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...

The Activity tab is the project’s epicenter that contains a collection of recent communications, uploaded documents, and important updates related ...

  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...

Learn how to leverage forms to create and update projects, including custom fields.   Overview Forms can be leveraged to display and update projec...

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

  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  Bulk actions allow you to perform specific actions for multiple projects at the same time. You can manage the following aspects of a pr...

  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 ...

Learn how EAC (Estimate at Completion), ETC (Estimate to Complete), and actual fees are calculated. Overview Kantata uses three different calculat...

  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 Act...

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...

Project Permissions: Project Administrator WARNING When you remove a team member or unnamed resource from a project, you also remove any related t...

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

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

Project snapshots and baselines help you capture and refer back to what was originally sold, analyze historical project performance compared to the...

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

  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...