Resource Management

  Overview The new Resourcing tab is available in financial projects for any provider-side project member that has permissions to schedule hours....

 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...

  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...

  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 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...