Project Estimation and Tracking for Service Projects

Cervello’s Project Estimation and Tracking app helps bridge the gap between project financials at the proposal stage and actual performance. This app helps drive profitability by making gross margin transparent during estimation, resourcing, and project delivery. It’s now possible to track and compare Sold-in, Staffed, and Actual Gross Margin at the project and account portfolio levels.


Business Function
FinanceSalesPlanning, Budgeting and ForecastingSales ForecastingConfigure Price & Quote OptimizationProfitability AnalysisWorkforce Planning
Professional ServicesSoftware
App Last Updated
70 MB
Terms & Conditions

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Linking Project Estimation to Project Performance
  • Build standards-based estimates using your organization’s project roles and employee levels
  • Load the model with your cost and revenue rate cards to accurately estimate project revenue, cost and gross margin
  • Override global drivers, such as your rate card, with specific conditions for your opportunity estimate
Create Opportunity Estimate
  • Import opportunities from your CRM database or create new opportunities directly in the app
  • Capture opportunity details such as start/end date, opportunity value, and owner
Convert to Estimate to Project
  • Easily convert your estimates to projects and load the detailed resource plan- including personnel assignments and updated assumptions
  • Monitor Staffed Gross Margin as you apply specific resources to a project and compare how that looks to the assumptions made during the estimation process
Track Project & Portfolio Performance
  • Gross Margin Analysis is automatically calculated based on loaded invoice details
  • Review all the opportunities and in-flight projects for an Account in the Portfolio Review Dashboard


Cervello is a professional services firm that helps companies win with data. We solve complex data challenges, improve business analytics and optimize business performance.


2 Seaport Lane

11th Floor

Boston, MA 02210


Terms and conditions


Application Terms and Conditions: BY CLICKING TO PROCEED WITH DOWNLOAD OF THE APPLICATION, YOU ACKNOWLEDGE THAT THE TERMS BELOW SHALL GOVERN YOUR ACCESS AND USE OF THE APPLICATION. IF YOU DO NOT WISH TO BE BOUND BY THESE TERMS, DO NOT CLICK TO PROCEED. THIS APPLICATION IS NOT PROVIDED BY ANAPLAN, INC. AND THESE TERMS ARE NOT OFFERED BY ANAPLAN UNLESS ANAPLAN IS NAMED AS THE PROVIDER ON THE DOWNLOAD PAGE. USE OF THIS APPLICATION REQUIRES A VALID SUBSCRIPTION TO THE ANAPLAN HOSTED SERVICE, WHICH IS ONLY AVAILABLE THROUGH A SEPARATE AGREEMENT BETWEEN YOU AND ANAPLAN. Application Provider. The application named on the download page of the Anaplan App Hub (the “Application”) is provided by the party named on the download page (the “Application Provider”). Anaplan, Inc. (“Anaplan”) is not the Application Provider unless named as such on the download page. Terms and Conditions. This agreement (the “Terms”) contains the terms and conditions governing your use of the Application unless you have separately agreed to other terms with the Application Provider. These Terms are entered into solely between you and the Application Provider and shall become effective upon your download, access or use of the Application. Anaplan is not a party to these Terms unless it is the Application Provider. Grant of Rights; Anaplan Agreement. The Application Provider hereby grants you the nonexclusive, nontransferrable, nonsublicensable right to use the Application solely in connection with your authorized use of the Anaplan hosted service (the “Anaplan Service”). Your right to use the Application does not include the right to use the Anaplan Service, which requires a separate agreement between you and Anaplan (an “Anaplan Agreement”). You are not permitted to copy or redistribute the Application, but you may load the Application into your instance of the Anaplan Service and modify the Application in connection with your permitted use of the Anaplan Service. Evaluation and Production Use. Your right to access and use the Application is provided on a temporary basis and is limited to evaluation use for a thirty (30) day period beginning on the date of download (“Evaluation Period”). If your subscription under the Anaplan Agreement includes the right to use the Anaplan Service for the use cases covered by the Application, then you may use the Application for production purposes after the Evaluation Period, or earlier if the Application Provider agrees. If you do not have an Anaplan Agreement that includes your right to use the Anaplan Service for the use cases covered by the Application, then your right to access and use the Application will automatically terminate at the end of the Evaluation Period without notice from the Application Provider or Anaplan. Reservation of Rights. The Application contains valuable intellectual property rights of the Application Provider and you are not permitted to use or exploit such intellectual property rights except as explicitly permitted in these Terms. The Application Provider reserves all right, title and interest in the Application except for the rights explicitly granted to you in these Terms. Your right to use the Application will terminate immediately upon any breach of these Terms by you, or upon the termination or expiration of your Anaplan Agreement. Either party may terminate these Terms at any time in its discretion by providing the other party with notice, at which time your right to access and use the Application will terminate immediately.

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