Edit an Allocation

How to Edit an Allocation in Resource Center

1. Navigate to a Resourcing area in Kantata OX:
   • 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 edit an allocation 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 project or resource row, locate the allocation you want to edit and click on it.
   
4. When the Edit Allocation modal appears, you can edit the starting and ending dates, update the allocation by percentage (or hours), designate whether or not the allocation is Soft or Hard, and modify any existing Notes.
   
5. Click Save to apply your changes.

How to Change an Allocation to Soft or Hard

In the Resource Center, hard allocations are shown as solid colors, while soft allocations are shown as striped. Hard allocations are only available for named resources.
Note: Please see our Allocations article for more information about the differences between soft and hard allocations.

1. Navigate to a Resourcing area in Kantata OX:
   • 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 update allocations 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, locate the allocation you want to change and click it.
   
4. When the Edit Allocation modal appears, use the Soft or Hard buttons to indicate the Allocation Type.
   
   Note: The Allocation Type can only be set for named resources.
   
   
5. Click Save to apply your changes.