2023 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     Boards     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

December

Highlights

Early Access

Task Status Sets  

Project Management / Account Settings

Released on December 19, 2023

Task Status Sets and Custom Task Statuses give you more versatility when it comes to prioritizing and managing all your project tasks across your account. Each status set will consist of the default task statuses—Not Started, Started, Needs Info, and Completed—and any custom task statuses you have created. You can apply different sets to your projects, diversifying which statuses are available depending on the project needs.

For more information, see the Task Status Sets [Early Access] article.

Added

Overscheduled Highlighting in Resourcing  

Resource Management / Resource Center / Project Resourcing

Released on December 19, 2023

Make more informed resource management decisions and avoid overscheduling! Red highlighting in the project’s Resourcing tab and the Projects tab of the Resource Center now alerts you anytime a named resource is scheduled over their daily capacity. Click the red cell to quickly see their availability and pinpoint where they are overscheduled.

For more information, see the Resource Center Overview article.

Added

Filter for Resource Type  

Resource Management / Resource Center / Project Resourcing

Released on December 19, 2023

Giving you more control, flexibility, and consistency in Resourcing, you can now select whether you want to see information for all resources, only named resources, or only unnamed resources in the Resourcing tab of a project and the Projects tab of Resource Center. This feature is already available in the Team Members tab of Resource Center.

For more information, see the Resource Center Overview article.

Changed

Updated Tags Column in Task Tracker  

Project Management / Task Tracker

Released on December 19, 2023

The Tags column in the Task Tracker has been updated with the following changes:

• You can now select from a list of existing tags when editing the tags column.
• You can now copy and paste tags from one task to another.
• Enhanced keyboard navigation is now supported for the tags column. You can now do actions such as pressing Enter to open the drop-down, pressing arrow keys to navigate through options, and pressing Enter to select an option.
• The style of the tags column has been updated to be more visually appealing.

For more information, see the Keyboard Navigation and Accessibility in Task Tracker article.

Changed

More Data Captured in Snapshots   

Project Management / Estimates

Released on December 19, 2023

For more comprehensive snapshots, resource estimated hours and task descriptions are now saved when you take a project snapshot. Additionally, the snapshot description now appears on the page when viewing a snapshot, making it easier to see the additional context of the snapshot.

For more information, see the Project Snapshots and Baselines Overview article.

Changed

Project Snapshots in Insights  

Project Management / Estimates / Reporting / Insights

Released on December 19, 2023

Project snapshot data is now available in Insights, allowing you to build custom dashboards and reports such as side-by-side comparisons of current project performance and the baseline, comparisons of project snapshots over time, and more. Leverage Insights to analyze how your projects perform compared to the plan and refine estimates to be more accurate.

For more information, see the Insights Attributes, Metrics, and Facts article.

December 18-22 Additional Enhancements  

Project Management

• Within the project workspace, you can now press the Tab key on a keyboard to navigate through the different tabs, pressing Enter to select a tab.
• Updated multiple choice custom field cells in the Task Tracker to allow pressing Enter to save changes to the field.

Time and Expense

• Fixed an issue that prevented Punch Clock users from saving logged time via the Timer when the project's Task Default was Billable and the facilitated setting Time Billable Status Restricted to Task Default was enabled.

Reporting

• For clarity, the following items in Insights have been updated:
  • The ͺRecords of Project Snapshot attribute has been renamed to ͺRecords of Legacy Snapshot.
  • The ͺProject Snapshot Percentage Complete fact has been renamed to ͺLegacy Snapshot Percentage Complete.
  • The ͺSnapshot ID fact has been renamed to ͺLegacy Snapshot ID.
  • The Workspace Snapshot fact folder has been renamed to ͺLegacy Snapshot.
  • The Project Snapshot dataset has been renamed to Legacy Snapshot.
  • The Date (ͺSnapshot) date dimension has been renamed to Date (Snapshot: Created) and now returns data for snapshots taken from the Task Tracker.

Account Settings

• When Task Status Sets have been enabled in the Early Access page, Recent History and/or Project History will show when changes are made to task status sets and custom task statuses in Settings > Task Statuses, when a task status set is assigned to a project via Project Settings, and when a custom status is selected for a task. The changes will also appear in the Subscribed Events API as the following events:
  • task_status_set:created, task_status_set:updated, and task_status_set:deleted
  • default_task_status_set:created and default_task_status_set:updated
  • custom_task_status:created, custom_task_status:updated, and custom_task_status:deleted
  • workspace_task_status_set:created, workspace_task_status_set:updated, and workspace_task_status_set:deleted
  • story:status_selected
• For task-related events in Recent History and Project History, Status has been relabeled to Status Type in the Comparison section of the Details side panel.
• Fixed an issue in Data Exporter that prevented users in some time zones from setting a date range when generating an export.

December 11-15 Additional Enhancements  

Project Management

• In the Task Tracker, copy and paste and enhanced keyboard navigation is now supported for multiple choice custom fields. You can now copy and paste the values in multiple choice custom fields from task to task. You can also do actions such as pressing Enter to open the drop-down, pressing arrow keys to navigate through options, and pressing Enter to select an option. The style of the multiple choice custom field columns has also been enhanced.
• Fixed an issue where the Resource Estimated Hours column in the Task Tracker overlapped with the task below and the list was not scrollable.
• Fixed an issue in the Task Tracker where after updating the dates of a child task, changes did not cascade correctly to subtasks that were dependent on the child task's parent.
• Fixed a minor visual issue with the View Snapshot button in the Summary Bar that appeared for projects in the Estimate stage.

API

• When using the time entries API, you can now include the location ID in the response by sending location_id in the optional_fields request parameter.
• To improve performance, when fetching Subscribed Events via the API, the most_recent and most_recent_by_event_type filters can no longer be used in the same request.

Miscellaneous

• Updated various error modals across Kantata OX to consistently use the same styling and icons.
• In the Knowledge Base, you can now select the Follow button in the top-right corner of an article—to be notified when an article is updated—or a section—to be notified when a new article is added.

December 4-8 Additional Enhancements  

Project Management

• Fixed an issue that allowed External Project Participants to see and add task custom fields to their Task Tracker view.
• Fixed an issue in the Task Tracker that prevented indenting tasks beyond level 4 via drag and drop.

Billing

• Resolved an issue where previewing an invoice in Firefox resulted in a distorted layout.

API

• When fetching organization memberships via the API, you can now use the filter parameter primary to return only the organization membership that is set as the primary for a user or project, or only the organization memberships that are not the primary.
• When fetching projects via the API, you can now use the stage filter parameter to return only projects in the estimate stage or only projects in the project stage. Set the filter to the value estimate or project.

Integrations

• Fixed an issue in the NetSuite integration where the system delivered an error when verifying that expenses were associated to a project task.

November

Highlights

Added

Project Snapshots and Baselines  

Project Management / Estimates

Released on November 14, 2023

A new Capture Snapshot option is available in the Summary Bar that saves the project’s current financials, hours, timeline, and other information. You can mark a snapshot as the baseline to highlight the snapshot that the project progress and performance is to be compared to. The baseline and snapshots help you capture and refer back to what was originally sold, analyze historical project performance, and identify areas of improvement in your estimating.

For more information, see the Project Snapshots and Baselines Overview article.

Added

Drag and Drop Many Tasks  

Project Management / Task Tracker

Released on November 14, 2023

In the Task Tracker, you can select multiple adjacent tasks, then drag and drop them anywhere in the work breakdown structure (WBS)—making it faster and easier to organize the project’s work. The following enhancements have also been made to drag and drop for a better experience:

• A counter that shows how many tasks are being moved will now be visible
• The tasks that are being moved will remain fully visible in the table until drag and drop has been completed
• When the tasks you’ve selected cannot be moved together, a “not allowed”icon will appear beside your cursor when you hover over the drag and drop area

For more information, see the Project Task Tracker article.

Added

Data Exporter  

Account Settings

Released on November 14, 2023

Fostering cross-platform data analysis, Data Exporter lets Account Administrators easily extract raw data from Kantata for use with other business intelligence (BI) tools and data warehouses. Limit the data to a specific date range—based on an object’s creation date—or extract all available information for your selected data points!

For more information, see the Export Account Data article.

November 27-30 Additional Enhancements  

Resource Management

• Updated the Over Allocated color in the Resource Center to a softer red hue.

Project Management

• Fixed an issue with Forms where assignment mappings from a template were not being applied during project creation.
• Fixed an issue where users with Guest Access to a project received an error when attempting to add custom field columns in their view of the Task Tracker.

Reporting

• Fixed an issue in Analytics that was causing scheduled hours to calculate incorrectly for the Detailed Performance report in the Utilization dashboard.

Miscellaneous

• Improved styling and added updated icons to various confirmation modals in Kantata OX.

November 20-22 Additional Enhancements  

Resource Management

• Fixed an issue where sending an email to multiple project emails at once would create multiple posts in each project's Activity Feed.

Project Management

• Fixed an issue in the project workspace where Resource Management Access Group configuration was preventing some users with the correct Project Permissions from accessing the project's Resourcing tab.

Reporting

• Fixed an issue in Insights where all Access Groups were not appearing in the Share dashboard modal on the Manage Dynamic Dashboards page.

API

• Fixed an issue with the DELETE /expenses/{id} API endpoint where a 204 response with no content was returned when you attempted to delete an expense that is already on an expense report. A 422 response and error message are now returned.

November 13-17 Additional Enhancements  

Resource Management

• Fixed an issue in the Resource Center where the Project Colors, Departments, and Geographies filters were not appearing in the Filters modal. If Organizations are not enabled for your account, you will not see the Departments and Geographies filters.
• Fixed an issue in Resourcing areas that was preventing some users from unassigning resources from all tasks.

Project Management

• Fixed an issue in a project Form that was preventing users from submitting changes if they didn't have permission to edit all custom fields in the form, even if they only edited fields they had been given permission to edit.
• Improved error messages for Forms.
• Increased the number of custom field choices that appear in Task Tracker for custom field columns to 500.

Reporting

• Fixed an issue where the Time Approvals report in Analytics would time out when there was a significant amount of time entries.

API

• Added the following endpoints that allow you to leverage the new Data Exporter to export your account data via the API:
  • GET /exports/available_datasets
  • GET /exports
  • POST /exports
  • GET /exports/{id}
  • PUT /exports/{id}
  • GET /exports/{id}/download_url

November 6-10 Additional Enhancements  

Resource Management

• Fixed an issue in the Projects tab of the Resource Center where the project budget was not displaying properly.
• Fixed an issue that was preventing Account Administrators from editing named resources in Resourcing areas.

Project Management

• Fixed an issue in the Project List where the bulk actions toolbar overlapped with projects at the bottom of the table after checking projects.
• Fixed an issue where External Project Participants would be incorrectly created as External Members when invited by a user who is not an Account Administrator.
• Fixed an issue in the project workspace where the incorrect currency format was displaying in a Form that contained a currency custom field.
• Fixed an issue in the Form Builder where values in the Map To column of the Assignment Mappings field were not readable when creating a field rule.
• Fixed an issue where updating the budget of a task in the Task Tracker did not update the task budget total in the Summary Bar.
• Fixed an issue with choice custom fields in the Project List where choices that included an ampersand did not appear as suggestions while typing in the field.

Reporting

• The date attributes Submission Approved, Submission Cancelled, and Submission Rejected in Insights have been renamed Shared Approved, Shared Cancelled, and Shared Rejected.
• Added the ability to report on allocations data in Insights, using the following attributes and facts:
  • Allocation: ID
  • Allocation: Type
  • Allocation: Notes
  • Allocation: Time In Minutes
  • Allocation Start Date
  • Allocation End Date
  We recommend leveraging the following existing attributes when creating custom reports:
  • User: Name
  • Project: Name
  • Currency
  • Resource: Title
  • Shared Created
• Added the ability to report on Resource Requests data in Insights, giving you a place to better manage your resource request approvals and staffing processes. You can use the following new attributes in your reports:
  • Resource Request: ID
  • Resource Request: Status
  • Resource Request: Approver Name
  We recommend leveraging the following existing attributes when creating custom reports:
  • User: Name
  • Project: Name
  • Resource: Title
  • Shared Created
  • Shared Approved
  • Shared Rejected
  • Shared Cancelled
• The following standard dynamic dashboards are now generally available in Insights reporting:
  • Finances: Fees—Provides insight into how roles and projects are performing financially against their forecast
  • Projects: Portfolio—Helps you identify at a glance which projects are healthy and which are at risk
  • Projects: Task Detail—Lets you dig into actuals vs. estimates, progress, and hours burn summarized by the top-level tasks within each project
  • Resources: Allocations—Gives visibility into supply and demand at various levels of granularity based on allocations on projects: overall, as full-time equivalent (FTE) resource, by role, and by user
  • Resources: Schedules—Gives visibility into availability by role and user based on scheduled hours on tasks
  • Time: Management—Allows you to easily identify who has and hasn’t filled out or submitted their timesheets
  • Time: Trends—Shows you which activities people are spending the most time on and how productive your company is with its time
  • Time: Utilization—Measures the efficiency of roles and users by comparing actual, scheduled, and allocated time against available time
  Use these pre-built dashboards—which you can add to your left navigation via your user Insights Settings—to gain visibility on key business metrics.

API

• Changes made to custom field sets and custom fields in Settings > Custom Fields will now appear in Recent History. You can see when custom field sets and custom fields are created, updated, and deleted. The changes will also appear in the Subscribed Events API as the following events:
  • custom_field:created
  • custom_field:updated
  • custom_field:deleted
  • custom_field_set:created
  • custom_field_set:updated
  • custom_field_set:deleted

• When fetching objects via the API, you can now filter by multiple external object IDs (typically used for integrations) using the query parameter external_reference_service_model_refs. For example, when fetching Kantata projects, you can fetch specific Kantata projects that correlate to specific projects in a third-party system you integrate with.

• When fetching projects via the API, you can now filter by projects that start or are due before or after a certain date—using the filters start_date_before, start_date_after, due_date_before, and due_date_after. You can also combine the new filters to filter by date ranges.

Miscellaneous

• Fixed an issue with quick filters in toolbars where the drop-downs were not appearing below the selected filter.

November 1-3 Additional Enhancements  

Resource Management

• Fixed an issue in Resource Center and a project's Resourcing tab where filters that applied to secondary rows (e.g. resource rows in the Projects tab) were not filtering information properly.
• Fixed an issue in Resource Center and a project's Resourcing tab where the Distribute Hours button at the bottom of the Distribute Hours modal was not visible on smaller screens. You can now scroll down to click this button.

Project Management

• Fixed an issue in the Task Tracker where choice custom fields listed the wrong choices when the Resource Estimated Hours column was to the left of the choice custom fields.
• Fixed an issue in the Task Tracker where years in the date picker were red when the task was overdue.
• Fixed an issue in the Task Tracker where dollar symbols appeared in the Estimated Cost and Estimated Fees columns when new tasks were created, despite the project using a different currency.
• Fixed an issue where the Task Budget total in the Summary Bar was not visible to project View Financials and above users if they did not also have the Report Viewer with Cost account level permission.

Miscellaneous

• Increased the number of vendors that appears in the Vendors drop-down on Kantata's mobile experience from 200 to 1000.

October

Highlights

Added

New and Improved Resourcing  

Resource Management / Project Resourcing

Released on October 17, 2023

Now fully released, the new Resourcing page gives you the flexibility to manage resourcing at the daily, weekly, or monthly level. From managing allocations to scheduled hours to task assignments, all the power of the Resource Center is now available within the project workspace.

For more information, see the Moving from Legacy Resourcing to New Resourcing article.

Added

Filters in Project Resourcing  

Resource Management / Project Resourcing

Released on October 17, 2023

Narrow your focus in the new Resourcing tab with the newly available Filters modal that will allow you to filter for specific Team Members and task criteria.

For more information, see the article Resourcing in the Project Workspace.

Added

To Dos in Task Details Side Panel  

Project Management / Boards

Released on October 17, 2023

You can now conveniently view all associated To Dos within the Task Details side panel. This new section simplifies your workflow, providing you with a clear overview of which To Dos are associated to a specific task as well as the ability to quickly add new associated To Dos.

For more information, see the Task Details Side Panel article.

Added

Task Actions in Resourcing  

Resource Management / Project Resourcing / Resource Center

Released on October 17, 2023

Brand new to the new Resourcing tab and the Resource Center, you can now complete the following task-related actions:

• Edit Estimated Hours in the Est. column
• Assign a resource to a task
• Unassign a resource from all tasks or a single task

For more information, see the Moving from Legacy Resourcing to New Resourcing article.

October 30-31 Additional Enhancements  

Project Management

• Fixed an issue with project Forms where team members mapped to template resources via the Assignment Mappings field were not assigned to tasks once the project was created.

Miscellaneous

• Fixed an issue for external members with a Free account where an upgrade from trial period banner was displaying at the top of the screen.

October 23-27 Additional Enhancements  

Resource Management

• Fixed an alignment issue for various modals in the Resource Center and the project's Resourcing tab where the Calendar icon was not appearing in the proper location.

Project Management

• Fixed an issue where completed To Do and Task cards were marked as Overdue in Boards.
• Fixed an issue in the Task Tracker where values in the Task Est. Hours column were not visible for subtasks.
• Improved the readability of To Do titles in the Activity Feed section of the Your Dashboard page.
• Fixed an issue in the Project List where the filter for the Provider Lead column included client-side users.

API

• When fetching users via the API, you can now filter by multiple email addresses using the parameter by_email_addresses - as a query parameter in the request URL or as an array in the request body.
• When fetching activity posts via the API, you can now filter by multiple task IDs using the query parameter story_ids.

Miscellaneous

• To improve clarity, we've updated how we display anonymized user data within the app. Formerly indicated by long and cryptic alphanumeric strings, anonymized users are now designated clearly as Deleted User followed by a concise, unique ID. This change makes it immediately apparent when user data has been anonymized, integrated more subtly so that projects and reports maintain their visual appeal and readability.

October 16-20 Additional Enhancements  

Resource Management

• To show the total number of resource estimated hours a resource has on their tasks, the new Est column in the resource row in the Resource Center and a project's Resourcing tab now displays a roll-up summary of these hours. Previously, only Allocated, Scheduled, and Actual hours displayed in this row.

Project Management

• Fixed an issue where a Task or To Do card in Boards wouldn't load if task custom fields weren't set up.

Reporting

• For Headline reports in Insights, you can now compare numbers, define how the comparison should be calculated, or customize the formatting and visual aspect of the headline. These options are available when you enable the Comparison feature in the report's Configuration settings.

Account Settings

• For Recent History and Project History, the event details side panel will now display a more descriptive label for the associated user (i.e. the user who was affected by an action but did not necessarily trigger the action) to make it clearer how the user is related to the event. (e.g. The associated user for a project permission event will now be labelled as "Permission Belongs To".)
• In Recent History and Project History, scheduled hours events will now show who the scheduled hours belong to in the event details side panel.
• The Edit Task Hours section—previously titled Edit Scheduled Hours—in the Resource Management Access Group set now allows you to edit resource estimated hours in the Resource Center.

Miscellaneous

• Throughout Kantata OX, unnamed resource icons now respect custom branding colors or—if custom branding is not enabled—these icons are the Kantata-branded purple color by default. Previously, these icons were blue.

October 9-13 Additional Enhancements  

Resource Management

• Fixed an issue in the Team Builder where no Recommended Resources would appear when Availability was set to 0.
• Improved performance for of Resource Recommendations across all Resourcing areas, such as Team Builder or the Reassign Allocations modal.
• Access Group permissions are no longer required to view the new Resourcing tab in a project. Similar to the legacy Resourcing page, you can view the tab if you have Project Permissions to schedule hours.

Project Management

• Improved the response time when searching for project leads to filter by in the Project List page.
• To allow you to open drop-down fields in the Task Tracker with a single click, a down arrow will now appear when you hover over the field. Updated fields include the Status, Type, and Priority fields and single choice custom fields.
• In the Task Tracker, a calendar icon now appears when you hover over a Start or Due date field, allowing you to open the date picker with a single click.
• Resolved an issue where the Project Settings page failed to load correctly when using specific currencies, notably CLP and GBP.
• Fixed an issue where you were unable to enter a negative budget amount in the Budget tab of the Project Admin box.

Reporting

• Fixed an issue in Insights where users with View Dashboard permissions were able to see the Create Dashboard button for dynamic dashboards, which failed to create a dashboard if clicked.

API

• When fetching tasks via the API, you can now include To Dos in the response using the filter parameter show_todos or return only To Dos using the filter parameter only_todos.

October 2-6 Additional Enhancements  

Resource Management

• Fixed an issue in the Resource Center where you were unable to change an unnamed resource to a named resource who had Collaborator Account Permission for non-financial projects. This only occurred when the Project Permissions Defaults page was configured to give Track Time and Track Expenses permissions to Collaborator users.

Project Management

• Fixed an issue where a task's % Done wasn't displaying correctly in the Task Tracker.
• Standardized the font size of all fields in the Project Pulse side panel.
• Fixed an issue that was preventing the Checklist section from appearing in the Task Details side panel.
• The Send us feedback link has been removed from the Tasks and To Do Board.
• Fixed an issue where you couldn't create a task or To Do from the No Value lane in a Board.
• Various design changes have been made to To Do and Task cards in Boards.
• New design elements in Boards now show when a To Do or Task card is overdue.
• When making changes to the budget in the Project Admin box, only numeric values are now accepted; non-numeric characters such as commas and periods are ignored.

Time and Expense

• Fixed an issue with the Timer where the saved time entry would always be rounded down. Now, it is rounded up or down to the nearest minute.

Account Settings

• Updated text on the Early Access page to reflect the upcoming October 17 release date for New and Improved Project Resourcing, as well as which features will be newly available on that date.
• In Recent History and Project History, you can now select [Object] Custom Field Values as a Record Type filter (e.g. Project Custom Field Values) to filter for just events related to custom field values.

API

• When using the workspaces API endpoints, you can now fetch the email address that is used to post to a project's Activity Feed via email—add ?optional_fields=incoming_email_address to your request.
• The Subscribed Events API response now includes context_workspace_id, allowing you to identify the project an event is associated with without having to make secondary API calls.

Miscellaneous

• In Recent History and Project History, the text that appears in the Applied Filters section of the Filters modal when filtering by a date or date range has been updated to be easier to read.
• Fixed a visual issue with the tooltips for the Due Date and Who Can See Communications settings in Project Settings that made the tooltip text difficult to read.

September

Highlights

Added

Track Time from Boards  

Project Management / Boards

Released on September 19, 2023

You can now track time for tasks straight from Boards. Simply click the Timer icon on the card preview to open the Time Entry modal with the task and project information automatically applied.

For more information, see the To Do Board Overview and Tasks Board Overview articles.

Changed

Duplicate Task Enhancements  

Project Management / Task Tracker

Released on September 19, 2023

Duplicating tasks now duplicates more task information, such as the assignees, start and due date, task budget, resource and task estimated hours, and more. Plus, you can now duplicate all subtasks while preserving the Work Breakdown Structure hierarchy.

For more information, see the Project Task Tracker article.

Changed

Resource Center Filter Changes  

Resource Management / Resource Center

Releasing for all Premier and Enterprise accounts: September 19, 2023

Leverage all three groups of filters in the Projects and Team Members tabs of the Resource Center—neatly organized in Projects, Resources, and Tasks categories. These filter additions unlock more options for your Saved Views, allowing you to focus only on what you need to at any given moment.

For more information, see the Resource Center Filters article.

Changed

Estimated Fees and Task Budget Comparison  

Estimates / Project Management

Released on September 19, 2023

During the Estimate stage, when a task’s budget is not equal to its estimated fees, a yellow dot will now appear in the Task Budget column in the Task Tracker. This helps you identify which task budgets need to be updated (if you are doing T&M), and which tasks have a budget that is different from the estimated fees (if you are doing fixed fee).

For more information, see the Task Tracker Columns article.

Added

Overview Tab Filter  

Estimates / Project Management

Released on September 19, 2023

To help you summarize team member effort as you build out an estimate, you can now filter out resources without any estimated hours from the Team Members table on the project Overview tab.

For more information, see the Project Overview Tab article.

Added

Transposing Pivot Tables in Insights  

Reporting / Insights

Released on September 7, 2023

When building Insights reports in the dynamic dashboard report editor, you now have more control over positioning attributes, headers, and metrics among columns and rows in pivot tables. From the Configuration settings, easily change the orientation of pivot tables (e.g. show the headers, contents, and totals of columns in rows and vice versa) or put metrics into rows.

For more information on configuring reports for dynamic dashboards, see the Using the Report Editor for Insights Dynamic Dashboards article.

September 25-29 Additional Enhancements  

Resource Management

• When resources fail to load in the Resource Center, an error message now appears.
• Added a banner to the legacy Resourcing page announcing that the page will be replaced with the new Resourcing page in October.

Project Management

• The Associated To Dos modal in Boards and the Task Tracker now displays the Due Date and Estimated Hours for each To Do.
• You can now assign a priority for a To Do or Task card in Boards.
• All To Do and Task card previews now feature the item's assigned status and priority in Boards.
• When accessing the Actual Fees or Billable Hours columns via keyboard navigation, you can now copy values and paste them in text fields.

September 18-22 Additional Enhancements  

Project Management

• Efficient Task Editing and Copy/Paste has been activated for all accounts.
• In the Task Tracker, opening the Task Actions menu for a task while other tasks are checked will now uncheck the other tasks. This makes it clearer that the actions in the menu will only affect a single task.
• Fixed an issue in the Task Tracker where after attempting to delete a task unsuccessfully (e.g. internet connection was lost), a spinning icon would remain on the page. Now, an error message is shown.
• Fixed an issue in the Task Tracker Filters modal where double-clicking on a filter made the modal unresponsive.
• Fixed an issue where team members that didn't have the View Financials project permission or higher weren't able to update To Do or Task cards in Boards despite having Additional Access in project permissions to Edit To Dos.
• Fixed an issue in the Task Tracker where after entering an invalid value in the Weighting column and clicking out of the cell, the error icon in the cell would remain visible.
• The Estimated Cost, Estimated Fees, Actual Fees, and Billable Hours cells in the Task Tracker can now be copied while in select mode.
• Fixed an issue in the Task Tracker where the Clear button was not visible for single choice custom fields.

Reporting

• Fixed an issue for the Work In Progress (WIP) report in Analytics where projects were displaying multiple times when they had multiple organization memberships.

Account Settings

• Recent History now has columns for project title and ID, letting you quickly identify which project each event is associated with.

Integrations

• The Smart Upload Manager now better supports CSV files with multiple line breaks within a single row, allowing for better file processing.
• Improved error handling for the QuickBooks Online integration. If a payment import fails during sync, the rest of the payments will be processed and the failure(s) will be noted in an error message. Previously, a failed payment import would cause the sync to fail and a 404 page would appear.
• The field names for the Concur services on M-Bridge have been updated to match Concur's naming standards.

Miscellaneous

• The style of the Filters button has been updated in areas that use the Filters modal, including the Resource Center, the Task Tracker, Boards, and Project History.
• Added new settings to the Email Notifications page that allow you to set up To Do notifications independently from task notifications.
• Updated the Kantata OX login page by removing the Sign Up button and replacing the Kantata logotype.
• Resolved an issue with the Summary Bar where the tooltip for Duration was being truncated.
• Fixed an issue in the Project Permissions Defaults page where the Client tab wasn't appearing as selected after clicking on it.

September 11-15 Additional Enhancements  

Resource Management

• Improved performance of expanding rows in the Resource Center when there are a lot of projects or resources to display.

Project Management

• Further fixes for visual issues in the Task Tracker with cell highlighting that occurred in Firefox when Efficient Task Editing / Copy Paste is enabled.
• Improved the performance of Global Gantt for accounts that have many projects.
• Fixed an issue in the Task Tracker where the expand icon was not available for subtasks when the Task Budget column and Only Archived tasks were visible.
• With Efficient Task Editing / Copy Paste enabled, the WBS and Invoiced cells in the Task Tracker can now be copied while in select mode.
• Fixed an issue for the tables on the Overview tab where the totals row did not update accordingly after configuring columns.

Account Settings

• The First and Last buttons have been removed from the pagination options in Recent History and Project History. Filters and sorting can be used instead.

API

• You can now create To Dos via the API—set the project_plan field to true when creating a task.
• You can now set in the API whether checklist items in a template will be created as checklists or To Dos. Set the project_template_checklist_as_todos field to true. This is available on the apply template, create workspace, and update workspace endpoints.

September 5-8 Additional Enhancements  

Resource Management

• Updated help text in the Resources filter in the Resource Center Filters modal for accuracy and clarity.

Project Management

• Fixed an issue with Forms where unnamed resources were not being added to the Assignment Mappings field during project creation.
• Fixed an issue in the Task Tracker where date changes would sometimes not cascade correctly and the duration of dependent tasks would change unexpectedly.
• Fixed an issue in the project Overview tab where the last row of the table was excluded from the CSV export.
• Fixed an issue where a new Task or To Do card wouldn't display in Boards after it was created.
• Fixed an issue where the Task Budget total in the Summary Bar would not update after changing a task budget in the Task Tracker.
• In Recent History and Project History, you can now sort events by date and the date filter is now limited to the past 10 days to reflect the available date range of events.
• In the Project List, updated the text for the Set Project Color bulk action to Set Color.
• Fixed an issue where the default Saved View was not displaying after opening the Global Board.
• Fixed a visual issue in the Task Tracker with cell highlighting that occurred in Firefox when Efficient Task Editing / Copy Paste is enabled.

Account Settings

• In Recent History, the event details side panel will now display the name of the associated project, task, or project resource even after it has been deleted.
• The informational About tab in Recent History has been replaced with an informational banner that notes that events are limited to the past 9 days. Additionally, a similar banner now appears in Project History and in the History tab of the Task Details side panel.

API

• Improved performance of the GET /custom_field_values endpoint in the API.

Integrations

• The Jira integration on the M-Bridge integration platform has been updated to accommodate a recent change to the response structure in the Jira API.

Miscellaneous

• Fixed a visual styling issue in General Settings where the tabs in the Project Statuses section were not aligned with the statuses box.

August

Highlights

Added

New Boards Card Design with Custom Fields  

Project Management / Boards

Released on August 15, 2023

The new card design for Boards gives your team more visibility into the project's task and To Do details. This redesign features a two-pane display with expanded Custom Fields and Posts sections.

For more information, see the Tasks Board Overview and To Do Board Overview articles.

Added

Task Budget and Estimated Hours Calculation Tool   

Project Management / Task Tracker / Estimates

Released on August 15, 2023 

A new estimating tool is available to help you build estimates faster—whether you’re billing by time and materials or doing a fixed fee bid. In the Summary Bar, a new option is available that updates task budgets and estimated hours based on resource estimated hours and bill rates. This makes it easier to keep your task budgets in sync with the estimated fees. And if you’re doing fixed fee, it’s simple to sync your estimated fees to the task budgets, and then adjust the budgets to your desired amounts where needed.

Additionally, to help you easily summarize your estimate, the Summary Bar now includes the sum of task budgets and the Project Summary table in the Overview tab now includes columns for task budget and task estimated hours.

For more information, see the Update Task Estimates During the Estimate Stage article.

Changed

New Columns and Saved Views for Project Overview Tab  

Project Management / Estimates

Released on August 15, 2023

To provide a more comprehensive project financial summary and improve the estimating experience, the following changes have been made to the project Overview tab:

• The Team Members table now has columns for scheduled hours and allocated hours
• The Project Summary table now has columns for task budget, task estimated hours, and scheduled hours
• Both tables now have Saved Views

For more information, see the Project Overview Tab article.

Added

Duration Column in Task Tracker   

Project Management / Task Tracker

Released on August 15, 2023

A Duration column is now available in the Task Tracker, allowing you to easily see the total length of a task and quickly adjust the end date in terms of days.

For more information, see the Task Tracker Columns article.

August 28-31 Additional Enhancements  

Resource Management

• Fixed an issue in the Team Members tab of the Resource Center that was preventing users from adding team members to projects.
• Fixed an issue in the Resource Center where splitting or clearing allocations required a page refresh to show that the allocations were behaving as expected.

Project Management

• Clicking a project name in a Global Board card now takes you to the project's Board with the same Global Board filter selections applied.
• Fixed an issue where after changing the project rate card from the Summary Bar, the Estimated Fees column in the Task Tracker would not update with new values.
• Fixed visual issues in the Task Tracker that would sometimes occur after expanding all tasks, such as subtasks appearing at the wrong level and caret icons not appearing for tasks with subtasks.

Account Settings

• Deactivated users are now excluded from the 200-person maximum of direct reports that can be assigned to one manager.

August 21-25 Additional Enhancements  

Resource Management

• Fixed an issue in the Team Members tab of the Resource Center where the total scheduled hours for an unnamed resource role was incorrectly including hours from resources that were being filtered out.
• Fixed an issue with custom field choice filters in the Resource Center that was preventing the filters from working as expected.
• Fixed an issue that was preventing users from splitting or clearing allocations in the Resource Center.

Project Management

• The currency format for the West African Franc (XOF) has been updated to 1 234,56 to ensure that it displays properly in Kantata OX. Previously, the format was 1,234.56.
• Updated the style of the error icon that appears when invalid input is entered in the Task Tracker.
• All Boards cards now feature a line that separates any pinned task custom fields from other data in the card preview.
• Fixed an issue in Forms where you weren't able to select rate cards during project creation.
• When you delete tasks in the Task Tracker, a loading indicator now appears to better indicate that the delete action is still processing.
• After you update a task budget in the Task Tracker, the Task Budgets value in the Summary Bar will now dynamically update.
• The Completed lane has been added to the Due Date lane set in Boards to more easily organize any completed tasks or To Dos that don't have an active due date.
• Fixed an issue where the project Overview tab would sometimes not load.

Reporting

• Fixed an issue in Analytics reporting where the where total hour calculations in the Time Approvals report were counting time entries multiple times if there were multiple backup approvers.

Account Settings

• Fixed an issue where some users disappeared from the Dashboard Access table when sorting columns.
• You can now filter Recent History by project.

API

• In the API, all date and date-time request fields are going to be standardized to accept only ISO 8601 formatted dates (e.g. 2023-11-18, 2023-11-18T12:34:29-06:00, etc.). The standard will be effective for new accounts in October. Existing accounts will have 6 months to update their logic to send properly formatted dates. For more information, see the Recommended Actions for API Changes article.

Integrations

• The NetSuite integration in M-Bridge has been updated to the 2023.1 web services version.

Miscellaneous

• Fixed a visual styling issue in the Time Entry Form.
• Made performance improvements to search in Kantata OX.
• Fixed an issue where the Kantata logo—or a custom branded logo—favicon was not displaying properly for the Safari browser.
• Fixed an issue where Apple Touch icon was not displaying the Kantata logo—or a custom branded logo—when added to the homescreen for iOS and iPadOS devices.
• Improved the styling of the column headers on the Access Groups Members page for a more consistent appearance.

August 14-18 Additional Enhancements  

Resource Management

• The hour bars in the Availability pop-up in Resourcing now have a static height. Previously, the height of these bars adjusted based on the resource's availability.

Project Management

• Improved the performance of loading the Task Tracker for projects with a lot of tasks.
• Fixed an issue where the rate card drop-down menu in the Summary Bar in the Task Tracker was not populating rate cards options.
• Resolved an issue that was preventing users from creating Google contacts for their projects.
• Fixed an issue where the Create Allocations from Resource Estimated Hours button in the Task Tracker would try to create allocations for archived tasks.
• To better accommodate large values and smaller browser sizes, the Summary Bar is now horizontally scrollable.
• The Task Tracker toolbar now has an Update Estimates bulk action option that calculates and updates task budgets and task estimated hours based on resource estimated hours and bill rates.
• The Email CSV Export button has been removed from the tables in the project Overview tab. The overview data can still be exported using the Download as CSV button.
• Fixed an issue where after adding a new task in the Task Tracker, date and drop-down fields could not be opened unless you refreshed the page.
• Fixed an issue in Global Boards where the Associated Task and Parent Task drop-downs were displaying tasks for a different project.
• Fixed an issue for forms where entering 0 in a currency custom field was not saving.
• Fixed an issue where the Billable column in the Task Tracker was sometimes off by 1 minute from the Billable total in the Task Details side panel.

Time and Expense

• When a user submits an expense report for another user, both the submitter and the owner of the expense report are now included in the Activity Feed post. Previously, only the submitter's name was included.
• Fixed an issue where the Group by Project filter was not working on the Time Approvals page.

Account Settings

• Fixed an issue where an incorrect page title was displaying for the Access Group Members page.
• For better visibility, the summaries of Task and Task Assignment events in Project History now include the task name. In Recent History the summaries now include both the task name and project name.

API

• Time off activity now appears in Recent History. You can see when time off is created, updated, and deleted. The changes will also appear in the Subscribed Events API as time_off_entry:created, time_off_entry:updated, and time_off_entry:deleted events.

Integrations

• When you add Additional Fields to a Scenario in M-Bridge, the fields will now display in the order they were added.
• When adding a field pair to a Scenario in M-Bridge, the field drop-downs will now be initially blank. Previously, a value was automatically selected for each drop-down after the field was created.

Miscellaneous

• Resolved an issue where the All Forms option appeared in the left navigation for all users instead of Account Administrators only.
• Made some small visual improvements to the Filters modal to make pinning filters a more intuitive experience, including more consistent icon sizes and better hover interaction like gray highlighting and cursor changes.

August 7-11 Additional Enhancements  

Resource Management

• Fixed an issue that was preventing the new Resourcing tab from loading.

Project Management

• You can now quickly add new associated To Dos from the Tasks Board and Task Tracker.
• The assignees list in the Resource Estimated Hours column in the Task Tracker has been updated to be smaller in height and better match the style of the rest of the table.
• The project template character limit has been increased from 100,000 to 200,000.
• For clarity and consistency, labels for task fields have been updated in the Task Tracker, Task Details side panel, Global Tasks Tracker, and Templates. “Budget” and “Est. Budget” are now “Task Budget”. “Estimate”, “Est. Hours”, and “Time” are now “Task Est. Hours”.
• Fixed an issue in the Task Tracker with Finish to Start dependencies where changing the due date of the predecessor task did not properly cascade to its successor task if the predecessor had no start date.
• For consistency, dates in the Task Tracker now display as month day year (e.g. Aug 8, 2023) regardless of your browser's language setting.
• Fixed an issue where after changing the rate card of a project from the Summary Bar, the values in the Summary Bar did not dynamically update.
• Fixed a bug with Efficient Task Editing and Copy / Paste where copying a cell from the Task Tracker and pasting into a spreadsheet pasted the cell and an empty cell below it.
• Fixed a bug with Efficient Task Editing and Copy / Paste where pasting text that includes a double quote did not work.
• Improved the performance of the Task Tracker when Efficient Task Editing and Copy / Paste is enabled and there are a lot of tasks in the project with many custom field values.
• After applying a template in the Task Tracker, all the newly created tasks will now be visible in the table. Previously, only the first 50 newly created tasks were shown.
• Fixed a bug with Efficient Task Editing and Copy / Paste where copying text from one task that includes a double quote and then pasted into another task resulted in the entire text being wrapped in quotes.

Time and Expense

• We've resolved a line item error on the Timesheets page that was preventing users from updating their timesheets.

Reporting

• Added a Dashboard Permissions column and made minor styling improvements to the table on the Dashboard Access page.
• Fixed an issue in Analytics reporting where the Work in Progress (WIP) report was incorrectly including expenses from Fixed Fee tasks in the billable cost amount.

Miscellaneous

• The Edit icon in the Filters modal that allows you to pin filters to a toolbar has been updated.

August 1-4 Additional Enhancements  

Resource Management

• Improved the styling of More menus and buttons in modals within the Resource Center.

Project Management

• After you delete a task in the Task Tracker, the page will no longer scroll to the top of the table.
• Fixed an issue in the Task Tracker where the Task Actions menu would remain open after selecting Add Task Below.
• Fixed an issue in the Task Tracker where the processing toast notification did not appear after selecting Distribute Scheduled Hours from the bulk actions toolbar.
• Fixed an issue where the To Dos column did not appear in the Task Tracker despite Project To Dos being enabled in General Settings.
• The Task Tracker has been updated so that when the Resource Estimated Hours assignees list is expanded, only that column is vertically expanded; all other columns now retain their original height and their contents are aligned to the top of the cell.

Billing

• Resolved an issue where time entry submissions—although approved in the project's Time & Expenses tab—were not appearing on invoices.

Time and Expense

• Resolved an issue in Expenses where the wrong symbol and amount showing for an expense when switching between Chinese Yuan currency and another currency type.

Integrations

• Resolved an issue where Google Contacts weren't syncing correctly.
• Revised the content of the invitation email sent to users who have been invited from an account where the Google Workspace integration is enabled account-wide.

Miscellaneous

• Fixed an issue where some UI elements overlapped one another throughout the app.

July

Highlights

Added

Resource Availability  

Resource Management / Resource Center / Project Resourcing

Released on July 19, 2023

From the Projects tab in the Resource Center or in the new Resourcing tab, quickly determine how available a resource is based on their scheduled hours. You can see how many hours a named resource has been scheduled at the day, week, or month level.

For more information, see the Resource Center Overview article.

Early Access

Efficient Task Editing and Copy/Paste  

Project Management / Task Tracker

Released on July 18, 2023

The Task Tracker has been enhanced to make task editing more efficient and keyboard navigation faster. You can now:

• Copy and paste fields from one task to another
• Quickly edit several tasks one after the other by typing in one row, pressing Enter or Return, and immediately typing in the next row
• Press Enter at the bottom of the table to create a new task

For more information, see the Keyboard Navigation and Accessibility in Task Tracker article.

Added

Convert Checklist Items to To Dos Setting  

Project Management / Boards

Released on July 18, 2023

The new Convert checklist items to To Dos setting saves you time during your project setup—or when applying a project template—by automatically converting your template checklist items into To Do cards. 

For more information, see the Apply a Template to a Project and Project Task Tracker articles.

Added

Task History  

Project Management / Task Tracker

Released on July 18, 2023

The Task Details side panel now has a History section, where Project Administrators on Enterprise and Premier plans can see the 20 most recent changes made to a task in the past 9 days.

For more information, see the Task Details Side Panel article.

Added

New Dashboard Access Page  

Reporting / Insights

Released on July 18, 2023

Account Administrators can quickly determine who has access to an Insights dashboard, which Access Groups they are in, and the level of Data Access they have. From the Dashboard Access page, you can even preview the dashboard to see what it looks like for a specific user.

For more information, see the Managing Dynamic Dashboards article.

Added

More Chart Types for Insights Dynamic Dashboards  

Reporting / Insights

Released on July 18, 2023

Dynamic dashboards now include the following new chart types:

• Pyramid chart
• Funnel chart
• Waterfall chart
• Dependency wheel chart
• Sankey chart

For more information, see the Using the Report Editor for Insights Dynamic Dashboards article.

Reassign Allocations  

Resource Management / Resource Center / Project Resourcing

Released on July 18, 2023

Allowing you to quickly adapt to shifting resource assignments, you can now reassign allocations on a project from one resource to another via the Resource Center and the new Resourcing tab.

For more information, see the Reassign Allocations article.

Added

Aggregate Across Columns in Dynamic Dashboards  

Reporting / Insights

Released on July 13, 2023

You can now use aggregate functions—such as Sum or Rollup—across columns in dynamic dashboards.

For more information on adding aggregations to dynamic dashboards, see Using the Report Editor for Insights Dynamic Dashboards.

July 31 Additional Enhancements  

Resource Management

• Fixed an issue in the Resource Center where the names of parents tasks with longer names were not displaying properly for third-level subtasks.

July 24-28 Additional Enhancements  

Resource Management

• Improved visual styling of the Availability pop-up—accessible from Team Builder and the Resource Center timeline—including updated left and right arrow icons and new timeline headers that clearly show the month and year for the viewable time period.

Project Management

• Fixed an issue in Task Tracker that was causing tasks to not be included in the exported CSV file for members on the Client side of a project.
• Fixed an issue where Project Administrators could not view the To Dos column in the Task Tracker.

Integrations

• Subscribed events responses for Triggers in Kantata Connect are now returned in ascending order based on the created_at timestamp API response. Previously, these responses were returned in descending order.
• Kantata Connect's BambooHR integration now excludes time off entries returned from BambooHR that are outside of the search parameters. Previously, the search window into Kantata OX was expanded to match them.
• You can now import the enforce_workweek_minimum_on_timesheet_submission and enforce_workweek_maximum_on_timesheet_submission attributes to the Account Membership data set for Smart Upload Manager.

July 17-21 Additional Enhancements  

Resource Management

• Updated the look of the Availability pop-up in Team Builder, including a new "Total" row at the top that shows the combined hours for all projects.

Project Management

• Fixed an error where previously deleted To Do cards were still appearing in the Global To Do Board.
• Fixed a design issue where Task and To Do cards weren't displaying properly in the Boards tab.
• Fixed an issue where tasks a person was unassigned from would still appear when searching that person's name in the Task Tracker.
• You can now filter events in Project History by task.
• When Efficient Task Editing and Copy/Paste is enabled in the Early Access page, the following changes are available in the Task Tracker:
  • The date picker has been redesigned.
  • Drop-down menus—such as the Status field—now require two clicks to open.
  • The start date, due date, and date custom fields now accept a wider variety of date formats when manually typing in the input field. (e.g. 12/15/23, Dec-15-2023, Dec 15, or 2023-12-15)
• The redesigned Task Tracker toolbar has been activated for all accounts.
• You can now attach files to Task and To Do cards in Boards.
• The new Due Date lane set has been added to the Task and To Do Board.
• You can now filter To Do cards by Due Date in Boards.
• In the Task Tracker, when bulk actions fails, an error message will now appear in a toast notification.

Reporting

• When adding metrics to a report in Insights dynamic dashboards, you now have the option to filter the metric values by date.

API

• The PUT /account_memberships/{id} API endpoint has been updated to reject invalid permission values and return an 422 error. Previously, when provided an invalid value, this endpoint would return a 200 response code and set the account membership permission to collaborator.

Integrations

• The scenario Mavenlink Invoices to Intacct Sales Documents in the Intacct integration now supports syncing the invoice number in Kantata OX to either the Document Number field or Reference Number field in Intacct.

Miscellaneous

• The style of applied filters and quick filters has been updated in areas that use the Filters modal, including the Resource Center, the Task Tracker, Boards, and Project History.
• Fixed an issue in Free accounts where, on disabling custom branding, a link intended to re-enable the feature was improperly displayed as HTML.
• Fixed the Notifications page to have a single page header.

July 10-14 Additional Enhancements  

Resource Management

• Fixed an issue in the Team Builder where a resource's availability information was not displaying properly and appearing partially offscreen when many projects were listed.

Project Management

• Account members can only see the To Dos column in the Task Tracker if they have the Edit To Dos project permission add-on.
• The Boards card limit has been increased from 200 to 1,000.
• The tables on the project Overview tab now have a border around them to visually separate them from each other.
• Fixed an issue that prevented an Associated Task from displaying in the To Do card.

Time and Expense

• Fixed an issue where changing the project and task of a time entry from the Timesheets page was preventing the rate of the time entry from updating on Time & Expenses tab in the project workspace.

Account Settings

• The Insights Dynamic Dashboard section in the Insights Access Group set has been renamed Dynamic Dashboard Permissions to better describe the access control permissions.
• Fixed an issue where clicking the side panel icon in Project History and Recent History did not open the side panel.

July 3-7 Additional Enhancements  

Project Management

• When a Task Details side panel is open in the Task Tracker, the side panel icon in the table for that task now has a gray background to indicate which task the side panel belongs to.
• When applying a template to a project from the Task Tracker, the modal will now close and a spinning icon will display while the tasks are being created.
• Fixed an issue in the Time & Expenses tab of the project workspace where parent tasks of Milestone, Issue, or Deliverable subtasks were not appearing in the task drop-down menu.
• The Associated Task drop-down results in a To Do card now sort by Work Breakdown Structure (WBS) number.
• In the project Overview tab, an icon now appears beside the rate card drop-down menu in the Summary Bar to indicate that the selected rate card has multiple versions that are active during the project, which impacts the estimated fees calculations in the tables.
• Fixed an issue in Boards where the associated task's Due Date was affected by the To Do's Due Date.

Time and Expense

• Improved the error message that appears when rejecting a timesheet for a project that you are not participating in.
• On the Time Approvals page, the date picker now opens directly below the Calendar icon as expected.

Account Settings

• Fixed an issue on the Access Group Members page that was preventing users from using the breadcrumb path links to return to the previous Access Group page.
• Fixed an issue on the Account Members page where you could not longer access the full list of account members after using the Search field unless you refreshed the page.

Miscellaneous

• Fixed a styling issue in the project workspace where the View Only and Custom Access banners were displaying improperly in front of drop-down menus in the App Bar, such as the Notifications menu.

June

Highlights

Added

Insights Data Access  

Account Settings / Reporting / Insights

Activating for all accounts: June 13, 2023

New Data Access permissions in the Insights Access Group set will allow for more governance and flexibility in Insights reporting. Account Administrators can set a data access level that will apply to all visible dashboards within an Access Group.

For more information, see the Access Group Set: Insights article.

Early Access

Redesigned Task Tracker Toolbar  

Project Management / Task Tracker

Released on June 13, 2023

The Task Tracker toolbar has been redesigned to be more compact and visually appealing—giving you more space to manage tasks within a project and focus on what's important.

For more information, see the Project Task Tracker article.

Added

Project Overview Tab  

Project Management / Estimates

Released on June 13, 2023

The new Overview tab in the project workspace provides a financial summary of the estimated cost, fees, and margin of a project rolled up by resource or top-level tasks—giving you real-time visibility into how the changes you make to resources, rates, or hours will affect the financial outcome of a project.

For more information, see the Project Overview Tab article.

Changed

Redesigned Summary Bar   

Project Management / Task Tracker / Estimates

Released on June 13, 2023

The Summary Bar in the Task Tracker and legacy Estimates pages has been redesigned to be more visually appealing and easier to read.

For more information, see the Summary Bar Overview article.

June 26-30 Additional Enhancements  

Resource Management

• Fixed an issue in the Resource Center where the calendar in the Clear Scheduled Hours and Reassign Scheduled Hours modals would disappear before you could select a date.
• Fixed an issue in the Resource Center where all project members were displaying by default in the Projects tab when filters were applied. Now, project members that do not match the filter criteria will be hidden until you click Show.

Project Management

• In Task Tracker using the arrows keys on your keyboard to move down through cells will now only scroll the page once you reach the bottom of the table.
• Fixed an issue in Forms that prevented field rules from being applied when configured for the rate card, project color, or project template fields.
• Fixed an issue in Task Tracker where updating the Resource Estimated Hours column did not update the total hours immediately, and collapsing and expanding the column caused the total hours to display as zero.
• Fixed an issue in the Project List where the project list was not displaying when using a web browser to print the page.
• You can now see files that were added to a project workspace before you joined the project.
• Fixed an issue where the Boards tab would not load when updating the Due Date for a To Do that had 0 Estimated Hours.
• Fixed an issue where a new To Do card would not save when it was created by a Client.
• When applying a template to a project from the Task Tracker, the modal will now remain open and display a spinning icon while the tasks are being created.
• Fixed an issue in the global Tasks Tracker where the task list was not displaying when using a web browser to print the page.
• Fixed an issue where the Time entries must be approved before invoicing project setting couldn't be turned off due to unapproved time entries that weren't associated with a project.
• Clicking the project title on a To Do or Task card in the Global Boards tab now takes you to the project workspace.
• Fixed an issue where some account members were unable to add To Dos to a project.

Billing

• Fixed an issue in Invoices where the Additional Invoice amount in the invoice summary did not display correctly when negative amounts were added that should result in a $0 balance.

Time and Expense

• Fixed an issue where a warning modal would not appear when submitting fewer billable hours than the weekly target if the Cannot submit less option was selected in the Schedule section of the Account Member Details side panel.
• Fixed an issue where the hover text for the Search bar tooltip did not appear when hovering over the icon on the Expenses page.

Reporting

• You can now add User Management attributes as dashboard filters.
• Fixed an issue on the Shared Dashboards page in the Insights Access Group set where the breadcrumb path at the top of the page was displaying twice.
• Reduced excess whitespace on the classic Insights Access Groups page to better fit the style of the new app bar.

June 19-23 Additional Enhancements  

Resource Management

• When selecting the new Resourcing tab, a loading animation now appears while information for the page loads.

Project Management

• Fixed an issue that prevented the Estimated Fees column in the Task Tracker from being updated correctly when the resource's bill rate had been overridden in the Rates & Roles page and the project had been created from a legacy estimate.
• Fixed an issue where Time entries must be approved before invoicing could not be deactivated in Project Settings.
• Added an option to the tables on the project Overview tab to download the CSV export directly to your computer.
• Added a new Project Stage field to Forms, allowing you to create a project in the estimate stage via a form.
• Fixed an issue where To Dos were appearing in the Project Summary section of the Overview tab in a project workspace.

Account Settings

• Fixed an issue in Access Groups where the Team data selection in the Insights Access Group set was not properly applying the data access level to Access Group members.

Miscellaneous

• In Recent History and Project History, the icon for exporting to CSV has been updated.

June 12-16 Additional Enhancements  

Resource Management

• In Team Builder's availability inspector, the week and month view selector now consistently matches the style of the selector in the Resource Center.

Project Management

• When rate cards are enabled, the Est. Fees column in the Task Tracker will now be calculated using the rate card version that is effective on the task's start date. Previously, the rate card version that was currently effective was used. This fixes an issue where the values in the Est. Fees column in the Task Tracker did not match the estimated fees in the Summary Bar.
• The new Boards feature has been activated for all accounts.
• The Task Level filter wording in the Tasks Board has been updated for more clarity.
• The Edit To Dos project permission add-on has been automatically applied to all account members. You can manage which members have this permission on the Project Permissions page.
• You can now add Estimated Hours to a Task or To Do card in the Boards tab.
• You can now add a Due Date to a To Do card.
• The Add Unnamed Resource button no longer appears in the Task Tracker toolbar. Unnamed resources can still be added to a project from the Project Admin box in the project Activity tab, the Rates & Roles page, or the Resource Center.
• Fixed an issue that was allowing users on the Client side of a project to view the Est. Cost column in Task Tracker.
• The status options in the Task and To Do cards are now capitalized and the font colors have been updated.
• Fixed an issue where you couldn't add a Due Date when creating a new To Do in the To Do Board.
• To encourage use of the new estimating experience in the project workspace and avoid confusion, the legacy Estimates feature no longer appears in the left navigation for all accounts that had no legacy estimates created. If you have any questions, please reach out to Customer Success.
• The Associated Task Due Date field now only appears when an Associated Task is selected in a To Do card.
• For better clarity, updated the wording of the warning message about submitting fewer billable hours than your weekly target in Timesheets.
• Fixed an issue where content on a project's Overview page was getting pushed offscreen when expanding the left navigation.

Reporting

• Fixed an issue with the Invoice Amount metric where invoice tax was not being including in the amount.
• Added a new User Management data set to Insights that allows you to report on management information in Kantata OX, which includes the following new attributes:
  • User Management: ID
  • User Management: L1 Name
  • User Management: L2 Name
  • User Management: L3 Name
  • User Management: L4 Name
  • User Management: L5 Name
  • User Management: L6 Name
  • User Management: L7 Name
  • User Management: L8 Name
  • User Management: L9 Name
  • User Management: L10 Name
  • User Management: Level

Account Settings

• From the Account Member Details side panel, Account Administrators can now select the Management Hierarchy button to see a limited view of where the user fits in their organization, showing their direct manager, their direct reports, and any reports assigned to their direct reports.
• On the Project History and Recent History pages, the positioning of the Configure Columns and Export buttons has been switched.
• Fixed an issue in Project History and Recent History that prevented users from saving views.

Miscellaneous

• The redesigned app bar has been activated for all accounts.
• In the left navigation, the icons for Time & Expense, Billing, and Network have been updated.
• In Project History, Recent History, and the Rate Cards page in Settings, the Configure Columns button has been changed to an icon (“   ”).

June 5-9 Additional Enhancements  

Resource Management

• Fixed an issue in the Resource Center where resources would not load after converting a named resource to an unnamed resource.
• Fixed an issue where users who did not have the Manage External Members permission in the Network Access Group set were able to click on external partners in Network > External Partners, resulting in a 404 error. Now, the external partner name is plain text instead of a link.

Project Management

• Fixed an issue where @mentions were not working in posts for tasks or To Dos.
• The rate card drop-down menu that appears in the Summary Bar in the Task Tracker for projects in the Estimate stage now searches all rate cards on the account with the project's currency. Previously, it searched only the first 20 rate cards on the account.
• Fixed the formatting of EUR currency for currency custom fields in the Project List.
• Fixed an issue where the Join Project button was not visible in the header for users with project Guest Access when the redesigned app bar was enabled.
• When creating a new Task or To Do card in Boards, the card will now only close when you click Save or X in the modal. Previously, the modal would close if you clicked anywhere outside of it.

Time and Expense

• Fixed an issue on the Time Approvals page where hovering over the approve icon caused the page to shift left and your cursor was on the reject icon, which could result in accidental timesheet rejections.
• Fixed a search issue in Timesheets where all expected tasks were not appearing in the search results.

Account Settings

• The wording of permissions in the Project Accounting access group set has been updated for clarity.
• In the Account Member Details side panel, the selected user's name no longer appears as an option in the Report or Manager drop-down menus.

June 1-2 Additional Enhancements  

Project Management

• Resolved a visual error in the Payment tab of the Project Admin box where the displayed percentage paid was incorrect.

Reporting

• In the Insights dynamic dashboard report editor, you can now use the report configuration options to create a continuous line graph on the canvas—even if some of its values are missing.

May

Highlights

Added

New Kantata Connect and BambooHR Integration  

Integrations

Released on May 16, 2023

Experience our updated BambooHR integration, now accessible through Kantata Connect—our new integration and workflow platform. In the future, Kantata Connect will support additional integrations and custom workflow creation.

For more information, see the Kantata Connect Overview and Kantata Connect User Interface Overview articles.

Early Access

Redesigned App Bar  

Miscellaneous

Released on May 16, 2023

The redesigned app bar is a more focused app bar built with efficient navigation in mind. The redesigned app bar includes fixed tabs in the project workspace, a minimized search button, and styling updates to icons and action buttons.

For more information, see the Kantata OX App Bar article.

Changed

Quickly Select Many Tasks  

Project Management / Task Tracker

Released on May 16, 2023

To quickly select several tasks at once in Task Tracker, you can now check one task, then press Shift on your keyboard and check a second task. All the tasks between the first and second task will be selected.

For more information, see the Project Task Tracker article.

Changed

Project Schedule Change Order Notifications  

Notifications / Project Management

Released on May 16, 2023

Streamline your change order process with our new project schedule change order notifications. In addition to emails, you can now receive in-app and Slack notifications when a project schedule change order is proposed, approved, or declined.

For more information, see the Notification Settings article.

Added

Duplicate Unnamed Resources  

Resource Management / Project Resourcing / Resource Center

Released on May 16, 2023

Save time by quickly creating unnamed resources based on another unnamed resource’s information. From anywhere in the app that you can access the Resource side panel, duplicate unnamed resources in a project—including allocated hours and attributes like custom fields, organizations, and skills.

For more information, see the Duplicate Resources article.

Changed

Distribute Scheduled Hours Enhancements  

Resource Management / Project Resourcing / Resource Center

Released on May 16, 2023

For more flexibility and control with distributing scheduled hours, the Distribute Hours option in the Resource Center and the new Resourcing tab is more robust. You’ll be able to see existing scheduled hours and resource estimated hours, enter the number of hours you want to distribute, and choose how to distribute those hours.

For more information, see the Distribute Scheduled Hours article.

Changed

Sort Project List by Custom Fields  

Project Management

Released on May 16, 2023

You can now sort the Project List by text, number, date, currency, and single choice custom field values.

For more information, see the Project List Overview article.

May 30-31 Additional Enhancements  

Resource Management

• Fixed an issue in the Resource Center where the EAC values were displaying offscreen when the left navigation was expanded or pinned.
• In the Resource Center, deleting scheduled hours in bulk is now much faster.
• Fixed an issue where users were able to schedule hours for deactivated users with the Distribute Hours modal in the Resourcing tab of a project.

Project Management

• Fixed an issue in the Task Tracker where after entering a non-unique value for a custom field that requires unique values, the cell would not revert to its original contents.
• Fixed an issue where you could not use the same custom field to filter and sort the Project List.

API

• When creating or updating a project via the API, you can now specify a status, via the status_key parameter in the body.

Integrations

• Retry attempts for failed M-Bridge integration events have been reduced and the time in between each retry has been increased to improve overall integration and platform efficiency.

May 22-26 Additional Enhancements  

Project Management

• Fixed an issue in the project workspace where the Boards tab was incorrectly labeled Board.
• Fixed an issue where you couldn't drag and drop a new To Do card after immediately creating a second new card in the To Do Board.
• Any applied filters in Boards now appear at the top of the filter list when utilizing Quick Filters in the Boards toolbar.
• Improved the styling of the drop-down menu for multi-choice custom fields in the Project List.
• In the Global Tasks Tracker, the Created and Updated columns now display the year.
• Improved the loading speed of To Do and Task cards in Global Boards.
• Fixed a styling issue in the Global Tasks Tracker where the footer overlapped with the last task in the table.
• Fixed a styling issue in the Task Tracker where adding the Actual Fees or Billable Hours columns caused top-level parent task rows to be taller than other rows.
• Fixed an issue in the Tasks Board where entering a Due Date when creating a new Task card would unexpectedly close the New Task modal.

Billing

• Resolved an Invoices issue that caused the total balance to display incorrectly when an additional item—with a negative value equivalent to the total billed time—was added.

Time and Expense

• Fixed an issue where roles not included in the project's Rate Card were appearing in the Role selector drop-down on the Time Entries page despite the Only make roles on the rate card available to projects account setting being enabled.

Account Settings

• The Support URL setting in Settings > Custom Branding has been renamed to Support Contact and now accepts an email address, allowing you to enter an internal email address as the support contact that users on your Kantata OX account should reach out to.

Miscellaneous

• Fixed an issue where External Members were unable to post to the project Activity Feed via email.
• Fixed a display issue where the pagination bar in the Task Tracker overlapped with the Live Chat window.
• For smaller browser widths, pinned filters and quick filters on various pages—the Resource Center, the Task Tracker, the Notifications page—now display in one, scrollable row instead of stacking into multiple rows.
• Fixed an issue that caused the table in the New Kantata OX Team Members email to be difficult to read when viewed on mobile devices.
• Fixed an issue where advanced filtering, search tuning, and synonym searches were not working in the Knowledge Base.

May 15-19 Additional Enhancements  

Resource Management

• Fixed an issue in the Resource Center that was causing future months or weeks to display improperly when scrolling to the right.
• Fixed an issue in the Resource Center where resources were not properly loading after scrolling to the bottom of the page, then selecting Named or Unnamed.

Project Management

• Fixed an issue that was sometimes preventing users from distributing scheduled hours in Task Tracker.
• In Task Tracker, the Resource Estimated Hours column now displays up to 300 assignees.
• You can now sort the Project List by the Provider Lead column.
• Fixed an issue where the calendar icons in the Start Date and Due Date filters were misaligned in the Task Tracker.
• In the Task Tracker, the display format for the Resource Estimated Hours column has been changed from 00h 00m (e.g. 5h 30m) to 00h00 (e.g. 5h30).
• In the Task Tracker, the Task Est. Hours column is now displayed in hours and minutes (e.g. 5h30) instead of with a decimal (e.g. 5.5h).
• Improved the visibility of the sort icon in the Budget column header on the Project List page.

Billing

• Fixed an issue where the font size appeared too small in the PDF file of printed invoices.

Time and Expense

• Fixed an issue where it was possible to submit the same time entry on different timesheets, causing users whose timesheets were already approved to continue to appear in the pending time approvals list.

Reporting

• Added a Date (Invoice Created) attribute to Insights that indicates the date an invoice was created.
• Added a Task: Task or To Do attribute to Insights that indicates whether a task is a project task or a To Do.

Account Settings

• You can now sort holidays by Start Date in Settings > Schedule > Holidays.
• Fixed an issue that was preventing custom Access Groups from being deleted.
• Fixed an issue where non-Account Administrators encountered a 404 error when attempting to access the Settings option from the left navigation.

API

• Improved performance of the GET /api/v1/users API endpoint, fixing an issue where the request would time out if you tried to retrieve a list of users without applying any filters.
• When fetching projects via the API, you can now sort the projects by a custom field. To do this, set the value of the order parameter to custom_field:<custom_field_id>:asc or custom_field:<custom_field_id>:desc.

Integrations

• The Google Calendar and Google Tasks integrations have been deactivated and removed from Kantata OX. The Google Drive and Google Contacts integrations are unaffected by this change.

Miscellaneous

• Fixed an issue where a new To Do post notification would not appear in Dashboard > Activity Feed.
• Fixed an issue where two vertical scrollbars appeared on pages with tables—such as the Templates page—when the redesigned app bar is enabled.

May 8-12 Additional Enhancements  

Resource Management

• Fixed an issue in the Resource Center where users were unable to update filters when a Saved View that contained custom field filters was selected.
• In the Resource Center and the new Resourcing tab, you can now manually create scheduled hours on weekends and days where the user has partial time off scheduled. Please note that days where a user has no capacity will be excluded and weekends will also be excluded when clicking and dragging over a period of time.

Project Management

• Fixed an issue where the actual fees in the Project Admin box did not match the actual fees in the Project Pulse side panel.
• Fixed an issue that was preventing tasks from being archived.
• Fixed an issue in Boards where changes made to a Task or To Do card weren't saving properly.

Time and Expense

• Fixed an issue in Timesheets where unapproved time submissions with long titles were not displaying properly.

Reporting

• Fixed an issue in Insights where the Invoice: Amount In Cents fact was not displaying proper information when the invoice was associated with multiple projects.
• Increased active session length for Insights Advanced Editor from 2 hours to 12 hours to facilitate longer work sessions or return visits to the Advanced Editor.

Account Settings

• The title and description for the Default Time & Expense Settings section on the Time & Expense Settings page has been updated to better represent all of the settings.

Miscellaneous

• Fixed an issue in Your Dashboard where clicking a task title in the Activity Feed wouldn't open the Task Details side panel.

May 1-5 Additional Enhancements  

Resource Management

• Fixed an issue in the Resource Center where users who had access to edit resources for all projects were unable to remove users from projects.

Project Management

• Fixed an issue in the Tasks and To Do Board where the lane card count didn't update when an additional card was added to the lane.
• We have increased the maximum length for status report descriptions in the Project Pulse side panel from 224 characters to 1,000 characters. If your account has access to Insights reports, Account Administrators can limit the description to 255 characters from the General Settings page to ensure that all information displays properly in Insights reports.
• Fixed an issue in the Global Tasks Tracker where the Hours Progress column was not displaying the progress meter for users with View/Edit Time and Expenses or View/Edit Financials project permissions.
• When you delete a To Do, all posts related to the To Do are removed from the Activity Feed.
• Fixed an issue where users without the Edit To Dos permission were able to see To Do posts and replies in the Activity Feed.
• Fixed an issue that caused Task Tracker to not load correctly after you applied a Saved View.

Time and Expense

• Fixed an issue in Timesheets where you had to click Submit multiple times before all time was submitted.
• Fixed an issue on the Expense Approvals page where the Select All option for the Projects filter was not working properly.

Account Settings

• When importing users to Kantata OX from the Account Members page, you can now assign them the Collaborator (External) Account Permission.

API

• Fixed an issue with the API where no results were returned when you used a colon character in the search keyword for the by_custom_text_value query parameter (e.g. (123:Text: value)), preventing you from filtering results by a custom field value that includes a colon.

Miscellaneous

• Fixed an issue where task email notifications were not sent if the bundled email included over 50 task changes. Now, the first 50 task changes display and all additional changes can be seen by visiting each project.
• Fixed an issue where you weren't being redirected to the mobile experience when logging into Kantata OX on a mobile device.

April

Highlights

Early Access

Boards and Project To Dos  

Boards / Project Management

Released on April 11, 2023

The new Boards feature is now in Early Access! Boards provides two valuable project views—the Tasks Board and To Do Board—to help team members better visualize a project’s workflow and organize the smaller items that come up as the project progresses.

After enabling Boards on the Early Access page, you can add the To Do Board from Settings > General.

For more information, see the Boards Overview [Early Access] article.

Added

Create Allocations from Estimated Hours   

Resource Management / Project Management / Task Tracker

Released on April 11, 2023

Move from estimating to resourcing with the click of a button! During the Estimate stage of a project, you can now quickly create soft allocations for all resources on the project based on the resource estimated hours on each task.

For more information, see the Create Allocations from Resource Estimated Hours article.

Added

Expand and Collapse Rows in the Resource Center  

Resource Management / Resource Center

Released on April 11, 2023

To allow you to easily view your resources’ projects, you can now click the Expand (“   ”) icon at the top of the list in the Resource Center, as well as within the new Resourcing tab. Clicking the Collapse (“   ”) icon will collapse all rows.

For more information on expanding or collapsing rows, please visit the Resource Center Overview article in the Knowledge Base.

Changed

Manager in User Details Side Panel  

Miscellaneous

Released on April 11, 2023

Manager information is now visible in the User Details Side Panel, allowing you to check who someone's manager is from anywhere in the app.

For more information, see the User Details Side Panel Overview article.

Changed

Project Budget Change Order Notifications  

Notifications / Project Management

Released on April 11, 2023

Streamline your change order process with our new project budget change order notifications. In addition to emails, you can now receive in-app and Slack notifications when a project budget change order is proposed, approved, or declined.

For more information, see the Notification Settings article.

Apr. 24-28 Additional Enhancements  

Project Management

• The Due Date field in a To Do card is now labeled Associated Task Due Date and only appears after a task is associated to the To Do in the To Do Board.
• Fixed an issue where checklist items do not show up in the Task Details side panel for archived tasks.
• Fixed an issue in the Tasks and To Do Board where dragging a card to a new lane while the card modal was open would cause a new Create Task/To Do modal to open.
• Fixed a styling issue with the Resource Estimated Hours column in Task Tracker when a task is checked.
• Fixed an issue in Task Tracker where the date picker would not open again after selecting an invalid date.
• When attempting to remove a user from a project that has pending timesheet submissions, the error message that displays now includes ID numbers for those submissions as a helpful reference for API users.

Account Settings

• Fixed an issue where special characters were not preserved correctly when exporting unapproved time entries from Settings > Time & Expenses.

Miscellaneous

• The wording of error messages for setting up Slack notifications have been updated for clarity.
• Unified font size for all custom field types in Kantata OX side panels.
• The email template for notifying Account Administrators of new members added to their account now has updated branding and content.
• Kantata has a brand-new Knowledge Base domain—https://knowledge.kantata.com/hc/en-us. All outdated URLs for articles and other resources will seamlessly redirect to their new destination, giving you time to update all those handy bookmarks.

Apr. 17-21 Additional Enhancements  

Resource Management

• Fixed an issue in the legacy Resourcing tab that was allowing users to schedule hours for a deleted task.
• Resolved an issue that was causing decreased performance when filtering on single or multi-choice custom fields in the Resource Center.

Project Management

• Fixed a styling issue with the task priority icons in the Global Tasks Tracker.
• Fixed an issue in the Global To Do Board where filtering by Parent Task would not load the results.
• Fixed an issue in the Global To Do Board where the Assignees field displayed without a project first being selected in a new To Do card.
• Fixed a minor styling issue with the column headers in the Project List.
• Fixed an issue where field rules configured for the Provider Team field in a project Form were not working.
• Fixed an issue in the Global Tasks Board and local Tasks Board where the Add Task button appeared for team members with the View Tasks project permission level.

Billing

• Made further performance improvements to the Send to QuickBooks page—available only with the QuickBooks integration.
• Fixed an issue on the QuickBooks Invoice page where hovering over a tooltip on an expense did not open the tooltip text.

API

• Fixed an issue with the project participations API where unexpected values were returned in the access_level field. This may have affected integrations and client applications.

Integrations

• Due to limited usage, the Google Tasks and Google Calendar integrations have been removed for accounts that haven't utilized it for the past six months. The integration between Google Drive and Google Contacts will be unaffected.

Miscellaneous

• Fixed an issue that was preventing users from saving changes to Custom Branding.

Apr. 10-14 Additional Enhancements  

Resource Management

• When the collapsible left navigation is pinned, the Resource Center Filter modal will now appear in front of the navigation.
• Fixed an issue where users were unable to create scheduled hours on weekends in the Resource Center, despite having capacity on those days in their custom workweek.
• Fixed an issue in the Resource Center where parent task names weren't displaying properly for some subtasks that were nested more than one level.
• Fixed an issue that was causing errors when adding new External Partners in the Talent Network.

Project Management

• The Include Expenses project setting has been split into two new settings, giving you more control over how Kantata OX calculates actual fees. You can now choose separately whether to Include Billable Expenses in Actual Fees Calculation or Include Additional Line Items in Actual Fees Calculation.
• When you assign a task to yourself or update the status, start date, or due date of a task, you will no longer be notified of your own action in-app or via email.
• Fixed an issue where it was possible to navigate away from the Gantt chart within a template while changes were being saved, which resulted in incorrect data.
• When exporting tasks from the Task Tracker, the Duration column in the exported spreadsheet will now only count Monday-Friday as working days, excluding weekends.
• Fixed an issue where some External Project Participants were able to access the User Details side panel for users who are not on their account. When clicking a user's name, External Project Participants will now be directed to the user's profile.
• The names of project permission levels have been updated in the Provider Team field on the create new project page and in project Forms. Additionally, you can now select View permissions in those fields.
• Fixed an issue where the date pickers were not appearing for the start and end date fields in the Task Details side panel.
• Fixed an issue that was preventing users with the proper permissions from editing custom fields in the Project List.

Time and Expense

• Fixed a few issues that prevented you from selecting a location while tracking time.
• Fixed an issue where deactivated users were appearing in the Unsubmitted tab in Time Approvals.
• In Timesheets, the Project and Task fields will now expand and display more text when the browser width is increased.
• Fixed an issue that was causing decreased performance in Timesheets.
• Fixed an issue where opening the project Time & Expenses tab via direct URL did not load.

Reporting

• Added a Project: Include Additional Invoice Items in Budget attribute to Insights that indicates whether additional invoice items are included in a project's actual fees calculation.
• The Project: Include Expenses in Budget Insights attribute now indicates whether expenses are included in a project's actual fees calculation. Previously, this attribute indicated if both expenses and additional invoice items were included.
• Fixed several styling issues throughout the Kantata OX application.
• While accessing a different account, External Project Participants will no longer see the People section on the Your Dashboard page.

Account Settings

• Recent History and Project History will now show when the Include Billable Expenses in Actual Fees Calculation or Include Additional Invoice Items in Actual Fees Calculation project settings are updated. The changes will also appear in the Subscribed Events API as project:updated events.
• Resolved an issue where the error modal was not displaying accurate account contact information (name and email address) when an Account Administrator attempted to add users beyond their license limit.
• The account members export now includes columns for Account Member Classification, which indicates whether the user is internal (i.e. a member on your account) or external (i.e. part of your Talent Network), and Can Log In, which indicates whether or not an external member can log in to the Kantata OX account or not.

API

• When using the create project or update project API endpoints, setting expenses_in_burn_rate will now set the values of the new fields actual_fees_includes_expenses and actual_fees_includes_additional_line_items. Additionally, in the API response expenses_in_burn_rate now reflects the AND value of the two individual fields.
• The create project and update project API endpoints have been updated to support setting the Include Billable Expenses in Actual Fees Calculation and Include Additional Invoice Items in Actual Fees Calculation settings with the new fields actual_fees_includes_expenses and actual_fees_includes_additional_line_items.
• When creating a project participation via the API, you can now set the user's project permission level via the access_level field in the request body.
• When updating a project participation via the API, you can now specify the new project permission levels via the `access_level` field in the request body. Set the value to edit_tasks, view_tasks, edit_time_and_expenses, view_time_and_expenses, edit_financials, view_financials, or admin.
• When adding participants while creating a project via the API, you can now specify the new project permission levels via the access field in the participations object in the request body. Set the value to edit_tasks, view_tasks, edit_time_and_expenses, view_time_and_expenses, edit_financials, view_financials, or admin.

Integrations

• The Services page on the Kantata OX Integrations Platform has new functionality, such as services being grouped by Provider, a new Active button to activate services, and indicators to show if a service is active or associated to a scenario or mapping table.

Miscellaneous

• Made performance improvements throughout the application, including Resource Center and—when Organizations is enabled—any area that displays projects.
• Tabs throughout the app have been restyled, including in the project workspace, side panels, and the All Tasks page.
• Fixed an issue in Notifications where the Projects filter could not be pinned.
• The collapsible left navigation has released to all accounts.
• Text throughout the app has been updated to reflect our new "Kantata" company name.

Apr. 3-7 Additional Enhancements  

Resource Management

• Improved performance of loading resources in the Resource Center.

Project Management

• Fixed an issue on the Templates page where the Create Template button wasn't working after importing a CSV file.

Billing

• Improved performance of the Send to QuickBooks page—available only with the QuickBooks integration.

Time and Expense

• Improved performance of the Time Approvals page.
• Fixed an issue on the Time & Expenses tab of a project where the time entries table was sometimes overlapping with the Upcoming Tasks box.

Account Settings

• The retention period for activity in Recent History, Project History, and the Subscribed Events API has been increased from 7 days to 9 days.

API

• When fetching users via the API, you can now include users' managers in the response by passing manager in the include parameter.
• When fetching projects via the API, you can now sort the results by the name of the provider-side team lead—set the value of the order filter query parameter to provider_lead_name:asc or provider_lead_name:desc.

Miscellaneous

• Made minor styling changes to modals and buttons throughout the app.

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. 27-31 Additional Enhancements  

Resource Management

• Resolved an issue in the Resource Center where the Add Time Off modal would not close and retained data if you switched to a new user before saving changes.
• Made further performance improvements to the Resource Center.
• Resolved an issue in the Resource Center where the Remove from Project option was not displaying correctly for some resources at the bottom of the page.
• Fixed an issue where the success message would list an incorrect number of deleted tasks after deleting a task hierarchy in the Task Tracker.
• Fixed an issue in the Task Tracker where a new subtask would inherit the Start or Due Date of the parent task.

Project Management

• Fixed an issue in the Task Tracker where a parent task's % Done wasn't updating after adding a subtask.
• There is now a loading indicator that appears after making quick changes in a project template to indicate that change requests are processing.
• Made minor styling changes to the Configure Column modal's button spacing in the Task Tracker.
• Fixed an issue where the breadcrumb links to the project were displaying twice on the Project Permissions page and the Rates & Roles page.
• Fixed an issue in the Task Tracker where the Billable Hours column would display the green progress bar even though the hours amount was zero.

Time and Expense

• Resolved an issue in Time Entries where the form displayed an incorrect bill rate would after editing a time entry and moving it to a different project (when rate cards are disabled).
• Fixed an issue on the Timesheets page that was sometimes causing tasks and subtasks with Not Started task statuses to appear not to update.

Account Settings

• Fixed an issue where both Dashboard Widget settings found at Settings > General would remain selected even after unselecting one.
• Fixed an issue with Recent History and Project History where activity was not properly attributed to a user when they updated a custom field value via a project Form.
• Fixed an issue with Recent History, Project History, and the Subscribed Events API related to deleting custom field values via a project Form or the workspaces API.
• In Recent History and Project History, activity that is not associated with a specific user will now display System in the Full name column instead of Deleted user.

API

• You can now delimit multiple custom fields with parentheses and colons when filtering results from the API with the by_custom_date_value, by_custom_choice_value, by_custom_text_value, by_custom_number_value, or by_custom_currency_value query parameter filters. For example, (custom_field_1_ID:choice_value_1_ID,choice_value_2_ID):(custom_field_2_ID:choice_value_3_ID).

Integrations

• Made various enhancements to the Qualtrics integration on the Kantata OX Integrations Platform.

Miscellaneous

• Button text now uses a bold font to create more visible button states based on contrast. This improves the distinction between interactive text buttons (without visible outline or fill) and non-interactive text.
• In the legacy Left Navigation, project Forms with long titles will now be truncated using ellipsis after 2 lines of text.
• Fixed several styling issues throughout the Kantata OX application.

Mar. 20-24 Additional Enhancements  

Resource Management

• When New and Improved Resourcing is enabled on the Early Access page, the Scheduling section now appears in the Task Details side panel again.
• Fixed an issue in the Resource Center Filters modal where filter selections were not displaying in the Applied Filters section after being selected.

Project Management

• Fixed an issue in the project workspace where pressing the Back button in your browser in order to return to the Activity tab would not work.
• Fixed an issue in the Task Tracker where the bar in the Billable Hours column wasn't showing that all Estimated Hours had been met.
• Fixed an issue in the Task Tracker where a parent task's Start and Due Date didn't update when a subtask was deleted.
• The Select All checkbox in the Task Tracker now selects all tasks in the table when using the keyboard accessibility navigation.
• Fixed an issue where the Join this Project button was sometimes not displaying in project invitation emails.
• Fixed an issue in the Project List where selecting columns for the current view would immediately update your saved view. Now you must click Update to save the selected columns in your view.
• Fixed an issue where the % Complete for a task was not updating when creating a subtask.

Time and Expense

• In Timesheets, the cells for Sunday and Saturday will now only be grayed out when you have zero capacity on those days.
• The Your Approvals checkbox in Timesheets now retains your last selection when you navigate to other tabs or pages then return to Timesheets.

Reporting

• The Insights Dynamic Dashboards access group set has been renamed to Insights.
• Made optimizations to the Insights pipeline, resulting in even more stability to Insights data loads.

API

• The POST /api/v1/workspace_resources/allocations_matching_scheduled_hours API endpoint for creating allocations from scheduled hours for resources now accepts a request body where the data is in a top-level JSON object with the key data.
• The time_administration_candidates filter for the GET api/v1/users endpoint has been temporarily deprecated. For more information, please see the Recommended Actions for API Changes article.
• Fixed an issue with the GET /api/v1/workspace_resources endpoint where some project resources were not returned in the response when the only filter query parameter was used.

Miscellaneous

• Fixed an issue with Notifications where the icon for warning notifications was not displaying properly.
• To prevent issues with the Kantata OX app for Slack, you can no longer connect the same Slack workspace to multiple Kantata accounts.
• Fixed an issue where the Time and Utilization Tracking vertical bar graph on the Your Dashboard page wasn't appearing.

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 contact Support.

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 and Upcoming Releases

• Recent Releases
• Upcoming Releases

Previous Years

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