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Resource Center

  • Resource Center Overview

      Overview The Resource Center streamlines resource management with a single, easy-to-use, visual interface. Unbound visibility into your resourc...

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  • Configure Columns in Resource Center [Early Access]

    EARLY ACCESS! The ability to configure columns in the Resource Center is now available in Early Access, giving users like you the opportunity to a...

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  • Managing Task Assignments in Resourcing

    Overview While you can assign and unassign tasks in many project areas of Kantata OX, you can also manage task assignments in the Resource Center, ...

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  • Resourcing Lists Overview

      Overview Resourcing pages are divided into two main sections: The list on the left The timeline on the right The list section contains project...

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  • Resource Center Filters

     Access Groups: Resource ManagementDefault Account Permissions: Account Administrator Overview The filters in the Resource Center allow you to see...

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  • Resource Center: Saved Views

      INFO Saved Views do not currently include the following Resource Center page settings: Calendar controls Display preferences When the early a...

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  • Resourcing Display Preferences

      Overview Using the Display Preferences in the Resource Center and a project's Resourcing tab, you can control the type of resource planning info...

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  • Managing Scheduled Hours in Resourcing

        Overview You can manage scheduled hours from the following Resourcing areas: Resource Center—A central location where you can easily m...

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  • Allocations in Resourcing

      Overview Resourcing areas are divided into two main sections: a Team Members or Projects list on the left side and an interactive timeline on th...

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  • Show and Hide Resources in Resourcing Areas

      Overview Team members may belong to projects without being allocated or scheduled—either because they have yet to be assigned, are not working d...

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  • Edit a Resource

      Overview From the Resource Center or a project's Resourcing tab, you can change: The role of a team member assigned to a particular project The...

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  • Create Allocations from Scheduled Hours

      Overview You can use scheduled hours that have already been created for a resource to quickly create allocations. These allocations are created...

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  • Change a Resource’s Allocations to Soft or Hard

     Access Groups: Resource ManagementDefault Account Permissions: Account Administrator Overview In the Resource Center and a project's Resourcing t...

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  • Clear a Resource's Allocations on a Project

      Overview Instead of just deleting one allocation at a time for a resource, you can delete all of their allocations on a project at once. You can...

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  • Staff Projects with Team Builder

     Access Groups: Resource ManagementDefault Account Permissions: Account Administrator Overview When you use unnamed resources and Resource ...

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  • Find Recommendations for a Single Resource

      Overview When Resource Recommendations are enabled, you can replace an unnamed resource with a named resource based on the recommended resource...

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  • Add a Resource to a Project during Resourcing

      Overview Depending on your Access Group settings and Project Permissions, you can add people to your projects from various places in the applica...

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  • Duplicate a Resource

     Access Groups: Resource Management Overview When you need to quickly create unnamed resources for a project, you can copy an existing unnamed res...

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  • Change a Resource to Named or Unnamed

      NOTE If Resource Requests are enabled in the Resource Management settings, you cannot use the Add Member (“   ”) icon to allocate team members ...

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  • Roles in Team Member View

      Overview In the Team Members tab of the Resource Center, the Team Member list contains rows of unnamed resources and team members. Each resource...

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  • Add an Allocation to a Resource

      NOTE The Resource Center automatically accounts for individual time off, scheduled weekends, and company holidays assigned via Settings > Sche...

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  • Edit an Allocation

      How to Edit an Allocation in Resource Center Navigate to a Resourcing area in Kantata OX: Projects > select a project > Resourcing Resourci...

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  • Shift Allocations

      Overview If you have an upcoming project that needs to be pushed back a few weeks due to unforeseen circumstances, Kantata makes it simple to in...

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  • Reassign Allocations

      Overview Reassigning allocations allows you to quickly adapt as resource assignments and project needs shift. You can reassign allocations from ...

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  • Delete an Allocation

      Overview You can delete allocations individually as needed. For information on clearing all of a resource's allocations on a project or only all...

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  • Delete a Resource

      WARNING When you remove a team member or unnamed resource from a project, you also remove any related task assignments, scheduled hours, alloca...

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  • Resource Side Panel Overview

        Project Permissions: Project Administrator, View Financials, Edit Financials, Schedule Hours for Others NOTE In order to submit or reject re...

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  • Submit a Resource Request

      Default Account Permissions: Account Administrator Overview Resource Requests provide you with a way to make requests when you have staffing dema...

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  • Approve or Reject a Resource Request

      Default Account Permissions: Account Administrator Overview Resource Requests—which can be enabled in your Resource Management Settings—give orga...

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