Resource Center

  • Resource Center Overview

      New Name for Resource Management Features To better reflect the range of current and upcoming resource management functionality, the following ...

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  • Cross-Project Scheduling [Early Access]

      EARLY ACCESS! Cross-Project Scheduling in the newly renamed Resource Center—formerly known as Master Planning—is now available in early access,...

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  • Convert an Account Member to an External Member

        Overview If you have an account member(s) that you want to convert to an External Member in your Talent Network, you can do so with the Accoun...

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  • Change a Resource’s Allocations to Soft or Hard

     Access Groups: Resource ManagementDefault Account Permissions: Account Administrator Overview In the Resource Center, you can change all of a tea...

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  • Clear Allocations in Bulk for a Resource

      Overview Instead of just deleting one allocation at a time for a resource, you can delete all of their allocations on a project at once. You can...

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  • Create Allocations from Scheduled Hours

      Overview You can use scheduled hours that have already been created for a resource to quickly create allocations. These allocations are created...

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  • Resource Center: Resources

      Overview The Resource Center page is divided into two main sections. The Team Member and Projects lists on the left side of the Resource Center ...

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  • Resource Center: Allocations

      Overview The Resource Center page is divided into two main sections; to the right side of your Team Member or Projects list is an interactive ti...

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  • Resource Center Filters

     Access Groups: Resource ManagementDefault Account Permissions: Account Administrator   Overview The filters in the Resource Center allow yo...

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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 D...

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  • Resource Center Display Preferences

      Overview The type of resource planning information that appears in the Resource List or on the Allocations Timeline—including how it's displayed...

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  • Staff Projects with Team Builder

     Access Groups: Resource ManagementDefault Account Permissions: Account Administrator   Overview When Resource Recommendations are enabled, ...

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  • Find Recommendations for a Single Resource

      Overview When Resource Recommendations are enabled, you can replace an unnamed resource with a named resource based on the recommended resources...

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  • Roles in Team Member View

      Overview In the Team Members tab of Resource Center, the Team Member list contains rows of unnamed resources and team members. Each resource row...

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  • Add a Resource to a Project

      How to Add a Team Member to a Project Hover over Resourcing in the left navigation and select Resource Center. Select the Projects tab. Find yo...

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  • Edit a Resource

      Overview The Resource Center allows you to change the role of a team member assigned to a particular project; you can also change the team membe...

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  • Change a Resource to Named or Unnamed

      NOTE If Resource Requests are enabled in the Resource Management settings, you cannot use the Add Member (“   ”) icon to allocate team members ...

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  • Resource Center: Show and Hide Resources

      Overview Team members may belong to projects without being allocated or scheduled—either because they have yet to be assigned, are not working d...

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  • Delete a Resource

      How to Delete a Resource Hover over Resourcing in the left navigation and select Resource Center. On the Resource Center page, select the Proje...

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  • Add an Allocation to a Resource

      NOTE The Resource Center automatically accounts for individual time off, scheduled weekends, and company holidays assigned via Settings > Sched...

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  • Edit an Allocation

      How to Edit an Allocation in Resource Center Hover over Resourcing in the left navigation and select Resource Center. On the Resource Center ...

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  • Delete an Allocation

      Overview You can delete allocations individually as needed. For information on clearing all of a resource's allocations on a project or only all...

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  • Shift Allocations

      Overview If you have an upcoming project that needs to be pushed back a few weeks due to unforeseen circumstances, Kantata makes it simple to in...

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  • Resource Side Panel Overview

      NOTE In order to submit or reject requests, Resource Requests must first be enabled in the Resource Management Settings. Overview Available fr...

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  • Submit a Resource Request

      Default Account Permissions: Account Administrator NOTE In order to submit, approve, or reject requests, you must first have Resource Requests e...

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  • Approve or Reject a Resource Request

      Default Account Permissions: Account Administrator NOTE In order to submit, approve, or reject a request, you must first have Resource Requests ...

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  • Talent Network Overview

        Overview The Talent Network feature makes it easy for external partners and freelancers to join your Mavenlink account and expand your resourc...

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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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  • 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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