What We'll Cover

  • Intro to Kantata SX and the Industry Cloud for Professional Services

    Get started with an introduction to how Kantata supports professional services functions and fits into the systems architecture

  • Navigation & Support

    Learn how to navigate through the application and where to go to get further support

  • Sales Essentials

    Learn about the Sales process, setting up a proposed project, and transitioning into project delivery

  • Resourcing Essentials

    Explore resourcing features that enable resource managers to see at a glance resources and their capacity to complete a project

  • Delivery Essentials

    Explore how Kantata supports project managers in understanding project status and makes updating progress easy

  • Time & Expense Essentials

    See how time and expense entries are made easy and efficient in Kantata

  • Operations Essentials

    Experience how Kantata supports operational governance and financial close processes

  • Finance Essentials

    Explore how project transactions convert to financial metrics, and how Kantata supports streamlining workflows

Course Description

Expected Duration: Approximately 2 hours

Kantata SX Essentials is an introductory course for new users and focuses on key concepts and the Kantata SX end-to-end project lifecycle. The course will cover the end-to-end steps from sales/initiation to delivery/invoicing, which gives you an overview of the functionality and the ability to learn more about each functional area and scenarios that Kantata can deliver on. 


This course provides guidance to work through the processes and features used by teams in an organization.  In addition to the readings, resources, and demo videos, this course also includes hands-on activities. 

Course curriculum

  • 1
    Module 1: Introduction to Kantata
  • 2
    Module 2: Navigation & Support
  • 3
    Module 3: Kantata Sales
  • 4
    Module 4: Kantata Resourcing
  • 5
    Module 5: Kantata Delivery
  • 6
    Module 6: Kantata Consultants
  • 7
    Module 7: Kantata Operations
  • 8
    Module 8: Kantata Finance
  • Course Overview & Learning Goals Activity: Interacting with Your Course Module 1: Introduction Scenario: Meet the Team Reading: Introduction to Kantata SX and the Industry Cloud for Professional Services Reading: Introduction to Salesforce and the Kantata Integration Reading: Learner Resource: Key Concepts and Terms
  • Module 2: Navigation & Support Scenario: Navigation and Support Activity: Navigating in Kantata Activity: Using List Views Activity: Breadcrumbs and Menus Activity: Accessing the Kantata SX Customer Portal Knowledge Check: Navigation & Support
  • Module 3: Kantata Sales Scenario: Kantata Sales Reading: Kantata Sales & the Scoping Process Reading: Creating an Opportunity (Connected) Reading: Creating Proposals Reading: Structure of a Proposal Activity: Creating a Proposal (Connected or Standalone) Knowledge Check: Creating Proposals Reading: High Level Forecast Activity: Setting a High Level Forecast Activity: Assigning the Bid Team Knowledge Check: High Level Forecast & Assigning the Bid Team Reading: Proposal Risks Reading: Model the Proposal Activity: Modelling the Proposal Reading: Forecast Status Updates Activity: Updating Proposal Forecasts (Connected or Standalone) Reading: Winning an Opportunity Reading: Activating an Element Knowledge Check: Modelling the Proposal and Activating Elements
  • Module 4: Kantata Resourcing Scenario: Kantata Resourcing Reading: Resourcing Assignments Reading: Resources Knowledge Check: Resources Reading: Assigning Resources Activity: Proposing and Assigning Resources Using Assignment Demand Activity: Accepting and Rejecting Proposed Candidates Activity: Fulfilling a Role Using Assignment Search Reading: Bench Optimisation (Assignment Search) Knowledge Check: Assigning Resources and Bench Optimisation
  • Module 5: Kantata Delivery Scenario: Kantata Project Setup & Delivery Reading: Kantata Delivery Process Reading: Kantata Project Structure Reading: Mobilisation Activity: Mobilising the Project (Connected or Standalone) Demo: Exploring the Engagement Dashboard Knowledge Check: Delivery and Projects Reading: RAID Management Activity: Managing Status & Risks Reading: Managing Assignments Activity: Managing Milestones Activity: Managing Annuities Knowledge Check: Managing Assignments and Milestones Reading: Delivery Portfolios Activity: Overview of Delivery Portfolios Knowledge Check: Status Reporting & Delivery Portfolios
  • Module 6: Kantata Consultants Scenario: Kantata Consultants Reading: Kantata Consultants Process Activity: Entering a Timesheet Activity: Submitting an Expense Claim Knowledge Check: Time & Expense
  • Module 7: Kantata Operations Scenario: Kantata Operations Reading: Kantata Operations Process Activity: Utilising the Operational Management Screen Reading: Pending Approvals Activity: Overview of the Tracking Period Activity: Overview of the Forecasting Period Knowledge Check: Operations Essentials
  • Module 8: Kantata Finance Scenario: Kantata Finance Reading: Kantata Finance Process Reading: Purchase Orders Activity: Creating and Allocating a Purchase Orders Knowledge Check: Purchase Orders Reading: Invoicing Activity: Invoicing for Completed Work Reading: Credit Notes & Revenue Adjustments Knowledge Check: Invoicing, Credit Notes, and Revenue Adjustments Survey: Course Feedback Course Conclusion