Resource Center
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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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