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Change a Resource to Named or Unnamed

By Sarah Bridges | Updated

 

NOTE

If Resource Requests are enabled in the Resource Management settings, you cannot use the Add Member icon to allocate team members from unnamed resources.
For information on alternative methods of changing an unnamed resource to a team member, see Staff Projects with Team Builder or Find Recommendations for a Single Resource.

How to Change an Unnamed Resource to a Team Member

  1. Navigate to a Resourcing area in Kantata:

    • Projects > select a project > Resourcing
    • Resourcing > Resource Center > Team Members
    • Resourcing > Resource Center > Projects
  2. Select Unnamed in the toolbar to display unnamed resources.

    Select_Unnamed_in_Resource_Selector.png

  3. From the respective Resourcing page, expand the project or resource row for the unnamed resource you want to staff demand for.
    Note: Depending on where you are in Kantata, the order of these rows may vary. For example, the resource row is the top-level row in the Team Members tab.
    Project-Row-Expanded-in-Resourcing.png
  4. To the right of the unnamed resource that you want to reassign to a team member, click the Add Member icon.
    Note: If any custom fields are required for staffing and they have not been filled out, you will be unable to change an unnamed resource to a team member.
  5. When the Allocate Team Member modal appears, click in the Team Member field; as you start typing the member name or role, a drop-down will appear below the field, populated with a list of available options for you to select from.
    Allocate-Team-Member-Modal.png
  6. If needed, change the Role or Allocation Type (e.g. hard or soft), then click Save to apply your changes.
  7. In the modal that appears, click OK to confirm that all task assignments, scheduled hours, and allocations will be assigned to the new team member.
    Are-You-Sure.png

How to Change a Team Member to an Unnamed Resource

  1. Navigate to a Resourcing area in Kantata:

    • Projects > select a project > Resourcing
    • Resourcing > Resource Center > Team Members
    • Resourcing > Resource Center > Projects
  2. Unless you are in the Team Members tab, expand the project row for the team member you want to change to an unnamed resource.
    Note: Depending on where you are in Kantata, the order of these rows may vary. For example, the resource row is the top-level row in the Team Members tab.
    Project-Row-Expanded-in-Resourcing.png
  3. Click the More icon to the right of the team member name and select Convert to Unnamed Resource.
    More_menu_named_resource.png
  4. You’ll be notified that your team member is about to be changed to an unnamed resource and the bill and cost rates for all of the resource’s assignments will be refreshed.
    Convert-to-Unnamed-Resource-Dialog.png
  5. In the modal that appears, click OK to confirm that all tasks, assignments, and scheduled hours will move to a newly created, unnamed resource. The original team member, however, will not be removed from the list. To learn how to remove a resource from the list, see Delete a Resource.

 

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