What We'll Cover

  • Creating Staffing Demand

    Get started with an overview of the options for outlining staffing demand in Kantata and take a closer look at the Estimates functionality.

  • Reviewing Allocations and Making Resource Requests

    Learn how to review allocations, see who has capacity, and submit resource requests.

  • Project Resource Planning

    Learn about how to leverage the Resource Planner for planning and scheduling resources.

Course Description

Expected Duration: Approximately 45 minutes

Whether your project is a large-scale software implementation for a client or a smaller internal project, you’ll need people resources to get the work done. But what type of resources do you need, and how much time will you need them for? And who is available? This course will cover how to use Kantata to plan out and make requests for the resources you need for your projects.

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 delete any information that may be on your organizational account.

Course curriculum

  • 1
    Creating Staffing Demand
  • 2
    Project Resource Planning
  • 3
    User Availability & Staffing Timelines
  • Course Overview & Learning Goals Module 1: Overview and Resources Scenario: Project Needs and Staffing Demands Reading: Introduction to the Resource Management Process Reading: Staffing Supply & Demand Reading: Overview of Estimates Demo: Overview of Estimates
  • Module 2: Overview and Resources Demo: Introduction to the Resource Center Reading: Allocations in the Resource Center Demo: Creating Staffing Demand in the Resource Center Reading: Making Resource Requests Demo Video: Reviewing Allocations and Making Resource Requests Activity: Stay Connected on the Kantata Community Check In: What Key Questions Were Answered?
  • Module 3: Overview and Resources Reading: Scheduling Resources in the Resourcing Tab Demo: Scheduling Hours with the Hours Distribution Tool Demo: Managing Scheduled Hours in the Resource Center Lab: Managing Project Resources 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.