs don’t just organise your work – they power your analysis. Understand where your firm’s time goes, which project types are most profitable and where non-billable hours are hiding.

Key metrics highlighted

Which engagement types deliver the best margins? Where does non-billable time concentrate? Your project data answers the questions that shape your practice.

What our clients say

See how businesses improve productivity and client management with hidma. Read more reviews on G2.

When creating or editing a project, enter a budget in hours, a dollar amount or both. hidma tracks consumption in real time as your team logs time. You can update the budget at any point if scope changes.

Billable jobs represent work that’s eligible for invoicing — time logged against them appears when you create a bill. Non-billable jobs track internal, administrative or courtesy work that won’t be charged to the client. Both are tracked for reporting and utilisation analysis.

Yes. Set up templates with standard names, default team assignments, job types and budgets. When a new engagement starts, select a template and the structure is applied instantly — just assign the client.

hidma sends automatic email notifications to all assigned team members when a project reaches any of the budget thresholds you set, whether that is one alert or several. You can also monitor budget consumption visually on the project dashboard at any time.

Yes. Team members only see projects they’ve been added to — both in their project list and in the timesheet dropdowns. Managers and administrators can be granted broader visibility depending on their role and permissions.

When completing a project, hidma offers to auto-allocate unbilled hours and charges to existing bills. This normalises recoverability across all bills on the project. If you reopen the project later, write-offs can be reversed and hours reinstated.

Yes. You can set a default charge-out rate on any job type. This is useful when certain work — such as expert advisory or specialist consulting — commands a different rate regardless of who performs it. Job rates work within hidma’s rate hierarchy alongside user and project rates.

It depends entirely on the needs and scope of your business. Some firms operate effectively with fewer than 10 jobs; others with complex service lines maintain 200–300. Start with your core activities and refine over time. You can retire unused jobs without losing historical data.

FAQs

See how businesses improve productivity and client management with hidma.

Every project tracked. Every hour accounted for

Stop guessing where the time goes. Structure your work, set your budgets and track progress in real time – from the first hour logged to the final bill sent.

Get your free 2-month trial set up

Tell us a little about your firm and our team will get in touch to set everything up for you. Two months free, no credit card needed.

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