KANAP User Manual

Welcome to the KANAP user manual. This documentation covers all features available to users of the KANAP platform.

Getting Started

KANAP helps IT and finance teams manage their technology landscape, budgets, and operations. Use the navigation menu to explore the different modules.

If you want the shortest path to productivity, start with the Fast Track guides before diving into the full reference pages.

Fast Track Guides

• Getting Started: Your First 10 Minutes in KANAP - First-day onboarding, profile setup, dashboard, and core concepts
• Portfolio Fast Track: From Request to Delivery - Submit, analyze, score, convert, and deliver initiatives
• IT Ops Fast Track: From Application to Server - Document an app, its environments, and hosting assets
• Task Types Fast Track: Run, Build & Tasks - Understand the difference between incidents, problems, requests, projects, bugs, and tasks

Modules

Dashboard

• Dashboard - Personal overview with configurable tiles (click the KANAP logo)

Portfolio Management

• Tasks - Track action items and follow-ups
• Requests - Capture and evaluate incoming initiatives
• Projects - Manage approved projects end-to-end
• Planning - Build timeline scenarios and generate roadmap schedules
• Contributors - Track skills, teams, and capacity
• Reporting - Capacity and workload reporting
• Settings - Configure criteria, teams, and scoring

IT Landscape

Infrastructure

• Locations - Track datacenters and cloud regions
• Assets - Manage infrastructure inventory (servers, VMs, containers, cloud instances)
• Connections - Track network and system connections
• Connection Map - Visualize connection topology

Applications

• Applications - Document your application landscape
• Interfaces - Map data flows between applications
• Interface Map - Visualize interface relationships

Settings

• IT Landscape Settings - Configure dropdown values and catalogs

Knowledge

• Knowledge - Create, govern, relate, review, and export working documentation

Budget Management

• OPEX - Manage recurring IT costs and allocations
• CAPEX - Track capital expenditure projects
• Contracts - Manage vendor contracts and renewals
• Budget Administration - Budget settings, freeze, copy, and reset operations
• Currencies - Reporting and default currencies, FX rates
• Freeze master data and copy yearly metrics - Lock and roll forward company and department metrics
• Reports - Generate budget and chargeback reports
• Budget data model - Objects, identifiers and files of the budget, for a migration or a BI tool

Master Data

Organization

• Companies - Manage company entities
• Departments - Organize by department structure
• Cost centers - Say who owns each budget line

External Parties

• Suppliers - Manage vendor relationships
• Contacts - Track people and stakeholders

Finance

• Chart of Accounts - Configure financial accounts
• Working-day calendars - Working days of each month, from a country's public holidays or entered by hand, for lines priced per day
• Analytics dimensions - Set up reporting dimensions

Classification

• Business Processes - Document business process hierarchy

Plaid

• Plaid - Ask questions in plain language across your KANAP data

AI Agents

• Overview - Supervise the agents that watch your service desk
• Agent workspace - Monitor, tune, and configure a single agent
• Approvals - Review and approve proposed ticket replies and updates
• Activity - The audit timeline of everything agents did
• Shared context - Reusable background guidance for your agents

Administration

• Admin & Users - Manage users, roles, authentication, and audit logs
• Branding - Customize your tenant logo and light/dark primary colors
• Audit Log - Review tenant change history with filters and detail view
• AI models - Register the AI models your organization uses, with their prices, and set the default
• Plaid Settings - Choose the model Plaid uses, plus chat features, retention, and MCP keys
• Usage & costs - AI usage and real costs across chat and agents, by agent and by model
• Integrations - Connect GLPI for ticket import and for agents
• Scheduled Tasks - Review and manage recurring background jobs
• Budget management overview - OPEX and CAPEX snapshots, deadlines and quick actions

Deployment & Operations

• On-Premise Deployment - Installation, configuration, operations, SMTP/Resend email setup, and Microsoft Entra SSO for single-tenant deployments

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Need help? Contact your system administrator or visit kanap.net for more information.