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EXPLORE THE TALBOARD ECOSYSTEM

Everything your business needs, connected.

21 capabilities · One intelligent operations platform

Modern HRCentralize employee records, attendance, leave and everyday HR operations.Shift ManagementPlan schedules, manage shifts and coordinate workforce coverage.Payroll & CompensationOrganize payroll workflows, salary records and compensation processes.OffBoardingStreamline employee exits, clearances and handovers.Appreciation & RewardsRecognize achievements and celebrate employee contributions.Performance ManagementTrack goals, reviews, feedback and employee performance.
Lead ManagementCapture opportunities, manage pipelines and follow up with prospects.Talent AcquisitionManage job openings, candidates, interviews and recruitment.Staffing & PlacementsCoordinate resource placement, assignments and staffing delivery.Business PartnersMaintain connected client, vendor and partner relationships.CollaborationKeep teams aligned through shared communication and workflows.
Work ManagementOrganize projects, tasks, timesheets and team responsibilities.Financial ManagementTrack invoices, expenses, payments and financial workflows.Asset ManagementMonitor equipment, licenses and assets across teams.Risk & ComplianceSupport policy management, governance and compliance tracking.Role & PermissionsControl user access with configurable roles and permissions.
Multi-BranchCoordinate business operations across companies and branches.Reports & AnalyticsTurn operational data into dashboards, reports and KPIs.LettersCreate and manage business and employee documents.E-SignaturesSimplify document approvals and electronic signing workflows.SupportManage internal requests, support tickets and issue resolution.
✦ From hiring and workforce planning to project delivery, payroll and insights.Explore TalBoard
Products — 21 capabilities

People & Workforce

Modern HRCentralize employee records, attendance, leave and everyday HR operations.Shift ManagementPlan schedules, manage shifts and coordinate workforce coverage.Payroll & CompensationOrganize payroll workflows, salary records and compensation processes.OffBoardingStreamline employee exits, clearances and handovers.Appreciation & RewardsRecognize achievements and celebrate employee contributions.Performance ManagementTrack goals, reviews, feedback and employee performance.

Sales & Talent

Lead ManagementCapture opportunities, manage pipelines and follow up with prospects.Talent AcquisitionManage job openings, candidates, interviews and recruitment.Staffing & PlacementsCoordinate resource placement, assignments and staffing delivery.Business PartnersMaintain connected client, vendor and partner relationships.CollaborationKeep teams aligned through shared communication and workflows.

Operations & Control

Work ManagementOrganize projects, tasks, timesheets and team responsibilities.Financial ManagementTrack invoices, expenses, payments and financial workflows.Asset ManagementMonitor equipment, licenses and assets across teams.Risk & ComplianceSupport policy management, governance and compliance tracking.Role & PermissionsControl user access with configurable roles and permissions.

Finance & Governance

Multi-BranchCoordinate business operations across companies and branches.Reports & AnalyticsTurn operational data into dashboards, reports and KPIs.LettersCreate and manage business and employee documents.E-SignaturesSimplify document approvals and electronic signing workflows.SupportManage internal requests, support tickets and issue resolution.
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One connected work management platform

Manage Every Project From Planning to Billing.

Plan projects, allocate the right employees, manage billable and non-billable tasks, track work progress, approve timesheets, measure employee utilization and prepare project-wise billing—without switching between disconnected tools.

✓ Project & task management✓ Resource allocation✓ Billable hours✓ Utilization visibility✓ Project-wise billing
More than task management

One System for the Entire Project Lifecycle

TalBoard brings project owners, delivery managers, employees, contractors, staffing teams and finance operations into a shared workflow—from signed agreement to completed delivery and client billing.

▣

Project Setup & Planning

Create a structured project workspace with the client, project owner, scope, dates, deliverables, milestones, budget and commercial model.

  • Project details and ownership
  • Milestones, phases and priorities
  • Planned effort and budgets
  • Dependencies and target dates
♙

Resource Management

Understand team capacity before making assignments. Plan allocations across multiple projects, employees, consultants and contractors.

  • Employee availability and skills
  • Allocation percentage and hours
  • Overbooking and idle-capacity review
  • Cross-project workload visibility
☷

Tasks & Work Updates

Break work into actionable tasks with owners, deadlines, status, priority, expected hours and actual effort.

  • Task assignment and ownership
  • In-progress and completed updates
  • Comments and work context
  • Planned versus actual effort
◷

Timesheet Management

Connect recorded time to the correct project and task, with billable classification and approval checkpoints.

  • Daily or weekly time entry
  • Project and task tagging
  • Approval and correction workflow
  • Approved-hours reporting
◈

Billable & Non-Billable Work

Separate client-chargeable delivery from internal meetings, training, rework, administration and other non-billable activities.

  • Billable task categories
  • Non-billable effort visibility
  • Rate and cost analysis
  • Billing-ready hour summaries
$

Project-Wise Billing

Review approved hours, rates, project milestones and billing periods to prepare accurate client invoices.

  • Time-and-materials billing
  • Fixed-price milestone tracking
  • Project-specific invoice references
  • Revenue and billing status
▥

Employee Utilization

Compare assigned, available, billable and non-billable time to identify capacity gaps and improve staffing decisions.

  • Billable utilization indicators
  • Capacity versus allocation
  • Bench and overload identification
  • Team-level reporting
↗

Delivery & Cost Reporting

Give leadership a consistent view of progress, resource effort, delivery risk, project cost and expected financial outcomes.

  • Project performance dashboards
  • Budget versus actual effort
  • Task and milestone progress
  • Cost and revenue comparisons
⚙

Connected Business Operations

Keep project information aligned with employee records, staffing placements, contracts, timesheets and finance workflows.

  • Employee and contractor records
  • Client and contract context
  • Workforce placement visibility
  • Role-based access and approvals
Visual workflow

From Client Agreement to Project Revenue

A connected operating model gives every department visibility into the same work, without repeating data entry at each handoff.

01 / DEFINE

Contract & Scope

Client, SOW, deliverables, budget and commercial terms

02 / PLAN

Project & Resources

Milestones, staffing needs, employee allocation and capacity

03 / EXECUTE

Tasks & Updates

Assigned work, deadlines, progress and collaboration

04 / VALIDATE

Timesheets & Approval

Recorded hours, billable classification and manager review

05 / MONETIZE

Billing & Insights

Invoice preparation, utilization, project cost and revenue

Workflow illustrates how TalBoard modules can be connected; exact approval rules, billing logic and automation depend on your configuration.

Resource planning & allocation

Assign the Right Employee to the Right Project—At the Right Time.

Stop assigning work without knowing who is available. Give project managers a structured way to allocate employees based on skills, working capacity, planned hours and current commitments.

01
See resource availability

Review planned workload, assignments, leave and available working capacity before committing to a project.

02
Allocate by hours or percentage

Plan how much of an employee's capacity should be dedicated to each project and compare it with actual work.

03
Rebalance work as priorities change

Identify overlapping commitments and adjust allocations when projects expand, pause or approach deadlines.

04
Connect staffing to project delivery

Track employees and consultants assigned to client projects or placements from a common work-management view.

Resource Allocation Board

Sample data
EmployeeAllocationCapacity
AKAlex K.CRM Rollout
80% allocated
PMPriya M.Cloud Migration
100% allocated
RSRohan S.Web Platform
55% allocated
JDJordan D.QA Program
65% allocated
Planning question: If a new project requires 120 development hours next month, which employees have sufficient available capacity without overloading existing delivery?
Interactive infographic

Understand Employee Utilization Before You Allocate More Work

Explore how capacity, billable time and non-billable work influence utilization. Change the sample values to see the calculation update.

Utilization Explorer

Interactive example
Billable Non-billableRemaining capacity = light background
70%Billable utilization
24hRemaining capacity
$5,600Illustrative billable value

Example only. This calculator does not connect to your TalBoard data.

Capacity planning insights

Utilization Is More Than a Timesheet Total

A productive team is not necessarily a fully billable team. Managers need to distinguish contracted client work from internal effort and compare both with realistic working capacity.

  • Available capacity: working hours after applicable leave, holidays and scheduling constraints.
  • Billable utilization: approved billable hours divided by available hours.
  • Total recorded utilization: all recorded work hours divided by available hours.
  • Unallocated capacity: available hours not already committed to recorded or planned work.
  • Over-allocation: planned or recorded hours above available capacity.
  • Bench visibility: identify people who can be assigned to new client work.
Billable utilization formula

Billable hours ÷ Available working hours × 100

Billable and non-billable tasks

Know Exactly Where Every Project Hour Goes.

Classify tasks and time entries so managers can see which activities generate client revenue and which are necessary internal costs. This improves estimates, protects margins and makes project billing easier to explain.

$

Billable Activities

Client-approved development, implementation, consulting, testing, support or other work chargeable under the agreement.

○

Non-Billable Activities

Internal meetings, employee training, administrative work, presales or non-chargeable rework.

Billable status depends on the contract, client approval and billing policy. The same activity may be billable for one engagement and non-billable for another.

Task Effort Breakdown

Illustrative week
TaskClassificationHours
API developmentBillable24h
Client UAT fixesBillable12h
Internal planningNon-billable5h
Team trainingNon-billable3h
Client documentationBillable6h
42hBillable
8hNon-billable
50hTotal
84%Billable share
Planning and execution

Build Better Project Plans—and Keep Them Updated

A useful project plan is not a static spreadsheet. It links scope, work breakdown, resource capacity, task ownership, estimated effort, deadlines and actual delivery updates.

01

Define Scope

Record client requirements, deliverables, milestones, acceptance criteria and project assumptions.

02

Estimate Effort

Plan work by phase, task, role and expected hours to create realistic staffing needs.

03

Assign Owners

Allocate work to employees or consultants, establish accountability and communicate deadlines.

04

Track Changes

Update task status, priorities, effort, milestones and delivery risks as work progresses.

05

Review Timesheets

Check actual effort against plans and approve hours for operational and financial reporting.

06

Spot Bottlenecks

Identify delayed tasks, overloaded team members and projects consuming more effort than expected.

07

Control Changes

Review additional scope, revised timelines and the impact on resource plans and budgets.

08

Close & Learn

Review completed deliverables, final approved hours, billing status and lessons for future estimates.

Project-wise billing and profitability

Connect Project Delivery to Client Billing

Bring together approved work, contract rates, billing periods and project expenses to prepare project-specific invoices and understand the difference between revenue and delivery cost.

Bill Against Approved Time

For time-and-materials projects, use approved billable hours and agreed client rates to prepare a billing summary by employee, task, project or period.

  • Client and project billing context
  • Approved billable hours
  • Role-specific or agreed hourly rates
  • Billing period and invoice references
  • Exceptions and non-billable exclusions
RoleApproved hoursRateAmount
Developer100$50$5,000
QA Engineer60$35$2,100
Project Manager20$70$1,400
Total180—$8,500

Tables demonstrate common commercial models. Confirm your TalBoard subscription's billing configuration and supported automation before publishing specific capability claims.

Revenue Visibility

Understand expected and billed revenue by project, client, milestone or billing period.

Project Cost Visibility

Compare labor effort and other attributable costs with the approved project budget.

Profitability Review

Evaluate revenue less delivery cost, with a clear distinction between gross margin and broader business overhead.

Project performance infographic

See Project Health Before Problems Become Expensive.

A useful project dashboard combines delivery, staffing and finance metrics. Instead of asking separate teams for updates, managers can review progress and effort together.

  • Planned versus actual hours and completion percentage
  • Milestone and overdue-task visibility
  • Employee allocation versus availability
  • Billable versus non-billable time
  • Budget consumption and cost-to-complete estimates
  • Approved, pending and unsubmitted timesheets
  • Billing-ready work and invoicing status
  • Client and project-level reporting

Project Health Snapshot

Example

Enterprise Implementation / October

72%Delivery progress
81%Effort budget used
76%Billable share
Milestone completion
Effort budget consumed
Timesheet approvals
Management insight: Effort consumption is ahead of delivery completion. Review scope, estimates, rework and remaining capacity before approving additional commitments.
Roles and responsibilities

Built for Everyone Involved in Project Delivery

Different teams need different information. A connected work-management system provides role-appropriate views while keeping project records consistent.

♙

Project Managers

Plan work, allocate employees, monitor milestones, review task updates, approve effort and manage delivery risks.

♧

Employees & Contractors

View assigned tasks, understand priorities, update progress and submit work hours against the right project.

▦

Resource Managers

Review capacity, staffing requirements, overlapping assignments, bench time and allocation changes.

$

Finance & Billing Teams

Review approved billable effort, contractual billing terms, project costs, invoice schedules and client billing status.

▣

Business Owners & Leaders

See project performance, resource utilization, delivery risk and commercial outcomes across the portfolio.

↗

Staffing & Account Teams

Connect consultant placements and client engagements with assignment periods, work hours and billing context.

Industry applications

Flexible Work Management for Service-Based Businesses

From client projects to recurring placements, TalBoard supports a structured way to plan, execute and account for work.

IT Services & Software Development

Manage implementation projects, developers, QA teams, sprint work, client deliverables and billable engineering hours.

IT Staffing & C2C Consulting

Coordinate consultant placements, client assignments, timesheet approvals, billing rates and utilization.

Professional Services

Plan consulting engagements, track project deliverables, control non-billable effort and bill for approved work.

Digital & Creative Agencies

Allocate designers, marketers and developers across clients, track campaign tasks and review retainer effort.

Engineering & Implementation

Coordinate multi-phase deployments, team assignments, milestones and delivery resources.

Managed Services

Track recurring work, support activities, service delivery time and contract-level cost visibility.

Remote & Distributed Teams

Give managers consistent visibility into task ownership, recorded effort and workloads across locations.

Multi-Company Operations

Support structured work tracking across business units, branches, client accounts and teams.

Implementation journey

How to Set Up End-to-End Project Management in TalBoard

Start with a consistent project structure, then add resource plans, timesheet rules and billing checkpoints so teams work from reliable information.

01

Configure Teams

Set up employees, contractors, roles and working schedules.

02

Add Clients & Contracts

Capture client details, engagement scope and commercial terms.

03

Create Projects

Define phases, tasks, milestones, dates and project ownership.

04

Allocate Resources

Assign employees and plan effort based on capacity.

05

Track & Approve

Update tasks, submit time and validate completed work.

06

Bill & Analyze

Prepare billing and review utilization, cost and outcomes.

Common questions

Work Management Software FAQs

Clear answers about project planning, resource allocation, timesheets, billable tasks and project-wise billing.

What is end-to-end work management software?

End-to-end work management software connects project planning, task assignment, employee allocation, timesheets, progress tracking, approvals and billing information in one coordinated workflow. It helps teams manage both work execution and its operational impact.

Can TalBoard manage an entire project lifecycle?

TalBoard combines project, task, resource, timesheet, staffing and finance-related capabilities. Teams can structure a project from client scope through execution and reporting. Specific automations and billing configurations should be confirmed for your account.

How can I allocate employees to different projects?

Start with each employee's availability and existing workload, then plan assignments by required role, skills, hours or percentage of capacity. Review overlaps regularly as project priorities change.

What is employee utilization?

Employee utilization measures how much available working capacity is used. Billable utilization specifically compares billable work hours with available hours. Organizations may also track total recorded utilization and planned allocation.

How are billable and non-billable tasks different?

Billable work is chargeable to a client under the agreed contract. Non-billable work is not directly charged, such as internal training or administrative effort. Classification should follow the project's commercial terms.

Can employees update project tasks and timesheets?

Project workflows can organize assigned work, task progress and project-linked timesheet submissions. Exact editing permissions, submission cycles and approval steps depend on configured roles and policies.

How does project-wise billing work?

Project-wise billing links a specific client engagement to its commercial terms and billing evidence, such as approved hours or completed milestones. Finance can use these records to prepare or validate invoices according to the agreed model.

Can I manage time-and-materials and fixed-price projects?

Both are common project commercial models. Time-and-materials billing is based on approved chargeable time and rates; fixed-price billing is based on contracted fees and milestones. Confirm the exact workflows enabled in your TalBoard configuration.

How can project managers identify overallocated employees?

Compare each person's total planned assignments with their available working hours. Allocations above capacity indicate potential scheduling conflicts that should be resolved before deadlines are affected.

Can I compare project budget with actual effort?

Project budget analysis compares planned hours or costs with recorded and approved effort. It can help reveal scope changes, underestimation, rework and risks to project margin.

Is TalBoard useful for staffing agencies and C2C businesses?

Yes. Its staffing and operations positioning is relevant to client assignments, consultant placements, timesheets, resource visibility and billing context, subject to configured modules and processes.

Does TalBoard replace separate project, timesheet and billing tools?

TalBoard is designed to bring connected work and business operations into one platform. Whether it fully replaces each existing tool depends on required features, integrations, approvals and implementation scope.

Run projects with greater visibility

From Project Planning to Final Billing—Keep Work Connected.

See how TalBoard can help your organization plan resources, assign tasks, monitor utilization, manage timesheets and bring project delivery closer to finance.

Interactive illustrations use sample data. Product configuration, billing automation and available integrations may vary by plan and implementation.