Resource Center – Kantata Knowledge Base

Resource Center Overview

NOTE This article contains information on legacy Resource Center tabs. On October, 14, 2025, the early access Resource Center tabs will general...

Resourcing Agent Overview

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

Configuring 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...

Configure Columns in Resource Center: Projects Tab [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...

Configure Columns in Resource Center: Team Members Tab [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...

Managing Task Assignments in Resourcing

NOTE This article contains information on legacy Resource Center tabs. On October, 14, 2025, the early access Resource Center tabs will generally ...

Resourcing Lists Overview

NOTE This article contains information on legacy Resource Center tabs. On October, 14, 2025, the early access Resource Center tabs will general...

Resource Center Filters

Access Groups: Resource ManagementDefault Account Permissions: Account Administrator NOTE This article contains information on legacy Resource C...

Resource Center: Saved Views

Note: This article has been updated to reflect the behavior of the early access Resource Center tabs, which allow you to set up unique saved vi...

Resourcing Display Preferences

NOTE This article contains information on legacy Resource Center tabs. On October, 14, 2025, the early access Resource Center tabs will general...

Managing Scheduled Hours in Resourcing

NOTE This article contains information on legacy Resource Center tabs. On October, 14, 2025, the early access Resource Center tabs will general...

Allocations in Resourcing

NOTE This article contains information on legacy Resource Center tabs. On October, 14, 2025, the early access Resource Center tabs will general...

Show and Hide Resources in Resourcing Areas

NOTE This article contains information on legacy Resource Center tabs. On October, 14, 2025, the early access Resource Center tabs will general...

Edit a Resource

NOTE This article contains information on legacy Resource Center tabs. On October, 14, 2025, the early access Resource Center tabs will general...

Create Allocations from Scheduled Hours

NOTE This article contains information on legacy Resource Center tabs. On October, 14, 2025, the early access Resource Center tabs will general...

Change a Resource’s Allocations to Soft or Hard

Access Groups: Resource ManagementDefault Account Permissions: Account Administrator NOTE This article contains information on legacy Resource C...

Clear a Resource's Allocations on a Project

NOTE This article contains information on legacy Resource Center tabs. On October, 14, 2025, the early access Resource Center tabs will general...

Staff Projects with Team Builder

Access Groups: Resource ManagementDefault Account Permissions: Account Administrator NOTE This article contains information on legacy Resource C...

Find Recommendations for a Single Resource

NOTE This article contains information on legacy Resource Center tabs. On October, 14, 2025, the early access Resource Center tabs will general...

Add a Resource to a Project during Resourcing

NOTE This article contains information on legacy Resource Center tabs. On October, 14, 2025, the early access Resource Center tabs will general...

Duplicate a Resource

Access Groups: Resource Management NOTE This article contains information on legacy Resource Center tabs. On October, 14, 2025, the early access...

Change a Resource to Named or Unnamed

NOTE This article contains information on legacy Resource Center tabs. On October, 14, 2025, the early access Resource Center tabs will general...

Roles in Team Member View

NOTE This article contains information on legacy Resource Center tabs. On October, 14, 2025, the early access Resource Center tabs will general...

Add an Allocation to a Resource

NOTE This article contains information on legacy Resource Center tabs. On October, 14, 2025, the early access Resource Center tabs will general...

Edit an Allocation

NOTE This article contains information on legacy Resource Center tabs. On October, 14, 2025, the early access Resource Center tabs will general...

Shift Allocations

NOTE This article contains information on legacy Resource Center tabs. On October, 14, 2025, the early access Resource Center tabs will general...

Reassign Allocations

NOTE This article contains information on legacy Resource Center tabs. On October, 14, 2025, the early access Resource Center tabs will general...

Delete an Allocation

NOTE This article contains information on legacy Resource Center tabs. On October, 14, 2025, the early access Resource Center tabs will general...

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...

Resource Side Panel Overview

Project Permissions: Project Administrator, View Financials, Edit Financials, Schedule Hours for Others NOTE This article contains informatio...