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Introduction to Rocketlane Essentials
Introduction to Rocketlane Essentials
Everything you need to build a modern, client-centric, end-to-end service delivery engine.
Perfect for small service teams seeking foundational delivery blocks to kickstart operations.
per team member/month billed annually
or $29/mo, billed monthly
*minimum of 5 team members
Unlimited projects
Unlimited customer members
Customer Experience
Branded Customer Portal
Project presentation
Customer login via magic link
Customer approvals and collaboration
Actionable emails
Built-in CSAT at milestones
Project and Portfolio Management
Project updates
All Tasks view (Gantt, List, Kanban)
Templates
Project and Document templates
Form templates
Email templates
Files and document management
Attachments
Spaces
Time capture, management, reporting
Time tracking
Timesheets
Timesheet approvals
Automations
Custom Automations (50 runs/user/month)
Reporting and Dashboards
CSAT reports
Collaboration
Task collaboration
Document collaboration
Mobile app
Project collaboration
Integration
Zapier
Admin, privacy and security
Privacy and sharing
Ideal for expanding organizations needing more in-depth capabilities and integration for scaling.
per team member/month billed annually
or $59/mo, billed monthly
*minimum of 5 team members
Unlimited projects
Unlimited customer members
← Essentials features, plus
Project and Portfolio Management
SmartFill
Sprint planning
Templates
Project update templates
Dynamic templates
Files and document management
Forms
Time capture, management, reporting
Calendar integration for timesheets
Automations
Custom Automations (200 runs/user/month)
Reporting and Dashboards
Project performance report
People performance report
Partner/contractor collaboration
Partner portal
Partner CSAT
Delivery metrics and performance monitoring
Partner governance
Integration
Hubspot
Jira
Slack
Admin and Security
Custom domains
API
Great for teams desiring tailored workflows with comprehensive reporting capabilities.
per team member/month billed annually
or $79/mo, billed monthly *minimum of 5 team members
Unlimited projects
Unlimited customer members
← Standard features, plus
Project and Portfolio Management
Key events and Intervals
Time capture, management, reporting
Time-off management
Automations
Custom Automations (500 runs/user/month)
Project budgeted hours alerts
Resource Management
Resource AI
Resource Planning
Auto-allocation
Capacity Management
Utilization tracking
Financial Management
Project budgeting and tracking
Project budgeted hours
Flexible billing options
Rate cards
Margins & Profitability
Revenue Recognition
Invoicing
Reporting and Dashboards
Project profitability report
Portfolio report
Interval IQ report
Operations insights report
Integration
Salesforce
Workato
Admin and Security
Custom email domain
Tailored for large enterprises requiring a fully customizable, comprehensive delivery engine.
per team member/month billed annually
Unlimited projects
Unlimited customer members
← Premium features, plus
Automations
Custom Automations (Unlimited)
Forms automations
Reporting and Dashboards
Custom reports
Resource Management
Soft allocations / tentative planning
Skills matrix
Financial Management
Multiple currency support
Integration
Snowflake integration
Admin and Security
Role Based Access Controls
SAML
Ease of admin
Ease of use
Likely to recommend
How Rocketlane is helping GoCardless accelerate time-to-value for their customers by 20%
Deliver projects on time and on budget. Collaborate with your team, partners, and customers. Without scope creep, stress, or missed goals.
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per team member/month billed annually
or $29/mo, billed monthly
*minimum of 5 team members
Unlimited projects
Unlimited customer members
Key Features
Branded Customer Portal
Project and document templates
Customer approvals
Customer login via magic link
Project updates
Timesheets
Timesheet approvals
Time tracking report
Project Chat
All Tasks view (Gantt, List, Kanban)
Automations (50 runs/user/month)
Zapier Integration
Actionable emails
CSAT
CSAT reports
per team member/month billed annually
or $59/mo, billed monthly
*minimum of 5 team members
Unlimited projects
Unlimited customer members
Everything in Essential +
Custom domains
Hubspot integration
Partners
Jira integration
Slack integration
Smart Fill
Automations (200 runs/user/month)
Merge templates
Dynamic templates
Forms
Form automation
Form customization
Project custom status
Task custom status
Project custom fields
Task custom fields
Multiple dashboards
Custom cards
Custom charts
API
Project baseline
Project performance report
People performance report
Annotations and proofing
Calendar integration for timesheets
Project update templates
per team member/month billed annually
or $79/mo, billed monthly
*minimum of 5 team members
Unlimited projects
Unlimited customer members
Everything in Standard +
Financial management
Resource management
Auto allocation
Skill based resourcing
Capacity Management
Utilization tracking
Automations (500 runs/user/month)
Salesforce integration
Workato Integration
Key events and Intervals
Interval IQ report
Operations insights report
Custom email domain
Team member fields
Auto publish project updates
Time-offs
Everything in Premium +
Role Based Access Control (RBAC)
Custom onboarding and training
Automations (1000 runs/user/month)
API - Advanced rate limits
Single Sign-On (SSO)
Multi-currencies
Snowflake integration
Two factor authentication for customer portal login
Unlimited automations for salesforce integration
Soft allocations / tentative planning
