Browse our Knowledge Base

Getting Started

• ★ Frequently Asked Questions
• Getting Started with Kantata
• What are the benefits of using Kantata?
• The Kantata Client Experience
• New Client Walkthrough
• Edit Profile
See all 18 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

• ★ Account Permissions
• ★ What are Access Groups?
• Access Groups
• Access Group Details
• Access Group Set: Resource Management
• Access Group Set: Guest Access
See all 21 articles

Projects

• ★ Project Workspace Overview
• ★ Create a New Project
• ★ Project Permissions
• Project Stages Overview
• Add an Unnamed Resource from the Project Workspace
• Project Activity Feed
See all 33 articles

Templates

• ★ 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

• ★ Tasks Overview
• Create a Task
• Project Task Tracker
• Global Tasks Tracker
• Nesting Tasks
• Issue Task Types
See all 18 articles

Gantt Charts

• ★ 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
• Add Time Off
• How to Enter Time From a Project
• Timesheets Overview
See all 30 articles

Billing

• Billing Overview
• Invoicing Overview and Settings
• Create an Invoice for a Single Project
• Create an Invoice Across Projects by Client
• Cancel or Delete an Invoice
• Send Invoice to QuickBooks

Resource Management

• Resourcing in the Project Workspace
• Resource Scheduling Overview
• Resource Recommendations Overview
• Rate Cards Overview
• Custom Rate Cards
• Change a Team Member's Project Role
See all 14 articles

Resource Center

• ★ Resource Center Overview
• Managing Scheduled Hours in the Resource Center
• Convert an Account Member to an External Member
• Change a Resource’s Allocations to Soft or Hard
• Clear Allocations in Bulk for a Resource
• Create Allocations from Scheduled Hours
See all 30 articles

Insights Standard Reports

• ★ Insights Glossary & Reference Guide
• ★ Insights Overview
• Insights Attributes, Metrics, and Facts
• Insights Settings
• Insights Settings - Dashboards
• Insights Settings - Access Groups
See all 28 articles

Insights Custom Reports

• ★ Edit an Insights Dashboard
• ★ Getting Started with the Insights Report Editor
• ★ Video: Insights Custom Dashboard and Reports Building
• Create a New Insights Dashboard
• Cloning an Insights Dashboard
• Rename an Insights Dashboard
See all 25 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
• Recommended Actions for API Changes