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Kantata Knowledge Base
Knowledge Base
Browse our Knowledge Base
Getting Started
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Frequently Asked Questions
Getting Started with Kantata
What are the benefits of using Kantata?
The Kantata Client Experience
New Client Walkthrough
User Types Overview
See all 20 articles
Account Settings
General Settings
Managing Account Members
Account Members Details Side Panel
Add and Import Account Members
Project Permissions Defaults
Account Roles
See all 35 articles
Access Control
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Account Permissions
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What are Access Groups?
Access Groups
Access Group Details
Access Group Set: Resource Management
Access Group Set: Guest Access
See all 22 articles
Projects
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Project Workspace Overview
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Create a New Project
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Project Permissions
Project Stages Overview
Activity Tab Overview
Using the Project Activity Feed
See all 37 articles
Templates
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Project Templates Overview
Create a Template from a Project
Role-Based Planning with Project Templates
Create a Project from a Template
Apply a Template to a Project
Create a Template
See all 9 articles
Estimates
Estimates Overview
Estimates Workbook
Create an Estimate
Create a New Scenario
Add a Resource to a Scenario
Create a Project from a Scenario
See all 7 articles
Tasks
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Tasks Overview
Create a Task
Project Task Tracker
Global Tasks Tracker
Task Types
Task Details Side Panel
See all 18 articles
Gantt Charts
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Gantt Chart Overview
Tasks Gantt Chart Basics
Global Gantt Chart
Local Gantt Chart
Manage Tasks in the Local Gantt
Gantt Chart Dependencies
See all 10 articles
Time & Expenses
Time & Expense Overview
Locations Settings
Time Off Overview
Managing Your Time Off
Managing Time Off for Account Members
Managing Past Time Off
See all 32 articles
Billing
Billing Overview
Invoicing Overview and Settings
Print an Invoice
Create an Invoice for a Single Project
Create an Invoice Across Projects by Client
Cancel or Delete an Invoice
See all 7 articles
Resource Management
New Project Resourcing [Early Access]
Resourcing in the Project Workspace
Resource Scheduling Overview
Resource Recommendations Overview
Rate Cards Overview
Choosing a Rate Card for a Project
See all 14 articles
Resource Center
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Resource Center Overview
Resource Center: Resources
Resource Center Filters
Resource Center: Saved Views
Resource Center Display Preferences
Managing Scheduled Hours in the Resource Center
See all 25 articles
Insights Standard Reports
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Insights Classic Overview
Insights Attributes, Metrics, and Facts
Insights User Settings
Insights Classic: Email Scheduling
Insights Classic: Settings
Insights Classic: Settings - Dashboards
See all 30 articles
Insights Custom Reports
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Insights Classic: Edit a Dashboard
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Insights Classic: Getting Started with the Report Editor
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[Video] Insights Classic: Custom Dashboard and Reports Building
Insights Classic: Create a New Dashboard
Insights Classic: Cloning a Dashboard
Insights Classic: Rename a Dashboard
See all 30 articles
Analytics Reports
Analytics Reports Overview
Analytics: Invoices
Analytics: Expenses
Analytics: Accounts Receivable
Analytics: T&M Margin Analysis
Analytics: Work in Progress (WIP)
See all 10 articles
Proofing
Kantata Proofing
Proofing Workspace
Supported File Formats for Proofing
Reviewing a Proof
Proofing Frequently Asked Questions
Release Notes
Kantata OX Release Notes
2022 Release Notes
Recommended Actions for API Changes