Resource Center

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...

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, ...

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

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

  INFO Saved Views may consist of one or more filters, but do not currently include Resource Center page settings such as calendar controls and D...

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

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

  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...

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

  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...

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

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

  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...

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

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

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

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

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

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

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

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

  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...

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

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

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

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

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

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