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Kantata OX Release Notes

By David Forsythe | Updated

Here, you'll find a summary of all the great new features, enhancements, improvements, and fixes that our Product Development team continuously brings to Kantata OX. To learn more about our future roadmap, see Upcoming Releases.

Here, you'll find a summary of all the great new features, enhancements, improvements, and fixes that our Product Development team continuously brings to Kantata. To learn more about our future roadmap, see Upcoming Releases.

2025

February

Highlights

Early Access

Time Off in Resource Center  

Resource Management / Resource Center

Released on February 18, 2025

In the early access Team Members tab, more details appear for time off and holidays in the Day and Week views, surfacing more information and allowing you to quickly make informed resource planning decisions.

Previously, a yellow line in the user row was the only indication of a holiday or scheduled time off. Now, you can also see the following details when you expand the user row:

  • A Holiday or Time Off icon that indicates why they’ll be out of office
  • The name of the holiday
  • The amount of time off scheduled

Time-Off-and-Holidays-in-Resource-Center.gif

For more information, see the Configure Columns in Resource Center [Early Access] article.

Added

Custom Task Status and Task Status Sets API Endpoints  

API / Project Management

Released on February 19, 2025

Custom task statuses and task status sets are now available in Kantata Connect and the API, allowing you to manage more granular task data when creating customized workflows and automations in your integrations or custom applications.

Task-Status-Sets-API-Docs.gif

For more information on which actions are available, see the following API documentation:

February 10-14 Additional Enhancements  

Project Management

  • Fixed an issue where the custom branding logo was sometimes not appearing on Pulse survey pages.

API

  • When creating or updating a task via the API, an Account Administrator can explicitly set the time_trackable field and override the default time tracking setting for new tasks.

Miscellaneous

  • Our Kantata logo has a refreshed look and feel that we've begun rolling out to various places—starting with kantata.com and Kantata Connect.

February 3-7 Additional Enhancements  

Resource Management

  • Fixed an issue with Resource Requests where the Approver would sometimes be removed if you updated other information before submitting the request.

Project Management

  • When you export information from the Project List, you can now see whether time tracking is activated or deactivated for a project.
  • The column Track Time & Expenses has been added to Task Tracker. This column is also included in Task Tracker CSV exports.
  • With a new bulk action, anyone with the proper permission can now bulk update whether tasks can have time and expenses tracked against them. For more information on who has access to this bulk action, see Task Tracker Bulk Actions.
  • When Time Tracking Enhancements for Project Participants is activated on the Early Access page and time and expense account settings allow Project Administrators to manage time tracking settings, a new Additional Access permission is available to select on the Project Permissions page.
  • Account members without permission to change time tracking settings can now delete tasks marked as Time Trackable as long time, expenses, and invoices are not associated to the task.

Time and Expense

  • The new feature Time Tracking Enhancements for Project Participants is now available on the Early Access page. This feature allows Account Administrators to control if Project Administrators and designated project members can update whether or not time tracking is allowed for projects and tasks.
  • To improve performance of the Time Entries page, users with Report Viewer (or higher) Account Permissions can now see an Include External Projects checkbox. Because this checkbox is not selected by default, any time that account members have tracked to external projects will be filtered out automatically, which allows the page to load time much faster.
  • When time tracking is not allowed on a project and a task is marked as Time Trackable, a message now appears in the Task side panel to explain that time can't be tracked until the project setting is updated.
  • Account members who can edit tasks but can't change time tracking settings are now able to change the task type of all tasks, regardless of time trackable settings.

Account Settings

API

Miscellaneous

  • Fixed an issue where the People widget on the Your Dashboard page was not appearing for some users.

January

Highlights

Added

Expense Budgets in Templates  

Project Management / Templates / Time & Expense / Expenses

Released on January 14, 2025

To help with project management, expense budgets are now available in project templates. You can use templates to create standard, reusable budgets—saving time and resulting in more accurate project financials.

Expense Budgets Tab in Templates.png

For more information, see the Create a Template article.

January 27-31 Additional Enhancements  

Resource Management

  • Fixed an issue in the Resource Center that was preventing some custom fields from being visible for users with the proper permissions.

Project Management

  • Fixed an issue in the Task Tracker where a newly added resource didn't appear in the Resource Estimated Hours column after being assigned to multiple tasks via a bulk action.
  • Improved performance of project-related pages for accounts with Pulse activated.

Integrations

  • Due to a recent change that QuickBooks has put in place for rate limits to prevent their servers from being overloaded, you may experience slower loading times in the coming weeks for some actions related to the QuickBooks integration, such as setting up the integration. For more information on these limits, see the QuickBooks documentation.

January 20-24 Additional Enhancements  

Project Management

  • Fixed an issue with Pulse survey pages where white logos were not visible in the header. Now, the left navigation custom branding color is used on survey pages.

Reporting

  • The following expense budget metrics now have a subscript character ( ͺ ) to indicate that they are supplemental. It is recommended to use the expense budget facts instead when reporting on expense budgets.
    • ͺExpense Budget: Estimated Cost
    • ͺExpense Budget: Estimated Cost per Unit
    • ͺExpense Budget: Estimated Fees
    • ͺExpense Budget: Estimated Fees per Unit
    • ͺExpense Budget: Markup Amount per Unit
    • ͺExpense Budget: Markup Amount per Unit (for Flat Rate Markup only)
    • ͺExpense Budget: Total Markup Amount

Miscellaneous

  • Improved the styling and resizing behavior for various configurable tables—tables that leverage the Configure Columns functionality—in Kantata OX, including, but not limited to, Dashboard Access, Notifications, and Project History.

January 13-17 Additional Enhancements  

Resource Management

  • In the early access Team Members tab, added two new columns: Resource ID and Previous Resource ID.
  • Fixed an issue that was preventing some users from editing and deleting allocations in the project's Resourcing tab.

Project Management

  • Improved performance of Task History in the Task side panel.
  • Fixed an issue with templates where resource skills, additional tabs, and expense budgets were not copied when the template was cloned.
  • When filling out a form in the project workspace, the form only saves when all fields have valid values. Previously, the fields with valid information would save, but an error message would appear suggesting that all fields failed to update.
  • Fixed an issue where options wouldn't appear in the Task Status Set drop-down in the Project List.

Time and Expense

  • Fixed an issue in the Expense Budgets tab in a project where the page would go blank if you clicked the Add Expense Budget button before the table finished loading.
  • Improved the readability of the tooltip for the Add Time button in the Time & Fees section of the Task side panel.
  • Added scroll to the New Expense Budget modal to improve usability.

Account Settings

January 6-10 Additional Enhancements  

Resource Management

  • The Availability By Date filter in Resource Center now gives you the option to enter availability based on allocation percentage. Previously, you could only enter a set number of allocated hours.

Project Management

  • Fixed an issue in the Task Tracker where filtering by a default task status would also display custom task statuses of the same type.
  • The settings icon in the Pulse tab in the workspace now opens a drop-down with options for Client Pulse Settings and Team Pulse Settings or—if one side is deactivated on the account—opens the project Pulse settings page directly.
  • The Overall Pulse Score, Overall Team Score, and Overall Client Score columns in the Pulse Dashboard have been renamed to Pulse Score, Team Score, and Client Score.
  • Fixed an issue where recurring date Pulse surveys were being sent when they were deactivated in the project and project start surveys were activated.

Time and Expense

  • Fixed an issue where after deleting a task, the task was not removed from expense budgets.

Reporting

  • Improved performance when cloning large dynamic dashboards in Insights.
  • Fixed an issue with Insights where the markups on expenses logged to expense budgets were not included in the Invoice: Amount in Cents fact and Invoice Amount standard metric.

Account Settings

Integrations

  • The Slack integration library has been updated to be more compatible with infrastructure upgrades in M-Bridge.

Miscellaneous

  • The Track Time Reminder - Direct Reports email notification now include minutes in the total workweek hours. Previously, these hours were rounded to the nearest hour.

 

Previous and Upcoming Releases

Previous Years

By David Forsythe
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