Kona Integration

Kona integration allows team members to collaborate within Deltek on Projects and Opportunies.

Kona integration is set up in Deltek Browser Utilities (Utilities > Integrations & Imports > Kona). This enables the Collaboration tab in the Projects and Opportunities hubs, where you can start a conversation related to a project or opportunity record. Users must be included on the Team tab before they can collaborate on the respective Project or Opportunity.

After you start a conversation for a project or opportunity, a Kona space is created for the respective record. Users can choose to leverage additional collaboration functionality in Kona for these Opportunity and Project Spaces where they can work together on tasks, events, and files, and also conduct conversations with team members.

The Collaboration tab in Deltek allows users to:
  • Specify favorite conversations
  • Search for a conversation
  • Select a filter for viewing conversations (All, Highlights, Favorites, or Muted)
  • View multiple conversations per record
  • Use advanced formatting for conversations (text formatting options, bold, bullets, indent, and so on)
  • Mark a conversation as unread
  • Mute a conversation
  • Delete a conversation (if you are the creator)
  • Refer to the Notification icon to indicate unread comments

Collaboration participants can also:

  • Add participants to the conversation
  • Use the "@" sign to mention or tag participants in the conversation for action items
  • Mark a comment as Urgent
  • Agree with a participant's comment
  • Specify a favorite comment
  • Edit a comment
  • Delete a comment
  • View and edit conversation notes
  • Use quick reply for the conversation

Note that when a project or opportunity record that contains conversations is deleted, the conversation space remains in Kona. In addition, if an employee is terminated, they will lose the ability to collaborate and will be automatically offloaded from any associated spaces and conversations.

Related Topics:

  • Start a Kona Conversation
    If you enable Kona Business integration, you can start or add a Kona conversation for the current record. This allows you to collaborate with team members for greater communication and increased productivity.
  • Open an Existing Kona Conversation
    Use the Collaboration tab to open an existing Kona conversation for the current project or opportunity record and collaborate with team members.
  • Mark a Kona Conversation as Favorite
    Kona conversations that are favorites can be marked within the conversation window. Favorite conversations remain at the top of the Conversations grid for quick access.
  • Find a Favorite Kona Conversation
    Kona conversations that are favorites can be marked within the conversation window. You can search for favorite conversations.
  • Filter a Conversation Using Highlights
    You can filter conversations using Highlights to show the conversations that are most important to you.
  • Mute a Kona Conversation
    Kona includes an option to mute a conversation, which will turn off all notifications related to the conversation. Notifications include sound and browser notification, new item, email, and pop-up notifications with text. It is useful to note that even when a conversation is muted, you still have the option to view its comments.
  • Delete a Kona Conversation
    If you started a conversation on the Collaboration tab in the Opportunities or Projects hub, you can delete the conversation from the Conversations grid.
  • View Notifications for Unread Kona Conversations
    A collaboration notification displays to alert you when there are unread Kona conversations.
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