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
Overview window.availablePlans = ["All Plans"]; The Activity tab is the project’s epicenter that contains a collection of recent communicati...
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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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Groups
Overview Groups make it simple to organize and categorize your data by client, department, region name, and more. Groups are also a great...
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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 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...
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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 Acti...
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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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Project Pulse Side Panel
Overview The Project Pulse side panel consists of several sections where you can view and edit project information: Project Header, Details, Fin...
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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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User Details Side Panel Overview
Overview The User Details side panel consists of four sections where you can view and/or edit member information: Profile Header, Details, Sched...
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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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Project Settings: Rates & Roles
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...
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Project Settings: Quickbooks
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 ...
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Managing Team Member Project Roles
Overview window.availablePlans = ["Enterprise","Premier"]; On a project’s Rates & Roles page, there are several available actions for managi...
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Project History
Project Permission Needed: Project Administrator Overview Project History allows Project Administrators to review project activity over the last...
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Formatting Markdown
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...
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