Integration of Project Management with Kona Business
Kona from Deltek can be integrated with the Project Management workspace to support collaboration among those working on a project. Kona is a private and secure collection of work spaces that those associated with a project can use to communicate, share documents, assign and manage tasks, and schedule events.
You can access Kona from the Collaboration tab in the Project Management workspace if your firm has a Kona Business license and implements the integration with Kona Business, and you are associated with that Kona Business account.
You can also use integration with Kona Business in the Business Development workspace to support collaboration among those associated with an opportunity.
When you use iAccess and Kona together, you can share credentials and information between them, including your login credentials so that you only have to log in one time for both applications. After your system administrator configures iAccess to integrate with Kona, you can enter your Kona login credentials on the iAccess My Settings dialog box. Contact your system administrator for details.
Implement Kona Integration
To implement Kona integration with iAccess, you obtain your Kona Business client ID and client secret and enter them in the Kona Account Key and Kona Account Secret fields on the Miscellaneous tab of the General System Settlings form in Vision (). See Set Up Integration with Kona Business for step-by-step instructions.
Note: To obtain your client ID and client secret, you must log on to Kona Business as an account administrator for the Kona Business account.
Use Kona Integration
To use the integration with Kona in the Project Management workspace, you must be associated with and have valid login credentials for the Kona Business account. (If you enter your Kona login credentials on the My Settings dialog box, you can access Kona spaces for projects on the Collaboration tab in the Project Management workspace without having to log in to Kona.)
In some cases, you may not have complete access to the integration features:
| To... | You must be... |
| Add a Kona space for a project | A member of the Kona Business account. Guests of the Kona Business account cannot create spaces. Also, your security role must have Full, Add/Modify, or Modify Only rights for the project. |
| Change the Kona space for a project | A member or guest of the Kona Business account, and a member of both the current space and the new space. Also, your security role must have Full, Add/Modify, or Modify Only rights for the project. |
| Participate in a project's space: create, contribute to, and view Kona conversations, create and view tasks and events, associate files with conversations, tasks, and events. | A member or guest of the Kona Business account, and a member of the space. |
Create a Kona Space for a Project
When you display information for a project in
iAccess and that project is not already associated with a Kona space, you can use the
Associate Kona Space option on the Collaboration tab to either associate the project with an existing Kona space of which you are a member or create a new Kona space for the project. If you create a new Kona space,
iAccess does the following:
- Creates a space for the project in Kona with the same name as the project
- Associates the space with the project so it automatically displays on the Collaboration tab in the Project Management workspace when you select that project in iAccess.