Kantata OX Release Notes

Here, you'll find a summary of all the great new features, enhancements, improvements, and fixes that our Product Development team continuously brings to Kantata OX.

All Account Settings     Organizations API Billing     Invoices Dashboard Integrations Notifications Project Management     Estimates     Forms     Gantt Chart     Task Tracker     Templates Reporting     Insights Resource Management     Project Resourcing     Resource Center Talent Network Time & Expense     Expenses     Time Entries     Timesheets Miscellaneous

All Added Changed Removed Fixed Early Access

Here, you'll find a summary of all the great new features, enhancements, improvements, and fixes that our Product Development team continuously brings to Kantata.

2023

February

Feb. 1-3 Additional Enhancements  

Project Management

• Fixed a design issue in the New Task Tracker where a date's font size would change when selected in the date picker.
• Fixed an issue in the New Task Tracker where updating a subtask's Start or Due Date wouldn't correctly update the parent task's date.
• Fixed an issue in the New Task Tracker where updating a task Start or Due Date via the API would result in a 500 error.
• Added a scrollbar in the Currency drop-down on the Project Settings page to fix an issue where all the currencies weren't displaying.

Time and Expense

• Fixed an issue that was allowing some users to delete approved time entries.

Integrations

• Fixed an issue where fetching approved Tempo time via the Jira integration caused the URL to be too long. Now, URLs with too many characters will be made into separate calls.

Miscellaneous

• Improved general performance of Kantata OX by preventing large backlogs and spreading requests more evenly.
• Updated the new collapsible left navigation to provide more keyboard accessibility options for users.

January

Highlights

Added

Insights Dynamic Dashboards  

Reporting / Insights

Released on January 17, 2023

The new reporting experience for Insights is now available! Built on the same underlying data engine as the existing Insights experience, dynamic dashboards feature an easy-to-use, modern interface with simpler, more intuitive dashboard building features. Dynamic dashboards are available alongside your existing “classic” dashboards and both types of dashboards can be used in tandem, letting you choose the experience best tailored to your needs.

For more information, see the Insights Dynamic Dashboards Overview article in the Knowledge Base.

Changed

Change the Rate Card from the Summary Bar  

Project Management / Task Tracker

Released on January 17, 2023

Providing a more convenient way to adjust rate cards for projects during estimation, you can now select a different rate card from the Summary Bar when a project is in the Estimate stage.

For more information on changing a rate card, see the Choosing a Rate Card for a Project article in the Knowledge Base.

Changed

Account Selector Available for External Project Participants  

Project Management

Released on January 17, 2023

For better performance and a smoother user experience, External Project Participants can now use the Account Selector in the main app bar to access projects that they have been invited to. This change is currently only available for accounts who have not added External Project Participants before January 17, 2023.

For more information on the account selector, see the How to Access Projects with the Account Selector article in the Knowledge Base.

Added

Clear Scheduled Hours in the Resource Center  

Resource Management / Resource Center

Released on January 17, 2023

Making it easier and more convenient to remove scheduled hours from tasks, the Clear Hours option in the Resource Center allows you to clear all scheduled hours for a resource or only hours within a specific date range.

For more information on clearing scheduled hours, see the Managing Scheduled Hours in the Resource Center article in the Knowledge Base.

Changed

Saved Views and Exports for Recent History and Project History  

Account Settings / Project Management

Released on January 17, 2023

Saved Views are now available in Recent History and Project History, allowing you to save your frequently used filters. Additionally, now you can easily export all of your recent and project history events as a CSV file.

For more information, please visit the Recent History and Project History articles in the Knowledge Base.

Jan. 30-31 Additional Enhancements  

Resource Management

• Fixed an issue in the Resource Center to allow tooltips to appear when hovering over allocations that are too small to display the hours and allocation percentage.
• Fixed an issue in the Resource Center that was preventing all tasks from displaying.

Project Management

• Fixed an issue that prevented some error messages for New Task Tracker from displaying when Cascade Changes is selected.
• A currency symbol now appears in the Budget column in Task Tracker.
• Fixed an issue where only the creator of a template was able to remove resources from a template. Now anyone who has Can Edit access to a template can remove resources as well.

Miscellaneous

• Removed a rogue scrollbar from the Early Access left navigation menu that was appearing when the menu was collapsed.

Jan. 23-27 Additional Enhancements  

Resource Management

• Fixed an issue in the Safari browser that was preventing users from selecting radio buttons in the Resource Shaping tool.
• Fixed an issue where the Only make roles on the rate card available to projects setting in General Settings was not selected, but the roles in the From drop-down in the Reassign Scheduled Hours modal were still limited to only roles on the rate card. When that setting is not selected, all account roles now appear in the From drop-down.

Project Management

• If you enter an invalid entry in the New Task Tracker, an error message tooltip will now appear after you stop typing instead of while you're typing in the value.
• Fixed alignment issues for various columns in the New Task Tracker.
• Fixed an issue in the New Task Tracker where a task date would revert back to its original Start and Due date after it was set as a predecessor in a task dependency.
• Fixed an issue in the New Task Tracker where an archived task displayed a WBS number.
• Fixed an issue that was preventing all applicable rate cards from appearing in the Summary Bar's rate card menu.
• When you navigate to the New Task Tracker, the Summary Bar now remembers if it was expanded or collapsed when you last visited New Task Tracker for any project.
• Fixed an issue in the Task Details side panel where the font size for a custom field's title didn't match the standard size for that section.
• Fixed: The Project List now allows users to search for a project using custom fields.
• Fixed a design issue in the Resource Estimated Hours column in New Task Tracker.
• Improved the error messaging that appears when a project cannot be archived.
• Improved performance of the Project List, resulting in slightly decreased load times.

Time and Expense

• Improved the error message that appears when locations are required on time entries and you try to save a time entry using the timer in the main app bar without entering a location.
• Resolved an issue where a message would appear upon exiting the Time Entry modal, indicating that there were unsaved changes when no edits had been made.

Reporting

• When you export the Time Tracking Analytics report, the file is now emailed to you. Previously, you would be prompted to save the file to your computer after clicking Export Report.

Account Settings

• Fixed an issue where a holiday that was already associated to 20 holiday calendars would become unassociated from the holiday calendars after you associated it to an additional holiday calendar.
• The Holiday Calendars tab in Settings > Schedule now displays 200 holiday calendars per page.

Integrations

• Improved the speed and performance of the Quickbooks Integrations page found at Settings > QuickBooks > Set up.

Jan. 16-20 Additional Enhancements  

Resource Management

• Fixed an issue in the Resource Center where the Estimate at Completion (EAC) was not appearing in the Projects tab for some projects.

Project Management

• Fixed an issue in the New Task Tracker where the Status drop-down didn't automatically close after making a selection.
• Fixed an issue with the Form Builder where fields were hidden and could not be edited further after you checked the Hidden property on the field.
• The Assignees drop-down in the New Task Tracker now displays 200 team members (it originally displayed 50 members).
• Fixed an issue in the New Task Tracker where a task dependency's date was not recalculated after editing the predecessor's Start or End date with the Cascade Changes option enabled.

Account Settings

• Changes made to invoices will now appear in Recent History. You can see when invoices are created, updated, or deleted. The changes will also appear in the Subscribed Events API as the following events: invoice:created, invoice:updated, and invoice:deleted.

API

• When fetching rate card sets via the API, you can now filter the results by workspace group using the filter parameter workspace_groups. You can also include the associated workspace groups in the response, via the include parameter—set the value as workspace_groups.
• When fetching workspace groups via the API, you can now include the associated rate card sets in the response, via the include parameter—set the value as rate_card_sets.

Integrations

• Fixed an issue where the Project Name field within the time formatting section on QuickBooks invoices was not checked by default.

Miscellaneous

• The setup process of the Kantata OX app for Slack has been updated to require one less step.
• The Remove Kantata App functionality has been removed from the Notification Settings page. Now, you must uninstall the app via the Kantata OX app page in the Slack App Directory.
• Resolved an issue where certain buttons were not displaying correctly according to Custom Branding settings.
• The Kantata OX app has been approved by Slack and now appears in the Slack App Directory, guaranteeing a high-quality user experience that follows Slack guidelines and policies.
• Fixed an issue where post email notifications were sometimes not sent to users.

Jan. 9-13 Additional Enhancements  

Resource Management

• Improved the load time of the Team Members tab in the Resource Center when viewing resource allocations and scrolling left or right, particularly for accounts with a large number of resources.
• Fixed an issue in the Resource Center where time off hours were rounding down partial hours.

Project Management

• Fixed an issue in the New Task Tracker where subtasks were excluded when dragging and dropping a task hierarchy.
• Improved the project permissions help text with minor design changes and clearer, more concise text.
• Fixed a design issue where the Cascade Changes checkbox in the New Task Tracker was misaligned.
• The icon for the click and drag feature in the New Task Tracker no longer appears for tasks whose order cannot be changed (e.g. a subtask listed independently of its task hierarchy as the result of filtering).
• Fixed an issue in the New Task Tracker where a subtask wouldn't create after indenting a task below the parent task.
• Made various performance improvements surrounding adding tasks and loading subtasks in the New Task Tracker.
• The icon for the click and drag feature in the New Task Tracker no longer appears for archived tasks.
• When creating a task in the New Task Tracker, three dots (“   ”) now appear in the Task ID column as the ID data is generated.
• Fixed an issue in the project workspace that was preventing unnamed resources from being added to projects.

Account Settings

• The Save button in General Settings now respects your custom branding.

Integrations

• Improved performance of the Vendors tab in Quickbooks Settings for faster load times.
• Fixed an issue with Project Setup MEA where data containing the EUR currency could not be processed.
• In the Integrations Platform, the Scenarios list will now keep its sort order after you enable or disable scenarios.

Miscellaneous

• Fixed an issue where the Billable checkbox on the Resourcing tab was not clickable when using the Safari browser.
• Made various design improvements to the Time Off modal in the User Details side panel.

Jan. 2-6 Additional Enhancements  

Resource Management

• You can now add team members to non-budgeted projects in the Resource Center. Previously, you could only add team members to budgeted projects.
• Improved performance in the Resource Center with faster load times for task rows.

API

• Fixed an issue with the GET /stories API endpoint where fetching tasks and ordering them parent_and_position returned results where subtasks at the 5th level were ordered by story_id instead of by their position in Task Tracker.

Miscellaneous

• Accounts with a single sign-on (SSO) solution implemented now have an improved design on the Login page that includes a Sign In With button.
• When Collapsible Left Navigation is enabled on the Early Access page and custom branding is not enabled, side panels have been updated to the new Kantata colors.

Previous Releases