Managing Scheduled Hours in the Resource Center

 

Overview

The Resource Center is a central location where you can easily manage resource supply and demand and quickly update allocated hours and assignments as project needs change. You can manage allocated hours at the project level, then drill down to the task level to manage scheduled hours for your resources.

To add, edit, or delete scheduled hours in the Resource Center, you must have access to schedule hours through project permissions or the Resource Management Access Group set. For information on the different types of hours in Kantata OX, see Hour Types in Kantata OX.

Note: If projects have Invitation Only privacy settings—or Open to Admins Only and you are not an Account Administrator—you must be a participant on the project to see tasks in the Resource Center. If a project has Open to Admin Only privacy settings, you can be given Guest Access to see tasks in the Resource Center.

Managing Scheduled Hours

With the proper permissions and access, you can create or modify scheduled hours assignments individually on the timeline.

How to Add Scheduled Hours

1. Hover over Resourcing in the left navigation and select Resource Center.
2. On the Resource Center page, select the Team Members tab or the Projects tab.
   
   Note: If you navigate to the Projects tab, skip steps 3-4. You will instead locate the project you want, expand the project row to reveal resources, and expand the resource you want to reveal their tasks.
   
3. In the Team Members tab, select the arrow to the left of a resource row to expand it and show the resource’s projects.
   
4. Select the arrow to the left of a project row to expand it and show the resource’s tasks.
   
5. Locate the task that you want to add scheduled hours to, then click and drag from the day you want the scheduled hours to start to the day you want the scheduled hours to end. The Add Scheduled Hours modal opens.
   
6. Enter the number of scheduled hours per day that you want to add to the task for the resource and—if necessary—adjust the Start Date or End Date.
   
7. Click Save. The scheduled hours bar appears on the timeline.

How to Edit Scheduled Hours

1. Hover over Resourcing in the left navigation and select Resource Center.
2. On the Resource Center page, select the Team Members tab or the Projects tab.
   
   
   Note: If you navigate to the Projects tab, skip steps 3-4. You will instead locate the project you want, expand the project row to reveal resources, and expand the resource you want to reveal their tasks.
3. In the Team Members tab, select the arrow to the left of a resource row to expand it and show the resource’s projects.
   
4. Select the arrow to the left of a project row to expand it and show the resource’s tasks.
   
5. Locate the task that you want to edit scheduled hours for, then click on a scheduled hours bar. The Edit Scheduled Hours modal opens.
   
6. Update the Start Date, End Date, or Hours/Day fields, and then click Save. The updated information appears on the timeline.

How to Adjust Scheduled Hours Dates

1. Hover over Resourcing in the left navigation and select Resource Center.
2. On the Resource Center page, select the Team Members tab or the Projects tab.
   
   Note: If you navigate to the Projects tab, skip steps 3-4. You will instead locate the project you want, expand the project row to reveal resources, and expand the resource you want to reveal their tasks.
3. In the Team Members tab, select the arrow to the left of a resource row to expand it and show the resource’s projects.
   
4. Select the arrow to the left of a project row to expand it and show the resource’s tasks.
   

5. Locate the task with scheduled hours you want to adjust, hover over the scheduled hours bar, and perform one of the following actions:

   • Shift hours—Click and hold the center of the bar and drag it to the desired date range.
     
   • Adjust start date—Click and drag the left edge of the bar to extend or shorten the period of scheduled hours and change the start date.
     
   • Adjust end date—Click and drag the right edge of the bar to extend or shorten the period of scheduled hours and change the end date.
     

   The changes you make will reflect on the timeline.

How to Delete Scheduled Hours

1. Hover over Resourcing in the left navigation and select Resource Center.
2. On the Resource Center page, select the Team Members tab or the Projects tab.
   
   Note: If you navigate to the Projects tab, skip steps 3-4. You will instead locate the project you want, expand the project row to reveal resources, and expand the resource you want to reveal their tasks.
3. In the Team Members tab, select the arrow to the left of a resource row to expand it and show the resource’s projects.
   
4. Select the arrow to the left of a project row to expand it and show the resource’s tasks.
   
5. Locate the task with the scheduled hours you need to delete, then click the scheduled hours bar next to the task in the timeline.
   
6. In the Edit Scheduled Hours modal, select Delete.
   
   Scheduled hours are removed from the task.

Managing Scheduled Hours in Bulk

Using the More (“   ”) menu on the task row, you can distribute, reassign, or clear scheduled hours for a resource on a task if you have the proper permission. Depending on your selections, you can clear or modify all scheduled hours or just hours that fall within a specific timeframe.

How to Distribute Scheduled Hours

You can create scheduled hours based on the resource’s estimated hours that are already on the task assignment.

1. Hover over Resourcing in the left navigation and select Resource Center.
2. On the Resource Center page, select the Team Members tab or the Projects tab.
   
   Note: If you navigate to the Projects tab, skip steps 3-4. You will instead locate the project you want, expand the project row to reveal resources, and expand the resource you want to reveal their tasks.
3. In the Team Members tab, select the arrow to the left of a resource row to expand it and show the resource’s projects.
   
4. Select the arrow to the left of a project row to expand it and show the resource’s tasks.
   
5. Locate the task that you want to distribute scheduled hours for, then click the More (“   ”) icon and click Distribute Hours.
   
   
   Note: You must have permissions to schedule hours on the project to distribute hours. Users with Report Viewer or higher account permissions can also schedule hours.
6. In the Distribute Scheduled Hours modal, select Distribute. The scheduled hours appear in the task row.
   

How to Reassign Scheduled Hours

1. Hover over Resourcing in the left navigation and select Resource Center.
2. On the Resource Center page, select the Team Members tab or the Projects tab.
   
   Note: If you navigate to the Projects tab, skip steps 3-4. You will instead locate the project you want, expand the project row to reveal resources, and expand the resource you want to reveal their tasks.
3. In the Team Members tab, select the arrow to the left of a resource row to expand it and show the resource’s projects.
   
4. Select the arrow to the left of a project row to expand it and show the resource’s tasks.
   
5. Locate the task that you want to reassign scheduled hours for, then click the More (“   ”) icon and select Reassign Hours.
   
   
   Note: You must have permissions to schedule hours on the project to reassign hours. Users with Report Viewer or higher account permissions can also reassign hours.
6. In the Reassign Scheduled Hours modal, choose if the hours you want to reassign occur After, Before, or Between specific dates, then enter the date or date range.
   
7. Choose whether the hours will be reassigned to a Named or Unnamed resource, then select the specific role or user from the drop-down menu.
   
   
   Note: If you have permissions to invite people to projects and add unnamed resources to projects, those named and unnamed resources will appear in the drop-down menu.
8. When finished, click Reassign. The hours within the specified timeframe are moved from the previous assignee to the new assignee.

How to Clear Scheduled Hours

1. Hover over Resourcing in the left navigation and select Resource Center.
2. On the Resource Center page, select the Team Members tab or the Projects tab.
   
   Note: If you navigate to the Projects tab, skip steps 3-4. You will instead locate the project you want, expand the project row to reveal resources, and expand the resource you want to reveal their tasks.
3. In the Team Members tab, select the arrow to the left of a resource row to expand it and show the resource’s projects.
   
4. Select the arrow to the left of a project row to expand it and show the resource’s tasks.
   
5. Locate the task that you want to clear scheduled hours for, then click the More (“   ”) icon and select Clear Hours.
   
6. In the Clear Scheduled Hours modal that appears, select the timeframe that you want to clear scheduled hours for:
   • Anytime—Selected by default, this option clears all of a resource's scheduled hours.
   • Before—This option clears only the resource’s scheduled hours that occur on or before the selected date.
   • After—This option clears only the resource’s scheduled hours that occur on or after the selected date.
   • Between—This option clears only the resource’s scheduled hours that occur between the two selected dates. Any scheduled hours on the selected dates are also cleared.
7. If you selected an option that requires a date, select a date—or date range—to indicate which scheduled hours you want to clear.
   
8. Select Clear Hours. The resource’s scheduled hours on the task that fall within the indicated timeframe are cleared.

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