• 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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  • 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  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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  • 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 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, Project Administrators can view and adjust the rates and roles for each team member in the project w...

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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

    On a project’s Rates & Roles page, you can manage team members' rates, manage team members' primary project role and any additional project roles,...

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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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