Kantata OX Release Notes

November 18-22 Additional Enhancements  

Resource Management

• Fixed an issue in the early access Team Members tab of Resource Center where users were not being alerted in the Views drop-down where sort changes were made to columns. A dot now appears in the drop-down to alert users that need to save changes to apply the sort updates to their current view.

Project Management

• In addition to the previous functionality of being able to manually remove cost rate overrides on the Rate & Roles page, you can now select the option Remove Cost Rate Override from a team member's More menu.
• Fixed an issue where tasks would not display when filtering by status via a Saved View in the Task Tracker.
• Adjusted the widths of table columns in the project Expense Budgets tab to better fit all the columns on the page.
• Improved performance of the Project List when custom field columns are visible.

Billing

• You can now include up to 5,000 line items in an invoice.

Time and Expense

• Fixed an issue on the Expenses page where you could not remove the associated expense budget from an expense.

Reporting

• Fixed an issue in Insights that was preventing data for expenses logged to expense budgets and associated to tasks from appearing when creating reports that included only task and expense data.

Account Settings

• Added a new account setting that allows the Copy Resource Attributes checkbox to appear when reassigning allocations to existing project participants.

Integrations

• Fixed an issue where time entries were not syncing to Kantata OX when using the Jira integration in M-Bridge.

Miscellaneous

• To better align naming conventions, “Details” has been dropped from the name of all side panels: Task side panel, User side panel, Account Member side panel, Rate Card side panel, Skill side panel, and Insights side panel.

November 11-15 Additional Enhancements  

Resource Management

• Fixed an issue in the Reassign Allocations modal where the Resource Label was sometimes being set incorrectly for the newly assigned resource.

Project Management

• Fixed an issue with Pulse where the category scores in the Pulse Dashboard and Pulse tab within a project were not updating with data from responses to custom questions.
• Fixed an issue in the Task Tracker where updating a subtask's custom status would update the parent task status incorrectly.
• Fixed an issue where some users with Edit To Dos Additional Access Project Permissions were not able to edit the Est. Hours field on To Dos.
• Fixed an issue that was preventing the To Dos boards from appearing on Global Boards.
• The Save button in the Add Question modal for Pulse is now disabled until you enter text in the Question field.
• Updated the Add Question modal for Pulse to use the default values for the category, type, and range labels if values are not explicitly selected.

Time and Expense

• Fixed an issue that was allowing duplicate Timesheets to be created.
• Fixed an issue where the Weekly Schedule page was refreshing every time a time entry was created, which would sometimes clear out unsaved auto-filled scheduled hours when notes were required.

Reporting

• Updated the Time Approvals Analytics report to use the time zone selected in your profile settings for the Submitted At and Approved At dates.

API

• When fetching Subscribed Events via the API, you can now filter by the user who triggered the event with the user_id query parameter.

Integrations

• The Jira Tempo API used by the Jira integration has been updated to version 4.0.
• The design in Kantata Connect has been updated so the currently selected tab in the top bar is now highlighted.

November 4-8 Additional Enhancements  

Project Management

• When creating new projects via a Form or the create workspace API endpoint, the expense budgets default setting selected in Time & Expense Settings will be applied.
• Fixed an issue with project snapshots where the project start date was not saved in the snapshot. Any snapshots taken while this issue was present will not include project start date information.
• When either the client or team Pulse is deactivated on the account, the respective column is now no longer available in the Project List. When both client and team Pulse are deactivated on the account, all Pulse-related columns are now no longer available in the Project List.
• When both client and team Pulse are activated on the account, clicking the Settings icon in the Pulse Summary in a project opens a drop-down with links to Client Pulse Settings and Team Pulse Settings.
• Fixed an issue with templates where additional tabs were not actually saved to the template when you selected the Insights dashboards or forms while creating a new template.
• When using Forms to create projects, all users can now be added to projects with financial Project Permission levels—View Financials, Edit Financials, or Project Administrator—regardless of Account Permission levels. This matches the behavior of adding users on the Project Permissions page.
• Fixed an issue in the Task Tracker where tasks could not be duplicated in bulk if the project's financial settings were deactivated.
• Fixed an issue in the Task Tracker where the Task ID column was not visible to anyone below View Financials. This column is now visible to all project participants.

Billing

• Fixed an issue in the Projects tab of the Groups side panel where the Invoice icon in the Actions column was not directing you to the invoice.
• When previewing and editing invoices, line items and invoice totals now load up to 3 times faster.

Time and Expense

• Fixed an issue in the Time Entries page where the incorrect bill rate was appearing for a user in the Time Entry modal when a different user was editing the time entry.

Account Settings

• Fixed an issue that was preventing projects from being created when project colors were given custom names in account settings.

API

• Improved error messages for the API and Smart Upload Manager when creating multiple participations and duplicate participations are provided.

October 28-31 Additional Enhancements  

Project Management

• Fixed an issue in the Task Tracker where the task duration wouldn't clear after deleting the Start or Due Date.
• When Pulse is deactivated on the account, the Question Library tab in Client Pulse Settings and Team Pulse Settings is now hidden. The default questions can be viewed in the Knowledge Base.
• Fixed an issue in the Task Tracker where trying to duplicate a subtask resulted in the parent task's associated To Do becoming a subtask instead.

Reporting

• Fixed an issue with Insights where Account Administrator users in an Insights Access Group without the Can Edit setting checked were not able to edit Insights dashboards or access the Advanced Editor.

October 21-25 Additional Enhancements  

Resource Management

• Improved performance of Resource Center, resulting in faster load times for user rows.
• In the early access Team Members tab, project colors appear for projects and tasks in the Team Members list.
• In the early access Team Members tab, a drop-down arrow now only appears next to users that are participating in projects.

Project Management

• Fixed some issues that allowed templates with dependency loop issues to be cloned or applied to projects when using Forms to create projects. An error message now appears that identifies which tasks may need updates before the template can be applied.
• Fixed an issue that allowed you to clone templates that contain tasks with dependency loop issues. An error message now appears that alert identifies which tasks may need to be updated before the template can be cloned.
• Fixed an issue with Pulse where the average scores were being displayed instead of the score from the most recent survey in the following places: the Overall Team Score and Overall Client Score columns in the Pulse Dashboard, the Pulse tab within a project, the Pulse Summary in the project's Activity tab, and the Client Pulse and Team Pulse columns in the Project List.
• In the Project List, the Client Pulse and Team Pulse columns have been renamed to Client Pulse (Latest) and Team Pulse (Latest) to make it clearer that the score is from the most recent survey and not an average.
• Fixed an issue where users with Guest Access were not able to view information in the Task side panel.
• Fixed an issue in Global Tasks Tracker where custom tasks statuses were not displayin when selecting Your View.

API

• When creating or updating a project via the API, you can now set whether time tracking is allowed in the project using the time_trackable parameter.

Integrations

• Fixed an issue in M-Bridge where an error group was still appearing on the Exceptions page after hitting Dismiss.

Miscellaneous

• Fixed an issue where changing the status of a subtask to another status with the same status type (e.g. "Started" to "In Progress") would send a notification for the parent task being changed when it actually retained the same status.

October 14-18 Additional Enhancements  

Resource Management

• Fixed an issue in the Resource Center where applying Project custom field filters was causing performance issues.
• Fixed an issue in the early access Team Members tab of the Resource Center where the drop-down arrow was appearing next to resources who didn't have any tasks assigned to them.

Project Management

• When filtering in Recent History and Project History, results that match the exact time of the selected date and time filter are now included. Previously, this was an exclusive filter that excluded events that occured on the exact date and time. This change also applies to the created_before and created_after filter parameters of the Subscribed Events API.
• The Expense Budgets API is now generally available.
• The Remaining field has been removed from the Summary Bar.
• When expense budgets are activated in a project, the Est. Fees and Task Budgets fields in the Summary Bar are renamed to Est. Hours Fees and Task & Exp. Budgets. Additionally, a new Pass Through Exp. field is visible.
• Fixed an issue that was preventing users from removing cost overrides on the Rates & Roles page.
• When exporting Recent History and Project History, you can now select between CSV and Excel, and select to export in the standard format or to split each field within an event into its own row, which is useful for further spreadsheet processing.
• Added additional error messages in the Templates area to help prevent users from creating dependency loops.
• In Task Tracker, you can now hover over longer assignee names in the Resource Estimated Hours column to view full names if they have been truncated.

Reporting

• The following metrics are now available in Insights for custom reporting on expense budgets:
  • Expense Budget: Estimated Cost
  • Expense Budget: Estimated Cost per Unit
  • Expense Budget: Estimated Fees
  • Expense Budget: Estimated Fees per Unit
  • Expense Budget: Estimated Markup Amount
  • Expense Budget: Estimated Markup Amount per Unit
  • Expense Budget: Estimated Markup per Unit (for Flat Rate Markup)
• The following attributes are now available in Insights for custom reporting on expense budgets:
  • Expense Budget: Billable
  • Expense Budget: Burns Budget
  • Expense Budget: Creator
  • Expense Budget: Description
  • Expense Budget: Fixed Fee
  • Expense Budget: Markup Type
  • Expense Budget: Name
• The following facts are now available in Insights for custom reporting on expense budgets:
  • Expense Budget: Cost per Unit in Subunits
  • Expense Budget: Markup %
  • Expense Budget: Markup per Unit in Subunits
  • Expense Budget: Quantity
• Updated the names and descriptions of various Insights attributes and facts related to the API-only legacy surveys account add-on to avoid confusion with the new Pulse feature.
• Removed various unused Insights attributes related to the API-only legacy surveys account add-on.

Account Settings

• On accounts without the Kantata Pulse account add-on, Account Administrators now have access to a Pulse link in the left navigation that opens a page with information about Kantata Pulse.
• Fixed an issue where the permissions set for External Project Participants on the Project Permissions Defaults page were not being respected for some users.

API

• In the API documentation, the API-only surveys account add-on is now labeled as legacy, to avoid confusion with the new Pulse feature.
• When creating or updating an expense via the API, you can now log the expense to an expense budget using the expense_budget_id parameter.

Miscellaneous

• To better align naming conventions, the Project Pulse side panel has been renamed to the Project side panel.
• The Kantata Community has been revamped and rebooted! Visit the Community today to check out the new look and start earning badges.

October 7-11 Additional Enhancements  

Resource Management

• When the Early Access feature Configure Columns in Resource Center is activated, only users with Report Viewer or higher Account Permissions can view the Skills column in the early access Team Members tab. This matches the current behavior in the old Team Members tab.
• Fixed an issue that was sometimes preventing unnamed resources from being converted to named resources.

Project Management

• If you enabled the Task Status Sets feature in Early Access before October 7, the account default Task Status Set is automatically applied to new projects. However, if you activated Early Access after this date or wait until general release, the Task Status Set will no longer be applied by default. This gives you time to adjust to the change and update your processes. To have Task Status Sets applied to new projects by default, please contact Customer Success.
• You can now filter tasks and To Dos by Groups on Global Boards.
• Added a helpful error message in Task Tracker to help users identify which tasks have dependency issues that are preventing task updates.
• Improved the functionality of the Forms page to make it more apparent when changes are saved successfully.
• If a template with circular dependencies is detected during project creation, an error message will be shown and you are now unable to create the project without removing the template. Once these issues are resolved in the template, you will be able to apply it during and after project creation.
• When the Task Status Sets feature is activated, custom task statuses now appear on the Global Tasks page.

Billing

• Added helpful text to explain the rounding differences between an invoices total amount and each individual line item's subtotal.

Account Settings

• You can now add up to 5,000 skills in account settings. Previously, you could add no more than 3,000 skills.

API

• Fixed an issue with the account memberships API response where the field type of default_role_id was an integer instead of a string when the field was not explicitly requested in the include query parameter.

Integrations

• The content and design for the Kantata Connect login page has been updated.

Miscellaneous

• Fixed an issue that was preventing users with Collaborator Account Permissions from setting the Resource Center as their home page.

October 1-4 Additional Enhancements  

Project Management

• Fixed an issue in templates that was allowing invalid dependency loops between tasks to be created in projects.

Billing

• Fixed an issue with invoice previews where—due to rounding differences—the subtotal shown in each section differed from the subtotals shown at the bottom of the page.

Reporting

• Fixed an issue that caused Insights to be temporarily unavailable.

API

• Updated the stage field on the update workspace API endpoint to not be case sensitive.

Miscellaneous

• Updated the graphic that appears on our HTTP status code error pages.
• Fixed an issue that was causing date fields in XLXS exports for time entries to be formatted as text fields. As a result of this change, these date fields are no longer in ISO 8601 format and instead appear in DD-MM-YY format.

September 23-27 Additional Enhancements  

Resource Management

• Fixed an issue in the early access Team Members tab when filtering for skills where projects were not appearing for resources who had the matching skills but those skills were not applied to those projects.
• In the early access Team Members tab in the Resource Center, a drop-down arrow now only appears if you can expand it to reveal nested rows—similar to the old Team Members tab. For example, if a resource is not assigned to any tasks on a project, no task rows will appear and the drop-down arrow will also not appear next to the project row.
• Fixed an issue in the Resourcing areas where you could not select the Remove from Project option from the More menu right after adding a team member to a project.

Project Management

• Custom task statuses now appear in the Your Tasks panel in Your Dashboard.
• Fixed an issue that was preventing some accounts from using Forms.

Time and Expense

• Fixed an issue where users were able to edit locations for time entries that were pending approval.

Integrations

• Fixed a NetSuite integrations issue that was preventing some invoices in Kantata OX from syncing to NetSuite.

September 16-20 Additional Enhancements  

Resource Management

• In the early access Team Members tab of Resource Center, all filters are now available to apply and behave as expected.
• In the early access Team Members tab, we've made a few visual updates to the timeline to include a more modern look for allocation and scheduled hours bars, including:
  • Yellow lines on scheduled hours bars that indicate time off or holidays (available in Scheduled Hours and Compare Scheduled vs. Allocated views)
  • Red lines and coloring that indicate overallocated or overscheduled resources
  • Purple lines on scheduled hours bars that indicate a user is at or below capacity (available in Scheduled Hours and Compare Scheduled vs. Allocated views)
  • Lighter or darker shading to indicate fewer or greater number of hours respectively
  • Allocations and scheduled hours bars respecting project colors in Project rows
  For more information on these timeline appearance changes, see the Differences between the Old Team Members Tab and the Early Access Team Members Tab section of the Knowledge Base article.
• Fixed an issue in Resourcing areas where you were able to assign the same user to a task twice.
• Fixed an issue in Resource Center where unnamed resources were appearing on subsequent pages when Named was the selected resource type that should have been filtered for.

Project Management

• You can now select custom task statuses in the Status column in the Global Gantt chart when a Task Status Set is selected for a project.
• The groups drop-downs on the Create a New Project and Project Settings pages have been updated to display up to 100 groups.
• Fixed some issue that were causing the Create a New Project, Project Settings, and the Form Builder pages to be blank.

Time and Expense

• In the Time Entry form, locations can now be applied to individual time entries when entering multiple entries at once instead of one location being applied to all entries.
• Improved performance of the global Expenses page, resulting in much faster load times for expenses.
• Fixed an issue with the Time Entry form where the bill rate displayed as zero if the account didn't have rate cards enabled.

API

• When fetching time off entries via the API, you can now filter for participants of a specific project with the workspace_id query parameter or filter by multiple user IDs with the user_ids query parameter.
• When fetching skill memberships via the API, you can now filter for participants of a specific project with the workspace_id query parameter.

September 9-13 Additional Enhancements  

Resource Management

• Fixed an issue where users who did not have permissions to view unnamed resources could see them in the Team tab of the Project Admin box.

Project Management

• Fixed an issue that was preventing To Dos from being created for 4th-level subtasks.

Time and Expense

• Fixed an issue on the Time Approvals page where searching by a user's name was not working properly.

Account Settings

• The new Default for new tasks drop-down on the Time & Expense Settings page gives Account Administrators the flexibility to control whether newly created tasks allow users to track time and expenses against them by default or not.

Miscellaneous

• Improved error messaging in various areas of Kantata OX.

September 3-6 Additional Enhancements  

Resource Management

• The default sorting order for projects in the early access Team Members tab of Resource Center is now based on the number of future allocated hours or future scheduled hours—depending on your hours view preferences. Previously, projects were sorted alphabetically by default.

Project Management

• Fixed an issue in Forms where you couldn't search for rate cards by currency when selecting a rate card.
• Values for the Rate Card field in Forms are now truncated and you can view the full name if you hover over the value.
• Fixed an issue in project settings where a null value was appearing for the Target Margin field when deleting an entered value. Now, deleting values in this field results in a "0" value.

Time and Expense

• Fixed a visual issue in the Time Entry form where the dollar sign symbol was appearing for other currencies.
• Fixed an issue in the project's Time & Expenses tab where rates with the CNY currency were not displaying the decimal in the correct location on time entries.

Account Settings

• Fixed a visual issue in custom workweeks where informational text was not displaying properly when picking a start date for the workweek.

August 26-30 Additional Enhancements  

Project Management

• Fixed an issue when creating a template from a project where To Dos that were associated with tasks were being converted into subtasks.

August 19-23 Additional Enhancements  

Resource Management

• The allocation bars in the early access Team Members tab of the Resource Center now show total hours next to the allocation percentage.
• Added an updated legend to the early access Team Members tab in the Resource Center aligned to the new design of the bars in the Timeline.

Project Management

• You can now select custom task statuses in the Status column in local Gantt when Task Status Sets is activated on the Early Access page.
• Fixed an issue where opening a new tab in the project workspace was not opening the appropriate tab.

Account Settings

• Recent History and Project History now show a comparison view for the Status Selected event on the task record, which reflects when the status of a task is updated. The activity will also appear in the Subscribed Events API as a story:status_selected event.
• Removed outdated support forms from the Account Cancellation pages to align with our updated case submission process.
• An Updated Timestamp column is now available within all data sets in Data Exporter.

Miscellaneous

• Standardized the date formats across exports to ISO 8601. Now, time entries exports use the YYYY-MM-DD format for XLSX files.

August 12-16 Additional Enhancements  

Project Management

• Fixed an issue on the Project Cards page where the Projects and items with drop-down menu was being cut off.
• Fixed an issue on the Create a New Project page where duplicate projects would be created if the users selected the Create Project button multiple times.

Time and Expense

• When clicking Add Time in the Task Details side panel, the Time Entry form now opens and allows you to enter your time from that same page. Previously, you were directed to the Time & Expenses tab in the project to add time entries.
• Fixed an issue where the Time Entry modal was taking a long time to load on projects with a substantial number of tasks.
• Fixed an issue that occurred in Firefox and Safari browsers where the Time Entry form would prematurely close when selecting certain fields.

Account Settings

• Fixed an issue with the Data Exporter where an export would remain in a Generating status and not complete the export request.

August 5-9 Additional Enhancements  

Resource Management

• Fixed an issue in the Resource Center where Project filters were incorrectly returning Team Members when only their archived projects—which do not ever display in the Resource Center—matched the selected filter criteria.

Project Management

• You can now update the Task Status Set for projects in bulk from the Project List.
• Fixed an issue in the Project List where after applying then removing a status filter, the filter drop-down incorrectly indicated a status filter was still being applied and the filter was automatically applied to the list after a refresh.
• Fixed an issue with Cascade Changes in Task Tracker on projects with a Task Status Set selected where Start Dates and Due Dates were sometimes not updating on dependent tasks.
• When you make changes to custom field values in the Task Details side panel, this information now automatically updates in the Task Tracker without having to refresh the page.
• Introduced additional error messaging in Task Tracker to clearly communicate when task updates have failed.

Time and Expense

• Fixed an issue where the Track Time button on Your Dashboard was not allowing users to enter time.

Miscellaneous

• Improved the accessibility of clickable text in tables that allow you to configure columns. Clickable text in these tables that opens a side panel is now underlined instead of bold, helping users to better distinguish it from non-clickable text.

August 1-2 Additional Enhancements  

Time and Expense

• Fixed an issue in the Time Entry form where the Role field was sometimes being overwritten when the Task and Role fields were updated at the same time.
• Fixed an issue on the Weekly Schedule page where selecting Auto-Fill Scheduled Hours would not automatically create any time entries on any row if a project on any row required notes.

July 29-31 Additional Enhancements  

Time and Expense

• Fixed an issue in the project's Time & Expenses tab where some users were unable to close the Time Entry form when clicking Save and the time entries did not appear to save.

Integrations

• Fixed an issue where an error would occur when trying to create a HubSpot service in M-Bridge.

July 22-26 Additional Enhancements  

Project Management

• Fixed an issue where you were able to update an archived project when bulk updating project colors via the Project List.
• Fixed an issue in the Task Details side panel where updating a task from 0% to a percentage between 1 and 99% or entering 100% would not show the respective Started or Completed statuses. Previously, this required a browser refresh.
• When moving a user to a different team from the Project Permissions page, the member list will dynamically update without requiring a full page refresh.

Time and Expense

• Improved error messaging on the Weekly Schedule page.
• Fixed an issue with the new Time Entry form where the modal did not close after saving a time entry for users with Collaborator or lower Account Permissions.

Account Settings

• Added new Rate Card Roles and Rate Card Versions data sets to the Data Exporter.

Miscellaneous

• Continued styling improvements of hover text and tooltips across Kantata OX.

July 15-19 Additional Enhancements  

Project Management

• Improved the styling of the bulk action buttons in the Project List and added informational text above the bulk action buttons.
• You can now sort by Task Status Set in the Project List.

Time and Expense

• Improved performance of the Expenses page.

Integrations

• Fixed an issue in the HubSpot integration where the Kantata OX team lead was incorrectly assigned if a project lead email was unassigned in the HubSpot Deal to Mavenlink Projects scenario.

Miscellaneous

• Continued styling improvements of hover text and tooltips across Kantata OX.
• Fixed a task title display issue in the project Activity Feed.

July 8-12 Additional Enhancements  

Resource Management

• Improved performance of filtering by Provider Leads in the Resource Center.

Project Management

• Fixed an issue in the Task Tracker where after opening a task via URL and closing the Task Details side panel, the side panel would reopen upon applying filters or navigating away and back to the Task Tracker.

Billing

• Fixed an issue with editing draft Invoices where a fixed fee item set to a partial percent would incorrectly display as 100%.

Time and Expense

• Fixed an issue in the new Time Entry Form where the Bill Rate field was not updating as expected when switching a time entry from non-billable to billable.

Account Settings

• Fixed an issue where custom branding logos were not appearing in email footers. Now, for accounts using custom branding and a custom logo, the custom logo will appear in the email footer. In all other cases, the Kantata logo will display.

Integrations

• Fixed an issue where dynamic dashboards weren't appearing in some projects created by the Salesforce integration.

Miscellaneous

• Standardized the date formats across CSV exports to ISO 8601. Now, both invoice and time entries exports use the YYYY-MM-DD format for CSV files.
• Fixed an issue where in-app help and the monthly release announcements were not appearing for some users.

July 1-5 Additional Enhancements  

Reporting

• The error message that appears when a scheduled export fails has been updated for more clarity.

Miscellaneous

• Fixed a visual styling issue for the Skills table in the User Details side panel.

June 24-28 Additional Enhancements  

Resource Management

• Fixed an issue in Resourcing areas that was preventing Project Administrators from unassigning people from tasks.

Project Management

• When exporting project information from the Project List or Your Exports pages, Task Status Set information is now included.
• Fixed an issue in Task Tracker where task dates were reverting to previously entered dates when a predecessor task was shifted to a parent task.
• Updated the tooltips for Include Billable Expenses in Actual Fees Calculation and Include Additional Line Items in Actual Fees Calculation in Project Settings to more clearly explain their individual impact on the actual fees calculation.

Billing

• Fixed an issue with invoice previews when the expenses Grouped formatting option was selected where the expenses date range was sometimes written backwards, from newest date to oldest date (e.g. Jun 25 - June 23).

Time and Expense

• Fixed an issue in the Time & Expenses tab of a project that was preventing some users from editing time when they were requiring locations for time entries.
• Fixed an issue in the new Time Entry form where the wrong project and time entries would sometimes display.
• The Date field in the new Time Entry form now defaults to the current day. Previously, this date would default to date a user last entered in the form.

Account Settings

• In the Data Exporter, the Project data set now includes the Task Status Set field and the Task data set now includes custom task status values for the Status field.
• Fixed an issue where exported items were appearing twice after exporting tasks in the Data Exporter.
• Fixed an issue with Data Exporter where exported invoices were appearing in an unexpected order. They are now properly sorted by the created_at date as expected.
• When creating an Access Group with a name already in use, an error message now appears to indicate that a unique name is required.

Integrations

• Made improvements to our process for reading and writing files in our Flat File integration when an S3 service bucket has a prefix in its name.
• You can now select if an expense will be created using the approved amount or transaction amount when using the Sync Concur Expense Reports into Mavenlink scenario in the Concur integration.

Miscellaneous

• Made small styling improvements to the Side Panel icon that appears in configurable tables.
• Improved the styling of hover text and tooltips across Kantata OX.

June 17-21 Additional Enhancements  

Resource Management

• The error message that appears when distributing scheduled hours from the Task Details side panel has been updated for better clarity.
• When searching for members to add to a project in Resourcing areas, the search only considers a user's name or role, providing more accurate results.

Integrations

• Fixed an issue in the NetSuite integration where amounts with more than two decimal places were being converted from subunits to units twice when using the NetSuite Vendor Bill to Mavenlink Expenses scenario.
• Kantata Connect will now display important announcements in a banner at the top of the screen.

June 10-14 Additional Enhancements  

Resource Management

• Fixed an issue in the Resource Center where users with Collaborator Account Permissions had display issues when selecting the Add to Project button.
• When reassigning allocations, selected dates in the modal are now inclusive of the specific days. For example, selecting reassign allocations after June 14, 2024 would reassign any allocation assignments on June 14 as well. This matches the behavior in the Reassign Scheduled Hours modal and various other modals available in Resourcing areas.

Project Management

• When Task Status Sets is activated on the Early Access page, custom statuses on tasks are now included in Task Tracker exports.
• Increased the width of the Status drop-down on the global Tasks Tracker page to allow for longer statuses when custom statuses are available on the page.

Billing

• When creating an invoice, you can now select many time entries or expenses at once by checking a time entry or expense checkbox, pressing Shift on your keyboard, then checking a second time entry or expense checkbox.

Time and Expense

• Fixed an issue on the Timesheets page where duplicate time entries were sometimes being created when using the new Time Entry form.

API

• The Project Template Additional Tabs API is now available, allowing you to get, create, and remove additional tabs from project templates via the API.
• When fetching project templates via the API, you can now also include the template's additional tabs in the response by adding include=project_template_additional_tabs to the request URL.
• The subject_changed_after and subject_changed_before filters and the subject_changed_at:asc and subject_changed_at:desc options for the order request parameter have been deprecated for the Subscribed Events API. For more information—including alternatives that can be used—see the Recommended Actions for API Changes article.

Integrations

• Improved error messaging in Kantata Connect.

Miscellaneous

• Improved the styling of hover text and tooltips across Kantata OX.

June 3-7 Additional Enhancements  

Resource Management

• When you reassign allocations to a resource that has conflicting allocations, skills, custom field selections, and Organizations designations are now transferred to the duplicated resource.

Project Management

• Fixed an issue on the Create a New Project page where you could only add unnamed resources with roles included in the project's rate card. If this behavior is preferred, Account Administrators can still choose the pre-existing setting Only make roles on the rate card available to projects on the General Settings page.
• Fixed an issue where resources who had the same role were given duplicate resource labels when creating a new project and adding project participants using the Provider Team section.
• Updated the project header to show a tooltip on hover for non-Project Administrator participants. This allows them to read the full project name.

Time and Expense

• When the Time Tracking Enhancements feature is activated on the Early Access page, you can press Enter on your keyboard after entering hours for a day on the Timesheets page to open the new Time Entry form, allowing you to quickly enter any required information.
• Fixed an issue where the Require location when logging time setting in the Account Member Details side panel was not being respected for time entry submissions.
• Made accessibility improvements to the Timesheets page that improves behavior for screen reading software.
• Fixed an issue on the Time & Expenses tab of a project where some users were seeing an error when Time Tracking Enhancements was activated on the Early Access page and they were trying to add or update a time entry.
• Made performance improvements to the Time Entry form for Time Tracking Enhancements, allowing it to open faster and display a Loading icon if time is needed to load data in the modal.

Account Settings

• Updated the accuracy of permissions information in tooltips for the Resource Management Access Group Set.

API

• Updated the Generate a Data Export API endpoint to return a detailed error message when the request body is invalid. Previously, a 500 response code and generic error message were returned.

Miscellaneous

• Completed all updates for error messages and in-app references to reflect our new case submission process for Support.
• We changed the sender name of all outbound emails from no-reply@mavenlink.com. The sender name will now appear as "Kantata" instead of "Mavenlink". Please update any filters or automations for emails that relied on the previous sender name.
• Insights dashboards can now be set as custom homepages.
• Updated the calendar icon in various places throughout Kantata OX, including the Project Pulse side panel, Task Details side panel, and Forms.

May 27-31 Additional Enhancements  

Project Management

• Fixed an issue in Boards that was preventing Saved Views from being created.
• When Task Status Sets is activated on the Early Access page, task status change notifications will now reference the name of the custom task status instead of the type.
• Fixed an issue in the Task Tracker where task status notifications were sent when you opened the task's Status menu and selected the already applied status.

Time and Expense

• Fixed an issue with the Time Tracking Enhancements feature where clicking the Clear button in the app bar's Time Entry form would not delete any entered Notes.

Account Settings

• Fixed an issue in the Account Members Details side panel where you were unable to create a custom workweek for a member if their previous workweek lapsed in the past.

Integrations

• For more clarity, new tooltips have been added to the fields for the NetSuite integration's Expenses | Mavenlink to NetSuite | Mavenlink Approved Expense Reports to NetSuite Expense Reports scenario in M-Bridge.
• Updated all Contact Sales buttons on the M-Bridge homepage so they now redirect you to the Integrations landing page in the Kantata website.

May 20-24 Additional Enhancements  

Project Management

• When Task Status Sets is activated on the Early Access page, custom task statuses now appear in the Task Tracker Filters modal.
• Fixed an issue with custom statuses in the Task Details side panel where the status would sometimes revert to the default status after being updated to a custom status.

Account Settings

• Fixed an issue where the link color selected in Custom Branding was not being properly applied in all areas of Kantata.
• Fixed an issue on the Rate Cards page where the rate cards table was overlapping with the pagination options.

Integrations

• Fixed an issue in M-Bridge where drop-down menus would instantly close after being opened when using the Firefox internet browser.

Miscellaneous

• Continued updates for error messages and in-app references to reflect our new case submission process for Support.
• Improved the styling of hover text and tooltips across Kantata OX.
• Improved the readability of tooltips in the User Details side panel.

May 13-17 Additional Enhancements  

Account Settings

• Resolved an issue where Project Permissions set on the Project Permissions Defaults page were not being respected when approvers were being automatically added to projects.

API

• The Insights dynamic dashboards API is now available, allowing you to get information about dynamic dashboards via the API.
• When using the account memberships API, you can now use the can_log_in request parameter to filter the results by whether or not the member is allowed to log in.

Miscellaneous

• Improved the styling of hover text and tooltips across Kantata OX.
• Fixed an issue where time entries were not editable when you navigated to the Timesheets page via a link in an in-app or email notification.
• Fixed an issue in various modals where scrolling in drop-down menus with more than 10 options would sometimes close the modal.
• Continued updates for error messages and in-app references to reflect our new case submission process for Support.

May 6-10 Additional Enhancements  

Account Settings

• Fixed an issue on the Account Members page where the Google Contacts icon was not displaying properly for users who have the account-wide Google Workspace integration enabled.

Integrations

• Improved our Secure File Transfer Protocol (SFTP) process for our Flat File integration by better handling instances where a connection would close prematurely during data transfers.

API

• The subject_changed_after and subject_changed_before filters and the subject_changed_at:asc and subject_changed_at:desc options for the order request parameter will be deprecated in June 2024 for the Subscribed Events API. For more information—including alternatives that can be used—see the Recommended Actions for API Changes article.

Miscellaneous

• Continued updates for error messages and in-app references to reflect our new case submission process for Support.
• Updated the name of the page that shows your account's authenticated external applications to Your Registered Kantata OX Applications.

May 1-3 Additional Enhancements  

Project Management

• Improved the error message that appears in the Form Builder when attempting to add a tooltip to a field that exceeds 255 characters.
• Fixed an issue in the Project Admin box where users with View Financials guest access were unable to see the actual fees information in the Budget tab.
• Fixed a display issue for the Budget Used amount on the Project Cards page. We've also improved the experience so these numbers now truncate and the total amount is viewable upon hover.
• Fixed some visual issues on the Project Permissions page.

API

• Fixed an issue with the create project snapshot API endpoint where sending a JSON request body wrapped in a project_snapshot top-level key resulted in an error response although this format is correct.

Miscellaneous

• Continued updates for error messages and in-app references to reflect our new case submission process for Support.

April 29-30 Additional Enhancements  

Project Management

• Updated Edit To Dos information in the Additional Access tooltip on the Project Permissions page.

Miscellaneous

• Continued updates for error messages and in-app references to reflect our new case submission process for Support.

April 22-26 Additional Enhancements  

Project Management

• Improved error messaging for the Create a New Project page to more clearly communicate when all resources do not have unique resource labels.
• Resolved an issue where Project Permissions set on the Project Permissions Defaults page were not being respected when adding some users to projects.

Account Settings

• Improved the look and feel of the Time & Expense Settings page with some minor styling changes. These changes also help improve the distinction between different types of settings.

API

• Resolved an issue in the API where posting invalid JSON would return a 500 status code. The API now returns a 400 status code error.
• The User Group Memberships API is now generally available. You can add and remove users from groups via the API, and get information about which groups users are in.
• When using the workspace resources API, you can now include a resource's cost rate and bill rate information in the response by sending resource_bill_rate and resource_cost_rate in the optional_fields request parameter. If the resource's bill rate or cost rate was overridden for the project, the overridden rate will be returned.

Integrations

• Fixed an issue where an error page would appear when trying to access the Logs page in M-Bridge.
• Fixed an issue where the Insights Report Export scenario in the Flat File integration would not process large CSV files.

Miscellaneous

• Fixed an issue where hyperlinks in Daily Digest emails weren't wrapping correctly when opened in Outlook Express.
• Continued updates for error messages and in-app references to reflect our new case submission process for Support.

April 15-19 Additional Enhancements  

Billing

• Fixed an issue that was preventing invoice exports from being sent via email.

Time and Expense

• Improved performance of the Time Approvals page.

Reporting

• The following date attributes are now available in Insights for custom reporting:
  • Allocation Hard Allocated At
  • Resource Staffed At
  • Resource First Staffed At

Account Settings

• There are new Data Exporter fields available in the Expense, Project, Task, Time Entry, and User data sets:
  • Created Timestamp (Expense)
  • Last Action By (Expense)
  • Role ID (Expense)
  • Status Note (Expense)
  • Budget (Original) (Project)
  • Completed Timestamp (Task)
  • Location (Time Entry)
  • Status Note (Time Entry)
  • Manager ID (User)
  • Manager Name (User)
• For clarity and better organization, the Time & Expense Settings page now has updated wording and additional sections. All settings still appear in the same order on the page.
• Fixed an issue in the Account Members settings page where users were unable to add new users as External Collaborators despite having Collaborator licenses available.

API

• Fixed an issue with the create tasks API endpoint that limited bulk task creation to 100 tasks instead of 300.
• Fixed an issue with the fetch users API endpoint where using the all_contacts filter returned a 500 error.

Miscellaneous

• Continued updates for error messages and in-app references to reflect our new case submission process for Support.
• Standardized rounding logic across Kantata to maintain consistent currency calculations.
• Updated the Kantata logo in a Redirect Notice page.
• Fixed an issue where body copy in Daily Digest emails wasn't wrapping correctly when opened in Outlook Express.

April 8-12 Additional Enhancements  

Project Management

• In the To Do Board, an error toast notification now appears when moving a To Do card to a different lane fails.
• Fixed an issue where Project History was intermittently failing to load for accounts that have the Extended History Beta enabled.
• Fixed an issue in the Task Tracker where you were unable to Duplicate with Subtasks in a non-financial project.

Billing

• Fixed an issue where an invoice's subtotal did not include the tax amount in the invoice preview.

Integrations

• Fixed an issue in the NetSuite integration where the Users | NetSuite to Mavenlink | NetSuite Employees to Mavenlink Users scenario wasn't mapping properly.
• Fixed an issue in the HubSpot Deal to Mavenlink Project scenario where certain fields were not being excluded on project updates when configured to do so.

Miscellaneous

• Continued updates for error messages and in-app references to reflect our new case submission process for Support.
• The Recently Accessed project list in the left navigation now displays only projects that the logged-in user has accessed. Previously, this list included projects that other users in your account had accessed.
• Fixed an issue where task status notifications sometimes referenced inaccurate status names.

April 1-5 Additional Enhancements  

Project Management

• Fixed an issue where To Dos were incorrectly being included in the Tasks Done column in the Project List and the Tasks count in the Local Gantt Chart baseline details.

March 25-29 Additional Enhancements  

Resource Management

• Resolved an intermittent issue in Resourcing areas where strange symbols would occasionally appear in place of the Allocation Type radio buttons in the Add Allocations and Edit Allocations modals.
• Fixed an issue in Resourcing areas where the page would freeze while distributing scheduled hours if there was an error. Now, an error message displays instead.

Project Management

• Fixed an issue with the project snapshot viewer where the table content was overlapping with the Summary Bar and pagination options.

Billing

• Fixed styling issues in Invoices that was preventing information from displaying properly when printing an invoice.

Time and Expense

• Fixed an issue in Timesheets where the icons that indicate the timesheet's approval status were not appearing.

Account Settings

• Fixed an issue where a loading error would appear when opening the Recent History or Project History pages.

March 18-22 Additional Enhancements  

Resource Management

• For clarity, updated the message that appears in the Reassign Allocations modal. This message now only appears when allocations are reassigned to a named or unnamed resource that is not already participating in the project.

Project Management

• Fixed an issue where To Dos were incorrectly being included in the project percentage completion calculation in the Project List.
• Updated the style of the Additional Access field on the Project Permissions and the Project Permissions Defaults pages.

Time and Expense

• Improved performance of the Time Approvals page.
• Resolved an issue on the Expenses page where users would encounter an infinite loading screen instead of an error message after attempting to update an expense without an associated project.

Account Settings

• Recent History will now show when time locks have been added in Settings > Time & Expenses. The activity will also appear in the Subscribed Events API as a line_item_lock:created event.

Miscellaneous

• Updated a logout error message to reflect our new case submission process for Support.
• Resolved an issue that was preventing users from removing values from date custom fields if dates had been entered previously.
• Resolved an issue where users couldn't search for projects in the left navigation after accessing Kantata from a View Timesheet email link, due to mismatched custom subdomains.

March 11-15 Additional Enhancements  

Project Management

• Fixed an issue that was causing Insights dynamic dashboards to be removed from the project workspace.
• Fixed a styling issue in the Project Overview tab where some columns were not aligning properly.
• Fixed an issue on the Create a New Project page that was preventing users from selecting options for multi-choice custom fields.

Miscellaneous

• Updated email body content to reflect our new case submission process for Support.

March 4-8 Additional Enhancements  

Project Management

• Fixed an issue in the project's Activity feed that was preventing posts with attachments from appearing when they were sent via email.
• Fixed an issue in the Project Permissions page where removing a user would cause the page to go blank.
• For a more consistent look and feel, updated the Sort icon in the Budget column of the Project List to match the Sort icon for the other columns.
• Added a Task Status Set column to the Project List.

Reporting

• When reporting on resource allocations in Insights—using Resource Allocation Day attributes or facts—you can now include data from January 1, 2019, to 8 years in the future.
• Clicking Analytics in the left navigation now opens the first available Analytics report. Previously, it would attempt to open the Invoices report, which caused an error for users who did not have the required Access Group permissions.
• Fixed an issue in Insights scheduled reports that was preventing users from downloading the files in the scheduled emails.

Account Settings

• Fixed an issue with the Generate a Data Export API endpoint where using export as the top-level JSON key in the request body instead of export_definition resulted in an error.

Integrations

• Fixed an issue in the Jira integration where a Jira field that was previously mapped to a Kantata OX field was still being considered when running a one-way scenario despite the mapping being removed.

Miscellaneous

• Continued updates to improve the visual design and consistency of modals in Kantata OX.

February 26-29 Additional Enhancements  

Resource Management

• Fixed an issue in the Reassign Allocations modal where long project names were not displaying properly.

Project Management

• Fixed an issue in Task Tracker where the page would sometimes become unresponsive when selecting the Expand All icon.
• Fixed an issue in Forms where empty values for currency fields were defaulting to a $0.00—or the equivalent currency unit.
• Improved error messages for templates to more clearly indicate the template's current character count and error resolution steps.
• Fixed an issue that was preventing some users with the proper permissions from submitting a project create Form.

February 19-23 Additional Enhancements  

Resource Management

• Fixed an issue in the project's Activity feed where you were unable to open the Resource side panel when selecting an unnamed resource in the Team tab.
• Fixed an issue in the Reassign Allocations modal that was preventing users from appearing in the To drop-down when searching for them by name.

Billing

• Fixed styling issues in Invoices that was preventing information from displaying properly in the invoice preview.

Reporting

• Fixed an issue with Insights where the Snapshot: Project Due date attribute was not populating with data.

Account Settings

• Resolved an issue in General Settings where using the Undo button after changing the default project color would revert to the earlier color selection without also reverting the Enabled checkbox.

Miscellaneous

• Fixed an issue that was causing performance issues with search functionality.

February 12-16 Additional Enhancements  

Project Management

• Fixed an error that prevented snapshots from being created when the project had a text custom field value with over 255 characters.

Reporting

• The project status message, project status color, and resource total allocation captured in project snapshots are now available in Insights for custom reporting—providing more points of comparison between the estimate, historical snapshots, and the project’s current progress. Use the new attributes Snapshot: Project Status Color and Snapshot: Project Status Message, and the new fact Snapshot: Resource Allocation in Minutes.
• Renamed the Task: Current Status attribute in Insights to Task: Status Type. If Task Status Sets is activated for your account, this will display the standard status that your custom status aligns to.
• Added the ability to report on custom task statuses data in Insights, using the new Task: Status attribute.
• Fixed an issue in Insights where time entry data was not refreshing.

February 5-9 Additional Enhancements  

Resource Management

• Fixed an issue in the Resource Center where you could not see the full More menu for a resource on the bottom row.
• Fixed an issue that was causing performance issues in the Resource Center for some accounts.

Project Management

• Fixed an issue that was preventing users from creating and updating projects.
• Fixed an issue in the Gantt chart where after changing the status of a task, deliverable, or milestone, the status would intermittently revert to the original status.
• Activity Feed exports can now be directly downloaded via links sent in emails, shifting from the former email attachment-based delivery.

Billing

• Resolved an issue in Invoices that prevented total amounts for items displaying properly when previewing the invoice.

Time and Expense

• Fixed an issue in Timesheets that was causing the timesheet for a whole week to be split into multiple line items.

API

• The requests per hour limit of the create project snapshot API endpoint has been increased from 200 to 400.

February 1-2 Additional Enhancements  

Resource Management

• Fixed an issue in Resourcing areas that was causing error messages to incorrectly appear when successfully converting an unnamed resource to a named resource or reassigning allocated hours or scheduled hours from an unnamed resource to a named resource.

January 29-31 Additional Enhancements  

Project Management

• Fixed an issue where an error would appear after you clicked on View More History in the History section of the Task Details side panel and opened Project History.
• Fixed an issue for Task Tracker where the Task Details side panel would sometimes open unexpectedly after it had been closed.
• Fixed an issue where after collapsing and expanding the Project Admin Box, the Team tab would always display instead of the tab you last selected.

January 22-26 Additional Enhancements  

Resource Management

• Made various performance improvements to the Resource Center.

Project Management

• Fixed an issue in the Project List where financial columns were appearing in exported files when exported by someone on the client side of a project.
• Fixed an issue where the Task Details side panel would default to the Custom tab when opened.
• Fixed an issue where a loading indicator would appear when new Checklist items were added to the Task Details side panel and remain visible until the side panel was closed.

Reporting

• Fixed an issue where the invoice total amounts were displaying inconsistently between an individual invoice page and Analytics reports.

Account Settings

• Users who were previously added as an External Project Participant can now be invited to the Talent Network as an External Member.
• The Before and After options have been removed from the date range filter options in Recent History and Project History. The Between option can be used instead.

API

• You can now view, create, and update project snapshots via the API, as well as view the tasks, task assignments, project resources, and project and task custom field values saved in snapshots.
• When creating a project or updating a project via the API, you can now add Insights dynamic dashboards to the workspace via the account_insights_mapping_ids parameter in the body. When fetching workspaces, you can also include dashboard information in the response by adding include=account_insights_mappings to the request URL.

Miscellaneous

• Throughout Kantata, improved the design of the Public and Private toggle button for new posts to more clearly convey that the option is clickable.

January 15-19 Additional Enhancements  

Project Management

• Fixed issue in Boards where a user's timezone caused the card's Due Date to display incorrectly.
• To improve sorting in Insights reports, the format of the date in the default project snapshot name has been updated to YYYY-MM-DD.
• Fixed an issue that was preventing some users from viewing or opening files in the Files tab of a project.

Account Settings

• Changes made to user email addresses in Notification Settings or in the Account Member Details side panel will now appear in Recent History. You can see when email addresses are added, updated, and deleted. The changes will also appear in the Subscribed Events API as the following events:
  • email_address:created
  • email_address:updated
  • email_address:deleted

January 8-12 Additional Enhancements  

Resource Management

• Made further performance improvements to Resource Center.
• Fixed an issue in Resource Center that was preventing colors from displaying appropriately when the Scheduled Hours view preference was selected.

Project Management

• In the History section of the Task Details side panel, the task Status has been renamed to Status Type.
• Forms tabs in the project workspace are now ordered alphabetically. Previously, they were ordered based on the form ID number.

Time and Expense

• Improved performance for timesheets.

Account Settings

• For consistency and clarity, the hours on the custom workweeks now display in a hours and minutes format (e.g. 1h 30
• Any time entered for the daily hours in custom workweek now rounds up to the nearest minute. For example, entering 7.26 now rounds up to 7h 16 instead of requiring you to enter a number that converts to a full minute amount, such as 7.25.
• Users who were previously added as an External Project Participant can now be added as an account member.
• Fixed an issue in the Account Member Details side panel where the custom workweek table was too wide to display within the panel, causing horizontal scrolling issues for the whole side panel.

January 1-5 Additional Enhancements  

Resource Management

• Fixed an issue where dates were not displaying properly for Firefox and Safari browsers on Talent Network pages.
• Made various performance improvements in the Resource Center, resulting in slightly faster load times for allocations and resources.

Project Management

• Fixed a minor visual issue in project snapshots where the font size varied for different columns.
• Fixed an issue where clicking on a project invitation link you had already clicked on previously would result in a 500 error page. Now you'll be redirected to the project.
• Fixed an alignment issue with the date picker icon in the Task Tracker Filters modal.

Account Settings

• Added pagination to the Data Exports table, allowing you to view and download data for more than the last 25 exports.
• Improved the styling of the Data Exporter modal to look and feel more like other modals in Kantata OX.

Miscellaneous

• Fixed an issue that was intermittently preventing users from opening the Task Details side panel in several different areas.