Trackline · Delivery portfolio

Project profitability and resource planning for agencies and studios

Is the retainer burning faster than it bills? Is the fixed-price project still in margin? Trackline answers from the hours people actually logged: internal and client projects, milestones, sprints and periods, cost rolled up from time tracking, bugs and tickets from the boards, and staffing suggestions that show who is free — no Friday spreadsheet.

Talk to us See pricing

Included in every plan. No per-seat charge, no per-tool upsell.

What you can do

What Trackline does

Every client and internal project in one place — milestones, hours, cost, quality and who is free — fed automatically by attendance and the boards.

Internal and client projects, fixed or retainer

Model each project the way it is sold: a fixed-price engagement with milestones, or a retainer with recurring periods. Trackline is the platform’s single owner of projects.

Milestones, sprints and health

Milestones and sprints carry schedule and effort health, so slipping work is visible before the deadline is.

Hours and cost from attendance

Time logged in AMS rolls up per project and is costed at each employee’s HRMS-derived rate at read time. Costs are never stored, so a rate change is reflected everywhere immediately.

Quality and staffing insights

Bug counts and ticket statistics come from Cadence boards. Estimation accuracy and staffing suggestions tell you who to put on the next project.

Who it's for

Teams that get the most from Trackline

Agency and studio owners: Per-project hours, cost and margin health without a Friday spreadsheet.
Delivery and project managers: Schedule and effort health per milestone, with the boards feeding quality counts.
Resource planners: Estimation accuracy and staffing suggestions based on who is actually free.

With your AI assistant

Ask Claude or ChatGPT to do it in Trackline

Connect an assistant through Orbiz MCP and it works in Trackline as you, with your permissions and nothing more.

What people ask

“Log 3 hours on the Acme redesign for yesterday, against the Beta milestone.”
“How many hours did I log this month, by project?”
“Create a client project for Northwind starting Monday, with a Kanban board in Cadence.”

Delivery projects, milestones and logged hours: list and read them, create and update projects and milestones, change their status, log time and total it.

5 things it can read, 7 it can change

My Trackline projects (read-only)
Trackline hours summary (read-only)
List Trackline projects (read-only)
Get a Trackline project (read-only)
List Trackline milestones (read-only)
Create a Trackline project (changes something)
Update a Trackline project (changes something)
Change a Trackline project status (changes something)
Create a Trackline milestone (changes something)
Update a Trackline milestone (changes something)
Change a Trackline milestone status (changes something)
Log time in Trackline (changes something)

What an assistant cannot do here

Insights and profitability reports
Deleting projects, milestones or time entries

How connecting an assistant works All Trackline prompts

One platform

Trackline is one tool of 10, not a silo

Trackline is the platform’s single owner of projects: AMS and Cadence mirror its list. That is why hours, cost, bugs and tickets appear here without anyone entering them twice.

See every tool

Trackline FAQ

Questions about Trackline

Where do the hours and costs come from?

Hours come from time logged in AMS against a project. Cost is calculated at read time as hours multiplied by the employee’s rate held in HRMS, so nothing is copied or goes stale.

Does Trackline handle retainers as well as fixed-price work?

Yes. Fixed-price projects are planned in milestones and sprints; retainers in recurring periods. Both show schedule and effort health.

Can employees see their own view?

Yes. There is an employee-facing view showing the projects they are on, their logged hours and their milestones, without organisation-wide cost data.

Can an AI assistant work in Trackline?

Yes. Through Orbiz MCP, Claude, ChatGPT or Claude Code can take 12 actions in Trackline as you, with your own permissions. Delivery projects, milestones and logged hours: list and read them, create and update projects and milestones, change their status, log time and total it. An assistant cannot reach: insights and profitability reports; deleting projects, milestones or time entries. You approve access on an Orbiz consent page, tool by tool, and can disconnect at any time.

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From the blog

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Agency retainer burn: see it before the invoice, not after
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Want Trackline for your team?

It comes with every plan, alongside the other tools. Tell us your team size and we set up a working organisation for you to try.