Tie Project Management to Pricing, Resource Management and Profitability

Scope and Price Projects and Portfolios

Manage - Your Way


  • State the assumptions and scope and let Planning Blox do the rest.
  • Develop scoping checklists and project structures based on your business.  Planning Blox explodes the answers into task blocks and budgets.
  • Or start with a high level estimate and add details if and when you want.
  • Re-use any portion(s) of prior projects by simply dragging a block.
  • Analyze historic costs for better accuracy.


  • Budget any fee arrangement or any combination of fee arrangements.
  • Analyze predicted profitability and related profitability factors.
  • Track revenues accurately to percent completion based on project plan.



  • Distribute to-do's to team; empower them to feedback completion, notes, and documents to plan.
  • Use easy project management features including alerts of possible scope change.
  • Distribute PM duties and task to-do's to other resources or project managers.
  • Tie to financial system for updates to both plan and budget.
  • Use easy dashboards to manage your book of work in one place.


Resource Management

  • Easy calendar forecast allows users to quickly input availability and optional billable details.
  • Calender includes known activities from individual project plans, but is not limited to project plan items.
  • View availability and compliance via dashboards and when staffing projects


Copyright 2019, Planning Blox, LLC

Legal Project Management and Matter Budgeting Software for Law Firms and Law Departments