Top Feature Update Highlights and Resources from 2023

Check out the feature updates below to ensure you're up to date on the latest and greatest ways to leverage Kantata OX.

For a full list of the feature updates from 2023, make sure to review the  2023 Release Notes on the Knowledge Base.




#1: Insights Business Intelligence Solution

Several new updates were made to Insights this year, including the release of dynamic dashboards, updated data access options, and a new way to manage access to dashboards. 

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.

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.

From the Dashboard Access page, 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. You can even preview the dashboard to see what it looks like for a specific user.


 


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#2: Data Management


Data Exporter allows Account Administrators to export large amounts of raw data from Kantata OX into CSV files. Once exported, you can make adjustments to the data and upload it to your external tool of choice—such as a data warehouse or business intelligence (BI) tool. All of this makes it easy to report on Kantata data alongside data from other tools your business may use.


With Recent History and Project History, Account Administrators can review the last seven (7) days of activity in Kantata OX. Both of these features provide detailed information about what changed, when it changed, and who changed it. You can see changes to project settings, task updates, updated or deleted scheduled hours, and much more. You can use Recent History to monitor activity both within your account and across multiple projects. This ensures that your users are following the proper processes. Within a single project, Project History is available to monitor activity specific to that project only.


 



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3: New and Improved Resourcing Tab in the Project Workspace


The new Resourcing tab looks and feels just like the Resource Center—with the focus being only on the project you are managing resources for. Similar to the Resource Center, the Resourcing tab gives you a comprehensive overview of the project’s resources, timeline, planned and projected budget, and team member information—including roles and hours information.


 



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#4: Estimation in the Project Workspace


When you estimate work and resource demand from within the project workspace, you can eliminate the headache of duplicate work and stop juggling multiple tools. This gives you all the flexibility of working in a project while still allowing the separation you need during the Estimate stage, and simplifies the process of moving from estimation to project delivery.


New Task Budget and Estimated Hours Calculation estimation tools are 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 utilizing 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.


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.



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#5: New Kantata Connect Workflow Platform and BambooHR Integration


Kantata Connect is our newest integration and workflow platform that is currently in the first phase of its release. Experience our updated BambooHR integration, now accessible through Kantata Connect. In the future, Kantata Connect will support additional integrations and custom workflow creation.



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