• Project Templates Overview

     Account Permissions Needed: Project Creator (or higher) Overview We know that some projects can be complex—with multiple tasks, deliverables and...

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  • Create a Template from a Project

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

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  • Role-Based Planning with Project Templates

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

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  • Create a Project from a Template

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

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  • Apply a Template to a Project

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

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  • Create a Template

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

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  • Share a Template

    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...

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  • Clone a Template

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

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  • Import a Template from CSV

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

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