The new Resourcing tab is now available via Early Access, giving users like you the opportunity to adopt new features early and manage change for your organization. To replace the current page with the new experience before the automatic activation on October 17, have an Account Administrator enable the feature via the Early Access page.
Once enabled, the new Resourcing tab is available in financial projects for any provider-side project member that has permissions to schedule hours. This new tab looks and feels just like the Resource Center—with the focus being only on the project you are managing resources for. When the new tab is enabled on the Early Access page, it replaces the existing Resourcing tab.
Similar to the Resource Center, the Resourcing tab gives you a comprehensive overview of the project’s resources, timeline, planned and projected budget, and team member information—including roles and hours information.
Differences between Legacy Resourcing and New Resourcing
In addition to the updated look and a more consistent scheduling experience, the new Resourcing page gives you access to new tools and features that were previously unavailable from the project workspace. Once enabled, the new experience replaces the legacy experience.
All brand-new to the Resourcing tab, the new experience allows you to:
- Display more than 6 weeks of assignments—with the ability to view hours at the day, week, or month level
- See and manage project allocations
- Drag and drop to add scheduled hours and allocations
- Manage staffing needs via Team Builder or Resource Requests—if these features are enabled in Resource Management Settings
- Add named and unnamed resources to the project
- Manage bulk actions for scheduled hours—such as Distribute, Reassign, or Clear
- Manage bulk actions for allocations—such as Create Allocations from Scheduled Hours, Shift, Reassign, or Clear
- Determine availability and work capacity based on scheduled hours assignments from all projects
The following additional enhancements will be available with the next monthly release on October 17:
- Use the Filters modal for specific team members and task filters
- Edit estimated hours in the task row
- Assign and unassign resources to tasks
If you would like to know more about additional upcoming features or give us feedback, please reach out to Customer Success.
Frequently Asked Questions
Q. When will the legacy Resourcing page be replaced by the new experience?
A. We will exit the Early Access period on October 17, 2023. You can activate the page now to manage change for your organization and adopt the new page before it is automatically replaced. When the new Resourcing page is enabled in the Early Access page, it immediately replaces the legacy Resourcing page.
Q. Why are we replacing the legacy Resourcing page?
A. Through various feedback channels we have received a high number of feature requests over the last few years related to the legacy Resourcing page. With the release of scheduling in the Resource Center, we wanted to ensure that the resource scheduling experience is consistent throughout Kantata OX—whether you are scheduling in the project workspace or in the Resource Center.
Q. Will using the new tab affect my account integrations or Insights reports?
A. No, the Resourcing tab will not affect your software integrations or Insights reporting.
Q. Will my account and project permissions work the same way when I use the new Resourcing tab?
A. Yes. Your account and project permission levels will remain the same when you use the new Resourcing tab. However, to view information on the new Resourcing page, you must have View access via the Resource Management Access Group set.
Q. Will I still be able to schedule in the Task Details side panel?
A. Yes. We plan to keep the Scheduling section available in the Task Details side panel for the foreseeable future.
Q. When should I use scheduled hours vs. allocated hours? Should I use both?
A. Use scheduled hours to indicate how much time a person or resource should spend working on a task. Use allocated hours to indicate how much time a person or resource should spend working on a project. Many Kantata OX customers use both types of hours for resource planning and project delivery purposes.
If you would like to know more or have any other questions, reach out to your Customer Success contact.