Templates

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

Overview Kantata’s role-based planning capabilities allow you to assign roles to resources in your project templates. From here, you can add an unn...

How to Create a Project from an Existing Template On the left navigation, hover over Templates and select All Templates. In the Actions column, cl...

Overview With Kantata OX, you can apply a template that contains commonly repeated tasks, assignments, and other information to an existing 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...

Overview At times, you may want to create a template that is similar to an existing template, with only a few differences. Instead of creating a ne...

Overview In Kantata, projects and tasks are currently imported using templates. Templates are imported from .csv or .txt files in CSV format. To im...