Find your fit
Who it is for
Consultancies, agencies and technology-service firms with several overlapping client engagements can use OX to coordinate project plans and available people. Start by checking whether a representative project and staffing process match the firm's actual delivery model.
Resource managers who need to reserve capacity before task dates are final can distinguish soft or hard bookings and rough allocated hours from committed scheduled hours. Agree when a tentative booking becomes a delivery commitment.
Project and finance leaders can compare planned work with logged hours, expenses and project reporting. Define who approves time and what counts as billable before using those records for invoicing or margin decisions.
The work it supports
Core capabilities
Project plans and views. Adjust a project plan through Gantt or board views and compare baselines over time. Check whether the baseline captures the agreed client scope before using later changes to explain variance.
Repeat-project templates. OX knowledge-base guidance covers templates with recurring tasks, resource mapping, Gantt dependencies and budget details. Build one template from a finished representative engagement, then test its permissions and task dates before wider reuse.
Resource bookings. Resource managers can hold possible people with soft bookings and lock the selected team with hard bookings. Review capacity and skills together so a project plan does not assume an unavailable specialist.
Allocated versus scheduled hours. Allocations are a rough hold; scheduled hours are committed to tasks on particular days. Verify who can change each and compare them before promising a start date to a client.
Timesheets. People can enter a week's project time in one place and see billable and non-billable hours. Test a sample week across two projects, including a correction before approval.
Time approval and expenses. Approval can be configured at account or project level, while the OX page lists expenses with receipts, categories and billable flags. Set consistent rules for who approves time and how reimbursable or client-billable costs are classified.
Billing connection. OX ties delivery and resourcing to billing schedules and outstanding invoices. Before relying on an automated handoff, trace one sample time entry and expense through approval and financial review.
Project health and client updates. Configurable dashboards and reports can show delivery measures such as burn rate, while updates and notes can be shared with clients. Check visibility for internal cost or sentiment data before turning on a client-facing view.
Understand the offer
Pricing and getting started
Kantata asks buyers to request a tailored PSA plan based on company size, goals and workflow. Its public page does not establish a fixed OX seat rate, minimum, term or trial; request a written quote covering licenses, implementation, support and any modules needed for the proposed workflow.
The OX marketing page describes AI-supported project and resource insights. Confirm which specific AI tools are part of the proposed configuration, their data access and any usage charges before budgeting or describing them as included.
Look a little closer
Before you choose
Pilot the complete route from a project template to assigned people, scheduled task hours, a submitted timesheet and expense, and an approved billing handoff. This exposes where the firm's own rules differ from the sample setup.
Ask the vendor to demonstrate how OX distinguishes tentative allocations from committed scheduled hours across two simultaneous projects. Check whether project managers and resource managers see the same capacity picture.
For client collaboration, review a sample shared update and its access controls. Keep internal burn-rate, cost and staffing notes in the right audience while still giving the client useful progress information.
Get the quoted OX scope in writing: licensed users, client access, implementation work, support, integrations and any AI entitlements. The public pricing page is a request form, so these terms cannot be assumed from a list price.
Kantata SX is a separately positioned Salesforce-native product. Compare it with OX only if the organization is considering both; verify that a proposed OX integration plan is scoped to OX itself.
6 distinct sources behind this profile. Research observed Oct 18, 2026. Features and offers can change.
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