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 Projects tab extends this visibility even further, giving you the flexibility to:
- Expose data that was previously unavailable—like Future Scheduled Hours, Future Allocated Hours, EAC, or resource 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 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 Projects tab are immediately available in the new Projects tab. Any changes that you make to your Saved Views in the legacy Projects tab will override the changes you have made in the new Projects tab.
To access this new functionality, select Resourcing in the left navigation to open the Resource Center, then select the new Projects tab.
Benefits of Configurable Columns in Resourcing Views
When you take advantage of the functionality available in the new Projects 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, 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 Resource, Project, and Task rows.
- Add icon—Located in the Resource rows, this icon allows you to add named and unnamed resources to projects.
-
Side Panel
icon—When located in the Resource 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 Project, Resource, 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.
Project Rows
The top-level row contains information about projects the team member is participating in.
The following columns are available for the Project row:
| Column | Description | Resize | Hide | Sort |
|---|---|---|---|---|
| Project | The name of the project. | ✔ | ❌ | ✔ |
| Resources |
The number of resources on the project, including a breakdown
of unnamed and unnamed resources if you hover over the number
with your cursor. Note: If Resource Recommendations is activated, the Team Builder icon appears, displaying the number of unnamed resources on the project. |
✔ | ✔ | ✔ |
| Status | The project’s current status. | ✔ | ✔ | ✔ |
| Budget | The budget set on the project. If a budget has not been set yet, "TBD" appears. | ✔ | ✔ | ✔ |
| EAC | The current Estimate at Completion (EAC) for the project. | ✔ | ✔ | ❌ |
| Provider Lead | The Team Lead on the Provider side of the project. | ✔ | ✔ | ✔ |
| Start Date | The start date of the project. | ✔ | ✔ | ✔ |
| Due Date | The due date of the project. | ✔ | ✔ | ✔ |
Resource Rows
The second-level row contains information about named and unnamed resources within projects. Depending on what type of resource appears in these rows, you will see different data in the columns.
The following columns are available for the Resource row:
| Column | Description | Resize | Hide | Sort |
|---|---|---|---|---|
| Resource | The named or unnamed resource on the project. | ✔ | ❌ | ✔ |
| Resource Label | The resource label of the named or unnamed resource’s project role. | ✔ | ✔ | ✔ |
| 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 activated 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 Task 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 resource 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.
Resource custom field sets are currently available to add. Visible on the second-level row (Project), resource custom fields are user custom fields that have been marked as Available to Resources in account settings. These fields 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
6 comments
This new article outlines how to configure columns in Resource Center.
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 Projects 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.
This article has been updated to include information on the general release of the new Resource Center tabs.
Please sign in to leave a comment.