Resource Management

EARLY ACCESS! The new Resourcing tab is now available via Early Access, giving users like you the opportunity to adopt new features early and prov...

  NOTE The new Resourcing tab is now available via Early Access. For information on the new Resourcing tab, see New Resourcing Tab [Early Access]...

  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 project...

  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 via estimates or templates to plan your projects, you can duplicate these hours and convert them ...

 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 resour...

    Overview The Talent Network feature allows you to connect with other companies—known as External Partners— and use their employee resources—kn...

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

Learn how to filter internal and external members from your Insights dashboards and reports.  User Permissions Needed: Account Administrator, Repo...