TallieAll System Features
Colored labels show which roles have access to each feature.
Dashboard & Analytics
Real-time overview of estimates, approvals, active projects, users, and trend charts with 16 configurable widgets.
Estimate Management
Customizable estimation grids with multi-column role support. Full version history, comments, Excel & PDF export, and Jira Epic linking.
Approval Workflows
Draft → Internal Review → Customer Approval. Multi-step pipeline with comments, reviewer assignments, and full audit trail.
User Management
Create and approve users with role-based access. Auto-generated secure passwords emailed on account creation. Self-registration with admin gate.
Employee Profiles
Rich profiles with skills, proficiency levels, certifications, project history, Jira account linking, and daily capacity configuration.
Resource Allocation
Assign employees to projects with granular scheduling. Detect conflicts, track billable vs non-billable time, and view capacity burn.
Leave Management
Log and manage employee leave requests by type (annual, sick, emergency, study). Automatically deducted from capacity planning calculations.
Jira Sync & Reports
Sync Jira worklogs locally for sub-second reports via 5-layer cache. Compare planned allocations vs. actual hours with variance analysis.
Customer & Project Portfolio
Maintain your customer database and project portfolio. Link projects to customers, assign Scrum Master and Project Leads, track SDLC and billable state.
Skill Pool & Capacity Planning
Domain-organized skill repository linked to employee profiles. Forecast capacity using placeholder projects, deducting holidays and approved leave.
Notification System
Four-channel notification system: in-app real-time alerts, transactional emails, Azure Functions cron emails, and client-side allocation alerts.
Departments
Manage organizational departments with roles, designations, and skills sub-structure that feeds into employee forms and allocation reporting.
System Administration
Centralized admin console for user management, notification rules, project metrics configuration, holidays, AI config, and system-wide settings.
Key Workflows
Explore step-by-step flows who does what at each stage of the process.
Estimate Approval Lifecycle
From draft to customer sign-off
Estimates flow through a multi-step pipeline — from creation to internal review to customer approval.
Resource Allocation Flow
From resource need to active assignment
Admins define resource needs, approve requests, and assign employees with granular scheduling and automatic conflict detection.
Skills & Profile Approval
Verified updates with Lead oversight
Profile changes to skills, certifications, and experience require Lead or Admin verification before becoming visible.
Report Generation & Cache
Multi-layer cache to sub-second reports
5-layer cache hierarchy ensures sub-second responses. Targeted Fetch reduces Firebase bandwidth by 95%.
User Onboarding & RBAC
Self-registration to dashboard access
Users can self-register or be created by an Admin. All accounts go through an approval gate before any access is granted.
Jira 6h Smart-Sync
Auto • Soft • Hard sync modes
Three sync modes keep Jira worklogs fresh. Identify & Replace ensures deleted worklogs in Jira are removed from reports.
Customer & Project Setup
From portfolio entry to project linkage
Manage your customer database and link projects to them for organized estimation and reporting.
Notification Rule Engine
Event-driven automated alerts
Configure how system events like estimate submissions or approvals trigger emails to specific stakeholders.
Dept & Jira Sync
Organizational & Project sync
Manage organizational departments and sync Jira projects to ensure accurate data mapping across the system.
Talent Lifecycle
Skills, Certification & Approval
How employee professional data flows from update to verification and active pool usage.
Project 360° Management
Health, Sprints & Metrics
Comprehensive tracking of project status, allocations, and delivery velocity.
Dashboard Insights
Real-time Analytics
Aggregate view of system performance, revenue opportunities, and team capacity.
Legacy Estimate Import
Historical Data Migration
Bulk importing legacy estimates via Excel templates with automated schema mapping.
Reporting Engine
Efficiency & Custom Reports
Generating deep-dive reports for billability, effort variance, and resource utilization.
Manage Lunch Flow
Daily Catering Lifecycle
Restricted workflow for HR and Administration to manage daily employee lunch orders.
Lead Portal Workflow
Team Governance & Approvals
Advanced oversight workflow for Team Leads to govern department-level operations.
Built for Every Role
Three distinct roles with tailored access each user sees exactly what they need.
- Full system access across all portals
- Create & manage users (all roles)
- Configure notification rules & system settings
- All reports: Billable Efficiency, Resource Utilization, Feature Effort, Jira Hierarchy
- Resource allocation, capacity planning, holidays
- Approve all workflows: estimates, profiles, accounts
- All Internal permissions plus lead-gated features
- Create & manage resource allocations for team
- Approve profile changes for direct reports only
- Access Project Reporting Cycles (as Lead or Scrum Master)
- Lead Portal: team capacity & skill governance
- Talent Management: skills, certifications, experience
- Create & edit estimates, submit for review
- Internal review & approval queue
- View resource allocations and capacity
- Employee profile & skill pool access
- Leave management and dashboard analytics
- Lunch access (if configured by Admin)
- View estimates scoped to their Customer ID
- Approve or reject estimates with feedback
- External dashboard overview
- Comment on estimate versions
- Track project status & updates
- Receive in-app & email notifications
RBAC Permissions Matrix
Hierarchical access control — see exactly what each role can do across every feature.
How Estimates Flow
From creation to customer sign-off in four trackable steps.
Create an Estimate
Build a detailed estimate using the multi-column grid. Attach sub-items, notes, and assign resources from your pool.
Submit for Internal Review
Send the estimate to internal reviewers. They can approve or request changes with inline comments on specific line items.
Customer Approval
Once internally approved, the estimate is forwarded to the customer for final sign-off or rejection with feedback.
Track & Report
Sync Jira worklogs to compare planned hours against actuals. Export professional reports to Excel anytime.