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 types of information for people and projects without having to manually reapply the same filters each time you visit the Resource Center.

You can complete the following actions for views:

• Save a view
• Select different views
• Rename, edit, or delete a view
• Set a different view as the default view

To learn how to complete these actions, see Saved Views Overview.

In the Resource Center, Saved Views are member specific and cannot be shared with other members, which means each user must create their own views. Views created for the Team Members tab are unique from those created for the Projects tab, and 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.

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.

Each tab has only one default view. Setting a new default replaces the previous one. Deleting the default view resets the filters to the account default settings, which is the view that loads the first time you access the Resource Center.

Saved Views in Early Access Team Members Tab

All Saved Views that are currently available in the old Team Members tab will be immediately available in the early access Team Members tab. In addition to saving filter selections and the columns that appear (including the order of columns), each individual view in the Resource Center now also includes:

• Individual column width sizes, as well as the width of the entire list side.
• Column sorting selections for resource, project, and task rows.