Edit a Resource

Overview

From the Resource Center or a project's Resourcing tab, you can change:

• The role of a team member assigned to a particular project
• The team member who is assigned to that role
• The resource label for unnamed resources

How to Edit Named Resources (Team Member or Role)

1. Navigate to a Resourcing area in Kantata:
   • Projects > select a project > Resourcing
   • Resourcing > Resource Center > Team Members
   • Resourcing > Resource Center > Projects
2. From the respective Resourcing page, locate the project or resource you want to make edits for, then expand the top-level row.
   
   Note: Depending on where you are in Kantata, the order of these rows may vary. For example, the resource row is the top-level row in the Team Members tab.
   
3. In the expanded resource or project row, click the More (“   ”) icon and select Edit Resource.
   
4. When the Edit Resource modal appears, clear the current Team Member or Role by clicking the Remove (“   ”) icon to the right of their name.
5. If Rate Cards are not in use, start typing the new member name or role in the Team Member or Role field; a drop-down will appear below the field, populated with a list of available options for you to select from.
   Note: Regardless what role the team member is currently assigned for this project, you can find their default Account Role just below the Role field.
   
6. If Rate Cards are activated for your account, the Role drop-down may be limited to roles that are available on the Rate Card.
   
   Note: An Account Administrator can update your account settings to allow you to add any account role to a project.
7. Click Save to apply your changes.

How to Edit Unnamed Resources (Resource Label or Role)

1. Navigate to a Resourcing area in Kantata:
   • Projects > select a project > Resourcing
   • Resourcing > Resource Center > Team Members
   • Resourcing > Resource Center > Projects
2. From the respective Resourcing page, locate the project or resource you want to make changes for, then expand the top-level row.
   Note: Depending on where you are in Kantata, the order of these rows may vary. For example, the resource row is the top-level row in the Team Members tab.
   
3. In the expanded resource or project row, click the More (“   ”) icon and select Edit Resource.
   
4. To change the Resource Label when the Edit Resource modal appears, delete the current label and start typing the new label.
   Note: A resource label is short, descriptive text used to identify unnamed resources in a project. Although the label is automatically populated with an incremented Account Role name, you can change it at any time.
5. To change the current Role, first click the Remove (“   ”) icon to the right of the name.
6. Next, start typing the new role; as you type, a drop-down will appear below the field, populated with a list of available options for you to select from.
   
   Note: Remember that if Rate Cards are activated for your account, you may only see Roles associated with the Rate Card on the project. An Account Administrator can update your account settings to allow you to add any account role to a project.
7. Click Save to apply your changes.