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: Sales Essentials
  • 4
    Module 4: Resourcing Essentials
  • 5
    Module 5: Delivery Essentials
  • 6
    Module 6: Time and Expense Essentials
  • 7
    Module 7: Operations Essentials
  • 8
    Module 8: Finance Essentials
  • Course Overview & Learning Goals 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 Activity: Review Key Concepts and Terms
  • Module 2: Navigation & Support Scenario: Navigation and Support Demo: Navigating the Kantata Home Screen Demo: Using List Views Demo: Breadcrumbs and Menus Activity: Accessing the Kantata SX Portal Module 2: Knowledge Check
  • Module 3: Sales Essentials Scenario: Kantata Sales & Scoping Reading: Kantata Sales & the Scoping Process Reading: Proposal Templates Reading: Creating an Opportunity - Connected Reading: Creating Proposals in Connected or Standalone Environments Reading: Structure of a Proposal Demo: Creating a Proposal (Connected or Standalone environment) Activity: Creating a Proposal (Connected or Standalone) Knowledge Check: Creating Proposals Reading: High Level Forecast Demo: High Level Forecast Reading: Forecast Status Updates Activity: Updating Proposal Forecasts (Connected or Standalone) Demo: Assigning the Bid Team Knowledge Check: High Level Forecast & Assigning the Bid Team Reading: Proposal Risks Reading: Model the Proposal Demo: Model the Proposal Activity: Modelling the Proposal Reading: Winning an opportunity Reading: Activating an Element Knowledge Check: Modeling the Proposal and Activating Elements
  • Module 4: Resourcing Essentials Scenario: Resourcing Reading: Kantata Resourcing Process Reading: Resourcing Assignments Reading: Resources Knowledge Check: Resources Reading: Assigning Resources Demo: Assigning Resources via Assignment Demand Demo: Accepting and Rejecting Proposed Candidates Demo: Assignment Searches Activity: Fulfilling a Role Reading: Bench Optimization (Assignment Search) Knowledge Check: Assigning Resources and Bench Optimization
  • Module 5: Delivery Essentials Scenario: Project Setup & Delivery Reading: Kantata Delivery Process Reading: Kantata Project Structure Reading: Mobilization Activity: Mobilizing the Project (Connected or Standalone) Demo: Explore the Engagement Dashboard Knowledge Check: Delivery and Projects Demo: Status Reporting Reading: RAID Management Activity: Managing Status & Risks Reading: Managing Assignments Demo: Managing Milestones Activity: Managing Milestones & Annuities Knowledge Check: Managing Assignments and Milestones Reading: Delivery Portfolios Demo: Delivery Portfolios Knowledge Check: Status Reporting & Delivery Portfolios
  • Module 6: Time and Expense Essentials Scenario: Time & Expense Reading: Kantata Time and Expense Processes Demo: Timesheets & Entering Time Activity: Booking Time Demo: Expense Entry Knowledge Check: Time & Expense Essentials
  • Module 7: Operations Essentials Scenario: Operations Reading: Kantata Operations Process Demo: Operational Management Activity: Reviewing the Operational Management Dashboard Reading: Pending Approvals Demo: Kantata Tracking Period Demo: Forecast Periods and Close Knowledge Check: Operations Essentials
  • Module 8: Finance Essentials Scenario: Finance Reading: Kantata Finance Process Reading: Purchase Orders Demo: Purchase Orders Activity: Creating and Allocating a Purchase Order Knowledge Check: Purchase Orders Reading: Invoicing Demo: Invoicing Process Activity: Invoicing Completed Work Reading: Credit Notes & Revenue Adjustments Knowledge Check: Invoicing, Credit Notes, and Revenue Adjustments Survey: Course Feedback