What We'll Cover

  • Estimating Project Needs

    Get started with an overview of supply and demand, estimating and planning projects and how to create estimates in the project workspace.

  • Creating Resource Demand in the Project Workspace

    Learn how to manage resource needs in a project, and how to submit resource requests, including for specific skill sets.

  • Managing Allocations and Scheduled Hours in the Resource Center

    Learn how to leverage the Resource Center for managing allocations and scheduled hours across projects.

Course Description

Expected Duration: Approximately 45 minutes

Whether your project is a large-scale software implementation for a high profile client, or a smaller internal project, you’ll need resources to complete the required work. Creating an estimate for the project ensures you know which roles you’ll need, and how much delivering the project will cost.

This course covers how to create estimates for the scope of work on a project, so you have the resourcing and financial information you need for creating client proposals, anticipating resource demands, and quickly transitioning to staffing and delivering the project.

Course curriculum

  • 1
    Estimating Project Needs
  • 2
    Creating Resource Demand in the Project Workspace
  • 3
    Managing Allocations and Scheduled Hours in the Resource Center
  • Course Overview & Learning Goals Module 1: Estimating Project Needs Scenario: Estimating Project Needs & Creating Resource Demand Reading: Understanding Supply & Demand Reading: Project Planning Process Reading: Options for Creating Staffing Demand Reading: Introduction to Project Stages Reading: Estimation in the Project Workspace Demo: Estimation in the Project Workspace Activity: Capturing Project Snapshots Knowledge Check: Estimating Project Needs
  • Module 2: Creating Resource Demand in the Project Workspace Reading: Resourcing in the Project Workspace Demo: Resourcing in the Project Workspace Reading: Overview of the Resource Side Panel Demo: Creating Allocations and Staffing Resources in the Resource Center Reading: Making Resource Requests Demo: Reviewing Allocations and Submitting Resource Requests Activity: Stay Connected on the Kantata Community Knowledge Check: Creating Resource Demand in the Project Workspace
  • Module 3: Managing Allocations and Scheduled Hours in the Resource Center Demo: Introduction to the Resource Center Reading: Managing Allocations and Scheduled Hours in the Resource Center Demo: Creating Staffing Demand in the Resource Center Demo: Managing Scheduled Hours in the Resource Center Activity: Managing Project Resources Reading: Summary Knowledge Check: Managing Allocations and Scheduled Hours in the Resource Center Reading: Course Conclusion Survey: Course Feedback

Course Pricing

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