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.
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.
2024
April
Highlights
Added
Calculate Resource Availability Based on Hard Allocations Only
Account Settings / Resource Management
Released on April 16, 2024
Allowing for more flexibility with Resource Recommendations, Account Administrators can now choose to calculate resource availability based only on hard allocations. This new option for the Availability Calculation Method setting can be adjusted on the Resource Management Settings page.
For more information, see the Enable Resource Recommendations article.
Added
Resource Management / Resource Center / Project Resourcing
Released on April 16, 2024
Allowing you to easily adapt as resource availability and project needs shift, the Copy Resource Attributes checkbox allows you to instantly transfer attributes—like custom fields, organizations, and skills—when reassigning scheduled hours or allocations to a new assignee. This checkbox only appears for named or unnamed resources that have not yet been added to a project.
For more information, see the Managing Scheduled Hours in Resourcing or Reassign Allocations articles.
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
andresource_cost_rate
in theoptional_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 Flatfile 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
Highlights
Added
Required Custom Fields for Staffing
Account Settings / Resource Management / Resource Center / Project Resourcing
Released on March 12, 2024
Make more informed decisions and reduce your staffing turnaround times with required custom fields. Whether you use Resource Requests, Team Builder, or Resource Recommendations to staff unnamed resources, marking specific custom fields as Required for Staffing will help you define staffing requirements for your resource demand that can eliminate communication roadblocks and increase staffing accuracy.
For more information, see the Configuring Resource Custom Fields article.
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 ofexport_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
Highlights
Added
More Data Sets in Data Exporter
Account Settings
Released on February 13, 2024
Allowing you to quickly export more of the data you need from Kantata, Account Administrators now have access to additional data sets in the Data Exporter:
- Allocation
- Holiday
- Holiday Calendar
- Holiday Calendar
- Holiday Calendar Membership
- Scheduled Hours
- Time Off
- User Workweek
- User Workweek Membership
For more information, see the Export Account Data article.
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
Highlights
Beta
Account Settings
Released on January 24, 2024
Now in beta, the Extended History add-on enables you to dive deep into historical activity in Recent History and Project History. When enabled, events are not automatically deleted after 9 days and can be accessed at any time—letting you see all the activity that occurred over the entirety of a project or check what happened in your account months ago.
For more information, see the Extended History [Beta] article.
Added
Insights in the Project Workspace
Reporting / Insights
Released on January 23, 2024
Add Insights dynamic dashboards to the project workspace to keep everyone aligned on a project’s goals and progress. From executives to project managers to task assignees, anyone can view the project’s dashboard tab if they have Insights access and the dashboard is shared with their Access Group.
For more information, see the Adding an Insights Dynamic Dashboard to the Project Workspace article.
Changed
Custom Field Values, Project Status, and Allocations in Snapshots
Project Management / Estimates
Released on January 23, 2024
For more comprehensive historical data, the project and task custom fields, project status, and resource allocations are now captured when taking a snapshot. The custom fields and project status are available in the snapshot viewer, which now have tabs allowing you to switch between the tasks and project data.
For more information, see the Project Snapshots and Baselines Overview article.
Changed
Public Posts in Resource Side Panel
Resource Management / Resource Center / Project Resourcing
Released on January 23, 2024
To allow for more transparent communication when staffing resources, you’ll be able to mark Activity posts in the Resource side panel as Public—allowing those posts to be visible to anyone who has access to that particular Resource side panel. Public will be the default selection for posts.
For more information, see the Resource Side Panel Overview article.
Added
API
Released on January 23, 2024
Make your integrations or custom applications more efficient with our new bulk delete API endpoints. You can delete up to 100 expenses, custom field values, time entries, time off entries, or scheduled hours in just one request.
For more information, see the following API documentation:
Changed
Reporting / Insights
Released on January 12, 2024
For more precise and relevant data exploration, Insights dynamic dashboards now allows you to create Drill into URL interactions based on the current dashboard filter values. When creating these interactions, these values now appear below the Hyperlink in Attribute Label section.
For more information on using the dashboard editor for Insights dynamic dashboards, see the Using the Dynamic Dashboard Editor article.
Removed
Change to Case Submission Process
Miscellaneous
Released on: January 1, 2024
To improve our support experience, the support@mavenlink.com email for creating new cases has been retired. Authorized users can continue using the Contact Support and Live Chat options from the Support drop-down menu in the app bar. Once you’ve submitted a case via the support portal, you can reply to the case via email.
For more information, see the Kantata OX App Bar article.
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 addinginclude=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 to7h 16
instead of requiring you to enter a number that converts to a full minute amount, such as7.25
. - 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.
Comments
28 comments
Added information for the December Highlight features.
The Release Notes page has been updated to include the December 18-22 Additional Enhancements.
The Release Notes page has been updated to include information on changes to the support case submission process.
The Release Notes page has been updated to include the Additional Enhancements for January 1-5.
The Release Notes page has been updated to information on updates to the Drill into URL interaction in Insights dynamic dashboards.
The Release Notes page has been updated to include the January 8-12 Additional Enhancements.
The Release Notes page has been updated to include the January 15-19 Additional Enhancements.
The Release Notes page has been updated to include the January Highlights.
The Release Notes page has been updated. All 2023 releases have moved to 2023 Release Notes.
The Release Notes page has been updated to include the January 22-26 Additional Enhancements.
The Release Notes page has been updated to include the January 29-31 Additional Enhancements and February 1-2 Additional Enhancements.
The Release Notes page has been updated to include the February 5-9 Additional Enhancements.
The released features for February have been moved to the Release Notes page.
The Release Notes page has been updated to include the February 12-16 Additional Enhancements.
The Release Notes page has been updated to include the February 19-23 Additional Enhancements.
The Release Notes page has been updated to include the February 26-29 Additional Enhancements.
The Release Notes page has been updated to include the March 4-8 Additional Enhancements.
The Release Notes page has been updated to include the March Highlights.
The Release Notes page has been updated to reflect the current status of the Required Custom Fields feature.
The Release Notes page has been updated to reflect the reactivation of the Required Custom Fields feature.
The Release Notes page has been updated to include the March 11-15 Additional Enhancements.
The Release Notes page has been updated to include the March 18-22 Additional Enhancements.
The Release Notes page has been updated to include the March 25-29 Additional Enhancements.
The Release Notes page has been updated to include the April 1-5 Additional Enhancements.
The Release Notes page has been updated to include the April 8-12 Additional Enhancements.
The Release Notes page has been updated to include the April Highlights.
The Release Notes page has been updated to include the April 15-19 Additional Enhancements.
The Release Notes page has been updated to include the April 22-26 Additional Enhancements.
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