Project managers want Asana. Finance wants Q360. Both are right.
In every Q360 shop we work with, there's the same friction between project teams and accounting. PMs want real-time boards, fast drag-and-drop updates, dependency tracking, rich comments, and mobile dashboards — features that live in Asana, Wrike, ClickUp, Monday, or Odoo project modules. Accounting wants everything in Q360 so budget-vs-actual, invoicing, and revenue forecasting reflect reality.
The typical compromise: the PM maintains the external tool, and at weekly intervals someone exports a summary and pastes it into Q360. Forecasts are perpetually a week stale. Project margin reports don't reflect what's happening now. Finance stops trusting the numbers.
If project management data isn't flowing into Q360, your revenue forecast is based on last week's reality, not today's. For shops with projects running 3-12 months, that kind of lag makes forecasting essentially unreliable.
Integrated PM and forecasting.
Rubi builds bidirectional integrations between external project management platforms and Q360 so PMs keep working in their preferred tool and finance gets live revenue forecasting from the same underlying data.
PMs work in Asana. Finance forecasts in Q360. Both are always looking at the same numbers.
Asana / Wrike / ClickUp / Monday / Odoo] <-->|Tasks + Progress| RUBI((Rubi Integration)) RUBI <-->|Revenue forecast| Q360[Q360 ERP] RUBI -.->|Resource reservations| Q360 Q360 -.->|Project budgets| PM Q360 -.->|Milestones| PM
Supported PM platforms.
- ClickUp — strong API, flexible custom fields, popular with Q360 shops migrating away from legacy PM tools
- Asana — clean data model, well-documented API, easiest to integrate for most shops
- Wrike — enterprise-grade PM with strong reporting; integration complexity is moderate but doable
- Monday.com — board-based model that maps reasonably well to Q360's project structure
- Odoo Projects — part of our Odoo practice; integrates cleanly with Q360 when one shop runs both
- Other API-capable PM systems — Teamwork, Jira, Notion, Linear, etc. — we'll build to any API
What the integration delivers.
Technology stack.
- Q360 API + Live Data — reads for budgets, customers, employees; writes for forecasts, time entries, and events
- PM platform APIs — Asana, Wrike, ClickUp, etc. for project, task, and time data
- Azure Cloud Resources — we typically run the integration service in Azure for reliability and monitoring
- Webhook + polling hybrid — real-time updates where the PM tool supports webhooks; scheduled polling as a fallback
Full or partial integration.
- Partial (read-only forecasting). PM tool data flows into Q360 for forecasting but nothing flows back. Low-risk first step; great for shops that want to keep the PM tool "untouched" and just extract data.
- One-way push (PM → Q360). PM data pushes to Q360 for forecasting, resource allocation, and billable events. Change orders still originate in Q360. Most common pattern.
- Full bidirectional. Both systems exchange data in both directions. Higher complexity, but highest value for large shops where PMs and finance work tightly together.
Frequently asked questions.
A partial integration is usually 3-5 weeks. One-way push is 6-10 weeks. Full bidirectional can run 10-16 weeks depending on the complexity of your project types and the customization of your PM tool.
Even better — we pull time entries from the PM tool as the source of truth and push them to Q360 for project accounting and payroll. No double entry.
Yes. Discovery phase includes an assessment of your team's needs, integration complexity, and pricing across the major options. We're not partnered with any one vendor, so the recommendation is honest.