Resource Center: Saved Views

Overview

Resource managers—or other high-frequency users in large organizations—spend a significant portion of their day in the Resource Center. These users often filter the Resource Center down to a particular set of people or projects to get the information they need.

With Saved Views, you can create your own custom views based on frequently-used filters. This allows you to quickly switch between sets of people or projects without having to manually reapply the same filters each time you visit the Resource Center.

Views created on the Team Members tab are unique from those created on the Projects tab. The view that is currently active on each tab will be remembered as you move back and forth between them. However, if you log out of Kantata or leave and return to the Resource Center page, the view that is your "default" will be loaded.

You can save up to 200 views in each tab. After saving one or more views, you can access them from the Views drop-down menu at the top left of the Resource Center page. Saved views are member specific and cannot be shared with other members; each user must create their own views.

How to Save a View

Create and save filters by role, availability, users who reports to a specific manager, custom fields, and more.

1. Hover over Resourcing in the left navigation and select Resource Center.
2. Choose whether to save a view in the Team Members or Projects tab.
   
3. Set the Resource Center filters to the values that you want to save as a view. Unselected filters will remain at their default values.
4. On the left side of the toolbar, select Save View As from the Views drop-down menu.
   
5. In the Save New View modal that appears, provide a name for the view.
   
6. Click Save. Your combination of selected filters is now saved as a view.

How to Select a View

Use the Views drop-down to access previously saved views. Each tab in the Resource Center has its own unique set of views.

1. Hover over Resourcing in the left navigation and select Resource Center.
2. Select either the Team Members or Projects tab where the view is saved.
   
3. On the left side of the toolbar, click the Views drop-down menu and select the desired view from the Your Views section of the menu. The Resource Center page is now filtered according to the selected view.
   
   
   Note: The view that is currently active always displays at the top of the Your Views section with a checkmark (“   ”) to the left of the view name; all others views are displayed in alphanumeric order.

How to Rename a View

Change the name of a saved view from the Views drop-down menu.

1. Hover over Resourcing in the left navigation and select Resource Center.
2. Choose whether to rename a view on the Team Members or Projects tab.
   
3. On the left side of the toolbar, click the Views drop-down menu and locate the view you want to rename.
4. Click the More (“   ”) icon to the right of the view name, then select Rename View.
   
5. In the Rename View modal that appears, enter the new name for the view.
   
6. Click Save. The view is now renamed.

How to Delete a View

Delete a view from the Views drop-down menu.

1. Hover over Resourcing in the left navigation and select Resource Center.
2. Choose whether to delete a view from the Team Members or Projects tab.
   
3. On the left side of the toolbar, click the Views drop-down menu and locate the view you want to delete.
4. Click the More (“   ”) icon to the right of the view name, then select Delete View.
   
5. In the Delete View modal that appears, click OK to confirm that you want to delete the view. If you continue, you will not be able to access the view from the Resource Center again.
   
   
   Note: If you delete the current view, the Resource Center page will refresh and the Resource Center filters return to the account default settings.

How to Update or Edit a View

Change the filters for a saved view.

1. Hover over Resourcing in the left navigation and select Resource Center.
2. Choose whether to update filters for a saved view on the Team Members or Projects tab.
   
3. Make changes to the Resource Center filters as needed. A blue dot (“   ”) appears to the right of the saved view name to indicate that unsaved changes have been made.
   
4. On the left side of the toolbar, click the Views drop-down menu and select Save Changes to Current View. The blue dot disappears and updates to the view are saved.

How to Set a View as Default

Select a saved view as the default view to load the first time you access the Resource Center. Each tab has only one default view. Setting a new default replaces the previous one. Deleting the default view resets the Resource Center filters to the account default settings.

1. Hover over Resourcing in the left navigation and select Resource Center.
2. Choose whether to you'd like to set a default view for the Team Members or Projects tab.
   
3. On the left side of the toolbar, click the Views drop-down menu and locate the view you want to make the default.
4. Click the More (“   ”) icon to the right of the view name and select Set as Default. The Default tag now appears to the right of the view name, and when you log out of Kantata or leave and return to the Resource Center page, the view you selected as default is loaded.