Templates
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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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