Project management connected to the money
Most project tools are isolated from billing. So when scope shifts, your PM updates the project, your AM updates the contract, your finance updates the invoice — three places, three risks. In OMB Cloud, scope changes ripple from the project to the contract addendum to the next invoice automatically.
Six views, one project
- Gantt — dependencies, critical path, the timeline view stakeholders ask for.
- Kanban — the team's daily working view.
- Calendar — for delivery deadlines that hit the executive calendar.
- Table — for bulk edits and exports.
- Matrix — team capacity vs project demand.
- Operator dashboard — utilization, margin, slipping projects, at-a-glance.
Client portal included
Each project exposes a read-only portal to the customer. They see milestones, deliverables and status updates without logging into your full platform. Reduces "where are we on this?" emails by ~70% for most teams.
Capacity awareness
The team's declared capacity (hours per week per role) is visible during sales handoff. The deal that closes only goes live when capacity exists; if not, project starts on a future date the customer sees up front.
Connects natively to
CRM, Contracts, Invoices, Calendar, Drive.
Next step
Talk to sales. We'll set up a sample project on your service catalog during the call.