Kadratis™ User Manual

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

Getting Started

Kadratis 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.

First steps

Ten minutes per path, with the Fromage & Co example or with your own data:

• IT budget: explore with the example, start with my own data
• IT landscape map: explore with the example, start with my own data
• Projects and requests: explore with the example, start with my own data

Fast Track Guides

• Getting Started: Your First 10 Minutes in Kadratis: 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 and the budget management section (click the Kadratis 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

Applications

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

Infrastructure

• Assets: Manage infrastructure inventory (servers, VMs, containers, cloud instances)
• Connections: Track network and system connections
• Connection Map: Visualize connection topology
• Administration zones: See who administers what: zones, control points, domains and domain controllers

Reference data

• Locations: Track datacenters and cloud regions
• Technologies: Track the products your applications run on, their versions and their end of support

Operations

• Incidents: Record incidents and what they affect
• End of support: See what reaches its end of support and what it touches
• Vulnerabilities: Review the published vulnerabilities of the technologies in use

Settings

• IT Landscape Settings: Configure dropdown values and catalogs
• Netbox synchronisation: Keep your assets in step with your Netbox inventory, from the Netbox tab of the settings

Knowledge

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

Budget Management

• Budget lines: Plan and track OPEX and CAPEX lines, their budgets and allocations
• 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

Kad

• Kad: Ask questions in plain language across your Kadratis 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
• Data access: Limit a person to the budget and contracts of some companies or cost centers
• Record history: Who changed a record, what and when, from its History tab
• Branding: Customize your tenant logo and light/dark primary colors
• Sample data: Explore Kadratis with a fictional company, then erase it and start clean
• Audit Log: Review data changes, sign-ins and exports with filters, detail view and CSV or Excel export
• AI models: Register the AI models your organization uses, with their prices, and set the default
• Kad Settings: Choose the model Kad 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

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 kadratis.com for more information.