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Insights Classic: Project Health Dashboard

The standard Project Healthdashboard provides a comprehensive view of any project’s health. Anyone with access to it can easily see the revenue, schedule, resourcing, budget, … See more

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URL: https://knowledge.kantata.com/hc/en-us/articles/360035090374-Insights-Classic-Project-Health-Dashboard

Gantt Chart Overview – Kantata Knowledge Base

WebThe Gantt chart gives you the ability to: Check the overall health of your projects. Establish dependencies between tasks in a project. Expose potential pitfalls. …

Category:  Health Go Health

Tasks Gantt Chart Basics – Kantata Knowledge Base

WebThe Tasks Gantt chart is separated into two sections, with the Tasks list on the left and the Schedule on the right.. When you hover over the vertical line that separates the two …

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Insights Classic: Add Sums, Rollups, and Averages to a Report

WebInsights Permissions: Can Edit. While editing a report, right-click the metric column or row. Hover over Sum, Rollup, or Average. You can also select Minimum, Maximum, Median, …

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Project Cards Overview – Kantata Knowledge Base

WebClick the project title to open the Project Pulse side panel where you can view the Project Header, Details, Financial, Health, Custom Fields, and Organizations (if …

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Global Gantt Chart – Kantata Knowledge Base

WebOverview. The Global Gantt chart provides a high-level overview of active projects, allowing you to visually compare scheduled dates with actual dates.You can access it by opening …

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Projects: Task Detail – Kantata Knowledge Base

WebOverview. Available out-of-the-box as a standard reporting dashboard, this dynamic dashboard gives you an added level of detail of project health, allowing you to dig into …

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Insights Classic: Add Reports to a Dashboard

WebAdd existing reports to a classic Insights dashboard. For dynamic dashboards, please visit the Managing article.. User Permissions Needed: Account Administrator, Reports Viewer …

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Kantata Knowledge Base

WebCategories. Knowledge Base In-depth articles and answers to all your questions regarding Kantata. Browse Knowledge > Reports Turn your data into actionable insights and drive …

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Insights Standard Dashboards – Kantata Knowledge Base

WebCONTACT US. Global: +1 949 336 7610. US: (800) 860-9544. EMEA: +44 (0) 20 3196 4495

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Insights Classic: Scorecards Dashboard – Kantata Knowledge Base

WebThe Scorecards dashboard is perfect for collaborators and project managers as it is focused on delivering timely data on time entries, tasks, and projects. The standard Scorecard …

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Project Pulse Side Panel – Kantata Knowledge Base

WebThe Project Pulse side panel consists of several sections where you can view and edit project information: Project Header, Details, Financial, Health, Custom …

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Project Status – Kantata Knowledge Base

WebOverview. Project statuses let you define and communicate the overall progress and/or health of projects. Each status has a label and a color that lets people …

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Projects: Portfolio – Kantata Knowledge Base

WebOverview. Available out-of-the-box as a standard reporting dashboard, this dynamic dashboard gathers key project metrics and information in one place (actual hours, actual …

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Expensify Integration Overview – Kantata Knowledge Base

WebOverview. Mavenlink’s Expensify integration makes it possible for organizations to continue using Expensify for expense reporting, while gaining the ability to see the impact of …

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Insights Classic: Resourcing Dashboard – Kantata Knowledge Base

WebOverview. The Resourcing dashboard is designed to provide visibility into what resources are available to take on additional work and when. Knowing resource …

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Projects – Kantata Knowledge Base

WebOverview The Project workspace is the epicenter for all project information, communications, and collaborations for a specific project. In a p Overview Projects are the foundation of …

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Access Group Set: Insights – Kantata Knowledge Base

WebNOTE. Permissions in this Insights Access Group set are cumulative and apply to all the dashboards a user has access to—regardless of which Access Group a dashboard was …

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Concur Integration Overview – Kantata Knowledge Base

WebConcur provides a robust set of expense reporting features that many companies rely on. This integration allows companies to continue using Concur for expense reporting, while …

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