Projects

Available in: All PlansProject Permissions: Project Administrator, Edit FinancialsDefault Account Permissions: Account Administrator, Report Viewer...

NOTE Some features mentioned in this article are only available on the Enterprise and Premier plans; additionally, some functionality is only avai...

  Overview The Overview tab in a project provides a financial summary of estimated values of a project rolled up by resource or top-level task. Yo...

  Overview window.availablePlans = ["All Plans"]; The Activity tab is the project’s epicenter that contains a collection of recent communicati...

  Overview  Located in a project's Activity tab, the Activity Feed displays communication, uploaded documents, and the latest updates within a pro...

  Overview To access the Project Admin box, hover over Projects in the left navigation, and then select a project. It appears on the right side of...

  Overview The Schedule tab in the Project Admin box allows you to set or propose a project due date and track any due date changes. To access the...

  Overview The Budget tab of the Project Admin box in the project workspace allows you to set/edit the budget, change rates, and override the bill...

  Overview In the Payment tab of the Project Admin box, you can: View which invoices are paid or pending Create invoices Log payments To access ...

  Overview Groups make it simple to organize and categorize your data by client, department, region name, and more. Groups are also a great...

  Overview A Group is a collection of project-related information that you can report on, track, and filter. While commonly used to collect client...

  The Project List is a collective view of all the projects you have access to in your account. This page allows you to customize the list and narr...

  Overview  You can use bulk action options to perform specific actions on multiple projects at the same time, such as adding a member, setting a t...

  With Kantata, you can create a project post and respond to a post directly from the email account you use to log in to your Kantata account. How...

Overview After creating a project, you can add team members to the Providers and Clients side of the project from the Project Admin box in the Acti...

Available in: All Plans Overview External people can access accounts in two different ways: They are invited to the account via the Talent Network...

Overview Unnamed resources serve as placeholder assignments when you know what roles need to complete work on a project, but you don’t know who wil...

  Overview The Project Pulse side panel consists of several sections where you can view and edit project information: Project Header, Details, Fin...

  Overview Located below the Task Tracker table and in the Overview tab, the Summary Bar allows users with View Financials, Edit Financials, or Pr...

  Overview The User Details side panel consists of four sections where you can view and/or edit member information: Profile Header, Details, Sched...

  Overview Project statuses let you define and communicate the overall progress and/or health of projects. Each status has a label and a color tha...

  Overview You can manage a project's settings from its Project Settings page, which is grouped into categories that make it easy to find the spec...

  Overview On a project’s Rates & Roles page, you can view and adjust the rates and roles for each team member in the project without needing to c...

Overview On the project’s QuickBooks Settings page, you can add or update QuickBooks product and service mappings at the task or project level for ...

  Overview window.availablePlans = ["Enterprise","Premier"]; On a project’s Rates & Roles page, there are several available actions for managi...

 Project Permission Needed: Project Administrator Overview Project History allows Project Administrators to review project activity over the last...

Overview Markdown is a lightweight, human-readable markup language used for formatting text. It’s a simple way to add things like bold, italics, li...