Resource Management
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Moving from Legacy Resourcing to New Resourcing
Overview The new Resourcing tab is available in financial projects for any provider-side project member that has permissions to schedule hours....
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Resourcing in the Project Workspace
Project Permissions: Schedule Hours for Self, Scheduled Hours for Others NOTE The Resourcing tab was upgraded to the new experience for all acco...
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Resource Scheduling Overview
Overview At Kantata, we know that effectively managing and allocating your teams’ tasks, hours, and project schedules can be a daunting task. Th...
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Resource Recommendations Overview
Access Groups: Resource ManagementDefault Account Permissions: Account Administrator Overview Resource managers have a difficult task for ...
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Rate Cards Overview
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...
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Choosing a Rate Card for a Project
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...
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Custom Rate Cards
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...
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Distribute Scheduled Hours
Overview When you use resource estimated hours in templates or during the Estimate stage to plan your projects, you can duplicate these hours an...
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Create Allocations from Resource Estimated Hours
Quickly create allocations from resource estimated hours during the Estimate stage of a project. Overview When a project is in the Estimate s...
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Projected Task Budgets
Default Account Permissions: Account Administrator, Report Viewer with Cost, Report Viewer, or Project Lead Overview The Projected Budget calcula...
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Talent Network Overview
Overview The Talent Network feature makes it easy for external partners and freelancers to join your Kantata OX account and expand your resou...
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Managing External Partners and Members
Overview The Talent Network feature allows you to connect with other companies—known as External Partners— and use their employee resources—k...
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External Members Side Panel Overview
Overview The External Members side panel consists of several sections where you can view or edit external member details and information. Thes...
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Convert an Account Member to an External Member
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...
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Internal and External Members in Insights Reports
Learn how to filter internal and external members from your Insights dashboards and reports. User Permissions Needed: Account Administrator, Repo...
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