Getting Started
- Frequently Asked Questions
- Getting Started with Kantata
- What are the benefits of using Kantata?
- The Kantata Client Experience
- New Client Walkthrough
- User Types Overview
Account Settings
- General Settings
- Managing Account Members
- Account and User Deletion
- Account Member Details Side Panel
- Add and Import Account Members
- Project Permissions Defaults
Access Control
- Account Permissions
- What are Access Groups?
- Access Groups
- Access Group Details
- Access Group Set: Resource Management
- Access Group Set: Guest Access
Projects
- Project Workspace Overview
- Create a New Project
- Project Permissions
- Project Stages Overview
- Estimating in the Project Workspace
- Project Overview Tab
Templates
- Project Templates Overview
- Create a Template from a Project
- Role-Based Planning with Project Templates
- Create a Project from a Template
- Apply a Template to a Project
- Create a Template
Legacy Estimates
- Legacy Estimates Overview
- Legacy Estimates Workbook
- Create a Legacy Estimate
- Create a New Scenario
- Add a Resource to a Scenario
- Create a Project from a Scenario
Tasks
See all 22 articlesGantt Charts
- Gantt Chart Overview
- Tasks Gantt Chart Basics
- Global Gantt Chart
- Local Gantt Chart
- Manage Tasks in the Local Gantt
- Gantt Chart Dependencies
Time & Expenses
Billing
- Billing Overview
- Invoicing Overview and Settings
- Print an Invoice
- Create an Invoice for a Single Project
- Create an Invoice Across Projects by Client
- Cancel or Delete an Invoice
Resource Management
- Moving from Legacy Resourcing to New Resourcing
- Resourcing in the Project Workspace
- Resource Scheduling Overview
- Resource Recommendations Overview
- Rate Cards Overview
- Custom Rate Cards
Resource Center
- Resource Center Overview
- Configure Columns in Resource Center [Early Access]
- Managing Task Assignments in Resourcing
- Resourcing Lists Overview
- Resource Center Filters
- Resource Center: Saved Views
Proofing
Kantata Pulse
- Kantata Pulse Overview
- Client and Team Pulse Settings
- Creating Custom Pulse Survey Questions
- Pulse Dashboard
- Pulse in the Project Workspace
- Project Settings: Pulse Settings