EARLY ACCESS!
The ability to configure columns in the Resource Center is now available in Early Access, giving users like you the opportunity to adopt new features early and manage change for your organization before the feature generally releases on October 14, 2025. To get started, have an Account Administrator activate the feature from the Early Access page.
The new tab will be available alongside the legacy Team Members tab during the early access period, allowing you to switch between the two tabs as you become more familiar.
For information on the early access Projects tab, see Configure Columns in Resource Center: Projects Tab [Early Access].
Overview
The Resource Center offers a single, easy-to-use visual interface where you can manage allocations, scheduled hours, resource scheduling adjustments, Resource Requests, and more—all in one place. The new Configure Columns feature in the early access Team Members tab extends this visibility even further, giving you the flexibility to:
- Expose data that was previously unavailable—like Future Scheduled Hours, Future Allocated Hours, Request Status, or custom field columns
- Hide the information you don't need
- Resize each column individually or resize the entire column list
- Sort by specific columns
- Easily digest timeline information with small visual updates
All of the above can be leveraged in Saved Views to help you quickly complete common staffing processes. For example, you can curate Saved Views that allow you to more easily:
- Visualize workload capacity
- Manage utilization for your team
- Use the Resource Center as a bench report
- Submit Resource Requests
- Staff projects or approve outstanding Resource Requests
- Look at projects in a pipeline view
You can even leverage user and resource custom fields when building these views to help you get the information you need for these processes that may be more unique to your business practices.
IMPORTANT
All Saved Views that are currently available in the legacy Team Members tab will be immediately available in the early access Team Members tab. Any changes that you make to your Saved Views in the legacy Team Members tab will override the changes you have made in the early access Team Members tab.
To access this new functionality, select Resourcing in the left navigation to open the Resource Center. You are automatically directed to the new tab, with the legacy tab still accessible for a short time.
Benefits of Configurable Columns in Resourcing Views
When you take advantage of the functionality available in the early access Team Members tab, you can:
- Make informed resourcing decisions with all the data in one centralized location
- Save time and reduce context switching without having to switch back and forth between different tabs and tools to find the information you need
- More efficiently expose where data is missing or incomplete
- See the impact of resourcing decisions in real-time with more relevant data visibility and timely updates
- Collaborate more effectively with your team by viewing the same data to make resourcing decisions
- Customize your resourcing experience with Saved Views, additional columns, user and resource custom fields available as columns, additional filters, and the ability to adjust not only how wide the list side of the Resource Center is but also individual column width and sorting.
As more columns become available to save in your views, you’ll be able to integrate more of your processes into the Resource Center—from utilizing bench reports to managing resources for pipeline projects to reducing staffing time with Resource Requests.
Available Columns
While the Resource Center will have a new look and feel, you’ll still have access to all the same information, as well as additional information. By default, these columns will all appear in the same order you see them in now. The main difference is that you now have the power to hide unnecessary information and rearrange columns in the order that makes sense for your team and your processes.
You can also sort your resources based on the different data points that are important for your current process—such as sorting by Request Status to quickly see which requests have been rejected for unnamed resources or sorting by Scheduled Hours to start entering hours for unscheduled resources.
On the right side of the columns, you’ll notice a dedicated column that contains the following:
- Configure Columns icon—Located at the top of the column, this button launches the Configure Columns modal, which allows you to adjust which columns appear in the list for the Team Members, Projects, and Tasks rows.
- Add icon—Located in the Team Members rows, this icon allows you to add named and unnamed resources to projects.
-
Side Panel icon—When located in the Team Members row, this icon opens the User side panel. When located in the Projects row, this icon opens the Resource side panel.
Note: You can also access the Project side panel by clicking the name of projects that you have permission to access.
- More menu—Located in the Projects and Tasks rows, these menus allow you to perform actions at the project and task levels.
You’ll notice that different information is available in the different row levels. See each section for information on each default column that appears in the Team Member, Project, and Task rows, as well as information on custom field columns. For information on how to hide, show, and rearrange columns, see Configuring Columns in Resource Center.
Team Member Rows
The top-level row contains information about team members. Depending on what type of resource appears in the Team Members rows, you will see different data in the columns.
The following columns are available for the Team Members row:
| Column | Description | Resize | Hide | Sort |
|---|---|---|---|---|
| Team Member |
Depending on if this is a named or unnamed resource, this column includes one of the following:
|
✔ | ❌ | ✔ |
| Role |
The member’s account role. Note: Data is only visible in this column when viewing a named resource. |
✔ | ✔ | ✔ |
| Skills |
The number of skills assigned to the member. You can click on this number to view their skills and proficiency levels. Note: Data is only visible in this column when viewing a named resource. |
✔ | ✔ | ✔ |
Project Rows
The second-level row contains information about projects the team member is participating in.
The following columns are available for the Projects row:
| Column | Description | Resize | Hide | Sort |
|---|---|---|---|---|
| Project |
The project a member is participating in. |
✔ | ❌ | ✔ |
| Resource Label | The resource label of the named or unnamed resource’s project role. | ✔ | ✔ | ✔ |
| Project Status | The status set on the project. | ✔ | ✔ | ✔ |
| Allocated Hours | The resource’s total allocated hours on the project. | ✔ | ✔ | ✔ |
| Estimated Hours | The resource’s total resource estimated hours on the project. | ✔ | ✔ | ✔ |
| Scheduled Hours | The resource’s total scheduled hours on the project, based on their scheduled hours assignments on their tasks. | ✔ | ✔ | ✔ |
| Actual Hours | The resource’s total actual hours on the project, based on their time entries. | ✔ | ✔ | ✔ |
| Future Allocated Hours | The resource’s allocated hours that are planned for future dates. | ✔ | ✔ | ✔ |
| Future Scheduled Hours | The resource’s scheduled hours that are planned for future dates. | ✔ | ✔ | ✔ |
| Request Status | If Resource Requests are enabled for your account, this is the status of a Resource Request (Submitted, Canceled, Rejected, or Approved). | ✔ | ✔ | ✔ |
| Resource ID | The unique ID of a resource. | ✔ | ✔ | ✔ |
| Previous Resource ID | The unique ID of the resource that another resource was created from. A resource ID only appears when you have duplicated a resource from another resource. | ✔ | ✔ | ✔ |
Task Rows
The third-level row contains information about tasks the team member is assigned to within a project.
The following columns are available for the Tasks row:
| Column | Description | Resize | Hide | Sort |
|---|---|---|---|---|
| Task |
The title of the resource’s assigned task. |
✔ | ❌ | ✔ |
| Task Status |
The status of the resource’s assigned task. |
✔ | ✔ | ✔ |
| Task Type |
The task type—Task, Deliverable, Milestone, or Issue—of the resource’s assigned task. |
✔ | ✔ | ✔ |
| Estimated Hours |
The resource estimated hours assigned to the resource on the task. |
✔ | ✔ | ✔ |
| Scheduled Hours |
The scheduled hours assigned to the resource on the task. |
✔ | ✔ | ✔ |
| Actual Hours |
The resource’s actual hours on the task, based on their time entries. |
✔ | ✔ | ✔ |
| Future Scheduled. Hours | The resource’s scheduled hours on this task that are planned for future dates. | ✔ | ✔ | ✔ |
| Start Date | The start date set on the task. | ✔ | ✔ | ✔ |
| Due Date | The due date set on the task. | ✔ | ✔ | ✔ |
Custom Field Columns
To give you more visibility into your named and unnamed resource data, you can add custom field columns to your Resource Center views. Using custom fields allows you to add any business-specific fields to your views that aid you in your staffing processes—all of which ultimately helps you ensure that you can view and maintain all of your resource data in one place.
Being able to quickly reference and update resource data can help you make more informed resourcing decisions, keep your teams aligned, and improve your project outcomes by identifying and updating data gaps or inaccuracies much earlier.
The following custom field sets are currently available to add:
- User custom fields—User custom fields will appear on the top-level row (Team Members) and show data for named resources based on the custom field data in the User side panel. These columns will be blank on the top-level row for unnamed resources, where only the role appears.
- Resource custom fields—Resource custom fields—which are user custom fields that have been marked as Available to Resources in account settings—will appear on the second-level row (Projects) and show data for both named and unnamed resources based on the custom field data in the Resource side panel.
Like the other columns available in the Resource Center, you can also sort and resize custom field columns. The only columns that cannot be sorted are multi-select Choice custom fields.
To quickly switch processes and see different custom fields, you can set up Saved Views in the Resource Center.
Comments
22 comments
This new article—which includes information on the early access feature Configure Columns in Resource Center—is now available.
This article has been updated to include more specific date information in the Upcoming Functionality section.
This article has been updated to include information on filters, Saved Views, and changes to the Timeline styling—all of which has just released. A new section "Differences between the Old Team Members Tab and the Early Access Team Members Tab" is also available, The Upcoming Functionality section has also been updated to address when the old tab will be removed from Resource Center.
This article has been updated to account for sort and column width now being available in Saved Views for the early access Team Members tab.
This article has been updated to add additional features and refine timelines in the Upcoming Functionality section.
This article has been updated to refine timelines in the Upcoming Functionality section.
This article has been updated to include information on custom field columns, the Remaining Hours filter, and usability improvements to the Configure Columns modal.
This article has been updated to refine information and timelines in the Upcoming Functionality section.
This article has been updated to include information on additional visual enhancements that released today.
This article has been updated to include information on the Task side panel now being available in the early access Team Members tab.
This article has been updated to include information on two new columns for the project rows: Resource ID and Previous Resource ID.
Dates in the Upcoming Functionality section of this article have been updated.
This article has been updated to include information on the Time Off and Holiday enhancements.
This article has been updated to reflect the changes of the early access Team Members tab being available by default.
This article has been updated to include information on the Out of Office filter.
This article has been updated to add features to the Upcoming Functionality section.
This article has been updated to include information on the newly released Show More option for project and task rows.
This article has been updated to include information related to the early access Projects tab.
This article has been updated to include information on the updated colors and column widths in the timeline.
This article has been updated to include information on additional Task columns for the early access Team Members tab in Resource Center
This article has been updated to include information on the ability to expand all rows.
This article has been updated to move information about differences between the legacy and new Resource Center tabs to https://knowledge.kantata.com/hc/en-us/articles/41748729344411-Moving-from-Legacy-Resource-Center-to-New-Resource-Center.
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