Export Project Information

How to Export Your Activity Feed

To save a PDF of a project's Activity Feed, first navigate to the project. In the header, click on the Actions (“   ”) icon located to the right of the project name; the resulting drop-down menu includes an option to Save Activity Feed as PDF.

Export Projects, Posts, and Tasks

Account members have additional export options accessible from the user Settings drop-down menu on the right-hand side of the main Kantata app bar; this menu can be found under your name and profile picture.

Click on your name, select Your Exports from the dropdown list, and choose what you'd like to export. Each export can be either a comma-separated value (CSV) or Microsoft Excel file (XLSX).

Some of the export options are only available to members with Account Administrator permissions:

• Export Projects
• Export All Tasks on Account

How to Export Project Information

On the Exports page, select CSV or XLSX under Export Projects—visible only to Account Administrators.

The exported spreadsheet includes the following information about your active projects:

• Name, ID, current Stage, and current Status of the project
• The names of the client and consultant leads
• Project Start Date, Due Date, Created Date and % Done
• The Budget amount, including Currency, Amount Paid, and Budget Used
• Total Time Logged and the Hours Approved for the project
• The date and time the project was Last Updated
• The total number of tasks, the number of completed tasks, and total duration of all tasks
• Total Expenses, Total Cost, and Total Invoiced amounts
• The number of estimated hours 
• The Department and Geography (when the Organizations functionality is enabled)
• Groups, Project Color, and custom fields
• Whether time entry notes are required when logging time against the project
• The Task Status Set assigned to a project

How to Export Project Posts

On the Exports page, select CSV or XLSX under Export Posts.

You'll be emailed a link to the exported spreadsheet which will contain the following information about posts on your active projects:

• The ID and name of the project
• The posted message and replies
• The name of the member who posted the message
• The Date and time the message was posted

How to Export Task Information

On the Exports page, choose whether to export your spreadsheet in CSV or XLSX format. There are three options for exporting tasks:

• Export Tasks Assigned to You—The exported spreadsheet contains any task that has been assigned to you (across all projects on your account).
  
• Export All Tasks in Your Projects—The exported spreadsheet contains all tasks for every project in which you are participating (regardless of who the task is assigned).
• Export All Tasks on Account—Available only to Account Administrators, the exported spreadsheet contains all tasks from all projects across your account, regardless of whether you are a project participant (i.e., assigned a task) or not.

Each exported spreadsheet contains the following task information:

• Name, ID, and current Status of the project
• The task Title, Description, and Type
• Task Start Date, Due Date, Duration and % Done
• The names of all members assigned to the task
• The date and time that the task was last Updated
• Estimated budget, Planned Budget, and Actual Budget
• Estimated and scheduled hours 
• Actual Minutes Tracked to date
• How many billable and non-billable hours have been logged
• The Created Date and the member who created the task
• Budget Progress (actual versus estimated)
• Hours Progress (actual versus estimated)
• Invoiced Balance
• Relative start and due dates
• Any checklist items associated with the task