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Resource Center

  • Resourcing Agent Overview

    The AI-powered Resourcing Agent surfaces risks, analyzes project and resource data, and completes complex resourcing tasks from simple explanations...

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  • Resource Center Overview

      Note: This article contains information on the new Resource Center tabs, which released to all accounts on October 14, 2025. To learn more about ...

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  • Configuring Columns in Resource Center

    Note: This article contains information on the new Resource Center tabs, which released to all accounts on October 14, 2025. To learn more about s...

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  • Configure Columns in Resource Center: Projects Tab

    Note: This article contains information on the new Resource Center tabs, which released to all accounts on October 14, 2025. To learn more about s...

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  • Configure Columns in Resource Center: Team Members Tab

    Note: This article contains information on the new Resource Center tabs, which released to all accounts on October 14, 2025. To learn more about s...

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  • Managing Task Assignments in Resourcing

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

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  • Resourcing Lists Overview

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

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  • Resource Center Filters

     Access Groups: Resource ManagementDefault Account Permissions: Account AdministratorOverviewThe filters in the Resource Center allow you to see on...

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  • Resource Center: Saved Views

      OverviewResource managers—or other high-frequency users in large organizations—spend a significant portion of their day in the Resource Ce...

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  • Resourcing Timeline

     OverviewThe colored bars in the timeline are visual representations of allocated and scheduled hours within the viewable date ranges. You may noti...

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  • Managing Scheduled Hours in Resourcing

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

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  • Managing Allocations in Resourcing

      OverviewThere are two types of hours that are used in Resourcing areas: allocated hours and scheduled hours. Allocated hours—also referred...

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  • Staff Projects with Team Builder

     Access Groups: Resource ManagementDefault Account Permissions: Account AdministratorOverviewWhen you use unnamed resources and Resource Recommenda...

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  • Find Recommendations for a Single Resource

     OverviewWhen Resource Recommendations are enabled, you can replace an unnamed resource with a named resource based on the recommended resources th...

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  • Managing Project Resources in Resourcing Areas

      OverviewThere are two types of resources in Kantata OX: Named Resource: A resource to which an individual, named team member has been ass...

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  • Roles in Team Member View

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

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  • Moving from Legacy Resource Center to New Resource Center

    NOTE This article contains information on the legacy Resource Center. For information on the new Resource Center, see ...

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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...

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