What We'll Cover

  • General Account Configuration

    Get started with an overview of General Settings, Time & Expense Settings, and Resource Management Settings. We will also review how to configure custom task statuses.

  • Financial, Security, and Insights Reporting Settings

    Learn how to set up rate cards, customize invoices, export account data, and configure security and reporting settings.

  • Account Customization Options

    Explore customization options for branding your account, and identify functionality to align your use of Kantata with your organization's goals and existing tools.

Course Description

Expected Duration: Approximately 45 minutes

As an Account Administrator, you’ll have the permission and responsibility to manage General Account Settings and customizations for your organization. This course will cover how to manage your general account settings and set default permissions, what the options are for time and expense settings, and where to update resource management settings in alignment with your organization’s goals and processes. We will also review how to customize your account branding to make Kantata feel like an extension of your website and brand. 

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 remove any data or information from the labs that may impact your organizational account.

In this course you will learn how to:

  • Configure general account settings and set up default project access and participants
  • View and export account activity and data.
  • Manage time and expense settings to support your labor and financial data needs
  • Align resource management settings to your organizational processes
  • Customize account branding to match your organization’s brand or style guidelines

Course curriculum

  • 1
    General Account Configuration
  • 2
    Financial, Security, and Insights Reporting Settings
  • 3
    Account Customization Options
  • Course Overview & Learning Goals Module 1: Overview and Resources Scenario: Account Configuration Demo: Operations Management Reading: General Settings Demo: Overview of General Settings Demo: Creating Forms for Project Intake Demo: Configuring Project Statuses Reading: Task Status Sets and Custom Task Statuses Reading: Time & Expense Settings Demo: Overview of Time & Expense Settings Reading: Resource Management Settings Demo: Configuring Resource Requests and Adding Approvers Activity: Stay Connected on the Kantata Community
  • Module 2: Overview and Resources Reading: Rate Cards Demo: Overview of Rate Cards Reading: Invoice Settings Demo: Customizing Invoices Reading: Foreign Exchange Reading: Project Accounting Reading: Insights Settings Reading: Security Reading: API Demo: Overview of Security and Audit Logs Lab: Run an Audit Log Reading: Recent History and Project History Demo: Overview of Recent and Project History Reading: Data Exporter Activity: Data Exporter
  • Module 3: Overview and Resources Reading: Customizations Demo: Branding Customization Demo: Overview of Custom Fields Reading: Early Access Reading: QuickBooks Settings Reading: Slack Notifications Check Your Knowledge: Case Study Scenarios Survey: Course Feedback

Course Pricing

Purchase this training course and start learning today! Please contact your Client Success Manager to purchase multiple passes for your organization.