Your Dashboard

Overview 

Your Dashboard provides an overview of all your assigned tasks. It’s where you can stay in-the-know with the latest Activity Feed posts and follow conversations across all projects you’re participating in. Without leaving the dashboard, you can reply to posts, see outstanding invoices, access the Task side panel, and more.

The information on Your Dashboard is organized into different sections, which include:

1. People
2. Activity Feed
3. Time and Utilization Tracking
4. Projects
5. Your Tasks
6. Invoices

You can access Your Dashboard from the left navigation by hovering over Dashboard and selecting Your Dashboard.

1. People

The People section shows some of your fellow Kantata account members. It also allows you to quickly access and edit your Kantata profile. If you're an Account Administrator, you'll be able to see the total number of account members (in parentheses) and have access to an Add (“   ”) icon that allows you to quickly invite new members to your account.

2. Activity Feed

The Activity Feed panel is where you'll find the latest posts, files, and changes to projects for which you belong. You can view details and respond to posts just like you can in the project Activity tab.

3. Time and Utilization Tracking

The Time and Utilization Tracking panel provides three sections of metrics that show how you’re performing against time targets and utilization goals:

• Tracked Today
• This Week
• Billable Utilization

Tracked Today

This section shows a single bar that represents your available capacity (your workweek minus time off and holidays) based on the hours you have tracked for the current day. As you track time for today, the bar will fill proportionally with blue.

If you go over your available capacity, the bar turns yellow and you are informed of how many hours you are over.

If you have not tracked any time for the day, a Track Time button will appear in place of the bar, which allows you to enter time using the Time Entry form.

Tracked This Week

This section contains a bar chart that shows your daily available capacity (your workweek minus time off and holidays) in comparison to the actual hours you've worked for the week. As you track time, the individual gray bars fill proportionally with blue. If you go over your available capacity, the bars will turn yellow. Hovering over any individual bar will show you the number of hours you’ve already tracked for that day.

Billable Utilization 

In this section, you can see how you are tracking against your targets for the week, month, and year. This section can reflect future billable utilization targets set in advance in the Account Member side panel.

4. Projects

The Projects panel is where you'll see up to four of the most recent projects you've been working on. Each project card in this panel displays the following information:

• Project title
• Current status
• Completeness percentage
  Note: The project’s completeness percentage is calculated by dividing the total number of tasks by the number of completed tasks.
• Team Lead
• Due Date

Members with Project Creator account permission (or higher) can quickly Add (“   ”) new projects from this section.

5. Your Tasks

If you are assigned any tasks that are past due or due in the next seven days, you'll see them in the Your Tasks panel, sorted by due date. This gives you immediate access to the task details.

6. Invoices

If you have the Project Lead account permission (or higher) and participants on the Provider-side of the project are using Kantata for invoicing, you’ll see the Invoices panel underneath Your Tasks. From here, you can view outstanding invoices across all of your projects along with the invoice status, amount, and due date.

To open an invoice, click on the individual invoice row.