Resources

User guide

How to use Kriyastream, your AI Assistant PM, core actions, and team configuration. Jump to a section below or scroll the full guide.

1

Onboarding

Kriyastream helps hybrid teams plan projects with AI assistance. After you sign in, you land in your workspace with the sidebar for projects and admin areas, and for natural-language help across planning, estimation, and delivery.

Use the project list to open a project, switch views (list, Gantt, summary), and collaborate. Team leads configure capabilities, roles, locations, rate cards, and members so estimates and assignments stay aligned with how your organization works.

Kriyastream project list view with sidebar and project table
Projects hub—open a project or start from templates.
2

Ask Kriya

Open from the header to chat with your AI project assistant. Describe what you need in plain language; Kriya can reason over your workspace context where available.

Typical requests include:

  • Create a new project work breakdown
  • Analyze an existing project
  • Run a project risk analysis
  • Create or refine a work breakdown structure
  • Prepare effort estimates
  • Suggest or explain task assignment
  • Optimization recommendations for scope, schedule, cost, and effort
  • Manage capabilities, roles, and skills
  • Manage rates in the rate card
  • Analyze team member roles and assignment fit
  • …and much more—iterate in chat until the plan matches your intent
Ask Kriya chat interface in Kriyastream
Ask Kriya—natural language for planning and analysis.
3

Actions available in the app

Beyond chat, you can drive work directly in the product UI:

  • Create a new project
  • Clone an existing project
  • Clone from project templates
  • Creating and editing the work breakdown
  • Adding and refining estimates
  • Assigning tasks to people or roles
Project templates directory in Kriyastream
Start faster by cloning from curated project templates.
4

Project views

Within a project, switch views to match how you work: structured lists, timeline (Gantt), and summary rollups for dates, effort, cost, and staffing.

Gantt timeline view for a Kriyastream project
Gantt view for schedule and dependencies.

Summary & rollups

Use the project summary to see planned vs actual metrics, task counts, phases, and staffing in one place—useful for reviews and executive snapshots.

Project summary overlay with metrics and staffing
Project summary for metrics, cost, and staffing overview.
5

Team configuration

Administration settings define how Kriyastream estimates work and how people are represented. Configure these before or alongside your first projects so rates and roles stay consistent.

Capabilities, roles, and skills

Define what your organization can do and how roles map to skills. This foundation powers staffing suggestions, estimates, and assignment checks.

Admin capabilities list in Kriyastream
Capabilities define skills and proficiency tracks.

Roles

Maintain the role catalog used across job profiles, rate cards, and assignments.

Roles list in Kriyastream admin
Roles used across profiles and planning.

Capabilities in context

Capabilities can also be browsed where they surface in product workflows for alignment with delivery.

Capabilities list view in Kriyastream
Capabilities as shown in product context.

Locations

Add and edit locations for regional rates, staffing, or reporting where geography matters.

Add or edit location in Kriyastream admin
Locations for regional planning and rates.

Rate cards and rates

Rate cards group bill or cost rates by role, location, or currency. Add individual rates and tie them to estimation and budget rollups.

Rate cards in Kriyastream admin
Rate cards organize rates for estimation.

Adding a rate

Create or adjust rate line items so estimates reflect your current commercial model.

Add rate form in Kriyastream
Define rate amounts and applicability.

Member profile

Invite users, manage job profiles, and align members with roles, skills, and locations so assignment and utilization views stay accurate.

  • Invite teammates from admin
  • Configure job profiles and role fit
  • Review the members directory for your workspace
Members list in Kriyastream
Members directory for your workspace.

Job profiles

Job profiles connect people to roles, rates, and capability expectations used in planning.

Add job profile in Kriyastream admin
Job profiles link people to roles and rates.

Inviting users

Send invitations so new members can join the workspace with the right access.

Invite user flow in Kriyastream admin
Invite teammates to the workspace.

Usage and billing

Monitor consumption and billing for your workspace from the usage and billing area (availability varies by plan). Use it to track seats, usage limits, and invoices.

Settings

Workspace and project settings control defaults, integrations, and governance. Review settings when onboarding a new team or changing how projects are published and shared.