For finance
For delivery
Track project tasks, resolve approvals, and close billing cycles in one workspace with the pulse application
The pulse application is a role-based operational workspace inside Microsoft Teams built for Architecture, Engineering, and Construction (AEC) firms. Engineers log time against phases, project managers clear approval queues, billing teams resolve invoice discrepancies, and collections staff manage receivables risk, all from one connected workspace tied to live project and financial data in evergreen.
What is creating lag between your project delivery, approvals, and billing cycles?
AEC firms do not lose margin in the field. They lose it in the operational gaps between delivery, finance, and people workflows. When project signals live in separate tools and approvals move through chat and email, the lag compounds. Time is entered late, billing teams start the invoice cycle without clean data, and collections risk grows before anyone has a clear view of it.
Time and expense submissions arrive after the billing window, weakening WIP accuracy and fee burn tracking
Approval queues stall because reviewers lack project scope and financial impact in one view
Billing teams spend the first week of every cycle reconstructing data instead of issuing invoices
Accounts receivable follow-ups are disconnected from the project team carrying the relationship
Engineers and consultants have no single place to track tasks, record hours, and monitor feedback
Bring project phases, billing cycles, and your people together in one workspace
The pulse application sits between your teams and your system of record. It surfaces the project and financial data that lives in evergreen and makes it actionable for every role inside Microsoft Teams, without requiring users to navigate the core platform. From recording hours on a phase to coordinating a billing review or tracking an overdue receivable, teams stay connected to the right information at the right stage of the project lifecycle.
- Consolidate project task tracking, time entry, leave management, and performance activity into one workspace
- Keep billing aligned to delivery by connecting project teams and finance earlier in the review cycle
- Give leadership and operations real-time visibility into utilization, WIP, and collections without waiting for reports
Stay ahead of project delivery, billing, and collections in real time
Every role in an AEC firm has a different set of priorities. The pulse application organizes the workspace around those priorities so time spent navigating is replaced by time spent deciding.
Stop time capture gaps from distorting your WIP and fee burn
For AEC firms, time capture is not just a compliance task. It determines WIP accuracy, fee burn tracking, and ultimately, what gets billed. The pulse application structures how engineers and consultants record time so entries are aligned to the right phase, discipline, and task before the billing cycle begins.
- Record time and expenses against project phases, disciplines, and tasks from within Microsoft Teams
- Surface incomplete or late entries across the team before they delay billing or distort WIP
- Keep time data aligned to fee structures and billing plans without manual reconciliation
Speed up approvals with phase-level project and financial context in view
Approvals slow down when reviewers cannot see why a request matters or what it affects. The pulse application attaches project scope, phase status, and financial implications to every approval, so decisions are made with the full picture rather than in isolation.
- Review time, expense, and billing approvals with phase-level project context visible alongside each request
- Track approval status, dependencies, and outstanding items across disciplines and project teams
- Route approvals based on project controls, phase gates, and financial governance requirements
Catch billing mismatches against contract scope before invoices go out
Most billing delays in AEC originate from corrections that happen too late. The pulse application moves the alignment between delivery and finance earlier in the process, so invoice preparation starts with clean, validated data rather than a list of discrepancies to resolve.
- Compare time entries and billing inputs against contract terms, fee models, and agreed scope
- Strengthen time narratives and cost alignment so invoices meet client expectations before they are issued
- Evaluate the realization impact of adjustments and write-downs before billing decisions are finalized
Turn aging receivables into prioritized action before risk compounds
Collections outcomes in AEC depend on acting before exposure grows. The pulse application links accounts receivable to project ownership and delivery activity so the teams closest to the client relationship have visibility into aging invoices and can act before disputes escalate.
- Monitor receivables by project, client, office, and responsible discipline or team
- Track payment commitments, open disputes, and escalation activity in project context
- Use copilots within evergreen to identify high-exposure items and guide outreach prioritization
Manage project tasks, certifications, and team feedback without switching systems
The pulse application extends beyond financial workflows. It gives engineers, consultants, and team leads a clear operational view of their tasks, deadlines, certifications, and development activity so project responsibilities and professional growth are managed in the same place as everything else.
- Track assigned project tasks, phase milestones, and progress from a single dashboard in Teams
- Maintain current certification, skills, and learning records without manual updates across systems
- Exchange structured performance feedback connected to specific project delivery outcomes
Ask questions, get answers, and trigger actions without leaving Teams
Most system users in an AEC firm are not power users of the core platform. Copilots within evergreen give project teams, managers, and finance staff a way to access project signals, surface risks, and complete tasks using natural language, without opening a separate report or navigating to a different screen.
- Pull project status summaries, approval backlogs, and billing readiness updates on demand
- Query project, financial, and resource data without accessing the core platform directly
- Initiate follow-ups, reassignments, and escalations from the conversation interface
Manage project tasks, approvals, and billing reviews in just a few steps
The pulse application gives every user a structured path from daily operational work to decisions that move projects forward and billing toward completion.
- Step 1
Access the pulse application in Microsoft Teams to open your role-specific workspace.
- Step 2
Review time entries, billing inputs, approval queues, and collections activity and act directly from the workspace without switching systems.
- Step 3
Use copilots within evergreen to generate project summaries, flag outstanding risks, or retrieve financial and operational data through a natural language query.
Built for the teams that keep AEC projects moving
The pulse application organizes each user’s workspace around what they are responsible for, whether that is a phase delivery, a billing review, or a follow-up on an aging invoice.
Finance and billing teams
Track WIP, receivables, and billing readiness in real time. Resolve invoice discrepancies before they become collections problems.
Project managers and discipline leads
Monitor fee burn by phase, clear approval queues, and identify billing blockers while correction is still possible.
Engineers and consultants
Log time by phase and discipline, submit expenses, manage certifications, and track feedback without leaving Teams.
Operations and leadership
Review utilization, realization, and financial performance across projects and offices without waiting for month-end reports.
evergreen and empower, built to work together inside your Microsoft tenant
evergreen is the system of record for your project delivery, financials, and people data. It holds the information your firm runs on. empower is the intelligence layer that sits above it, interpreting project and financial signals, applying AEC-specific context, and using AI agents and copilots to guide decisions at every stage of the lifecycle.
Together, they give your teams earlier visibility into WIP exposure, tighter control over realization, and faster paths from project activity to collected revenue, not through more reporting, but through smarter, earlier action inside the tools your teams already use.
Explore other evergreen end-user applications
time application
Structured time capture aligned to project phases, disciplines, and billing plans with built-in approval workflows.
Explore →
finance insights
Real-time visibility into fee burn, WIP, realization, and billing performance across projects and clients.
Explore →
client insights
Track client engagement, project history, fee performance, and account growth across your portfolio.
Explore →
FAQs
What is the pulse application used for in an AEC firm?
The pulse application centralizes project task tracking, time and expense entry, approvals, billing collaboration, collections activity, and employee self-service into one Teams-native workspace connected to evergreen.
How does the pulse application support billing accuracy in AEC projects?
The pulse application brings project and finance teams together to review draft invoices, validate inputs against contract terms and fee structures, and resolve time narrative issues before anything is posted, reducing late-cycle corrections and write-downs.
Can the pulse application help manage accounts receivable and collections?
Yes. The application provides aging dashboards organized by project, client, and responsible team, tracks payment commitments and disputes, and uses copilots within evergreen to prioritize follow-up activity and reduce DSO.
How does the pulse application connect delivery and finance teams?
The application gives both teams a shared, real-time view of project status, approval queues, billing readiness, and financial exposure so coordination happens continuously rather than at month-end.
What can copilots within evergreen do inside the pulse application?
They help users retrieve project and financial data, generate status summaries, identify billing risks, and initiate follow-up actions through natural language, without navigating the core platform.
Does the pulse application support professional development and HR self-service for AEC staff?
Yes. Engineers and consultants can update certifications and skills, submit leave requests, and exchange structured performance feedback tied to project delivery outcomes, all from within the Teams workspace.