A Day in Juntrax: What a Project Manager, an HR Admin, and a Finance Lead Each See on the Same Data

At 9 AM, your project manager wants to know if a client project is burning hours faster than planned. By 11, HR is approving leave for someone staffed on it. At 3 PM, finance asks how much of the client’s PO is still unbilled and whether the project is making money.

In Juntrax, the project manager, HR admin, and finance lead get all three answers from the same records. Each role opens a different view, while the people, timesheets, costs, and invoices underneath stay connected. This guide follows one project through one working day to show what each person sees.

How we built this walkthrough: we used a live Juntrax demo environment and a recorded product session with the Juntrax team. Screens and permissions vary with how each company sets up its roles.

What Does “the Same Data” Mean in Juntrax?

Most services firms run on three kinds of records: people, time, and money. Trouble starts when each kind lives in its own tool. HR owns the employee file, and the project tool owns the task list. Finance then rebuilds both in a spreadsheet before it can answer a margin question.

Juntrax keeps those records joined around the project. Its Integrated Solution plan runs HRMS, PSA, and Cash-Flow on one shared database. As a result, timesheets logged in PSA flow into HRMS attendance automatically. The system also works out margins from the pay rate and bill rate on each project.

Follow one billable hour through the system, and the chain looks like this:

1. An employee record exists in HRMS, with an entity, a location, and a salary structure.
2. The project manager adds that person to a project with a pay rate and a bill rate.
3. The person logs hours against a task on that project.
4. A manager approves the timesheet.
5. The approved hours become payroll cost for the project and, if the work is billable, billable value for the client.
6. Finance invoices against the client’s PO, and the project P&L updates.

The record stays the same at every step. What changes is the question each person asks of it. If those two rates are new to you, our glossary entry on billing rate vs cost rate covers the basics.

9:00 AM: What a Project Manager Sees in Juntrax

The project manager starts the day in the manager portal. Here, projects sit at the center of everything else. In Juntrax, a “manager” is anyone who runs a function. So the same portal serves HR, reporting managers, accountants, and project managers, each with their own permissions.

Planned Hours, POs, and Deadlines

Every project sits under a client. It has a start date, a due date, a status, and internal and external managers. The PM also sets planned hours. That figure usually comes from simple math. Multiply the number of people by their weekly hours and the number of weeks.

The client’s purchase orders attach to the project as well. Consequently, the total PO value becomes the commercial ceiling for the team. Supporting files, such as scope documents or drawings, stay with the project record too.

Team Roles, Pay Rates, and Bill Rates

Next comes the team. For each person, the PM sets start and end dates and marks them billable or non-billable. After that, the PM records two numbers. The pay rate is the hourly cost of that person, based on their pay. Meanwhile, the default bill rate is what the client pays for their time.

Bill rates can also change by location. In our demo, one engineer carried three rates on the same project. On-site work in Dubai billed at USD 1,000 a day. Remote work billed at USD 600 a day, and work at another client location at USD 1,200 a day. Juntrax applies the rate that matches where the work happened.

Each team member also gets a project role. These roles are custom, so they decide what a person can see on that project. For example, a consultant might see their own tasks and the project summary. However, the team financials that reveal other people’s pay rates can stay hidden.

Tasks and Unallocated Hours

Tasks live on a Kanban board. Each task holds estimated time, priority, a milestone, dependencies, subtasks, checklists, files, and comments. Each task can also be flagged billable or non-billable, which later decides how its hours count in the financials.

The number worth watching here is unallocated hours, or planned hours minus the hours already assigned to tasks. In our demo, an architectural design project had 1,300 planned hours with 791 assigned to tasks, which left 509 unallocated. Adding one 20-hour task brought that figure down to 489. For a PM, that single number shows how much of the plan still has no owner.

Timesheet Approvals

When a team member submits a timesheet, the manager gets a notification and approves it from the portal. Meanwhile, employees see their work in a My Tasks dashboard, with project codes, priorities, estimated time, and due dates. As a result, logging time against the right task becomes part of the daily routine. The Juntrax PSA module covers these planning and timesheet features in more detail.

11:00 AM: What an HR Admin Sees in Juntrax

Meanwhile, HR opens the same workforce from a different angle. The HR admin rarely needs the task board. Instead, they need an accurate record of who works where, on what terms, and at what cost.

Employee Records by Entity and Location

The workforce view lists active employees by entity and location. Personal details, professional details, and employment records sit on one screen for each person.

This matters most for firms with more than one legal entity. For example, a 50-person firm can run a US entity and an India entity inside one Juntrax account. Each entity keeps its own departments, payroll, policies, and holiday calendars. People from both entities can still work on the same client project.

Attendance, Leave, and Holiday Calendars

Leave requests, approvals, and balances run from the manager dashboard, and employees check real-time balances in their self-service portal. Holiday calendars are set per entity. In addition, one country can hold several calendars when offices keep different holidays.

On the Integrated Solution plan, timesheets logged in PSA also flow into HRMS attendance. That means HR does not have to reconcile two versions of the same working day.

Payroll in Two Steps

First, payroll starts from the salary structure set for each employee. HR selects a pay cycle and sees every employee’s earnings, deductions, tax, and summary on one screen. Before approval, HR can edit fields such as loss-of-pay days. The system also generates statutory deductions like TDS, PF, and professional tax.

Processing then takes two steps: approve, then process. Afterward, payslips with year-to-date figures go straight to each employee’s portal.

Reimbursements Tagged to Projects

Employees file reimbursement claims from their portal. Then HR or the reporting manager approves them. While filing a claim, the employee can tag it to a project. That one field decides where a client site visit lands. It either shows up as general overhead or as a cost on the project that caused it.

For a closer look at how the employee side of this works, see our tour of the Juntrax employee self-service portal.

12:30 PM: How One Timesheet Becomes Three Different Signals

Midday is where the shared record pays off. Take a single timesheet entry.

An engineer on the architectural design project logs six hours against the schematic design task. She picks the date, the project, the task, and a location, adds a short description, and submits it. Juntrax keeps each project and task entry unique for the day, so the same work cannot be logged twice.

Assume a pay cost of USD 40 an hour and a bill rate of USD 90 an hour (illustrative figures). This is how the entry reads to each role:

Role	What the six hours mean
Project manager	Six more hours of actual effort against the task estimate and the project’s planned hours
HR admin	Six hours in that employee’s time and attendance record (Integrated Solution plan)
Finance lead	USD 240 in payroll cost on the project (6 x 40), USD 540 in billable value (6 x 90), and an estimated USD 300 contribution

In short, nobody re-keyed the entry. The manager approved it once, and each view picked it up from there. For the full billing mechanics, our guide to timesheet-to-invoice workflows walks through each handoff.

3:00 PM: What a Finance Lead Sees in Juntrax

Finance reads the project as a commercial record. It tracks money promised, billed, spent, and left.

POs, Invoices, and Remaining Billing

The Juntrax Cash-Flow module runs the quote-to-payment journey, from quotations to purchase orders, invoices, and payment booking. Against each project, finance sees total PO value, total invoiced, pending invoices, overdue amounts, and remaining billing.

Each legal entity can also store its own bank details for invoicing. So when a US entity and an India entity both bill clients, every invoice carries the right account.

Vendor Expenses and Reimbursements Against the Project

Vendor invoices go in as expenses tied to a project. Each one carries line items, taxes such as TDS, and attachments like the signed agreement. Expenses can also be paid in parts. For instance, a vendor bill settled in two installments shows the pending balance between payments.

Approved employee reimbursements that were tagged to the project land in the same cost view. Next, finance pulls people costs by picking a date range. Juntrax fetches the timesheet hours and multiplies each person’s hours on that project by their hourly pay rate. The payroll cost shown belongs to that project alone, even when the same person splits time across several.

Project P&L and Resource-Level Margins

Finally, all of this rolls into the project’s financial dashboard. It shows estimated hours against actuals, total PO value, invoiced amounts, overdue invoices, remaining billing, and net P&L.

Below that, you get a per-person view. For each team member, it lists billable and non-billable quantities, total bill, total pay, and estimated project margin.

Some rows may show negative margin. In the demo, a few people had logged hours with no billing raised against them. So their pay exceeded their bill. That is a useful signal. It shows finance and the PM exactly where a project is losing money, while there is still time to act. Our breakdown of the advantages of PSA for finance leaders covers why that early visibility matters.

Where Your Accounting System Fits

Importantly, Juntrax sits in front of your books as the project-to-cash operations layer. Your ledger, statutory reporting, and final accounts stay in the system your accountant already uses. That could be Tally, QuickBooks, Xero, or SAP. Juntrax adds the project-level view that a general ledger was never designed to give.

5:00 PM: The Three Views Side by Side

By the end of the day, the same records have answered very different questions. The table below lines them up.

Shared record	Project manager asks	HR admin asks	Finance lead asks
Employee	Is this person on the project, at what role and rate?	Which entity, policy, and payroll cycle apply?	What does this person cost the project per hour?
Timesheet	Are actual hours tracking to plan?	Does the time record match attendance?	Is this time billable, and what margin does it carry?
Leave	Does the plan need new owners for these tasks?	Is the request approved and the balance correct?	Will lost capacity delay billing?
Reimbursement	Does this cost belong to my project?	Is the claim approved for payout?	Is this project cost or client-recoverable spend?
Client PO	How much scope is left to deliver?	Usually no action needed	How much can still be billed?
Vendor expense	Is outside spend inside budget?	Usually no action needed	What is paid, and what is still due?
Invoice	Is finished work turning into billing?	Usually no action needed	What is billed, overdue, and outstanding?

Why Role-Based Views Matter More Than One Big Dashboard

A single dashboard for everyone tends to fail in two directions. On one side, the PM scrolls past payroll detail to find the task list. On the other, a consultant may see salary data they should never access.

To avoid that, Juntrax uses separate employee, manager, and admin portals, plus roles and permissions. The system ships with default roles, and admins can build custom ones. On each project, a person’s role then decides whether they can see summaries, other people’s tasks, or team financials. So everyone works from the same numbers, but each person only sees the slice that fits their job.

Customers describe the payoff in plain terms. For instance, the CEO of Innvocept Global Solutions says on the Juntrax PSA page that tracking hours per project once took three to four hours of meetings with every PM. Now, automated reports surface the same information in minutes. Similarly, an engineering manager at Source Engineering Services says leaders now get clear monthly updates on which projects make money.

This visibility gap usually shows up as firms grow. Our piece on what breaks when a professional services firm crosses 50 employees traces how it happens.

How Juntrax Compares with Other Platforms for PM, HR, and Finance Teams

If you are shortlisting tools, ask every vendor one question. When a manager approves a timesheet, how many systems does that entry touch before it reaches project margin? The six platforms below answer that question differently. Details come from each vendor’s public product pages as of September 2026, so confirm current packaging in a demo.

Platform	Best for	HR and payroll	Projects and time	Billing and finance	Main watch-out
Juntrax	Service SMEs that want people, projects, and cash-flow in one system	Native HRMS and payroll	Native PSA with timesheets and rates	Native Cash-Flow, POs, invoices, P&L	Works alongside your accounting system; no custom code builds
Keka	HR-led firms adding project operations	Native HR and payroll	Keka PSA product	PSA billing and invoicing	PSA is a separate product next to the HR platform
Zoho One	Firms already using other Zoho apps	Zoho People and Zoho Payroll (in supported regions)	Zoho Projects	Zoho Books	Each function runs in its own app
Scoro	Agencies and consultancies focused on delivery and billing	Not a core module	Native projects, time, and resourcing	Native invoicing, bills, and expenses	HR and payroll stay in a separate system
BigTime	Finance-led firms anchored to QuickBooks	Not a core module	Native projects, time, and resourcing	Finance-first billing with GL sync	HR and payroll stay in a separate system
Kantata	Larger firms with complex resourcing	Not a core module	Deep resource forecasting and scheduling	Project financial management	HR data connects through integrations

1. Juntrax: Best for Service SMEs That Want HR, Projects, and Cash-Flow on One Database

Juntrax combines HRMS, PSA, and Cash-Flow for professional services firms, with all three on one shared database in the Integrated Solution plan. As this walkthrough showed, the PM, HR admin, and finance lead each get their own view. One approved timesheet then updates project effort, attendance, payroll cost, and margin together. It also lets each legal entity keep its own departments, policies, holiday calendars, and bank details for invoices.

Trade-offs to weigh: Juntrax works alongside your accounting system rather than replacing the ledger. It is configurable, but the team does not build bespoke features or custom code.

To compare the HRMS Suite, PSA + Cash-Flow, and Integrated Solution plans per user,

visit the Juntrax pricing page →

2. Keka: Best for HR-Led Firms Adding Project Operations

Keka built its name in HR and payroll. Its PSA product extends that into projects, resources, timesheets, and billing. Keka PSA offers dashboards for CXOs, resource managers, project managers, client managers, and finance managers. It also syncs timesheet data with payroll and can bill in several currencies across entities.

Trade-offs to weigh: Keka sells PSA as its own product alongside the HR platform. So check how the two come together, and what they cost, for your headcount. We cover the differences in detail in Juntrax vs Keka.

3. Zoho One: Best for Firms Already Running Other Zoho Apps

Zoho One bundles more than 40 business applications. For this use case, four matter most. Zoho People covers HR, and Zoho Payroll covers pay in some regions. Zoho Projects covers delivery, and Zoho Books covers the books.

Trade-offs to weigh: each function runs in a separate app with its own interface. Therefore, the PM, HR admin, and finance lead work in different applications and rely on the connections between them to share data.

4. Scoro: Best for Agencies and Consultancies Focused on Delivery and Billing

Scoro offers eight core apps that share one data model. They cover work management, projects, time and cost tracking, resource planning, CRM, estimating, bills and expenses, and invoicing. It also handles several entities and currencies, links to accounting tools, and lets admins set fine-grained permissions by role.

Trade-offs to weigh: HR records and payroll are not part of the core app set. As a result, pay rates and employee data usually come from a separate HR system.

5. BigTime: Best for Finance-Led Firms Anchored to QuickBooks

Meanwhile, BigTime positions itself as a finance-first PSA, with one financial logic running from quote to cash. It tracks budget against actuals in real time and syncs work-in-progress accounting to the general ledger. It also integrates natively with QuickBooks Desktop and QuickBooks Online. A separate enterprise tier serves firms with many entities or currencies.

Trade-offs to weigh: BigTime does not include a native HRMS or payroll module. So employee records and payroll run elsewhere and connect through integrations.

6. Kantata: Best for Larger Firms with Complex Resourcing

By contrast, Kantata’s strength is resource management. It offers capacity forecasts, skills-based staffing, scenario planning, and project finances. There is also a version built on Salesforce.

Trade-offs to weigh: for a 40-person firm, that resourcing depth may exceed what the team needs. In addition, HR records live in a separate HR system connected through integrations.

When Juntrax Fits, and When It Might Not

Juntrax tends to fit firms that match most of these conditions:

• You run a professional services firm of roughly 25 to 150 people, such as an engineering, consulting, architecture, legal, or IT services firm.
• Several client projects run at once, and people costs drive project margin.
• You operate across more than one location or legal entity.
• Your team currently reconciles HR, project, and billing data by hand each month.

It may be more than you need if you are a very small team with one simple billing model. The same goes if you have no need to connect HR data to project costs. Likewise, look elsewhere if you need a full accounting ledger replacement or bespoke development.

On timing, the Juntrax pricing FAQ says most firms go live within two to four weeks. Firms with several entities or currencies usually need four to six. If you work in engineering, our page on project management for engineering firms shows how these views apply to phased design work.

Seeing One Project Through Three Lenses

A project keeps its shape as it moves from delivery to HR to finance. Only the question changes. In Juntrax, the project manager, HR admin, and finance lead each open the view built for their job. Every answer traces back to the same employee records, timesheets, expenses, and invoices.

Because of that shared base, the month-end reconciliation goes away. The PM sees effort against plan, HR sees people and pay, and finance sees margin, all without anyone re-keying a number. You can try the Integrated Solution for 14 days with no credit card required.

Frequently Asked Questions

What Does a Project Manager See in Juntrax?

A project manager sees each project’s client, dates, planned hours, and POs. They also see the team, with pay rates, bill rates, and project roles. The PM also manages tasks on a Kanban board, tracks unallocated hours, and approves timesheets. The project financial dashboard then shows P&L and margin by team member.

What Does an HR Admin See in Juntrax?

An HR admin sees employee records by entity and location, attendance, leave requests and balances, holiday calendars, salary structures, and payroll. Payroll runs in two steps: approve, then process. The system generates statutory deductions and sends payslips to each employee’s portal. HR also approves reimbursement claims.

What Does a Finance Lead See in Juntrax?

A finance lead sees client POs, invoices, pending and overdue amounts, remaining billing, vendor expenses, reimbursements, and payroll cost per project. These roll into a project financial dashboard with net P&L and estimated margin for each team member. Finance can then spot unprofitable work while a project is still running.

Do Juntrax Timesheets Feed Payroll Cost and Billing?

Yes. Team members log hours against projects and tasks, and managers approve them. Approved hours are then valued at each person’s hourly pay rate for project cost and at their bill rate for billable value. On the Integrated Solution plan, timesheets logged in PSA also flow into HRMS attendance automatically.

Can Different Roles See Different Data in the Same Juntrax Project?

Yes. Juntrax uses default and custom roles with permissions, and each project member gets a project role. That role controls what they can view. Options include their own tasks, project summaries, or team financials that show other people’s pay rates. Everyone works from the same records, but visibility matches each person’s job.

Does Juntrax Replace Accounting Software?

No. Juntrax is the project-to-cash operations layer for services firms. It handles projects, timesheets, POs, invoices, receivables, payables, and expenses. Your ledger and statutory books stay in your accounting system, such as Tally, QuickBooks, Xero, or SAP.

Can Juntrax Manage Multiple Entities or Locations?

Yes. Juntrax supports multi-entity and multi-location companies in one account. Each entity can have its own departments, payroll setup, policies, holiday calendars, and bank details for invoicing. Employees from different entities can still work together on the same client project.