Templates

Creating a template from an existing project effectively clones the project. Tasks, resource roles, task assignments, and other information are cop...

 Account Permissions Needed: Project Creator (or higher) Overview Kantata’s role-based planning capabilities allow you to assign roles to resource...

 Account Permissions Needed: Project Creator (or higher) TIP Members with Account Permissions of Project Creator (or higher) can easily replicate...

 Account Permissions Needed: Project Creator (or higher)Project Permissions Needed: Edit Tasks, Edit Time and Expenses, Edit Financials, or Projec...

 Account Permissions Needed: Project Creator (or higher) Overview Creating templates allows you to quickly and more easily create projects and en...

Overview When you create a project template, you, as the template owner, can share it with other users so they can either view or edit it depending...

 Account Permissions Needed: Project Creator (or higher) Overview At times, you may want to create a template that is similar to an existing templ...

 Account Permissions Needed: Project Creator (or higher) Overview In Kantata, projects and tasks are currently imported using templates. Templates...