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Find Recommendations for a Single Resource

By Sarah Bridges | Updated

 

Overview

When Resource Recommendations are enabled, you can replace an unnamed resource with a named resource based on the recommended resources that display in the Resource side panel. Resources are recommended based on skills, role match, custom fields, availability, and other criteria. If you'd like to update multiple unnamed resources—with a specific role or all roles assigned to a project—at once, you can use Team Builder instead.

Note: If you do not have Resource Recommendations enabled, you can Change an Unnamed Resource to a Team Member using the Add Member icon in the Resource Center.

How to Find Recommendations for a Resource

  1. Navigate to a Resourcing area in Kantata:

    • Projects > select a project > Resourcing
    • Resourcing > Resource Center > Team Members
    • Resourcing > Resource Center > Projects

  2. To display unnamed resources, select Unnamed in the toolbar.

    Select_Unnamed_in_Resource_Selector.png

  3. Expand the Role and locate the unnamed resource for the Project you want.
    Expand role to see unnamed resources.png
  4. Select the unnamed resource to open the Resource side panel.
  5. In the Skills and Custom Fields sections, enter any missing requirements that are essential for the role.
    Note: Adding information in the Skills and Custom Fields sections of the Resource side panel can change who is recommended, as well as the order of recommendations. If custom fields are required for staffing, you won’t be able to select a Team Member until this information is filled out.
    Skills and Custom Fields sections.png
  6. In the Details section, select the Team Member. When you select the box, the drop-down menu shows recommendations in order of best suited based on your weighted criteria. Hovering over a recommendation shows you more information.
    Note: If Resource Requests are enabled and you are not designated as a Resource Request Approver, the Details section is hidden and you must submit a resource request to fill the role.
    Select Team Member in Drop-down.png
  7. Once you've selected the name of the member you want, click OK to confirm that all task assignments, scheduled hours, and allocations should be moved to the named resource you selected.
    master-planning-resource-selection-are-you-sure-message.png

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By Sarah Bridges
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