Managing Task Assignments in Resourcing

Overview

While you can assign and unassign tasks in many project areas of Kantata OX, you can also manage task assignments in the Resource Center, as well as a project’s Resourcing tab.

If you have Project Permissions to edit tasks, you can:

• Assign resources to tasks
• Unassign resources from tasks
• Reassign hours on tasks for resources

Removing task assignments will also remove any related hours on the task, while reassigning hours will move all hours—or only a portion of a resource’s hours—to another resource while keeping the task assignment intact.

For more information on reassigning hours, see Managing Scheduled Hours.

How to Assign a Resource to a Task

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 assign a task to, 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 (“   ”) menu and select Assign to Task.
   
4. In the drop-down that appears, start typing a task name to narrow your options, then select the task you want to assign the resource to.
   

How to Unassign a Resource from Task

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, expand the project and resource rows to reveal the task rows.
   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 task row, click the More (“   ”) menu, then select Unassign from Task.
   
4. In the Unassign from Task modal, click Unassign to confirm that you want to remove the task assignment. The task assignment and all related hours on the task will be removed and the task row will disappear.
   

How to Unassign a Resource from All Tasks

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 assign a task to, 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 (“   ”) menu and select Unassign from All Tasks.
   
4. In the Unassign from All Tasks modal, click Unassign to confirm that you want to remove all of the resource’s task assignments. The task assignment and all related hours on the task will be removed and the task row will disappear.