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ProjectOps

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ProjectOps

Turn HubSpot Projects into a complete project management workspace. ProjectOps extends HubSpot Projects with reusable project templates, automated project setup, resource capacity, time tracking, budget visibility, project health, and delivery management. Keep project execution connected to the companies, contacts, deals, users, tasks, and customer context already managed inside HubSpot.
Built by
Atlantic Ops
Installs
<10 installs
Sign in to installRequires ProjectOps subscription

Requirements

HubSpot Plan
HubSpot Account permissions
View the required account permissions
Access Type
Shared
ProjectOps Subscription
Standard plan

Overview

ProjectOps turns HubSpot Projects into a more complete project management workspace, helping teams manage delivery without moving work into a separate project management platform.


ProjectOps solves the manual setup, consistency, and visibility challenges that come with managing projects directly in HubSpot. Teams can standardize how projects are created, automatically generate the tasks and milestones required for different project types, track project time and budgets, and understand team capacity across active work.


By keeping project delivery connected to HubSpot CRM records, ProjectOps gives sales, service, operations, and delivery teams a shared view of customer work while allowing HubSpot to remain the system of record.

Features

templates

Configure project pipelines and templates

Configure HubSpot Project pipelines and reusable templates for common project types. ProjectOps uses HubSpot Project properties, pipelines, and stages to standardize how projects are structured and managed.

project create from template

Automate project setup

Apply a ProjectOps template to create the tasks, subtasks, milestones, and supporting project structure required for a new HubSpot Project. This gives teams a repeatable delivery process without manually rebuilding each project.

resource management

Manage project delivery from HubSpot

Manage project execution directly from HubSpot Project records with ProjectOps cards for budget, health, team, timeline, and time tracking. Project information remains connected to the native HubSpot Project record.

scheduling conflict management

Plan team resource capacity

View project assignments and team capacity across active HubSpot Projects to identify available capacity and potential workload conflicts before assigning additional work.

cards

Track project time, budget, health and timeline

Track time against project work, compare planned hours and budget information, monitor project health, and review timeline progress from within HubSpot. ProjectOps brings these delivery metrics together without moving project management to another platform.

App Functionality

Shared Data
Data Source
Sync Direction
In HubSpot
In HubSpot

ProjectsOps

Tasks

Tasks

More info about shared data

ProjectOps primarily works with HubSpot Projects, using project data as the system of record for project delivery. The app reads project records, pipeline and stage information, ownership, status, dates, and related project data to power project templates, capacity planning, time tracking, budget tracking, and project management features.


ProjectOps also creates and updates HubSpot project-related records as users configure and manage projects. When templates are applied, ProjectOps can create the associated tasks, subtasks, and milestones required for that project and maintain their relationship to the originating HubSpot Project.


HubSpot Projects is not currently available as a selectable object in the Shared Data configuration above, so Tasks is listed there as the closest supported HubSpot object used by ProjectOps.

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Standard

14 day free trial

$49

/month

Manage your first 5000 projects

  • Team resource capacity planning

  • Project budget tracking

  • Project time tracking and timesheets

  • Automatically create tasks, subtasks, and milestones

  • Project template library (18 starter templates)

$10/1000 additional projects

Standard

14 day free trial

$49

/month

Manage your first 5000 projects

  • Team resource capacity planning

  • Project budget tracking

  • Project time tracking and timesheets

  • Automatically create tasks, subtasks, and milestones

  • Project template library (18 starter templates)

$10/1000 additional projects

* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 09/08/2026

More info

Built by
Atlantic Ops
Installs
<10 installs
Categories
Languages this app is available in
English

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