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Resource Center: Saved Views

 

INFO

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

 

Overview

Resource managers—or other high-frequency users in large organizations—spend a significant portion of their day in Resource Center. These users often filter the Resource Center down to a particular set of people or projects to get the information they need.

With Saved Views, you can create your own custom views based on frequently-used filters. This allows you to quickly switch between sets of people or projects without having to manually reapply the same filters each time you visit Resource Center.

Views created on the Team Members tab are unique from those created on the Projects tab. The view that is currently active on each tab will be remembered as you move back and forth between them. However, if you log out of Kantata or leave and return to the Resource Center page, the view that is your "default" will be loaded.

After saving one or more views, you can access them from the Views drop-down menu at the top-left of the Resource Center page. Saved views are member-specific and cannot be shared with other members; each user must create their own views.
Saved-Views-Small.png

How to Save a View

Create and save filters by role, availability, users who reports to a specific manager, custom fields, and more.

  1. Hover over Resourcing on the left-side nav bar and select Resource Center.
  2. Choose whether to save a view in the Team Members or Projects tab.
    Master-Planning-Tabs.gif
  3. Set the Resource Center filters to the values that you want to save as a view; unselected filters will remain at their default values.
  4. At the top-left of the Resource Center page, select Save View As… from the Views drop-down menu.
    Save-View-As.png
    The Save New View dialog appears.
    Save-New-View.png
  5. Provide a name for the view and click Save.
  6. Your combination of selected filters is now saved as a view.
    Views-Created-Successfully-Toast.png

How to Select a View

Use the Views drop-down to access previously saved views.

  1. Hover over Resourcing on the left-side nav bar and select Resource Center.
  2. Select either the Team Members or Projects tab where the view is saved—each tab has its own unique set of views.
    Master-Planning-Tabs.gif
  3. Click the Views drop-down menu at the top-left of the Resource Center page and select the desired view from the Your Views section of the menu.
    Select-A-View.png
  4. The Resource Center page is now be filtered according to the selected view.
  5. The view that is currently active is always displayed at the top of the Your Views section with a checkmark (“   ”) to the left of the view name; all others views are displayed in alphanumeric order.

Current-Saved-View.png

How to Rename a View

Change the name of a saved view from the Views drop-down menu.

  1. Hover over Resourcing on the left-side nav bar and select Resource Center.
  2. Choose whether to rename a view on the Team Members or Projects tab.
    Master-Planning-Tabs.gif
  3. Use the Views drop-down menu at the top-left of the Resource Center page to highlight the view you want to rename.
  4. Click the More icon (“   ”) to the right of the view name and select Rename View.
    Views-Drop-Down-Rename-View.png
  5. The Rename View dialog appears.
    Rename-View-Dialog.png
  6. Give the view a new name and click Save.
  7. The view is now renamed.
    Views-Updated-Successfully-Toast.png

How to Delete a View

Delete a view from the Views drop-down menu.

  1. Hover over Resourcing on the left-side nav bar and select Resource Center.
  2. Choose whether to delete a view from the Team Members or Projects tab.
    Master-Planning-Tabs.gif
  3. Use the Views drop-down menu at the top-left of the Resource Center page to highlight the view you want to delete.
  4. Click the More icon (“   ”) to the right of the view name and select Delete View.
    Views-Drop-Down-Delete-View.png
  5. You will be asked to confirm the deletion of the view from Resource Center. If you continue, you will not be able to access the view again.
    Delete-A-View-Dialog.png
  6. Click OK to delete the view. Deleting the current view returns you to the Resource Center page with filters reset to their default settings.

Views-Deleted-Successfully-Toast.png

How to Update or Edit a View

Change the filters for a saved view.

  1. Hover over Resourcing  on the left-side nav bar and select Resource Center.
  2. Choose whether to update filters for a saved view on the Team Members or Projects tab.
    Master-Planning-Tabs.gif
  3. Make changes to the Resource Center filters as needed. A blue dot (“   ”) appears to the right of the saved view name to indicate that unsaved changes have been made.
    Save-Changes-to-Current-View.png
  4. Click on the Views drop-down menu and select Save Changes to Current View.
  5. The blue dot disappears and updates to the view are saved.

Views-Updated-Successfully-Toast.png

How to Set a View as Default

Select a saved view (one per tab) as the default view to load the first time you access the Resource Center.

  1. Hover over Resourcing on the left-side nav bar and select Resource Center.
  2. Choose whether to you'd like to set a default view for the Team Members or Projects tab.
    Master-Planning-Tabs.gif
  3. Use the Views drop-down menu at the top-left of the Resource Center page to highlight the view you want to make default.
  4. Click the More icon (“   ”) to the right of the view name and select Set as Default.
    Views-Drop-Down-Set-As-Default.png
  5. The Default tag now appears to the right of the view name, and when you log out of Kantata or leave and return to the Resource Center page, the view you selected as default is loaded.
    Views-Set-As-Default-Toast.png
  6. Each tab has only one default view. Setting a new default replaces the previous one. Deleting the default view resets the Resource Center filters to the account default settings.

 

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