How is Magnetic different from tools like Asana, ClickUp, or Monday.com?

Those tools are general-purpose. Magnetic is purpose-built for engineering firms, with deep support for scoping, delivery, resource planning, and margin tracking, so you can run the full engagement lifecycle in one place.

Can Magnetic help us improve project profitability?

Absolutely. Magnetic tracks project budgets, resource utilisation, and scope changes in real time. You get alerts before profit leaks happen, not after.

We already use a CRM and accounting system - does Magnetic integrate?

Yes. Magnetic integrates with your existing CRM, accounting, and calendar tools, so you can build a seamless workflow without disrupting what’s already working.

How hard is it to get started?

Getting started is simple. You can try Magnetic free for 14 days, no credit card required. Our onboarding team is here to help you migrate, train your team, and start seeing value quickly.

Can we manage both fixed-fee and time-based projects?

Yes. Magnetic supports different project types, whether you're billing by the hour, offering retainers, or delivering fixed-price work.

How does Magnetic help with resource management?

You’ll get a live view of who’s overbooked, underutilised, or available. You can forecast capacity, reassign tasks easily, and plan hiring needs based on real data.

What happens after the free trial?

After your 14-day free trial, you can choose the plan that fits your firm best. Our team will walk you through the options and ensure a smooth transition.

Project & Resource Management Software for Engineering Firms

Trusted by project-based firms worldwide

the limits of generic project tools

More projects should not mean less control

As firms grow, project, resource and financial decisions become tightly linked. Generic tools can track tasks, but they rarely show what each change means for capacity, revenue or margin.

Specialists capacity is difficult
to see

Engineers are shared across projects, discipline and offices, making future conflicts difficult to identify early.

Project performance changes daily

Every hour and project cost changes budget position, WIP and margin before month-end reporting catches up.

Pipeline affects today's decisions

Hiring and allocation choices depend on likely work as well as the projects already confirmed.

Align project demand, resources and financials

crm & forecasting

See future work before it reaches delivery

Connect proposals, probability-weighted pipeline and expected revenue to the resource plan, so the firm can prepare for demand earlier.

Forecast revenue with context

Include unconfirmed work

Explore CRM

capacity planning

Allocate scarce expertise with confidence

See availability and demand across disciplines, projects and offices. Plan name engineers, roles or tentative resources until the team is confirmed.

Spot conflicts early

Plan beyond today's schedule

Explore reporting

Project delivery

Keep scope, stages and budgets in the same view

Structure multidisciplinary work around project stages, deliverables and responsibilities while maintaianing live commerical control.

Standardise proven project plans

See pressure before review meetings

Explore project management

financial control & reporting

Know where every project stands financially

Connect rates, time, projects costs, WIP, revenue and billing so performance does not depend on a month-end spreadsheet.

Make margin visible in real time

Handle complex commerical models

Explore reporting

Built for the whole firm

Give every role the detail it needs

Everyone works from the same project data, with controls and reporting relevant to their responsibilities.

Managing Directors

Track pipeline, revenue, utilisation, nargin and future demand across the firm.

Explore Magnetic for department leaders

Operations Directors

Connect project delivery, capacity and business performance across disciplines.

Explore Magnetic for Operations teams

Project Managers

Control scope, hours, stages, budgets, and progress from one connected project view.

Explore Project Management

Resource Managers

Balance workloads and match the right skills to the right work.

Explore Resource Management

Finance & Procurement

Understand internal costs, supplier spend, and resource requirements.

Explore Magnetic for finance managers

Engineers and Teams leads

Understand internal costs, supplier spend, and resource requirements.

More than project management.

Use the capabilities you need today, then expand without rebuilding your operating system around another tool.

CRM

Leads & clients

Timesheets

Time & costs

Forecasting

Revenue outlook

Finance

WIP and billing

Projects

Work & budgets

Reporting

Live performance

Resources

Capacity & demand

Automation

Less admin

Bring every part of engineering delivery into one operating picture

Magnetic becomes the operational centre for the work your agency wins, plans, delivers, and bills while connecting to the specialist tools you want to keep.

Disconnected tools

More tools, less project control

Pipeline sits apart from resource and workload planning

Discipline schedules become outdated as projects change

Time, cost and progress are reconciled after the fact

WIP and revenue reporting rely on exports and spreadsheets

Project teams maintain the same information in multiple places

Magnetic

One connected operating system

Weighted pipeline informs future discipline capacity

Projects connect stages, people, budgets and stages

Logged time updates cost, margin and WIP in real time.

Approved project data moves directly into billing and reporting

Leaders work from one current view across projects, disciplines and offices

Real Agencies. Measurable Improvements.

Magnetic helps agencies spend less time coordinating work and more time improving delivery and profitability.

One system, built to scale with the business

"As we added new service lines, offices and teams, we needed something built for how our business had evolved."

Clyde Mallon

CEO, Hoorah Digital

See the case study

One platform for multi-office, multi-model teams

More project visibility

Advertising & Marketing

See the case study

40%

reduction in time spent on project admin

Adertising & Marketing

See the case study

SuperHeroes case study photo placeholder

Streamlined Agency Operations and Improved Efficiency

More project visibility

Creative Agency

See the case study

Cleaner handoffs between delivery teams

Technology

4.5/5 on G2 & Capterra

FAQs

Questions engineering firms ask before switching

From setup to day-to-day use, we’ve answered the biggest questions firms ask before switching.

*Have more questions? Our comprehensive FAQ section provides answers to the most common inquiries.

Can Magnetic support multidisciplinary engineering projects?

Yes. Projects can be planned across departments, disciplines, offices, roles, and named individuals, with shared stages, budgets, and reporting.

Can we plan resources against opportunities that are not yet won?

Yes. Future demand can include pipeline opportunities filtered by win probability, helping firms prepare capacity without assuming all proposals will convert.

Does Magnetic support fixed-fee and time-based work?

Yes. Firms can manage fixed-fee, retainer, and time-and-materials models, including different billing arrangements for the same client.

How does Magnetic help with WIP and revenue recognition?

Magnetic connects time, costs, project progress, and billing. Teams can apply different recognition methods and manage write-offs or write-ups as needed.

Can engineers record time without a complicated process?

Yes. Time can be captured through timesheets, project tasks, and connected calendars, then routed through approval workflows.

How difficult is implementation?

Magnetic's onboarding team helps configure project structures, migrate relevant data, align financial workflows, and train teams around how the firm already operates.

the system for engineering firms

Turn project control into stronger performance

Book a guided walkthrough focused on your workflows, commerical model and reporting needs.

Free for 14 days | No credit card required

One system to run your whole firm’s pipeline

Trusted by project-based firms worldwide