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AI project management: plan, budget and risk in one project.

Every project gets list, Kanban, Gantt and timeline views, plus workload, financials, risks, dashboards and an AI that knows the whole project. No stitching tools together.

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AI Integration in Financial Services
On track
✦ Ask AIAutomations 6Share
TableDashboardWorkloadKanbanListTimelineGanttFinancialsRisksFilesEmbedPhases20 more…
38%
Completion
May 1 – Sep 30
Budget
64%
Risks
5
To Do
Gather stakeholder feedback
Risk report for board
In Progress
Default prediction
Stakeholder comms
Data privacy review
In Review
Compliance review
✦ PROJECT INTELLIGENCE
Two tasks are overdue and Ann is at 98% capacity this week.
List all overdue tasksIdentify risks in this project
Built for delivery

One workspace for every kind of project.

Whatever you deliver, the project keeps the plan, the people, the budget and the risks together.

Product launches
Coordinate design, build and go-to-market in one plan.
PhasesGanttDocs
Review Q3 launch planDone
Sign off budgetIn review
Brief the design teamTo do
Client delivery
Track scope, hours and billing for every engagement.
FinancialsTimeInvoices
Timesheet, this week62h
Website relaunch32h
Client onboarding21h
Internal ops9h
IT and AI rollouts
Run compliance-heavy rollouts with risks and approvals in view.
RisksAutomationsSync
GR1Auth context enforcedCritical
GR2Source citation requiredHigh
GR3PII masked in outputMedium
Agile software
Plan sprints and backlogs, then watch velocity and burndown.
SprintsKanbanDashboards
This weekScheduled
Mon
Tue
Digest
Wed
Thu
Report
Fri
Marketing campaigns
Keep briefs, assets, owners and spend on one timeline.
CalendarFormsReports
This weekScheduled
Mon
Tue
Digest
Wed
Thu
Report
Fri
Events and construction
Sequence tasks with dependencies, vendors and budgets.
TimelineWorkloadBudget
What changed in my pipeline today?
Kroolo AI
2 deals moved to Proposal; 1 slipped a week.
One project, many ways to see it

Pick the view that fits how you work.

Every project comes with these tabs, and you can add or hide the ones you need.

TableDashboardWorkloadKanbanListTimelineGanttFinancialsRisksFilesEmbedPhases+ 20 more
Phases and plan

Break big projects into phases that make sense.

Phases with their own dates, status and progress
Gantt and timeline views for the whole plan
Dependencies show what a delay will touch
Phase 1 · Discovery and compliance
In progress · Sep 1 – Sep 11
50%
Phase 2 · Build and integrate
Deferred · Sep 14 – Sep 25
60%
Phase 3 · Pilot and rollout
Not started · Oct 1 – Oct 30
27%
Everything in a project

One project, every view you need.

List
Every task, subtask and status in one grouped list.

Group by status, hide what is done, and edit progress inline. Project completion and dates stay in view.

AI Integration in Financial Services
On Track
✦ Ask AIAutomations 6Sync Platforms ▾ShareAAnn
Project Owner
TableDashboardWorkloadKanbanListTimelineGanttFinancialsRisksFilesEmbedPhases20 More…
Hide DoneGroup By: StatusFilterSearch taskProject Completion
38%
Task nameStatusPriorityDueAssigneeTypeProgress
In Progress2+ Add Task
Specific stakeholder communicationIn ProgressMediumOct 31ABug Report
30%
Schedule compliance review meeting with regulatory partnersTo DoMediumOct 31I—
0%
Draft AI pilot progress update for stakeholdersTo DoMediumOct 31J—
0%
Default predictionIn ProgressHighestOct 31KTech
0%
In Discussion4+ Add Task
Analyze the impact of AI integration in financial servicesIn DiscussionMediumDec 11CChange Request
0%
Cloud on Prem Solution Engineering teamsIn DiscussionHighOct 31RStrategy
0%
Evaluate advantages of AI-driven automationsIn DiscussionLowDec 31SCompliance
0%
SunMonTueWedThuFri
Ann Ho
Clive Baker
Ian Richard
Julia Smith
Suzie Lim
Workload

See who has room, day by day.

Planned against available hours for every person
Weekends and time off shaded, overload flagged
Unscheduled and unassigned work in view
Financials

Know what every project earns and costs.

Time, expenses, invoices and revenue in one tab
Billable and non-billable hours by person
Budget and forecast roll up to the portfolio
Submitted
1,463h
Approved
1,445h
Billable
45.5%
Non-billable
54.5%
Approved hours by person · billable / non-billable
Ann
Clive
Ian
Julia
Kate
StatusRiskProbabilityImpact
OpenSecurityMediumMedium
In ProgressFraud and financial riskMediumMedium
MonitoredMarket integrityMediumUrgent
Partial ClosedCompliance and ethicsHighUrgent
Risks

Log risks, own them, close them.

Probability, impact and severity on every risk
Escalation flags and mitigation owners
Roll up into the portfolio risk view
Tasks by type
Tasks by assignee
✦ Show overdue tasks by assigneeGenerate Widget
Dashboards

Dashboards that build themselves.

Drag in widgets from project data, or describe the chart you want and let AI generate it.

Charts by status, priority, type and assignee
Generate a widget from a sentence
Share the dashboard with anyone
Project Intelligence

An AI that has read the whole project.

Ask about updates, blockers, workload, budget and risk, and get answers from the project itself.

Suggested questions for every project
Answers grounded in tasks, time and budget
Turn an answer into a task or an update
Hi, ask AI about your project
Plan, progress, capacity, workload, budget, risk and more.
Identify risks in this project
Five risks are logged. Market integrity and Compliance are Urgent and need escalation.
✦ What are the recent updates in this project?
✦ Show me all blocked tasks
✦ List all overdue tasks
✦ Identify risks in this project
Automate and connect

Less busywork, more flow.

Automate repeat work inside the project and keep outside tools in sync.

RULEOn
Assign new bugs to triage
When a Bug is created, assign the triage owner.
Review Q3 launch planDone
Sign off budgetIn review
Brief the design teamTo do
RULEOn
Move to Review
When a pull request opens, move the task to Review.
Summarise open risks this week
Kroolo AI
2 risks are high: vendor delay and budget.
RULEOn
Weekly status digest
Every Monday, post the project summary to chat.
Summarise open risks this week
Kroolo AI
2 risks are high: vendor delay and budget.
RULEOn
Sync platforms
Keep tasks in step with the tools your team already uses.
Summarise open risks this week
Kroolo AI
2 risks are high: vendor delay and budget.
Everything attached

The context stays with the work.

Files
Keep documents with the project that uses them.
Docs
Write plans and notes beside the tasks.
Which deals will slip this quarter?
Kroolo AI
4 deals ($84k) have no activity in 14 days.
Chat
Discuss work on the task itself.
What changed in my pipeline today?
Kroolo AI
2 deals moved to Proposal; 1 slipped a week.
Embed
Bring outside pages into a project tab.
Forms
Collect requests straight into the project.
Time tracking
Log hours on tasks and feed financials.
Why teams switch

One project workspace instead of seven tools.

The patchworkKroolo Projects
PlanA Gantt toolGantt and timeline views
WorkA board appKanban, list and table
Hours and moneyTime tracker and sheetsFinancials tab
RisksA documentRisk register
ReportingA BI toolDashboards and AI widgets
QuestionsAsk a personAsk AI

FAQs on Kroolo Projects

Can I see the same project in different views?
Yes. List, Kanban, Table, Timeline and Gantt all show the same tasks, so a change in one shows in the others.
Does a project track budget and time?
Yes. The Financials tab covers time, expenses, invoices and revenue for the project.
How does a project relate to a portfolio?
Projects can be grouped into a portfolio so program managers can review several projects together.
Can AI answer questions about a project?
Yes. Project Intelligence answers questions about updates, blocked and overdue tasks, workload, budget and risk.

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Start free, or see it on your own projects in a demo.

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