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Planview ProjectAdvantage is a project and portfolio management product for mid-market organizations and early-stage to maturing PMOs. It centralizes projects, programs, resources, financials, and performance data in one platform, replacing spreadsheets and disconnected tools with structured workflows, real-time dashboards, and AI-powered planning. Project and Program Management • Gantt with drag-and-drop scheduling and role-adapted layouts • Project creation via templates, with Excel and MS Project import • Program roll-ups, sub-project hierarchy, dependency management • Phase-gate visibility and critical chain Portfolio and Resource Management • Idea and demand management with approval workflows and scoring models • Portfolio simulation, project ranking, and what-if scenario planning • Resource and capacity management, including request and commitment workflows • Budget and cost management with time-distributed costs and forecasting Adaptive Workflow • No-code, configurable workflows applied to any object in the platform • Waterfall, agile, hybrid, critical chain, and phase-gate methodologies supported side by side • Admins adapt workflows to organizational processes without IT support Collaboration and Reporting • Native Microsoft Teams integration for logging time, updating work items, and managing tasks • Self-service dashboards, native Power BI connector, and PowerPoint export • Risk, issue, and change tracking alongside document management AI Capabilities • AI-generated project plans, including work breakdown structure, phases, and dependencies, from a plain-language description • AI-assisted risk identification based on project data and historical patterns • AI-assisted resource matching based on availability, role fit, and cost • Conversational assistant in Teams for timesheet and work item updates Deployment • Typical implementation time of 8 to 12 weeks with no-code setup • Role-based permissions, single sign-on, and ISO 27001 and SOC 2 compliance • More than 500 organizations and 350,000 users across 100+ countries

Kantata helps professional services organizations of 50 to 5,000+ employees ensure consistent excellence and profitability across every project. By connecting scoping, resourcing, and forecasting in one platform, you can always deliver amazing. Most PS organizations struggle with unpredictable projects that erode margins, strain resources, and weaken client trust. Kantata PSA puts an end to unpredictable projects by enabling you to: • Instantly assemble the ideal team based on skills, availability, and scope • Easily amplify institutional knowledge by turning past experience into real-time intelligence • Confidently forecast every outcome with an accurate view of everything from revenue and margins to capacity and sentiment