Resource Management

 Project Permissions: Schedule Hours for Self, Scheduled Hours for Others NOTE The Resourcing tab was upgraded to the new experience for all acco...

  Overview At Kantata, we know that effectively managing and allocating your teams’ tasks, hours, and project schedules can be a daunting task. Th...

 Access Groups: Resource ManagementDefault Account Permissions: Account Administrator Overview Resource managers have a difficult task for ...

  NOTE As of June 6th, 2019, to use a Role on a Project, each role must be assigned a rate on the Rate Card. If you used rate cards before this u...

  NOTE To use a Role on a Project, each role must be assigned a rate on the Rate Card. If you used rate cards before this update, you need to set...

  Overview When rate cards are set up, you can select a rate card for a project at any time. If you do not choose a rate card when creating a proj...

  Overview The default cost rates and bill rates for all new projects are based on your account settings: Cost Rate—The cost rate for account me...

  Overview Individual bill rates are typically used when rates differ for each project or phase of a project, in instances where rates are not tie...

  Overview Kantata OX allows you to assign all your team members a Bill Rate and Cost Rate. We use these rates to help you project your revenue an...

  Overview Kantata's T&M Margin Analysis report uses the Group filter to measure your bill rates, cost rates, and actual and projected margins—by ...

  Overview When you use resource estimated hours in templates or during the Estimate stage to plan your projects, you can duplicate these hours an...

Quickly create allocations from resource estimated hours during the Estimate stage of a project.     Overview When a project is in the Estimate s...

 Default Account Permissions: Account Administrator, Report Viewer with Cost, Report Viewer, or Project Lead Overview The Projected Budget calcula...

    Overview The Talent Network feature makes it easy for external partners and freelancers to join your Kantata OX account and expand your resou...

    Overview The Talent Network feature allows you to connect with other companies—known as External Partners— and use their employee resources—k...

    Overview The External Members side panel consists of several sections where you can view or edit external member details and information. Thes...

    Overview If you have an account member that you want to convert to an External Member in your Talent Network, you can do so with the Account M...

Learn how to filter internal and external members from your Insights dashboards and reports.  User Permissions Needed: Account Administrator, Repo...

  NOTE The new Resourcing tab feature fully released on October 17, 2023 and is now available for all Premier and Enterprise accounts. Overview...