Projects
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Project Workspace Overview
Overview The Project workspace is the epicenter for all project information, communications, and collaborations for a specific project. In a p...
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Create a New Project
Overview Projects are the foundation of any services organization, and Kantata provides all the tools you need to create a project designed for ...
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Project Permissions
Available in: All Plans Overview Each user that joins a project is assigned individual Project-level permissions that determine what they are able ...
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Project Stages Overview
Available in: All PlansProject Permissions: Project Administrator, Edit FinancialsDefault Account Permissions: Account Administrator, Report Viewer...
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Estimating in the Project Workspace
NOTE Some features mentioned in this article are only available on the Enterprise and Premier plans; additionally, some functionality is only avai...
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Project Overview Tab
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...
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Activity Tab Overview
The Activity tab is the project’s epicenter that contains a collection of recent communications, uploaded documents, and important updates related ...
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Using the Project Activity Feed
Overview Located in a project's Activity tab, the Activity Feed displays communication, uploaded documents, and the latest updates within a pro...
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Project Admin Box: Team Tab
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...
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Project Admin Box: Schedule Tab
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...
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Project Admin Box: Budget Tab
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...
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Project Admin Box: Payment Tab
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...
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Using Forms to Create or Update Projects
Learn how to leverage forms to create and update projects, including custom fields. Overview Forms can be leveraged to display and update projec...
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Groups
Overview Groups make it simple to organize and categorize your data by client, department, region name, and more. Groups are also a grea...
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Create a Group
Overview A Group is a collection of project-related information that you can report on, track, and filter. While commonly used to collect client...
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Project List Overview
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...
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Project List Bulk Actions
Overview Bulk actions allow you to perform specific actions for multiple projects at the same time. You can manage the following aspects of a pr...
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Selecting a Project's Currency Type
Overview When you create a new Project, you have the ability to set the project's currency type. Any members that are added to the project with ...
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Project Completion Estimates
Learn how EAC (Estimate at Completion), ETC (Estimate to Complete), and actual fees are calculated. Overview Kantata uses three different calculat...
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Post to Kantata Projects With Your Email
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...
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Invite Users to a Project
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 Act...
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Accessing a Project in Another Account
Available in: All Plans Overview External people can access accounts in two different ways: They are invited to the account via the Talent Network...
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Add an Unnamed Resource from the Project Workspace
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...
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Remove Team Members from a Project
Project Permissions: Project Administrator WARNING When you remove a team member or unnamed resource from a project, you also remove any related t...
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Project Side Panel
Overview The Project side panel consists of several sections where you can view and edit project information: Project Header, Details, Financial...
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Summary Bar Overview
Overview Located below the Task Tracker table and in the Overview tab, the Summary Bar allows users with View Financials, Edit Financials, or Pr...
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Project Snapshots and Baselines Overview
Project snapshots and baselines help you capture and refer back to what was originally sold, analyze historical project performance compared to the...
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User Side Panel Overview
Overview The User side panel consists of four sections where you can view and/or edit member information: Profile Header, Details, Schedule, and...
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Project Status
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...
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Project Settings Overview
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...
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