Kantata

Start your week by loading the pipeline and assigning the right people in minutes. Create a project from a template, import dates and rates, and define roles you need. Use live availability and a skills matrix to auto-suggest the best candidates across locations. Compare options with quick scenarios: split a role across two specialists, shift start dates, or adjust allocation to protect utilization targets. Send staffing requests to resource managers, track approvals, and convert tentative holds to confirmed bookings once the deal closes. When plans change, drag allocations on the calendar to swap talent without breaking budgets or milestones.

Move straight into delivery with a shared plan the whole team can follow. Build the schedule in a Gantt view or Kanban board and link milestones to budget categories. Estimations convert into effort and cost automatically, so you can see workload by person and by week. Team members log time from desktop or mobile, use timers for accurate capture, and attach expenses with receipts. Approvers get a clean queue to review, reject, or bulk approve entries. If scope shifts, trigger a change request, update the plan, and compare to the baseline so you understand the impact on dates, costs, and outcomes.

Keep a close eye on money and capacity without spreadsheets. Dashboards show burn, margin, and revenue progress at the project and portfolio level. Forecasts update as assignments, rates, and time entries change. Model what-if scenarios—rate adjustments, extended timelines, new work—before you commit. Align your pipeline with capacity by viewing upcoming demand by role and skill, highlighting gaps and bench opportunities. Generate invoices from approved time and expenses, apply rate cards and discounts, and send to your accounting system. Use built-in recognition methods to schedule revenue and monitor variances against targets.

Collaborate with clients and internal teams in one place. Share a client view with scope, status, and milestones; limit access with granular permissions. Keep conversations on tasks instead of email, and push updates to Slack. Connect Jira for engineering work, sync opportunities from Salesforce to kick off staffing earlier, and mirror events to Google or Microsoft calendars. Automate reminders for timesheets, approvals, and expiring holds. Standardize delivery with templates for different service lines, and track certifications to route the right expertise. With clear staffing heatmaps and utilization trends, you can balance workloads, reduce bench time, and deliver consistently across engagements.