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 Settings, Insights Reporting, and Account Security

    Learn how to customize invoices, configure security and reporting settings, monitor account and project activities, and export data.

  • Account Customization Options

    Explore customization options for your account, including custom branding, custom fields, task status sets and custom task statuses, and how to integrate with other tools and technologies for a seamless experience.

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 configure your organization's Kantata account, including managing account settings, configuring financial, security and reporting settings, and customizing your account’s branding, task statuses, custom forms, and more.

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
  • Manage time and expense settings to support your labor and financial data needs
  • Align resource management settings to your organizational processes
  • View and export account activity and data
  • Customize account branding, Custom Fields, and Forms

Course curriculum

  • 1
    General Account Configuration
  • 2
    Financial, Security, and Insights Reporting Settings
  • 3
    Account Customization Options
  • Course Overview & Learning Goals Reading: Interacting With Your Course Module 1: Overview and Resources Scenario: Account Configuration Reading: General Settings Activity: Overview of General Settings Reading: Time & Expense Settings Demo: Overview of Time & Expense Settings Reading: Resource Management Settings Activity: Activate Resource Requests, Name Request Approvers, & Grant Permissions to Resource Requesters Knowledge Check: General Account Configuration
  • Module 2: Overview and Resources Reading: Invoice Settings Demo: Customizing Invoices Reading: Foreign Exchange Settings Activity: Connecting with the Kantata OX Community Reading: Project Accounting Settings Reading: Insights Settings Reading: Security Settings Reading: API Overview Reading: Data Exporter Activity: Data Exporter Reading: Early Access Settings Reading: Kantata AI-Powered Optimization Reading: Activating Kantata AI Reading: Recent History and Project History Demo: Overview of Recent and Project History Knowledge Check: Financial, Security, and Insights Reporting Settings
  • Module 3: Overview and Resources Reading: Custom Branding Demo: Branding Customization Reading: Introduction to Custom Fields Activity: Overview of Custom Fields Reading: Forms Demo: Creating Forms for Project Intake Demo: Configuring Project Statuses Reading: Task Status Sets and Custom Task Statuses Activity: Task Status Sets and Custom Task Statuses Reading: Configuring Slack Notifications Knowledge Check: Account Customization Options Survey: Course Feedback Reading: Course Completion

Course Pricing

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