Collaborate Using Kona

Kona from Deltek is integrated with Deltek Resource Planning to support collaboration among those working on an opportunity. Kona is a private and secure collection of work spaces that members of the team associated with an opportunity can use to communicate, share documents, assign and manage tasks, and schedule events.

The Deltek Resource Planning collaboration features are only available if your firm has a Kona Business license and implements the integration of Deltek Resource Planning and Kona Business.

If your firm has not activated the CRM module, you cannot implement the integration with Kona Business.

Related topics:

  • Connect to Kona Business
    If your firm has implemented integration of Deltek Resource Planning with Kona Business, use the My Settings dialog box to connect to Kona Business from Deltek Resource Planning.
  • Create a Kona Space for a New Opportunity
    When you add a new opportunity, you have the option to have Deltek Resource Planning create a Kona space for the opportunity to support collaboration among those working on the opportunity.
  • Associate an Opportunity with a Kona Space
    For an opportunity not currently associated with a Kona space, you can use options on the Collaboration tab of the Opportunities area to associate it with an existing Kona space or create a new space for it. For an opportunity that is currently associated with a space, you can associate it with a different space.
  • Disassociate an Opportunity from a Kona Space
    If an opportunity is currently associated with a Kona space and you want to remove that association, you can do that on the Collaboration tab of the Opportunities area. The space will still exist in Kona but will no longer be linked to the opportunity.
  • Add a Kona Conversation, Task, or Event for an Opportunity
    Use the Collaboration tab in the Opportunities area to create a new conversation, task, or event in Kona for the selected opportunity.
  • View a Conversation, Task, Event, or File for an Opportunity
    Use the Kona panel on the Collaboration tab in the Opportunities area to view conversations, tasks, events, and files in Kona for the selected opportunity.
  • Attach a File to a Kona Conversation, Task, or Event for an Opportunity
    Use the Collaboration tab in the Opportunities area to attach a file to a conversation, task, or event in Kona for the selected opportunity.
  • Go to Kona
    From Deltek Resource Planning, you can display the Kona Web site.
Parent Topic: How to...