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

March

Highlights

Changed

Rename Dashboard Filters in Dynamic Dashboards  

Reporting / Insights

Released on March 23, 2023

Especially helpful if your attributes have long or technical names, you can now change their names on dynamic dashboards while editing the dashboard. The updated filter name changes only on that dashboard and does not appear on other dashboards.

For more information, see the Using the Dynamic Dashboard Editor article.

Changed

Task Tracker Moves Out of Early Access  

Project Management / Task Tracker

Released on March 14, 2023

The Task Tracker—previously known as the New Task Tracker—has been automatically enabled for all accounts and removed from the Early Access page. All Task Tracker articles have been updated to reflect this change. 

The legacy Task Tracker is still available for the near future. If desired, you can remove it from your account now via the General Settings page.

For more information, see the Project Task Tracker, Legacy Task Tracker, and General Settings articles. 

Added

Indent and Outdent Tasks  

Project Management / Task Tracker

Released on March 14, 2023

In addition to the drag-and-drop feature, you can now create task hierarchies in the Task Tracker by using the new Indent and Outdent buttons in the Task Actions menu.

For more information, see the Project Task Tracker article. 

Early Access

New and Improved Resourcing Tab in the Project Workspace  

Resource Management / Project Resourcing

Released on March 14, 2023

For a more consistent scheduling experience, the new Resourcing tab is now available via Early Access. With an improved design that matches the Resource Center, this new tab will replace the existing tab. In addition to the new look, you’ll have functionality that was previously only available in the Resource Center.

For more information on what’s included in the new Resourcing tab, what will be removed, and what’s coming next, please visit the New Project Resourcing [Early Access] article in the Knowledge Base.

Added

Insights User Settings  

Reporting / Insights

Released on March 14, 2023

With the new user Insights Settings page, you can now control which sections appear for you in the Insights menu in the left navigation, set the number format used on classic and dynamic dashboards, and set the date format used on dynamic dashboards.

For more information, see the Insights User Settings article in the Knowledge Base.

Added

Recent History, Project History, and Subscribed Events General Release  

Account Settings / Project Management / API

Released on March 14, 2023

Recent History and Project History are now enabled for all Enterprise and Premier accounts. Account Administrators and Project Administrators can review the last 7 days of activity made across their account or in their projects, and see detailed information about what changed, when it changed, and who changed it. Additionally, the Subscribed Events API is now available for all accounts.

For more information, see the Recent History, Project History, and Subscribed Events Reference articles in the Knowledge Base.

Added

Favorite Insights Dynamic Dashboards  

Reporting / Insights

Released on March 14, 2023

It's now easier to access your most frequently used dynamic Insights dashboards. You can now favorite dynamic dashboards to make them appear in a Favorites section at the top of the Insights menu in the left navigation.

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

Changed

Time Off / Holidays in Timesheets  

Timesheets / Time Entries

Released on March 14, 2023

You can now see available workweek hours in timesheets, accounting for time off and holidays. Days with zero capacity are shaded to help you track and approve time more efficiently, preventing accidental time entries on unavailable days.

For more information, see the Timesheets Overview article.

Changed

Custom Project Color Names  

Account Settings / Project Management

Released on March 14, 2023

Account Administrators can now customize the names of project colors in General Settings and make color labels more meaningful and relevant to your organization. Project colors can be renamed to represent project types, phases, clients, or anything you desire.

For more information, see the General Settings article in the Knowledge Base.

Added

More Resource Management Access Group Set Permissions  

Account Settings / Resource Management

Released on March 14, 2023

Giving you better access control for users, there are now additional permissions available for Access Groups in the Resource Management set. Account Administrators can now allow access group members to:

• View projects and edit resources, allocations, and more when they have below financial project permissions
• Edit only soft allocations for named resources
• Edit only allocations assigned to them

For more information on permissions in the Resource Management Access Groups set, please visit the Access Group Set: Resource Management article in the Knowledge Base.

Changed

MavenExchange is now the Kantata Community!  

Miscellaneous

Released on March 14, 2023

Kantata Community—accessible from the Support drop-down menu—has a brand-new look, and is open to all Kantata OX (formerly Mavenlink) users. The Kantata Community provides a better experience allowing you to seamlessly find answers and easily connect with your peers—and it's free.

Check out the new Kantata Community to find answers, join discussions, and inspire others!

Mar. 13-17 Additional Enhancements  

Resource Management

• Fixed an issue where scheduled hours were appearing in the Resourcing tab and Task Details side panel for archived projects.
• Fixed a few display issues in the new Resourcing tab.
• Fixed a styling issue in the Resource Center that caused the More menu to display improperly.
• Fixed an issue in the Resource Center where the Distribute Hours action was scheduling hours on days that the users had no capacity when using custom workweeks.

Project Management

• Resolved an issue in Forms that caused unexpected behavior when attempting to add or delete rows when two blank rows were already present.
• Fixed an issue where an error message was not displaying in Global Gantt when a user did not have access to the selected projects.
• Adjusted the dimensions of the bulk actions toolbar in the Task Tracker so it matches the task toolbar's dimensions.
• Fixed an issue where the project budget was not displaying properly in the Activity tab of a project after refreshing the page.

Time and Expense

• Fixed an issue where managers were unable to approve time for their direct reports when their Account Permission level had a Project Permission Default set for any Project Permission level other than View Financials, Edit Financials, or Project Administrator. Now, their Project Permissions are updated to the appropriate level when they approve time for a direct report, if needed.

Reporting

• Fixed an issue where users on new accounts could not access dynamic Insights dashboards.

Account Settings

• Removed the setting Remind Users to Submit Full Workweek from the Account Member Details side panel. The account-wide setting is still available at Settings > Time & Expense.
• Updated wording for permissions in the Access Groups: Resource Management set to better clarify how Project Permissions impact each selection.

API

• Recent History and Project History will now show when the Schedule Hours for Self and Schedule Hours for Team project permissions are given to or removed from users. The changes will also appear in the Subscribed Events API as project_permission:created and project_permission:deleted events.

Integrations

• Fixed an issue with the Salesforce integration that was preventing status reports from updating in Salesforce.
• The Do Not Sync Historical Data scenario option checkbox in the Kantata OX Integrations Platform has been renamed to Sync Historical Data. This checkbox no longer appears by default and the function it controls is now opt-in instead of opt-out.

Miscellaneous

• Fixed an issue where users received multiple notifications for the same project start date, due date, and budget changes.
• Updated Google Workspace icons to adhere to their current branding standards, resolving the issue of outdated icons.
• Resolved an issue where project titles in the left navigation would not wrap properly when the collapsible left navigation (in Early Access) is enabled.

Mar. 6-10 Additional Enhancements  

Resource Management

• Fixed an issue in the Team Members tab of the Resource Center where allocations were not appearing on the resource row for some resources.
• Improved performance of the Resource Center, making it faster to scroll when you have expanded rows.

Project Management

• Fixed an issue in the Task Tracker where the height and width of the Add Unnamed Resource button didn't match the other buttons.
• Fixed an issue that was allowing External Project Participant clients to change the project stage.
• Fixed an issue that was preventing scrolling in the project workspace.
• Fixed an issue where the Join the Project button was not appearing in Project Invitation emails.
• Fixed an issue in Task Tracker where users were unable to remove choices for multiple choice custom field.
• Fixed an issue that was causing the screen to shake when deleting a row in a template.

API

• Added can_schedule_their_hours and can_schedule_team_hours parameters to the POST /participations and PUT /participations API endpoints.

Miscellaneous

• Updated various emails throughout Kantata OX to @kantata.com.
• Fixed an issue where in-app notifications were not sent when the notification title or message were longer than 255 characters.
• Improved performance when exporting CSV files.

Mar. 1-3 Additional Enhancements  

Resource Management

• Completed further performance improvements for Resource Center, making it faster to create and edit allocations.

Project Management

• Fixed an issue with Forms where it was possible to set up an "includes" field rule for drop-down fields where only one option can be selected.
• Fixed an issue with Forms where "includes" field rules for multi-select drop-down fields were not applied correctly when the form was filled out. The field rule will now be applied when all the options specified in the rule have been selected.
• Fixed an issue where users below Report Viewer with Cost Account Permissions were able to view the Cost column in the Summary Bar in Task Tracker.
• Fixed an issue with project Forms where it was possible to set a project's due date before its start date.
• Fixed an issue in the Task Tracker where a parent task's Actual Fees amount would not update after changing a subtask's budget.
• Fixed an issue in the Task Tracker where a parent task's status would only update on refresh after changing a subtask's status to Started.
• Made a design improvement in the Task Tracker where the Bulk Actions menu now has the same width as the Task Tracker toolbar.

Billing

• Fixed an issue on Invoices where dates were not formatting or aligning properly.
• Fixed an issue where users weren't able to access an Invoice with time entries and time adjustments that was created with Smart Upload Manager.

Reporting

• Fixed an issue where exporting the Time Tracking Analytics report redirected you to Your Dashboard instead of downloading the report.
• Fixed an issue with the Time Tracking Analytics report where date values had incorrect formatting when viewing the exported report in Microsoft Excel.

API

• Fixed an issue with the GET /users API endpoint where providing a comma-separated list of user IDs in the with_users and without_users query parameters did not work correctly.

February

Highlights

Added

Editable Dependencies in the Task Tracker  

Project Management / Task Tracker

Released on February 14, 2023

You can now create and edit task dependencies directly in the Task Tracker. This feature allows you to define relationships between tasks and clearly visualize the order in which they must be completed to finish a project.

For more information, please see the New Task Tracker article in the Knowledge Base.

Added

Mute Project Notifications  

Project Management / Notifications

Released on February 14, 2023

You can now mute certain notifications on a project-by-project basis with the new Notification icon in the project header. Once a project is muted, you will not receive notifications for posts, tasks, new issues, timesheets, expense reports, and project updates in any channel for that project.

For more information, see the Notification Settings article in the Knowledge Base.

Added

Scheduling Hours in the Projects Tab  

Resource Management / Resource Center

Released on February 14, 2023

Enjoy the flexibility and ease of managing scheduled hours from the task row—no matter which tab of the Resource Center you like to work out of. Streamline your workflow and increase efficiency with scheduling in the place that works best for you.

For more information on scheduling hours in the Resource Center, please visit the Managing Scheduled Hours in the Resource Center article in the Knowledge Base.

Added

Estimated Cost and Estimated Fees Columns in Task Tracker  

Project Management / Task Tracker

Released on February 14, 2023

Stay on top of changes to estimated costs and fees with two new Task Tracker columns:

• Estimated Cost
• Estimated Fees

Especially helpful during the Estimate stage of a project, these read-only columns quickly show you how adjustments to resource estimated hours and rate cards affect each task.

For more information on these new columns, please visit the New Task Tracker article in the Knowledge Base.

Changed

Insights Dynamic Dashboard Quick Actions   

Reporting / Insights

Released on February 14, 2023

You can now share, clone, or delete an Insights dynamic dashboard directly from the dashboard page. Additionally, you can now also access quick links to the data model, report editor, and Advanced Editor.

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

Feb. 27-28 Additional Enhancements  

Resource Management

• Improved performance when scrolling through the Resource Center timeline to load past and future allocations faster.

Project Management

• Fixed an issue with project Forms where validation of custom fields that require unique values was not working correctly.

Reporting

• Fixed an issue with Insights dynamic dashboards where the Share button was visible to non-Account Administrators while viewing a dynamic dashboard.

Feb. 20-24 Additional Enhancements  

Resource Management

• Fixed an issue where editing an Inactive user in the Resource Center was directing users to a blank screen.
• Users, roles, and projects now load much faster when expanding a row in the Resource Center—with even faster load times when there is less data to load.

Project Management

• Made various improvements to the Assignees drop-down in the Task Tracker, including limiting the height and adding the ability to scroll through the list.
• Fixed an issue where the Estimated Fees column in Task Tracker was not updating immediately when changing whether a task was billable or non-billable.
• Fixed an issue with the styling of the Project Status drop-down caused by long project names.
• The Project List page now loads faster, averaging up to 40% reduction in load times. For even faster load times, try saving a view that limits the columns that display.
• In the Configure Columns modal in the Task Tracker, you can now click anywhere on a row to select it. Previously, you had to click the checkbox to select a row.
• Fixed a styling issue in the Task Tracker where some column headers were not aligned with the cell columns.
• Fixed an issue with Forms where rules with existing values were not being applied upon initial loading of the form.
• Made styling changes to the Add Tags bulk action in the Task Tracker.
• Unarchived tasks are now labeled Active in the Archived column in the Task Tracker.
• In Task Tracker, fees from non-billable tasks are no longer included in the Estimated Fees calculation in Summary Bar.

Time and Expense

• The go to your settings page now link in the Time Lock auto-approve confirmation email now directs you to the Time & Expense Settings page. Previously, you were directed to the General Settings page.

Reporting

• Fixed an issue with the Insights data load tracker where the Est. Completion timestamp was not visible.

Account Settings

• Removed the Access Group Set: Project Access feature from the Early Access page. If this feature was enabled for your account, it is still enabled and it will be available for all remaining accounts at time of general release. If you need to turn this feature off, reach out to your Customer Success Manager or email [e-mail].

Integrations

• In the Kantata OX Integrations Platform, the Mapping Table drop-down on the Scenario List page no longer includes integrations that don't have mapping tables.

Miscellaneous

• Further updates to ensure various buttons throughout Kantata OX respect Custom Branding settings.
• Made various text updates in the Organizations section of the Account Member Details side panel and the Project List bulk actions toolbar.

Feb. 13-17 Additional Enhancements  

Resource Management

• Increased the width of the of the list column in the Resource Center.

Project Management

• Fixed an issue where users with Guest Access received a 500 error when attempting to view a project as a guest.
• There is now a minimum and maximum range of -1461 to +1461 for a dependency lag in the Task Tracker.
• The task list in the Task Tracker now has additional spacing to better display the Actions menu for tasks located at the bottom of the list.
• The positioning of the ellipses in the task Actions button has changed from horizontal to vertical in the Task Tracker.
• Fixed an issue where you couldn't open the Task Details side panel for tasks in certain archived projects.

Time and Expense

• Fixed an issue with the Timer where the Clear button was cut off when using the Safari browser.

Reporting

• Data refresh information for classic and dynamic Insights dashboards can now be accessed via the Details button above the dashboard.
• Fixed an issue with renaming classic Insights dashboards.
• Fixed an issue where new accounts created after January 17, 2023, did not have access to the standard dynamic Insights dashboards.
• Fixed a styling issue on the Insights Scheduled Exports page when the new collapsible left navigation is enabled.
• Fixed a bug in Insights where the Resource: Cost Rate In Cents fact for an estimate scenario resource with a geography selected used the average cost rate of the role instead of the resource's cost rate override.
• Fixed an issue in Insights where the new Resource: Cost Rate In Cents and Resource: Bill Rate In Cents facts were not tied to the Currency: Base Unit fact, making it difficult to reliably convert subunits to the base unit for currencies where the subunit is not 1/100 of the main unit.

Account Settings

• When you select the new Enable Cascade Changes by Default setting under Settings > General, the Cascade Changes checkbox is turned On by default the first time a user visits the Task Tracker.

Integrations

• Resolved a problem in the QuickBooks expense table where the Billable and Product/Service columns stacked atop one another and related input fields, checkboxes, and Actions icons were misaligned.
• You can now edit previously saved invalid scenarios on the Kantata OX Integrations Platform. The changes will only save if they make the scenario valid.
• Fixed an issue in the Kantata OX Integrations Platform where refreshing the page in a Firefox browser caused the new Scenario page to reload into an unusable state.
• Fixed an issue where service names on the Kantata OX Integrations Platform were not displaying the proper label.
• Searches for event payloads on the Kantata OX Integrations Platform are no longer case sensitive.

Miscellaneous

• Fixed an issue with the new collapsible left navigation where keyboard navigation in the Insights menu did not work properly.
• The Track Time Reminder and Submit Timesheets Reminder in-app notifications are now off by default for new users. The two in-app notifications have also been turned off for existing users who have not updated any of their notification settings since October 13, 2022. To turn these notifications back on, you can update your Notification Settings.
• Various emails have been updated with a new layout. If the collapsible left navigation is enabled on your account, you will also see the new Kantata colors and logos in emails.
• Fixed an issue where the Blog option in the Support drop-down menu was not going to the correct page.
• Continued updates to ensure various buttons throughout Kantata OX respect Custom Branding settings.
• References to "[e-mail]" have been updated to "[e-mail]".

Feb. 6-10 Additional Enhancements  

Resource Management

• Fixed an issue in the Resource Center where the tooltips weren't appearing for some cut-off project names when hovering over the project name.
• Fixed an issue where performance was decreased when scrolling through the Resource Center timeline.

Project Management

• Events for deleted custom field values will now appear faster in Recent History, Project History, and the Subscribed Events API when a task with many subtasks is deleted.
• Updated the icons in the task Actions menu in the Task Tracker.
• Added a scrollbar in the Currency drop-down on the Estimates page to fix an issue where all the currencies weren't displaying.
• When you export projects from the Project List or Exports pages, the new column Stage appears, indicating whether a project is in the project or estimate stage.
• The stage of a project is now accessible via the API. When projects are returned as the response, you can send stage in the optional_fields parameter to include project stage in the response.
• Improved performance of the Task Tracker, reducing the time it takes to update a task by up to 40%.
• Fixed a design issue in the Task Tracker where a custom field value's placement would shift to the left upon entering editing mode.
• Fixed an issue that was preventing users from updating the project status in the Project Cards view.
• Fixed an issue where error messages were not displaying when a user was unable to remove another user from the Project Permissions page.

Billing

• The Export feature for Invoices has been removed due to its outdated technology and the shift towards utilizing the browser's Print functionality.

Time and Expense

• Fixed an issue where the bill rate in a time entry was not displaying properly when transferring another user's time entry to a different project.

Reporting

• Resource cost rates and bill rates are now available in Insights, allowing you to report on estimated fees, costs, and margins. You can use the new facts Resource: Cost Rate In Cents and Resource: Bill Rate In Cents to create custom metrics.

Account Settings

• When the stage of a project is changed, that activity will now appear in Recent History and Project History, as a project updated event. The activity will also appear in the Subscribed Events API as a workspace:updated event.
• The wording for the Dashboard Widgets settings on the General Settings page has been updated for more clarity.

API

• Project budget and schedule change orders will now appear in Recent History and Project History. You can see when budget and schedule change orders are created, approved, declined, cancelled, and deleted. The activity will also appear in the Subscribed Events API as the following events:
  • budget_change_order:created
  • budget_change_order:updated
  • budget_change_order:deleted
  • schedule_change_order:created
  • schedule_change_order:updated
  • schedule_change_order:deleted
• When updating a task via the PUT /stories/{id} API endpoint, you can now also update the task's custom field values via the custom_fields parameter in the request body.

Integrations

• Removed the Clear Memory option from the scenario action drop-down menu in the Kantata OX Integration Platform to maintain data integrity. If this function is needed for your scenario, reach out to Kantata Support.
• Smart Upload Manager has been updated to support external references for all objects within Kantata OX that use such references. Previously, external references were only supported for specific data sets in SUM. Now, they can be found on the New Blueprint page under the Other category.

Miscellaneous

• The Kantata OX app for Slack has been updated to display a preview of the message in the desktop notification.
• The Remove Kantata App link has been removed from the Notification Settings page and replaced by a tooltip. Now, you must uninstall the Kantata OX app for Slack via the Kantata OX app page in the Slack App Directory.
• Resolved an issue with Custom Branding, where an OK button in a pop-up modal in Templates. was not displaying the correct branding colors.

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