OX | Account Administration Track

Track Description

The Account Administration Track is a series of training courses designed to get you comfortable with how to leverage the functions and features of Kantata to optimize organizational processes and manage account members and permissions. These courses cover everything from how to manage general account settings and customizations to conducting operational reviews and audits and reporting back to leadership. Each course is designed to help you make the best business decisions possible for your organization, team, and clients.

In addition to the readings, resources, and demo videos, these courses include hands-on labs and activities. Please note that it is recommended that you either complete the labs from a demo account or make sure to delete any information that may be on your organizational account.

Learning Goals

In this track you will learn how to:

• Maintain general account settings and customizations for your organization
• Manage user accounts, permissions, and skills
• Build templates with repeatable work breakdown structures to streamline project setup and ensure process and data consistency across your organization
• Tap into reporting analytics to identify opportunities to increase efficiency in your projects, resources, and financial performance

Audience

The Account Administration Track is for those responsible for managing the operations of Kantata and developing scalable processes for services operational success. These courses are helpful for operations directors, senior managers, and supervisors who are responsible for setting up and maintaining Kantata as well as providing internal ongoing support and guidance on Kantata usage.

Duration

Each course is approximately 45 minutes long. The full track takes an estimated 5-7 hours to complete.

Prerequisites

Before beginning the Account Administration Track, you’ll need to complete the Fundamentals. If you are new to account administration, or seeking additional learning and development opportunities to document your expertise, we recommend you to take the Change Management Best Practices course.

Recommended Order

Each course in the track is designed as a standalone experience, however we do recommend you complete the courses in the following order:

1. General Account Setup & Account Customizations
2. Custom Fields & Common Use Case Scenarios
3. People Management: Managing Users & Permissions
4. Managing Team Member Skills
5. Creating New Projects, Managing Project Settings, and Configuring Project Permissions
6. Refining Your Work Breakdown Structure & Building Reusable Templates
7. Leveraging Hour Types - Allocations, Scheduled, and Estimated Hours
8. Reporting Basics