Are you struggling to manage complex projects in your business? Explore Proteus software by Xergy, a robust and feature-rich project management solution. It streamlines planning, tasks, resource allocation, and team collaboration, ensuring smooth project execution.

Proteus Software Specifications

Time Tracking

Task Management

Reporting

Budget Management

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What Is Proteus Software?

Overview

Proteus is a powerful project management software trusted by global brands for complex projects. It offers comprehensive features like proposal building, work breakdown structure, project controls, contract management, time management, and resource management. The software provides full control over business processes and improves project outcomes. It seamlessly integrates with existing systems, providing real-time analytics and multi-level access dashboards for enhanced visibility.

What Is Proteus Software Best For?

The project management solution excels in digital transformation and managing complex projects. It helps teams to develop winning project proposals efficiently, which can be a game changer for a company dealing with challenging projects. These approved proposals can seamlessly transition into operational projects.

Proteus Pricing

The software offers two subscription plans:

  • Standard - $40/user/month
  • Pro - $55/user/month
Request a custom Proteus price quote tailored to your organization's needs now.

Disclaimer: The pricing is subject to change.

Proteus Software Integrations

The vendor offers third-party integrations with the following:

How Does Proteus Software Work?

Here's how you can get started with Proteus project management software after logging in:

  • Navigate to the proposal builder to start creating your project proposal
  • Once your proposal is approved, transform it into a working project within Proteus
  • Utilize the work breakdown structure to assign tasks and resources to your project
  • Use project controls to monitor progress and make necessary adjustments
  • Manage contract, cost, and time effectively using respective features
  • Leverage the resource management feature to optimize the utilization of resources
  • Regularly review real-time analytics and gain valuable insights to keep track of costs, manage cash flow, and ensure timely completion of tasks
Want to see the software in action? Watch a free Proteus demo now and learn more about its capabilities.

Who Is Proteus Software For?

Proteus is designed for businesses of all sizes. It's particularly beneficial for industries and sectors managing complex projects, including:

  • Energy
  • Infrastructure
  • Technology

Is Proteus Software Right For You?

If you're a business aiming to streamline project management processes, enhance project outcomes, and accelerate digital transformation, Proteus is an ideal solution. It equips your teams with the necessary tools to create precise proposals and efficiently deliver projects.

Proteus offers exceptional visibility and control over projects, enabling you to effectively manage costs and ensure timely delivery within budget. Moreover, Proteus prioritizes data security and maintains compliance with necessary protocols.

Want to know more about the software's capabilities? Contact us at (661) 384-7070 and our expert team will help you make an informed decision.

Proteus Software Features

It offers a comprehensive template where users can input all the necessary details to create professional proposals for clients. These details include project description, schedule, required resources, costs, and risks. Upon approval, the proposal can be easily converted into a manageable project.

how it worksSee How It Works

The Work Breakdown Structure (WBS) feature enables users to divide projects into smaller, more manageable components known as work packages. These work packages can be organized hierarchically to represent the necessary steps for project completion. The WBS provides structure to complex projects and facilitates the management of objectives, timelines, resources, and budgets.

how it worksSee How It Works

Closely linked to the WBS, work packages are the smallest work components that must be completed to deliver the project's objectives. In Proteus, work packages are assigned details like description, duration, dependencies, resources needed, and more. This allows all project work to be properly defined and tracked.

how it worksSee How It Works

Project controls refer to the collection of tools in Proteus that help establish baseline plans and monitor performance so that projects stay on track. This includes scope management, change control, risk management, issue logging, budgeting, forecasting, progress reporting, and more. Strong project controls promote visibility, accountability, and predictability.

how it worksSee How It Works

Track and manage any approved changes to the project baseline. This could include scope variances, cost overruns/underruns, timeline shifts, etc. Tracking variations ensures all stakeholders know of deviations from the plan and its impact on overall project objectives.

how it worksSee How It Works

This feature helps in establishing a cost baseline and tracks actual costs incurred in comparison to the project budget. Users can record costs by cost code, work package, and cost type. Cost data can be analyzed to identify trends, forecast future expenses, and catch overruns.

how it worksSee How It Works

The time tracking feature allows resources to log their time by work package or activity on a weekly or daily basis. Supervisors can also review and approve timesheets. Accurate time tracking ensures projects stay on schedule and facilitates resource planning, productivity analysis, and billing.

how it worksSee How It Works

Pros and Cons of Proteus Software

Pros

  • Supports easy data migration from current program
  • Allows hassle-free report generation
  • Provides bespoke integrations
  • Directly integrates with Microsoft 365

Cons

  • Additional fee for custom integrations
  • Complex to use for users new to electronic design, according to some Proteus reviews
  • Offline use may be limited

Proteus Software Pricing

Standard

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What's Included

  • Ideal for smaller clients

  • Develop accurate project plans in Proposals

  • Manage WBS activities in Projects

  • Track hours and resources using Timesheets Manage resources in Purchasing 

  • Review and assess performance in Project Controls

  • Manage project finances in Invoicing

  • Integration with MS365

Pro

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What's Included

  • Ideal for teams running complex projects

  • Evaluate opportunities with Bid/ No-Bid

  • Develop accurate project plans in Proposals

  • Manage inter-office projects & multiple currencies

  • Plan complex projects with Resource Scheduling

  • Baseline and Forecasting tools for advanced control

  • Get oversight with Approval Workflows Manage resources in Purchasing

  • Review and assess performance in Project Controls

  • Manage Cashflow

  • Manage project finances in Invoicing

Proteus Software Reviews

Overall Rating

5

21 Reviews

Rating Distribution

5

star

(20)

4

star

(1)

3

star

2

star

1

star

August 2023

Proteus, a startup for companies

Daniel

Internet

Ease of use

10

Value for money

10

Customer Support

9

Functionality

10

Pros

This program delivers what it promises about business management at a very low cost. It helps me a lot with my new business. The project and customer management features are the most interesting factors, as I can use them in different companies.

Cons

I find no negative points in the application. It delivers what it promises at a very affordable price. Since this is my first time using such software, I got used to it very quickly.

May 2023

Proteus for electronic design and automation

Adedayo

Mechanical or Industrial Engineering

Ease of use

9

Value for money

10

Customer Support

9

Functionality

10

Pros

I really love the design and simulation features of Proteus. That is my greatest interest.

Cons

For the past few months, I have been using Proteus, and I don't find anything difficult about it. It has not had any negative effects on my designs and automation.

February 2023

Optimize projects using Proteus

James

Marketing and Advertising

Ease of use

8

Value for money

7

Customer Support

8

Functionality

7

Pros

This tool helps me manage and track very large projects or even smaller ones. It�s very interesting for my company, which needs to implement new projects quite frequently. Predefined settings easily show me the possible spending on a given project. The web platform works very well and integrates with many specific APIs.

Cons

The biggest difficulty I faced was getting my team to accept the new tool, especially since we never used any tool to manage projects in the past.

February 2023

it is a user-friendly interface that makes it easy for engineers and designers.

sanu

Education Management

Ease of use

8

Value for money

8

Customer Support

10

Functionality

8

Pros

It provides real-time simulation of electronic circuits, allowing me to observe the behavior of my designs and identify potential issues before committing to the physical manufacturing process. It also offers tools for debugging circuits, making it easier for me to identify and resolve issues with my designs.

Cons

I find Proteus can be expensive compared to other electronic design and simulation software, especially for individual users or small companies. Despite its user-friendly interface, I still find the software complex to use, particularly because I am new to electronic design and simulation.

May 2022

Proteus is a comprehensive work management and project management tool

Anonymous

Not Specified

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

Pros

It is a great tool for me to streamline the process of running my business. This web platform allows me to create and track new business proposals, convert them into projects, manage people, resources, and time, and ultimately track and monitor all financials. It also has a built-in forum where I can chat with other freelancers, making it easier to find new clients and jobs.

Cons

I have no complaints about Proteus. All its features are useful and have led us to success in a short period of time.

November 2021

T12 engineering on demand

Graham

Oil & Energy

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

Pros

I find Proteus easy to use, with great support, live project management tracking, and a simple CRM function.

Cons

I found that Microsoft SharePoint made it more difficult to integrate some tasks, although this wasn't the software's fault; it was due to the overly complicated way SharePoint�s admin rights work.

November 2021

Proteus

Alan

Oil & Energy

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

Pros

I appreciate the simplicity of use, the professional templates, and the functionality Proteus offers me to capture all aspects of my resource management in one place.

Cons

There is nothing not to like. I find the software fabulous.

November 2021

Proteus Trial Findings

Jamie

Oil & Energy

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

Pros

Proteus OS is very easy to use and has great functionality. It saved me significant time on my usual manual processes done day to day.

Cons

I found the software very user-friendly and helpful, and I haven't encountered any cons so far.

November 2021

Proteus review from a user

camryn

Oil & Energy

Ease of use

10

Value for money

10

Customer Support

9

Functionality

10

Pros

There are many pros to this software, but for me, it is the ease of creating proposals for prospective clients. I usually have to pull data from old job proposals or Excel spreadsheets, which are not necessarily located in one database. This means I do a lot of duplicate work when creating a proposal and waste a lot of man hours. Proteus makes it easier for me to input data into required fields in the proposal template, and at the end of the process, the proposal is given a numbered reference that I can pre-determine and store in a library. This makes it easier to find later if needed. The proposal is then tracked through the system. If accepted by the client, it moves to the project stage within Proteus, and all relevant data can be seen and tracked in the project phase. In layman's terms, it simplifies my work process.

Cons

My least favorite part of the software is that a lot of the graphs and charts are in color. Since I am red/green color blind, I couldn't read them properly.

November 2021

Fantastic Software

Jack

Professional Training & Coaching

Ease of use

10

Value for money

10

Customer Support

9

Functionality

10

Pros

The integrated timesheet system and the project management functions really improved the efficiency of my workflows. Managing my data and tracking my progress is far easier and quicker now.

Cons

Switching software and learning a new interface was daunting at first, but after 20 minutes, I got accustomed to the product.

Frequently Asked Questions

Yes, API access is available.