2023 Release Notes

December 18-22 Additional Enhancements  

Project Management

• Within the project workspace, you can now press the Tab key on a keyboard to navigate through the different tabs, pressing Enter to select a tab.
• Updated multiple choice custom field cells in the Task Tracker to allow pressing Enter to save changes to the field.

Time and Expense

• Fixed an issue that prevented Punch Clock users from saving logged time via the Timer when the project's Task Default was Billable and the facilitated setting Time Billable Status Restricted to Task Default was enabled.

Reporting

• For clarity, the following items in Insights have been updated:
  • The ͺRecords of Project Snapshot attribute has been renamed to ͺRecords of Legacy Snapshot.
  • The ͺProject Snapshot Percentage Complete fact has been renamed to ͺLegacy Snapshot Percentage Complete.
  • The ͺSnapshot ID fact has been renamed to ͺLegacy Snapshot ID.
  • The Workspace Snapshot fact folder has been renamed to ͺLegacy Snapshot.
  • The Project Snapshot dataset has been renamed to Legacy Snapshot.
  • The Date (ͺSnapshot) date dimension has been renamed to Date (Snapshot: Created) and now returns data for snapshots taken from the Task Tracker.

Account Settings

• When Task Status Sets have been enabled in the Early Access page, Recent History and/or Project History will show when changes are made to task status sets and custom task statuses in Settings > Task Statuses, when a task status set is assigned to a project via Project Settings, and when a custom status is selected for a task. The changes will also appear in the Subscribed Events API as the following events:
  • task_status_set:created, task_status_set:updated, and task_status_set:deleted
  • default_task_status_set:created and default_task_status_set:updated
  • custom_task_status:created, custom_task_status:updated, and custom_task_status:deleted
  • workspace_task_status_set:created, workspace_task_status_set:updated, and workspace_task_status_set:deleted
  • story:status_selected
• For task-related events in Recent History and Project History, Status has been relabeled to Status Type in the Comparison section of the Details side panel.
• Fixed an issue in Data Exporter that prevented users in some time zones from setting a date range when generating an export.

December 11-15 Additional Enhancements  

Project Management

• In the Task Tracker, copy and paste and enhanced keyboard navigation is now supported for multiple choice custom fields. You can now copy and paste the values in multiple choice custom fields from task to task. You can also do actions such as pressing Enter to open the drop-down, pressing arrow keys to navigate through options, and pressing Enter to select an option. The style of the multiple choice custom field columns has also been enhanced.
• Fixed an issue where the Resource Estimated Hours column in the Task Tracker overlapped with the task below and the list was not scrollable.
• Fixed an issue in the Task Tracker where after updating the dates of a child task, changes did not cascade correctly to subtasks that were dependent on the child task's parent.
• Fixed a minor visual issue with the View Snapshot button in the Summary Bar that appeared for projects in the Estimate stage.

API

• When using the time entries API, you can now include the location ID in the response by sending location_id in the optional_fields request parameter.
• To improve performance, when fetching Subscribed Events via the API, the most_recent and most_recent_by_event_type filters can no longer be used in the same request.

Miscellaneous

• Updated various error modals across Kantata OX to consistently use the same styling and icons.
• In the Knowledge Base, you can now select the Follow button in the top-right corner of an article—to be notified when an article is updated—or a section—to be notified when a new article is added.

December 4-8 Additional Enhancements  

Project Management

• Fixed an issue that allowed External Project Participants to see and add task custom fields to their Task Tracker view.
• Fixed an issue in the Task Tracker that prevented indenting tasks beyond level 4 via drag and drop.

Billing

• Resolved an issue where previewing an invoice in Firefox resulted in a distorted layout.

API

• When fetching organization memberships via the API, you can now use the filter parameter primary to return only the organization membership that is set as the primary for a user or project, or only the organization memberships that are not the primary.
• When fetching projects via the API, you can now use the stage filter parameter to return only projects in the estimate stage or only projects in the project stage. Set the filter to the value estimate or project.

Integrations

• Fixed an issue in the NetSuite integration where the system delivered an error when verifying that expenses were associated to a project task.

November 27-30 Additional Enhancements  

Resource Management

• Updated the Over Allocated color in the Resource Center to a softer red hue.

Project Management

• Fixed an issue with Forms where assignment mappings from a template were not being applied during project creation.
• Fixed an issue where users with Guest Access to a project received an error when attempting to add custom field columns in their view of the Task Tracker.

Reporting

• Fixed an issue in Analytics that was causing scheduled hours to calculate incorrectly for the Detailed Performance report in the Utilization dashboard.

Miscellaneous

• Improved styling and added updated icons to various confirmation modals in Kantata OX.

November 20-22 Additional Enhancements  

Resource Management

• Fixed an issue where sending an email to multiple project emails at once would create multiple posts in each project's Activity Feed.

Project Management

• Fixed an issue in the project workspace where Resource Management Access Group configuration was preventing some users with the correct Project Permissions from accessing the project's Resourcing tab.

Reporting

• Fixed an issue in Insights where all Access Groups were not appearing in the Share dashboard modal on the Manage Dynamic Dashboards page.

API

• Fixed an issue with the DELETE /expenses/{id} API endpoint where a 204 response with no content was returned when you attempted to delete an expense that is already on an expense report. A 422 response and error message are now returned.

November 13-17 Additional Enhancements  

Resource Management

• Fixed an issue in the Resource Center where the Project Colors, Departments, and Geographies filters were not appearing in the Filters modal. If Organizations are not enabled for your account, you will not see the Departments and Geographies filters.
• Fixed an issue in Resourcing areas that was preventing some users from unassigning resources from all tasks.

Project Management

• Fixed an issue in a project Form that was preventing users from submitting changes if they didn't have permission to edit all custom fields in the form, even if they only edited fields they had been given permission to edit.
• Improved error messages for Forms.
• Increased the number of custom field choices that appear in Task Tracker for custom field columns to 500.

Reporting

• Fixed an issue where the Time Approvals report in Analytics would time out when there was a significant amount of time entries.

API

• Added the following endpoints that allow you to leverage the new Data Exporter to export your account data via the API:
  • GET /exports/available_datasets
  • GET /exports
  • POST /exports
  • GET /exports/{id}
  • PUT /exports/{id}
  • GET /exports/{id}/download_url

November 6-10 Additional Enhancements  

Resource Management

• Fixed an issue in the Projects tab of the Resource Center where the project budget was not displaying properly.
• Fixed an issue that was preventing Account Administrators from editing named resources in Resourcing areas.

Project Management

• Fixed an issue in the Project List where the bulk actions toolbar overlapped with projects at the bottom of the table after checking projects.
• Fixed an issue where External Project Participants would be incorrectly created as External Members when invited by a user who is not an Account Administrator.
• Fixed an issue in the project workspace where the incorrect currency format was displaying in a Form that contained a currency custom field.
• Fixed an issue in the Form Builder where values in the Map To column of the Assignment Mappings field were not readable when creating a field rule.
• Fixed an issue where updating the budget of a task in the Task Tracker did not update the task budget total in the Summary Bar.
• Fixed an issue with choice custom fields in the Project List where choices that included an ampersand did not appear as suggestions while typing in the field.

Reporting

• The date attributes Submission Approved, Submission Cancelled, and Submission Rejected in Insights have been renamed Shared Approved, Shared Cancelled, and Shared Rejected.
• Added the ability to report on allocations data in Insights, using the following attributes and facts:
  • Allocation: ID
  • Allocation: Type
  • Allocation: Notes
  • Allocation: Time In Minutes
  • Allocation Start Date
  • Allocation End Date
  We recommend leveraging the following existing attributes when creating custom reports:
  • User: Name
  • Project: Name
  • Currency
  • Resource: Title
  • Shared Created
• Added the ability to report on Resource Requests data in Insights, giving you a place to better manage your resource request approvals and staffing processes. You can use the following new attributes in your reports:
  • Resource Request: ID
  • Resource Request: Status
  • Resource Request: Approver Name
  We recommend leveraging the following existing attributes when creating custom reports:
  • User: Name
  • Project: Name
  • Resource: Title
  • Shared Created
  • Shared Approved
  • Shared Rejected
  • Shared Cancelled
• The following standard dynamic dashboards are now generally available in Insights reporting:
  • Finances: Fees—Provides insight into how roles and projects are performing financially against their forecast
  • Projects: Portfolio—Helps you identify at a glance which projects are healthy and which are at risk
  • Projects: Task Detail—Lets you dig into actuals vs. estimates, progress, and hours burn summarized by the top-level tasks within each project
  • Resources: Allocations—Gives visibility into supply and demand at various levels of granularity based on allocations on projects: overall, as full-time equivalent (FTE) resource, by role, and by user
  • Resources: Schedules—Gives visibility into availability by role and user based on scheduled hours on tasks
  • Time: Management—Allows you to easily identify who has and hasn’t filled out or submitted their timesheets
  • Time: Trends—Shows you which activities people are spending the most time on and how productive your company is with its time
  • Time: Utilization—Measures the efficiency of roles and users by comparing actual, scheduled, and allocated time against available time
  Use these pre-built dashboards—which you can add to your left navigation via your user Insights Settings—to gain visibility on key business metrics.

API

• Changes made to custom field sets and custom fields in Settings > Custom Fields will now appear in Recent History. You can see when custom field sets and custom fields are created, updated, and deleted. The changes will also appear in the Subscribed Events API as the following events:
  • custom_field:created
  • custom_field:updated
  • custom_field:deleted
  • custom_field_set:created
  • custom_field_set:updated
  • custom_field_set:deleted

• When fetching objects via the API, you can now filter by multiple external object IDs (typically used for integrations) using the query parameter external_reference_service_model_refs. For example, when fetching Kantata projects, you can fetch specific Kantata projects that correlate to specific projects in a third-party system you integrate with.

• When fetching projects via the API, you can now filter by projects that start or are due before or after a certain date—using the filters start_date_before, start_date_after, due_date_before, and due_date_after. You can also combine the new filters to filter by date ranges.

Miscellaneous

• Fixed an issue with quick filters in toolbars where the drop-downs were not appearing below the selected filter.

November 1-3 Additional Enhancements  

Resource Management

• Fixed an issue in Resource Center and a project's Resourcing tab where filters that applied to secondary rows (e.g. resource rows in the Projects tab) were not filtering information properly.
• Fixed an issue in Resource Center and a project's Resourcing tab where the Distribute Hours button at the bottom of the Distribute Hours modal was not visible on smaller screens. You can now scroll down to click this button.

Project Management

• Fixed an issue in the Task Tracker where choice custom fields listed the wrong choices when the Resource Estimated Hours column was to the left of the choice custom fields.
• Fixed an issue in the Task Tracker where years in the date picker were red when the task was overdue.
• Fixed an issue in the Task Tracker where dollar symbols appeared in the Estimated Cost and Estimated Fees columns when new tasks were created, despite the project using a different currency.
• Fixed an issue where the Task Budget total in the Summary Bar was not visible to project View Financials and above users if they did not also have the Report Viewer with Cost account level permission.

Miscellaneous

• Increased the number of vendors that appears in the Vendors drop-down on Kantata's mobile experience from 200 to 1000.

October 30-31 Additional Enhancements  

Project Management

• Fixed an issue with project Forms where team members mapped to template resources via the Assignment Mappings field were not assigned to tasks once the project was created.

Miscellaneous

• Fixed an issue for external members with a Free account where an upgrade from trial period banner was displaying at the top of the screen.

October 23-27 Additional Enhancements  

Resource Management

• Fixed an alignment issue for various modals in the Resource Center and the project's Resourcing tab where the Calendar icon was not appearing in the proper location.

Project Management

• Fixed an issue where completed To Do and Task cards were marked as Overdue in Boards.
• Fixed an issue in the Task Tracker where values in the Task Est. Hours column were not visible for subtasks.
• Improved the readability of To Do titles in the Activity Feed section of the Your Dashboard page.
• Fixed an issue in the Project List where the filter for the Provider Lead column included client-side users.

API

• When fetching users via the API, you can now filter by multiple email addresses using the parameter by_email_addresses - as a query parameter in the request URL or as an array in the request body.
• When fetching activity posts via the API, you can now filter by multiple task IDs using the query parameter story_ids.

Miscellaneous

• To improve clarity, we've updated how we display anonymized user data within the app. Formerly indicated by long and cryptic alphanumeric strings, anonymized users are now designated clearly as Deleted User followed by a concise, unique ID. This change makes it immediately apparent when user data has been anonymized, integrated more subtly so that projects and reports maintain their visual appeal and readability.

October 16-20 Additional Enhancements  

Resource Management

• To show the total number of resource estimated hours a resource has on their tasks, the new Est column in the resource row in the Resource Center and a project's Resourcing tab now displays a roll-up summary of these hours. Previously, only Allocated, Scheduled, and Actual hours displayed in this row.

Project Management

• Fixed an issue where a Task or To Do card in Boards wouldn't load if task custom fields weren't set up.

Reporting

• For Headline reports in Insights, you can now compare numbers, define how the comparison should be calculated, or customize the formatting and visual aspect of the headline. These options are available when you enable the Comparison feature in the report's Configuration settings.

Account Settings

• For Recent History and Project History, the event details side panel will now display a more descriptive label for the associated user (i.e. the user who was affected by an action but did not necessarily trigger the action) to make it clearer how the user is related to the event. (e.g. The associated user for a project permission event will now be labelled as "Permission Belongs To".)
• In Recent History and Project History, scheduled hours events will now show who the scheduled hours belong to in the event details side panel.
• The Edit Task Hours section—previously titled Edit Scheduled Hours—in the Resource Management Access Group set now allows you to edit resource estimated hours in the Resource Center.

Miscellaneous

• Throughout Kantata OX, unnamed resource icons now respect custom branding colors or—if custom branding is not enabled—these icons are the Kantata-branded purple color by default. Previously, these icons were blue.

October 9-13 Additional Enhancements  

Resource Management

• Fixed an issue in the Team Builder where no Recommended Resources would appear when Availability was set to 0.
• Improved performance for of Resource Recommendations across all Resourcing areas, such as Team Builder or the Reassign Allocations modal.
• Access Group permissions are no longer required to view the new Resourcing tab in a project. Similar to the legacy Resourcing page, you can view the tab if you have Project Permissions to schedule hours.

Project Management

• Improved the response time when searching for project leads to filter by in the Project List page.
• To allow you to open drop-down fields in the Task Tracker with a single click, a down arrow will now appear when you hover over the field. Updated fields include the Status, Type, and Priority fields and single choice custom fields.
• In the Task Tracker, a calendar icon now appears when you hover over a Start or Due date field, allowing you to open the date picker with a single click.
• Resolved an issue where the Project Settings page failed to load correctly when using specific currencies, notably CLP and GBP.
• Fixed an issue where you were unable to enter a negative budget amount in the Budget tab of the Project Admin box.

Reporting

• Fixed an issue in Insights where users with View Dashboard permissions were able to see the Create Dashboard button for dynamic dashboards, which failed to create a dashboard if clicked.

API

• When fetching tasks via the API, you can now include To Dos in the response using the filter parameter show_todos or return only To Dos using the filter parameter only_todos.

October 2-6 Additional Enhancements  

Resource Management

• Fixed an issue in the Resource Center where you were unable to change an unnamed resource to a named resource who had Collaborator Account Permission for non-financial projects. This only occurred when the Project Permissions Defaults page was configured to give Track Time and Track Expenses permissions to Collaborator users.

Project Management

• Fixed an issue where a task's % Done wasn't displaying correctly in the Task Tracker.
• Standardized the font size of all fields in the Project Pulse side panel.
• Fixed an issue that was preventing the Checklist section from appearing in the Task Details side panel.
• The Send us feedback link has been removed from the Tasks and To Do Board.
• Fixed an issue where you couldn't create a task or To Do from the No Value lane in a Board.
• Various design changes have been made to To Do and Task cards in Boards.
• New design elements in Boards now show when a To Do or Task card is overdue.
• When making changes to the budget in the Project Admin box, only numeric values are now accepted; non-numeric characters such as commas and periods are ignored.

Time and Expense

• Fixed an issue with the Timer where the saved time entry would always be rounded down. Now, it is rounded up or down to the nearest minute.

Account Settings

• Updated text on the Early Access page to reflect the upcoming October 17 release date for New and Improved Project Resourcing, as well as which features will be newly available on that date.
• In Recent History and Project History, you can now select [Object] Custom Field Values as a Record Type filter (e.g. Project Custom Field Values) to filter for just events related to custom field values.

API

• When using the workspaces API endpoints, you can now fetch the email address that is used to post to a project's Activity Feed via email—add ?optional_fields=incoming_email_address to your request.
• The Subscribed Events API response now includes context_workspace_id, allowing you to identify the project an event is associated with without having to make secondary API calls.

Miscellaneous

• In Recent History and Project History, the text that appears in the Applied Filters section of the Filters modal when filtering by a date or date range has been updated to be easier to read.
• Fixed a visual issue with the tooltips for the Due Date and Who Can See Communications settings in Project Settings that made the tooltip text difficult to read.

September 25-29 Additional Enhancements  

Resource Management

• When resources fail to load in the Resource Center, an error message now appears.
• Added a banner to the legacy Resourcing page announcing that the page will be replaced with the new Resourcing page in October.

Project Management

• The Associated To Dos modal in Boards and the Task Tracker now displays the Due Date and Estimated Hours for each To Do.
• You can now assign a priority for a To Do or Task card in Boards.
• All To Do and Task card previews now feature the item's assigned status and priority in Boards.
• When accessing the Actual Fees or Billable Hours columns via keyboard navigation, you can now copy values and paste them in text fields.

September 18-22 Additional Enhancements  

Project Management

• Efficient Task Editing and Copy/Paste has been activated for all accounts.
• In the Task Tracker, opening the Task Actions menu for a task while other tasks are checked will now uncheck the other tasks. This makes it clearer that the actions in the menu will only affect a single task.
• Fixed an issue in the Task Tracker where after attempting to delete a task unsuccessfully (e.g. internet connection was lost), a spinning icon would remain on the page. Now, an error message is shown.
• Fixed an issue in the Task Tracker Filters modal where double-clicking on a filter made the modal unresponsive.
• Fixed an issue where team members that didn't have the View Financials project permission or higher weren't able to update To Do or Task cards in Boards despite having Additional Access in project permissions to Edit To Dos.
• Fixed an issue in the Task Tracker where after entering an invalid value in the Weighting column and clicking out of the cell, the error icon in the cell would remain visible.
• The Estimated Cost, Estimated Fees, Actual Fees, and Billable Hours cells in the Task Tracker can now be copied while in select mode.
• Fixed an issue in the Task Tracker where the Clear button was not visible for single choice custom fields.

Reporting

• Fixed an issue for the Work In Progress (WIP) report in Analytics where projects were displaying multiple times when they had multiple organization memberships.

Account Settings

• Recent History now has columns for project title and ID, letting you quickly identify which project each event is associated with.

Integrations

• The Smart Upload Manager now better supports CSV files with multiple line breaks within a single row, allowing for better file processing.
• Improved error handling for the QuickBooks Online integration. If a payment import fails during sync, the rest of the payments will be processed and the failure(s) will be noted in an error message. Previously, a failed payment import would cause the sync to fail and a 404 page would appear.
• The field names for the Concur services on M-Bridge have been updated to match Concur's naming standards.

Miscellaneous

• The style of the Filters button has been updated in areas that use the Filters modal, including the Resource Center, the Task Tracker, Boards, and Project History.
• Added new settings to the Email Notifications page that allow you to set up To Do notifications independently from task notifications.
• Updated the Kantata OX login page by removing the Sign Up button and replacing the Kantata logotype.
• Resolved an issue with the Summary Bar where the tooltip for Duration was being truncated.
• Fixed an issue in the Project Permissions Defaults page where the Client tab wasn't appearing as selected after clicking on it.

September 11-15 Additional Enhancements  

Resource Management

• Improved performance of expanding rows in the Resource Center when there are a lot of projects or resources to display.

Project Management

• Further fixes for visual issues in the Task Tracker with cell highlighting that occurred in Firefox when Efficient Task Editing / Copy Paste is enabled.
• Improved the performance of Global Gantt for accounts that have many projects.
• Fixed an issue in the Task Tracker where the expand icon was not available for subtasks when the Task Budget column and Only Archived tasks were visible.
• With Efficient Task Editing / Copy Paste enabled, the WBS and Invoiced cells in the Task Tracker can now be copied while in select mode.
• Fixed an issue for the tables on the Overview tab where the totals row did not update accordingly after configuring columns.

Account Settings

• The First and Last buttons have been removed from the pagination options in Recent History and Project History. Filters and sorting can be used instead.

API

• You can now create To Dos via the API—set the project_plan field to true when creating a task.
• You can now set in the API whether checklist items in a template will be created as checklists or To Dos. Set the project_template_checklist_as_todos field to true. This is available on the apply template, create workspace, and update workspace endpoints.

September 5-8 Additional Enhancements  

Resource Management

• Updated help text in the Resources filter in the Resource Center Filters modal for accuracy and clarity.

Project Management

• Fixed an issue with Forms where unnamed resources were not being added to the Assignment Mappings field during project creation.
• Fixed an issue in the Task Tracker where date changes would sometimes not cascade correctly and the duration of dependent tasks would change unexpectedly.
• Fixed an issue in the project Overview tab where the last row of the table was excluded from the CSV export.
• Fixed an issue where a new Task or To Do card wouldn't display in Boards after it was created.
• Fixed an issue where the Task Budget total in the Summary Bar would not update after changing a task budget in the Task Tracker.
• In Recent History and Project History, you can now sort events by date and the date filter is now limited to the past 10 days to reflect the available date range of events.
• In the Project List, updated the text for the Set Project Color bulk action to Set Color.
• Fixed an issue where the default Saved View was not displaying after opening the Global Board.
• Fixed a visual issue in the Task Tracker with cell highlighting that occurred in Firefox when Efficient Task Editing / Copy Paste is enabled.

Account Settings

• In Recent History, the event details side panel will now display the name of the associated project, task, or project resource even after it has been deleted.
• The informational About tab in Recent History has been replaced with an informational banner that notes that events are limited to the past 9 days. Additionally, a similar banner now appears in Project History and in the History tab of the Task Details side panel.

API

• Improved performance of the GET /custom_field_values endpoint in the API.

Integrations

• The Jira integration on the M-Bridge integration platform has been updated to accommodate a recent change to the response structure in the Jira API.

Miscellaneous

• Fixed a visual styling issue in General Settings where the tabs in the Project Statuses section were not aligned with the statuses box.

August 28-31 Additional Enhancements  

Resource Management

• Fixed an issue in the Team Members tab of the Resource Center that was preventing users from adding team members to projects.
• Fixed an issue in the Resource Center where splitting or clearing allocations required a page refresh to show that the allocations were behaving as expected.

Project Management

• Clicking a project name in a Global Board card now takes you to the project's Board with the same Global Board filter selections applied.
• Fixed an issue where after changing the project rate card from the Summary Bar, the Estimated Fees column in the Task Tracker would not update with new values.
• Fixed visual issues in the Task Tracker that would sometimes occur after expanding all tasks, such as subtasks appearing at the wrong level and caret icons not appearing for tasks with subtasks.

Account Settings

• Deactivated users are now excluded from the 200-person maximum of direct reports that can be assigned to one manager.

August 21-25 Additional Enhancements  

Resource Management

• Fixed an issue in the Team Members tab of the Resource Center where the total scheduled hours for an unnamed resource role was incorrectly including hours from resources that were being filtered out.
• Fixed an issue with custom field choice filters in the Resource Center that was preventing the filters from working as expected.
• Fixed an issue that was preventing users from splitting or clearing allocations in the Resource Center.

Project Management

• The currency format for the West African Franc (XOF) has been updated to 1 234,56 to ensure that it displays properly in Kantata OX. Previously, the format was 1,234.56.
• Updated the style of the error icon that appears when invalid input is entered in the Task Tracker.
• All Boards cards now feature a line that separates any pinned task custom fields from other data in the card preview.
• Fixed an issue in Forms where you weren't able to select rate cards during project creation.
• When you delete tasks in the Task Tracker, a loading indicator now appears to better indicate that the delete action is still processing.
• After you update a task budget in the Task Tracker, the Task Budgets value in the Summary Bar will now dynamically update.
• The Completed lane has been added to the Due Date lane set in Boards to more easily organize any completed tasks or To Dos that don't have an active due date.
• Fixed an issue where the project Overview tab would sometimes not load.

Reporting

• Fixed an issue in Analytics reporting where the where total hour calculations in the Time Approvals report were counting time entries multiple times if there were multiple backup approvers.

Account Settings

• Fixed an issue where some users disappeared from the Dashboard Access table when sorting columns.
• You can now filter Recent History by project.

API

• In the API, all date and date-time request fields are going to be standardized to accept only ISO 8601 formatted dates (e.g. 2023-11-18, 2023-11-18T12:34:29-06:00, etc.). The standard will be effective for new accounts in October. Existing accounts will have 6 months to update their logic to send properly formatted dates. For more information, see the Recommended Actions for API Changes article.

Integrations

• The NetSuite integration in M-Bridge has been updated to the 2023.1 web services version.

Miscellaneous

• Fixed a visual styling issue in the Time Entry Form.
• Made performance improvements to search in Kantata OX.
• Fixed an issue where the Kantata logo—or a custom branded logo—favicon was not displaying properly for the Safari browser.
• Fixed an issue where Apple Touch icon was not displaying the Kantata logo—or a custom branded logo—when added to the homescreen for iOS and iPadOS devices.
• Improved the styling of the column headers on the Access Groups Members page for a more consistent appearance.

August 14-18 Additional Enhancements  

Resource Management

• The hour bars in the Availability pop-up in Resourcing now have a static height. Previously, the height of these bars adjusted based on the resource's availability.

Project Management

• Improved the performance of loading the Task Tracker for projects with a lot of tasks.
• Fixed an issue where the rate card drop-down menu in the Summary Bar in the Task Tracker was not populating rate cards options.
• Resolved an issue that was preventing users from creating Google contacts for their projects.
• Fixed an issue where the Create Allocations from Resource Estimated Hours button in the Task Tracker would try to create allocations for archived tasks.
• To better accommodate large values and smaller browser sizes, the Summary Bar is now horizontally scrollable.
• The Task Tracker toolbar now has an Update Estimates bulk action option that calculates and updates task budgets and task estimated hours based on resource estimated hours and bill rates.
• The Email CSV Export button has been removed from the tables in the project Overview tab. The overview data can still be exported using the Download as CSV button.
• Fixed an issue where after adding a new task in the Task Tracker, date and drop-down fields could not be opened unless you refreshed the page.
• Fixed an issue in Global Boards where the Associated Task and Parent Task drop-downs were displaying tasks for a different project.
• Fixed an issue for forms where entering 0 in a currency custom field was not saving.
• Fixed an issue where the Billable column in the Task Tracker was sometimes off by 1 minute from the Billable total in the Task Details side panel.

Time and Expense

• When a user submits an expense report for another user, both the submitter and the owner of the expense report are now included in the Activity Feed post. Previously, only the submitter's name was included.
• Fixed an issue where the Group by Project filter was not working on the Time Approvals page.

Account Settings

• Fixed an issue where an incorrect page title was displaying for the Access Group Members page.
• For better visibility, the summaries of Task and Task Assignment events in Project History now include the task name. In Recent History the summaries now include both the task name and project name.

API

• Time off activity now appears in Recent History. You can see when time off is created, updated, and deleted. The changes will also appear in the Subscribed Events API as time_off_entry:created, time_off_entry:updated, and time_off_entry:deleted events.

Integrations

• When you add Additional Fields to a Scenario in M-Bridge, the fields will now display in the order they were added.
• When adding a field pair to a Scenario in M-Bridge, the field drop-downs will now be initially blank. Previously, a value was automatically selected for each drop-down after the field was created.

Miscellaneous

• Resolved an issue where the All Forms option appeared in the left navigation for all users instead of Account Administrators only.
• Made some small visual improvements to the Filters modal to make pinning filters a more intuitive experience, including more consistent icon sizes and better hover interaction like gray highlighting and cursor changes.

August 7-11 Additional Enhancements  

Resource Management

• Fixed an issue that was preventing the new Resourcing tab from loading.

Project Management

• You can now quickly add new associated To Dos from the Tasks Board and Task Tracker.
• The assignees list in the Resource Estimated Hours column in the Task Tracker has been updated to be smaller in height and better match the style of the rest of the table.
• The project template character limit has been increased from 100,000 to 200,000.
• For clarity and consistency, labels for task fields have been updated in the Task Tracker, Task Details side panel, Global Tasks Tracker, and Templates. “Budget” and “Est. Budget” are now “Task Budget”. “Estimate”, “Est. Hours”, and “Time” are now “Task Est. Hours”.
• Fixed an issue in the Task Tracker with Finish to Start dependencies where changing the due date of the predecessor task did not properly cascade to its successor task if the predecessor had no start date.
• For consistency, dates in the Task Tracker now display as month day year (e.g. Aug 8, 2023) regardless of your browser's language setting.
• Fixed an issue where after changing the rate card of a project from the Summary Bar, the values in the Summary Bar did not dynamically update.
• Fixed a bug with Efficient Task Editing and Copy / Paste where copying a cell from the Task Tracker and pasting into a spreadsheet pasted the cell and an empty cell below it.
• Fixed a bug with Efficient Task Editing and Copy / Paste where pasting text that includes a double quote did not work.
• Improved the performance of the Task Tracker when Efficient Task Editing and Copy / Paste is enabled and there are a lot of tasks in the project with many custom field values.
• After applying a template in the Task Tracker, all the newly created tasks will now be visible in the table. Previously, only the first 50 newly created tasks were shown.
• Fixed a bug with Efficient Task Editing and Copy / Paste where copying text from one task that includes a double quote and then pasted into another task resulted in the entire text being wrapped in quotes.

Time and Expense

• We've resolved a line item error on the Timesheets page that was preventing users from updating their timesheets.

Reporting

• Added a Dashboard Permissions column and made minor styling improvements to the table on the Dashboard Access page.
• Fixed an issue in Analytics reporting where the Work in Progress (WIP) report was incorrectly including expenses from Fixed Fee tasks in the billable cost amount.

Miscellaneous

• The Edit icon in the Filters modal that allows you to pin filters to a toolbar has been updated.

August 1-4 Additional Enhancements  

Resource Management

• Improved the styling of More menus and buttons in modals within the Resource Center.

Project Management

• After you delete a task in the Task Tracker, the page will no longer scroll to the top of the table.
• Fixed an issue in the Task Tracker where the Task Actions menu would remain open after selecting Add Task Below.
• Fixed an issue in the Task Tracker where the processing toast notification did not appear after selecting Distribute Scheduled Hours from the bulk actions toolbar.
• Fixed an issue where the To Dos column did not appear in the Task Tracker despite Project To Dos being enabled in General Settings.
• The Task Tracker has been updated so that when the Resource Estimated Hours assignees list is expanded, only that column is vertically expanded; all other columns now retain their original height and their contents are aligned to the top of the cell.

Billing

• Resolved an issue where time entry submissions—although approved in the project's Time & Expenses tab—were not appearing on invoices.

Time and Expense

• Resolved an issue in Expenses where the wrong symbol and amount showing for an expense when switching between Chinese Yuan currency and another currency type.

Integrations

• Resolved an issue where Google Contacts weren't syncing correctly.
• Revised the content of the invitation email sent to users who have been invited from an account where the Google Workspace integration is enabled account-wide.

Miscellaneous

• Fixed an issue where some UI elements overlapped one another throughout the app.

July 24-28 Additional Enhancements  

Resource Management

• Improved visual styling of the Availability pop-up—accessible from Team Builder and the Resource Center timeline—including updated left and right arrow icons and new timeline headers that clearly show the month and year for the viewable time period.

Project Management

• Fixed an issue in Task Tracker that was causing tasks to not be included in the exported CSV file for members on the Client side of a project.
• Fixed an issue where Project Administrators could not view the To Dos column in the Task Tracker.

Integrations

• Subscribed events responses for Triggers in Kantata Connect are now returned in ascending order based on the created_at timestamp API response. Previously, these responses were returned in descending order.
• Kantata Connect's BambooHR integration now excludes time off entries returned from BambooHR that are outside of the search parameters. Previously, the search window into Kantata OX was expanded to match them.
• You can now import the enforce_workweek_minimum_on_timesheet_submission and enforce_workweek_maximum_on_timesheet_submission attributes to the Account Membership data set for Smart Upload Manager.

July 17-21 Additional Enhancements  

Resource Management

• Updated the look of the Availability pop-up in Team Builder, including a new "Total" row at the top that shows the combined hours for all projects.

Project Management

• Fixed an error where previously deleted To Do cards were still appearing in the Global To Do Board.
• Fixed a design issue where Task and To Do cards weren't displaying properly in the Boards tab.
• Fixed an issue where tasks a person was unassigned from would still appear when searching that person's name in the Task Tracker.
• You can now filter events in Project History by task.
• When Efficient Task Editing and Copy/Paste is enabled in the Early Access page, the following changes are available in the Task Tracker:
  • The date picker has been redesigned.
  • Drop-down menus—such as the Status field—now require two clicks to open.
  • The start date, due date, and date custom fields now accept a wider variety of date formats when manually typing in the input field. (e.g. 12/15/23, Dec-15-2023, Dec 15, or 2023-12-15)
• The redesigned Task Tracker toolbar has been activated for all accounts.
• You can now attach files to Task and To Do cards in Boards.
• The new Due Date lane set has been added to the Task and To Do Board.
• You can now filter To Do cards by Due Date in Boards.
• In the Task Tracker, when bulk actions fails, an error message will now appear in a toast notification.

Reporting

• When adding metrics to a report in Insights dynamic dashboards, you now have the option to filter the metric values by date.

API

• The PUT /account_memberships/{id} API endpoint has been updated to reject invalid permission values and return an 422 error. Previously, when provided an invalid value, this endpoint would return a 200 response code and set the account membership permission to collaborator.

Integrations

• The scenario Mavenlink Invoices to Intacct Sales Documents in the Intacct integration now supports syncing the invoice number in Kantata OX to either the Document Number field or Reference Number field in Intacct.

Miscellaneous

• The style of applied filters and quick filters has been updated in areas that use the Filters modal, including the Resource Center, the Task Tracker, Boards, and Project History.
• Fixed an issue in Free accounts where, on disabling custom branding, a link intended to re-enable the feature was improperly displayed as HTML.
• Fixed the Notifications page to have a single page header.

July 10-14 Additional Enhancements  

Resource Management

• Fixed an issue in the Team Builder where a resource's availability information was not displaying properly and appearing partially offscreen when many projects were listed.

Project Management

• Account members can only see the To Dos column in the Task Tracker if they have the Edit To Dos project permission add-on.
• The Boards card limit has been increased from 200 to 1,000.
• The tables on the project Overview tab now have a border around them to visually separate them from each other.
• Fixed an issue that prevented an Associated Task from displaying in the To Do card.

Time and Expense

• Fixed an issue where changing the project and task of a time entry from the Timesheets page was preventing the rate of the time entry from updating on Time & Expenses tab in the project workspace.

Account Settings

• The Insights Dynamic Dashboard section in the Insights Access Group set has been renamed Dynamic Dashboard Permissions to better describe the access control permissions.
• Fixed an issue where clicking the side panel icon in Project History and Recent History did not open the side panel.

July 3-7 Additional Enhancements  

Project Management

• When a Task Details side panel is open in the Task Tracker, the side panel icon in the table for that task now has a gray background to indicate which task the side panel belongs to.
• When applying a template to a project from the Task Tracker, the modal will now close and a spinning icon will display while the tasks are being created.
• Fixed an issue in the Time & Expenses tab of the project workspace where parent tasks of Milestone, Issue, or Deliverable subtasks were not appearing in the task drop-down menu.
• The Associated Task drop-down results in a To Do card now sort by Work Breakdown Structure (WBS) number.
• In the project Overview tab, an icon now appears beside the rate card drop-down menu in the Summary Bar to indicate that the selected rate card has multiple versions that are active during the project, which impacts the estimated fees calculations in the tables.
• Fixed an issue in Boards where the associated task's Due Date was affected by the To Do's Due Date.

Time and Expense

• Improved the error message that appears when rejecting a timesheet for a project that you are not participating in.
• On the Time Approvals page, the date picker now opens directly below the Calendar icon as expected.

Account Settings

• Fixed an issue on the Access Group Members page that was preventing users from using the breadcrumb path links to return to the previous Access Group page.
• Fixed an issue on the Account Members page where you could not longer access the full list of account members after using the Search field unless you refreshed the page.

Miscellaneous

• Fixed a styling issue in the project workspace where the View Only and Custom Access banners were displaying improperly in front of drop-down menus in the App Bar, such as the Notifications menu.

June 26-30 Additional Enhancements  

Resource Management

• Fixed an issue in the Resource Center where the calendar in the Clear Scheduled Hours and Reassign Scheduled Hours modals would disappear before you could select a date.
• Fixed an issue in the Resource Center where all project members were displaying by default in the Projects tab when filters were applied. Now, project members that do not match the filter criteria will be hidden until you click Show.

Project Management

• In Task Tracker using the arrows keys on your keyboard to move down through cells will now only scroll the page once you reach the bottom of the table.
• Fixed an issue in Forms that prevented field rules from being applied when configured for the rate card, project color, or project template fields.
• Fixed an issue in Task Tracker where updating the Resource Estimated Hours column did not update the total hours immediately, and collapsing and expanding the column caused the total hours to display as zero.
• Fixed an issue in the Project List where the project list was not displaying when using a web browser to print the page.
• You can now see files that were added to a project workspace before you joined the project.
• Fixed an issue where the Boards tab would not load when updating the Due Date for a To Do that had 0 Estimated Hours.
• Fixed an issue where a new To Do card would not save when it was created by a Client.
• When applying a template to a project from the Task Tracker, the modal will now remain open and display a spinning icon while the tasks are being created.
• Fixed an issue in the global Tasks Tracker where the task list was not displaying when using a web browser to print the page.
• Fixed an issue where the Time entries must be approved before invoicing project setting couldn't be turned off due to unapproved time entries that weren't associated with a project.
• Clicking the project title on a To Do or Task card in the Global Boards tab now takes you to the project workspace.
• Fixed an issue where some account members were unable to add To Dos to a project.

Billing

• Fixed an issue in Invoices where the Additional Invoice amount in the invoice summary did not display correctly when negative amounts were added that should result in a $0 balance.

Time and Expense

• Fixed an issue where a warning modal would not appear when submitting fewer billable hours than the weekly target if the Cannot submit less option was selected in the Schedule section of the Account Member Details side panel.
• Fixed an issue where the hover text for the Search bar tooltip did not appear when hovering over the icon on the Expenses page.

Reporting

• You can now add User Management attributes as dashboard filters.
• Fixed an issue on the Shared Dashboards page in the Insights Access Group set where the breadcrumb path at the top of the page was displaying twice.
• Reduced excess whitespace on the classic Insights Access Groups page to better fit the style of the new app bar.

June 19-23 Additional Enhancements  

Resource Management

• When selecting the new Resourcing tab, a loading animation now appears while information for the page loads.

Project Management

• Fixed an issue that prevented the Estimated Fees column in the Task Tracker from being updated correctly when the resource's bill rate had been overridden in the Rates & Roles page and the project had been created from a legacy estimate.
• Fixed an issue where Time entries must be approved before invoicing could not be deactivated in Project Settings.
• Added an option to the tables on the project Overview tab to download the CSV export directly to your computer.
• Added a new Project Stage field to Forms, allowing you to create a project in the estimate stage via a form.
• Fixed an issue where To Dos were appearing in the Project Summary section of the Overview tab in a project workspace.

Account Settings

• Fixed an issue in Access Groups where the Team data selection in the Insights Access Group set was not properly applying the data access level to Access Group members.

Miscellaneous

• In Recent History and Project History, the icon for exporting to CSV has been updated.

June 12-16 Additional Enhancements  

Resource Management

• In Team Builder's availability inspector, the week and month view selector now consistently matches the style of the selector in the Resource Center.

Project Management

• When rate cards are enabled, the Est. Fees column in the Task Tracker will now be calculated using the rate card version that is effective on the task's start date. Previously, the rate card version that was currently effective was used. This fixes an issue where the values in the Est. Fees column in the Task Tracker did not match the estimated fees in the Summary Bar.
• The new Boards feature has been activated for all accounts.
• The Task Level filter wording in the Tasks Board has been updated for more clarity.
• The Edit To Dos project permission add-on has been automatically applied to all account members. You can manage which members have this permission on the Project Permissions page.
• You can now add Estimated Hours to a Task or To Do card in the Boards tab.
• You can now add a Due Date to a To Do card.
• The Add Unnamed Resource button no longer appears in the Task Tracker toolbar. Unnamed resources can still be added to a project from the Project Admin box in the project Activity tab, the Rates & Roles page, or the Resource Center.
• Fixed an issue that was allowing users on the Client side of a project to view the Est. Cost column in Task Tracker.
• The status options in the Task and To Do cards are now capitalized and the font colors have been updated.
• Fixed an issue where you couldn't add a Due Date when creating a new To Do in the To Do Board.
• To encourage use of the new estimating experience in the project workspace and avoid confusion, the legacy Estimates feature no longer appears in the left navigation for all accounts that had no legacy estimates created. If you have any questions, please reach out to Customer Success.
• The Associated Task Due Date field now only appears when an Associated Task is selected in a To Do card.
• For better clarity, updated the wording of the warning message about submitting fewer billable hours than your weekly target in Timesheets.
• Fixed an issue where content on a project's Overview page was getting pushed offscreen when expanding the left navigation.

Reporting

• Fixed an issue with the Invoice Amount metric where invoice tax was not being including in the amount.
• Added a new User Management data set to Insights that allows you to report on management information in Kantata OX, which includes the following new attributes:
  • User Management: ID
  • User Management: L1 Name
  • User Management: L2 Name
  • User Management: L3 Name
  • User Management: L4 Name
  • User Management: L5 Name
  • User Management: L6 Name
  • User Management: L7 Name
  • User Management: L8 Name
  • User Management: L9 Name
  • User Management: L10 Name
  • User Management: Level

Account Settings

• From the Account Member Details side panel, Account Administrators can now select the Management Hierarchy button to see a limited view of where the user fits in their organization, showing their direct manager, their direct reports, and any reports assigned to their direct reports.
• On the Project History and Recent History pages, the positioning of the Configure Columns and Export buttons has been switched.
• Fixed an issue in Project History and Recent History that prevented users from saving views.

Miscellaneous

• The redesigned app bar has been activated for all accounts.
• In the left navigation, the icons for Time & Expense, Billing, and Network have been updated.
• In Project History, Recent History, and the Rate Cards page in Settings, the Configure Columns button has been changed to an icon (“   ”).

June 5-9 Additional Enhancements  

Resource Management

• Fixed an issue in the Resource Center where resources would not load after converting a named resource to an unnamed resource.
• Fixed an issue where users who did not have the Manage External Members permission in the Network Access Group set were able to click on external partners in Network > External Partners, resulting in a 404 error. Now, the external partner name is plain text instead of a link.

Project Management

• Fixed an issue where @mentions were not working in posts for tasks or To Dos.
• The rate card drop-down menu that appears in the Summary Bar in the Task Tracker for projects in the Estimate stage now searches all rate cards on the account with the project's currency. Previously, it searched only the first 20 rate cards on the account.
• Fixed the formatting of EUR currency for currency custom fields in the Project List.
• Fixed an issue where the Join Project button was not visible in the header for users with project Guest Access when the redesigned app bar was enabled.
• When creating a new Task or To Do card in Boards, the card will now only close when you click Save or X in the modal. Previously, the modal would close if you clicked anywhere outside of it.

Time and Expense

• Fixed an issue on the Time Approvals page where hovering over the approve icon caused the page to shift left and your cursor was on the reject icon, which could result in accidental timesheet rejections.
• Fixed a search issue in Timesheets where all expected tasks were not appearing in the search results.

Account Settings

• The wording of permissions in the Project Accounting access group set has been updated for clarity.
• In the Account Member Details side panel, the selected user's name no longer appears as an option in the Report or Manager drop-down menus.

June 1-2 Additional Enhancements  

Project Management

• Resolved a visual error in the Payment tab of the Project Admin box where the displayed percentage paid was incorrect.

Reporting

• In the Insights dynamic dashboard report editor, you can now use the report configuration options to create a continuous line graph on the canvas—even if some of its values are missing.

May 30-31 Additional Enhancements  

Resource Management

• Fixed an issue in the Resource Center where the EAC values were displaying offscreen when the left navigation was expanded or pinned.
• In the Resource Center, deleting scheduled hours in bulk is now much faster.
• Fixed an issue where users were able to schedule hours for deactivated users with the Distribute Hours modal in the Resourcing tab of a project.

Project Management

• Fixed an issue in the Task Tracker where after entering a non-unique value for a custom field that requires unique values, the cell would not revert to its original contents.
• Fixed an issue where you could not use the same custom field to filter and sort the Project List.

API

• When creating or updating a project via the API, you can now specify a status, via the status_key parameter in the body.

Integrations

• Retry attempts for failed M-Bridge integration events have been reduced and the time in between each retry has been increased to improve overall integration and platform efficiency.

May 22-26 Additional Enhancements  

Project Management

• Fixed an issue in the project workspace where the Boards tab was incorrectly labeled Board.
• Fixed an issue where you couldn't drag and drop a new To Do card after immediately creating a second new card in the To Do Board.
• Any applied filters in Boards now appear at the top of the filter list when utilizing Quick Filters in the Boards toolbar.
• Improved the styling of the drop-down menu for multi-choice custom fields in the Project List.
• In the Global Tasks Tracker, the Created and Updated columns now display the year.
• Improved the loading speed of To Do and Task cards in Global Boards.
• Fixed a styling issue in the Global Tasks Tracker where the footer overlapped with the last task in the table.
• Fixed a styling issue in the Task Tracker where adding the Actual Fees or Billable Hours columns caused top-level parent task rows to be taller than other rows.
• Fixed an issue in the Tasks Board where entering a Due Date when creating a new Task card would unexpectedly close the New Task modal.

Billing

• Resolved an Invoices issue that caused the total balance to display incorrectly when an additional item—with a negative value equivalent to the total billed time—was added.

Time and Expense

• Fixed an issue where roles not included in the project's Rate Card were appearing in the Role selector drop-down on the Time Entries page despite the Only make roles on the rate card available to projects account setting being enabled.

Account Settings

• The Support URL setting in Settings > Custom Branding has been renamed to Support Contact and now accepts an email address, allowing you to enter an internal email address as the support contact that users on your Kantata OX account should reach out to.

Miscellaneous

• Fixed an issue where External Members were unable to post to the project Activity Feed via email.
• Fixed a display issue where the pagination bar in the Task Tracker overlapped with the Live Chat window.
• For smaller browser widths, pinned filters and quick filters on various pages—the Resource Center, the Task Tracker, the Notifications page—now display in one, scrollable row instead of stacking into multiple rows.
• Fixed an issue that caused the table in the New Kantata OX Team Members email to be difficult to read when viewed on mobile devices.
• Fixed an issue where advanced filtering, search tuning, and synonym searches were not working in the Knowledge Base.

May 15-19 Additional Enhancements  

Resource Management

• Fixed an issue in the Resource Center that was causing future months or weeks to display improperly when scrolling to the right.
• Fixed an issue in the Resource Center where resources were not properly loading after scrolling to the bottom of the page, then selecting Named or Unnamed.

Project Management

• Fixed an issue that was sometimes preventing users from distributing scheduled hours in Task Tracker.
• In Task Tracker, the Resource Estimated Hours column now displays up to 300 assignees.
• You can now sort the Project List by the Provider Lead column.
• Fixed an issue where the calendar icons in the Start Date and Due Date filters were misaligned in the Task Tracker.
• In the Task Tracker, the display format for the Resource Estimated Hours column has been changed from 00h 00m (e.g. 5h 30m) to 00h00 (e.g. 5h30).
• In the Task Tracker, the Task Est. Hours column is now displayed in hours and minutes (e.g. 5h30) instead of with a decimal (e.g. 5.5h).
• Improved the visibility of the sort icon in the Budget column header on the Project List page.

Billing

• Fixed an issue where the font size appeared too small in the PDF file of printed invoices.

Time and Expense

• Fixed an issue where it was possible to submit the same time entry on different timesheets, causing users whose timesheets were already approved to continue to appear in the pending time approvals list.

Reporting

• Added a Date (Invoice Created) attribute to Insights that indicates the date an invoice was created.
• Added a Task: Task or To Do attribute to Insights that indicates whether a task is a project task or a To Do.

Account Settings

• You can now sort holidays by Start Date in Settings > Schedule > Holidays.
• Fixed an issue that was preventing custom Access Groups from being deleted.
• Fixed an issue where non-Account Administrators encountered a 404 error when attempting to access the Settings option from the left navigation.

API

• Improved performance of the GET /api/v1/users API endpoint, fixing an issue where the request would time out if you tried to retrieve a list of users without applying any filters.
• When fetching projects via the API, you can now sort the projects by a custom field. To do this, set the value of the order parameter to custom_field:<custom_field_id>:asc or custom_field:<custom_field_id>:desc.

Integrations

• The Google Calendar and Google Tasks integrations have been deactivated and removed from Kantata OX. The Google Drive and Google Contacts integrations are unaffected by this change.

Miscellaneous

• Fixed an issue where a new To Do post notification would not appear in Dashboard > Activity Feed.
• Fixed an issue where two vertical scrollbars appeared on pages with tables—such as the Templates page—when the redesigned app bar is enabled.

May 8-12 Additional Enhancements  

Resource Management

• Fixed an issue in the Resource Center where users were unable to update filters when a Saved View that contained custom field filters was selected.
• In the Resource Center and the new Resourcing tab, you can now manually create scheduled hours on weekends and days where the user has partial time off scheduled. Please note that days where a user has no capacity will be excluded and weekends will also be excluded when clicking and dragging over a period of time.

Project Management

• Fixed an issue where the actual fees in the Project Admin box did not match the actual fees in the Project Pulse side panel.
• Fixed an issue that was preventing tasks from being archived.
• Fixed an issue in Boards where changes made to a Task or To Do card weren't saving properly.

Time and Expense

• Fixed an issue in Timesheets where unapproved time submissions with long titles were not displaying properly.

Reporting

• Fixed an issue in Insights where the Invoice: Amount In Cents fact was not displaying proper information when the invoice was associated with multiple projects.
• Increased active session length for Insights Advanced Editor from 2 hours to 12 hours to facilitate longer work sessions or return visits to the Advanced Editor.

Account Settings

• The title and description for the Default Time & Expense Settings section on the Time & Expense Settings page has been updated to better represent all of the settings.

Miscellaneous

• Fixed an issue in Your Dashboard where clicking a task title in the Activity Feed wouldn't open the Task Details side panel.

May 1-5 Additional Enhancements  

Resource Management

• Fixed an issue in the Resource Center where users who had access to edit resources for all projects were unable to remove users from projects.

Project Management

• Fixed an issue in the Tasks and To Do Board where the lane card count didn't update when an additional card was added to the lane.
• We have increased the maximum length for status report descriptions in the Project Pulse side panel from 224 characters to 1,000 characters. If your account has access to Insights reports, Account Administrators can limit the description to 255 characters from the General Settings page to ensure that all information displays properly in Insights reports.
• Fixed an issue in the Global Tasks Tracker where the Hours Progress column was not displaying the progress meter for users with View/Edit Time and Expenses or View/Edit Financials project permissions.
• When you delete a To Do, all posts related to the To Do are removed from the Activity Feed.
• Fixed an issue where users without the Edit To Dos permission were able to see To Do posts and replies in the Activity Feed.
• Fixed an issue that caused Task Tracker to not load correctly after you applied a Saved View.

Time and Expense

• Fixed an issue in Timesheets where you had to click Submit multiple times before all time was submitted.
• Fixed an issue on the Expense Approvals page where the Select All option for the Projects filter was not working properly.

Account Settings

• When importing users to Kantata OX from the Account Members page, you can now assign them the Collaborator (External) Account Permission.

API

• Fixed an issue with the API where no results were returned when you used a colon character in the search keyword for the by_custom_text_value query parameter (e.g. (123:Text: value)), preventing you from filtering results by a custom field value that includes a colon.

Miscellaneous

• Fixed an issue where task email notifications were not sent if the bundled email included over 50 task changes. Now, the first 50 task changes display and all additional changes can be seen by visiting each project.
• Fixed an issue where you weren't being redirected to the mobile experience when logging into Kantata OX on a mobile device.

Apr. 24-28 Additional Enhancements  

Project Management

• The Due Date field in a To Do card is now labeled Associated Task Due Date and only appears after a task is associated to the To Do in the To Do Board.
• Fixed an issue where checklist items do not show up in the Task Details side panel for archived tasks.
• Fixed an issue in the Tasks and To Do Board where dragging a card to a new lane while the card modal was open would cause a new Create Task/To Do modal to open.
• Fixed a styling issue with the Resource Estimated Hours column in Task Tracker when a task is checked.
• Fixed an issue in Task Tracker where the date picker would not open again after selecting an invalid date.
• When attempting to remove a user from a project that has pending timesheet submissions, the error message that displays now includes ID numbers for those submissions as a helpful reference for API users.

Account Settings

• Fixed an issue where special characters were not preserved correctly when exporting unapproved time entries from Settings > Time & Expenses.

Miscellaneous

• The wording of error messages for setting up Slack notifications have been updated for clarity.
• Unified font size for all custom field types in Kantata OX side panels.
• The email template for notifying Account Administrators of new members added to their account now has updated branding and content.
• Kantata has a brand-new Knowledge Base domain—https://knowledge.kantata.com/hc/en-us. All outdated URLs for articles and other resources will seamlessly redirect to their new destination, giving you time to update all those handy bookmarks.

Apr. 17-21 Additional Enhancements  

Resource Management

• Fixed an issue in the legacy Resourcing tab that was allowing users to schedule hours for a deleted task.
• Resolved an issue that was causing decreased performance when filtering on single or multi-choice custom fields in the Resource Center.

Project Management

• Fixed a styling issue with the task priority icons in the Global Tasks Tracker.
• Fixed an issue in the Global To Do Board where filtering by Parent Task would not load the results.
• Fixed an issue in the Global To Do Board where the Assignees field displayed without a project first being selected in a new To Do card.
• Fixed a minor styling issue with the column headers in the Project List.
• Fixed an issue where field rules configured for the Provider Team field in a project Form were not working.
• Fixed an issue in the Global Tasks Board and local Tasks Board where the Add Task button appeared for team members with the View Tasks project permission level.

Billing

• Made further performance improvements to the Send to QuickBooks page—available only with the QuickBooks integration.
• Fixed an issue on the QuickBooks Invoice page where hovering over a tooltip on an expense did not open the tooltip text.

API

• Fixed an issue with the project participations API where unexpected values were returned in the access_level field. This may have affected integrations and client applications.

Integrations

• Due to limited usage, the Google Tasks and Google Calendar integrations have been removed for accounts that haven't utilized it for the past six months. The integration between Google Drive and Google Contacts will be unaffected.

Miscellaneous

• Fixed an issue that was preventing users from saving changes to Custom Branding.

Apr. 10-14 Additional Enhancements  

Resource Management

• When the collapsible left navigation is pinned, the Resource Center Filter modal will now appear in front of the navigation.
• Fixed an issue where users were unable to create scheduled hours on weekends in the Resource Center, despite having capacity on those days in their custom workweek.
• Fixed an issue in the Resource Center where parent task names weren't displaying properly for some subtasks that were nested more than one level.
• Fixed an issue that was causing errors when adding new External Partners in the Talent Network.

Project Management

• The Include Expenses project setting has been split into two new settings, giving you more control over how Kantata OX calculates actual fees. You can now choose separately whether to Include Billable Expenses in Actual Fees Calculation or Include Additional Line Items in Actual Fees Calculation.
• When you assign a task to yourself or update the status, start date, or due date of a task, you will no longer be notified of your own action in-app or via email.
• Fixed an issue where it was possible to navigate away from the Gantt chart within a template while changes were being saved, which resulted in incorrect data.
• When exporting tasks from the Task Tracker, the Duration column in the exported spreadsheet will now only count Monday-Friday as working days, excluding weekends.
• Fixed an issue where some External Project Participants were able to access the User Details side panel for users who are not on their account. When clicking a user's name, External Project Participants will now be directed to the user's profile.
• The names of project permission levels have been updated in the Provider Team field on the create new project page and in project Forms. Additionally, you can now select View permissions in those fields.
• Fixed an issue where the date pickers were not appearing for the start and end date fields in the Task Details side panel.
• Fixed an issue that was preventing users with the proper permissions from editing custom fields in the Project List.

Time and Expense

• Fixed a few issues that prevented you from selecting a location while tracking time.
• Fixed an issue where deactivated users were appearing in the Unsubmitted tab in Time Approvals.
• In Timesheets, the Project and Task fields will now expand and display more text when the browser width is increased.
• Fixed an issue that was causing decreased performance in Timesheets.
• Fixed an issue where opening the project Time & Expenses tab via direct URL did not load.

Reporting

• Added a Project: Include Additional Invoice Items in Budget attribute to Insights that indicates whether additional invoice items are included in a project's actual fees calculation.
• The Project: Include Expenses in Budget Insights attribute now indicates whether expenses are included in a project's actual fees calculation. Previously, this attribute indicated if both expenses and additional invoice items were included.
• Fixed several styling issues throughout the Kantata OX application.
• While accessing a different account, External Project Participants will no longer see the People section on the Your Dashboard page.

Account Settings

• Recent History and Project History will now show when the Include Billable Expenses in Actual Fees Calculation or Include Additional Invoice Items in Actual Fees Calculation project settings are updated. The changes will also appear in the Subscribed Events API as project:updated events.
• Resolved an issue where the error modal was not displaying accurate account contact information (name and email address) when an Account Administrator attempted to add users beyond their license limit.
• The account members export now includes columns for Account Member Classification, which indicates whether the user is internal (i.e. a member on your account) or external (i.e. part of your Talent Network), and Can Log In, which indicates whether or not an external member can log in to the Kantata OX account or not.

API

• When using the create project or update project API endpoints, setting expenses_in_burn_rate will now set the values of the new fields actual_fees_includes_expenses and actual_fees_includes_additional_line_items. Additionally, in the API response expenses_in_burn_rate now reflects the AND value of the two individual fields.
• The create project and update project API endpoints have been updated to support setting the Include Billable Expenses in Actual Fees Calculation and Include Additional Invoice Items in Actual Fees Calculation settings with the new fields actual_fees_includes_expenses and actual_fees_includes_additional_line_items.
• When creating a project participation via the API, you can now set the user's project permission level via the access_level field in the request body.
• When updating a project participation via the API, you can now specify the new project permission levels via the `access_level` field in the request body. Set the value to edit_tasks, view_tasks, edit_time_and_expenses, view_time_and_expenses, edit_financials, view_financials, or admin.
• When adding participants while creating a project via the API, you can now specify the new project permission levels via the access field in the participations object in the request body. Set the value to edit_tasks, view_tasks, edit_time_and_expenses, view_time_and_expenses, edit_financials, view_financials, or admin.

Integrations

• The Services page on the M-Bridge platform has new functionality, such as services being grouped by Provider, a new Active button to activate services, and indicators to show if a service is active or associated to a scenario or mapping table.

Miscellaneous

• Made performance improvements throughout the application, including Resource Center and—when Organizations is enabled—any area that displays projects.
• Tabs throughout the app have been restyled, including in the project workspace, side panels, and the All Tasks page.
• Fixed an issue in Notifications where the Projects filter could not be pinned.
• The collapsible left navigation has released to all accounts.
• Text throughout the app has been updated to reflect our new "Kantata" company name.

Apr. 3-7 Additional Enhancements  

Resource Management

• Improved performance of loading resources in the Resource Center.

Project Management

• Fixed an issue on the Templates page where the Create Template button wasn't working after importing a CSV file.

Billing

• Improved performance of the Send to QuickBooks page—available only with the QuickBooks integration.

Time and Expense

• Improved performance of the Time Approvals page.
• Fixed an issue on the Time & Expenses tab of a project where the time entries table was sometimes overlapping with the Upcoming Tasks box.

Account Settings

• The retention period for activity in Recent History, Project History, and the Subscribed Events API has been increased from 7 days to 9 days.

API

• When fetching users via the API, you can now include users' managers in the response by passing manager in the include parameter.
• When fetching projects via the API, you can now sort the results by the name of the provider-side team lead—set the value of the order filter query parameter to provider_lead_name:asc or provider_lead_name:desc.

Miscellaneous

• Made minor styling changes to modals and buttons throughout the app.