Expected Duration: Approximately 45 minutes
With trustworthy data, you can make informed decisions and identify opportunities for continuous improvement. This course will cover how you can leverage Analytics data to monitor how projects are performing, understand how utilized your teams are, and identify opportunities to optimize your work from multiple perspectives. We will also provide a preview of the Insights Business Intelligence Solution for more advanced data and reporting needs.
In addition to the readings, resources, and demo videos, this course also includes 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.
Analytics Reporting - People and Projects
Analytics Reporting - Finances
Introduction to Insights
Course Overview & Learning Goals Module 1: Overview and Resources Scenario: Project, People, and Financial Reporting Reading: Analytics Reporting - People & Projects Demo: Resource Analytics Reporting Demo: Project Performance Analytics Reporting Check In: What Key Questions Were Answered?
Module 2: Overview and Resources Reading: Analytics Reporting - Finances Demo: Invoice Reporting Demo: Margin Reporting Activity: Stay Connected on the Kantata Community Demo: Expense Reporting Demo: Accounts Receivable Reporting Lab: Run a Margin Report
Module 3: Overview and Resources Reading: Introduction to Insights Demo: Project Health Reporting in Insights Check Your Knowledge: Case Study Scenarios Survey: Course Feedback
Purchase this training course and start learning today! Please contact your Client Success Manager to purchase multiple passes for your organization.