• Time & Expense Overview

      NOTE If the Time Tracking Enhancements feature—now available in Early Access—is activated for your account, these pages may look and feel diffe...

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  • Locations Settings

      Locations If your organization is operating in more than one state or country, you may need to track where work is being performed—for both anal...

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  • Time Off Overview

    A quick overview of time off/PTO—learn how to designate who can submit and approve time off, where time off is added, and where to view upcoming an...

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  • Managing Your Time Off

      Learn how to add, edit, and delete time off/PTO for yourself. Overview You can submit time off and edit or delete upcoming time off from the Us...

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  • Managing Time Off for Account Members

    Learn how to add, edit, and delete time off/PTO for other people.   Overview If you are an Account Administrator or manager responsible for enteri...

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  • Managing Past Time Off

    Learn how to view past time off/PTO in the Resource Center and how to delete past time off.   Overview There may be times when you need to view or...

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  • How to Enter Time From a Project

     Default Account Permissions: Account Administrator, Report Viewer with Cost, Report Viewer, Project Lead, Project Creator, Collaborator, or Colla...

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  • Timesheets Overview

      NOTE If the Time Tracking Enhancements feature—now available in Early Access—is activated for your account, this page may look and feel differe...

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  • How to Enter Time in Timesheets

      NOTE If the Time Tracking Enhancements feature—now available in Early Access—is activated for your account, these processes may look and feel d...

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  • Time Tracking Enhancements [Early Access]

    EARLY ACCESS! The Time Tracking Enhancements feature is now available in Early Access, giving users like you the opportunity to adopt new features...

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  • Time & Expense Settings

      Overview The Time & Expense Settings page gives Account Administrators more control over how time and expenses are managed at the account level....

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  • How to Create, Update, and Delete Expense Categories

    Available in: All PlansUser Permissions Needed: Account Administrator Overview Kantata OX has six default expense categories: Entertainment, Food, ...

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  • Project Completion Estimates

    Overview Kantata uses three different calculations for estimating project completion: EAC (Estimate at Completion)—This is what has already been...

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  • Vendors Settings

      Vendors These settings allow you to create a list of vendors that members can select from when logging an expense. This gives you control over w...

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  • Vendor Expenses

      Overview This feature helps you keep track of non-reimbursable expenses that are reimbursed to vendors, not the individual user who is entering ...

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  • Export Time Entries

      Overview You can download time entry data to a CSV or Excel spreadsheet from the Time Entries page. To ensure that you promptly receive exported...

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  • Expense Approvals

      Overview An important aspect of every business is tracking expenses. You need to know what you are charging the client and what to reimburse. A...

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  • Changing from Individual Bill Rates to Rate Cards

      Overview Individual bill rates are typically used when rates differ for each project or phase of a project, in instances where rates are not tie...

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  • Time Entry Form & Timer

      NOTE If the Time Tracking Enhancements feature—now available in Early Access—is activated for your account, these processes may look and feel d...

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  • Time Lock

      Overview Administrators and accountants sometimes worry about users making changes to past time entries. Not only does this break financial comp...

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  • Unlock Time

      Overview Account Administrators sometimes may need to unlock time in order for changes to be made. Kantata OX’s Time Lock feature provides a way...

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  • Member Cost Rates

      Overview Kantata OX allows you to assign all your team members a Bill Rate and Cost Rate. We use these rates to help you project your revenue an...

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  • Cost Rates & Analytics

      Overview Mavenlink's T&M Margin Analysis report uses the Group filter to measure your bill rates, cost rates, and actual and projected margins—b...

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  • Override Team Member Rates for a Project

      Overview Although the default rates for all new projects are set on the Account Members page, there may be instances where you want to change th...

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  • Selecting a Project's Currency Type

      Overview When you create a new Project, you have the ability to set the project's currency type. Any members that are added to the project with ...

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  • Changing Your Account's Default Currency

      How to Switch Your Account's Default Currency To change the Default Currency settings for your account, hover over Settings from the left navig...

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  • Designate Time Approvals

      Kantata expedites the time approval process by allowing you to give members with Edit Financials (or higher) project permissions the ability to ...

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  • Time Approvals

     Default Account Permissions: Account Administrator, Report Viewer with Cost, Report Viewer, or Project Lead Overview With Kantata's time approva...

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  • How to Log Expenses

    Expenses can be logged in Kantata using a supported web browser or the mobile app. The following explains how to add expenses via web browser. How ...

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  • How to Track Time in Kantata OX

        NOTE If the Time Tracking Enhancements feature—now available in Early Access—is activated for your account, these processes may look and feel...

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