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Resource Management

  • Moving from Legacy Resourcing to New Resourcing

      EARLY ACCESS! The new Resourcing tab is now available via Early Access, giving users like you the opportunity to adopt new features early and m...

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  • New Project Resourcing [Early Access]

      EARLY ACCESS! The new Resourcing tab is now available via Early Access, giving users like you the opportunity to adopt new features early and m...

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  • Resourcing in the Project Workspace

      NOTE The new Resourcing tab is now available via Early Access. Have your Account Administrator activate it now before the automatic activation ...

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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 st...

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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—kn...

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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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