Course Description
Expected Duration: Approximately 8 hours
This Kantata SX | Administration Foundations course is aimed at users that are responsible for managing and administering Kantata for their organization. The modules in this series are designed to introduce Kantata’s administrative capabilities that you will utilize to manage Kantata for your business. The course will cover the key administration options that are available out of the box.
In addition to the readings, resources, and demo videos, this course also includes hands-on labs and activities.
After completing this course you'll be able to:
- Maintain your Kantata system
- Configure and manage key components of your Kantata solution as your business grows and changes
- Complete annual setup activities for your business, such as rate card and PTO management
Course Curriculum
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1
Introduction to Administration
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2
Support, Maintenance, and Upgrade Resources
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3
Forecasting & Period Management
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4
Resources & Users
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5
Capabilities
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6
Kantata Security
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7
Resourced Activities
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8
Approval Management
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9
Expense Categories
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10
Other Activities
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11
Delivery Activities & Templated Offerings
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12
Calendars
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13
Understanding Usage Behaviour Rules
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14
Currency Handling & Tax Codes
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15
Rates & Rate Cards
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16
Locations, Grades, & Activity Roles
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17
Business Units
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18
Reports Administration
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19
Course Completion
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Course Overview & Learning Goals Interacting With Your Course Reading: Key Concepts & Terms Reading: Introduction to Kantata SX and the Industry Cloud for Professional Services Reading: Introduction to Salesforce and the Kantata Integration Reading: Help Resources Knowledge Check: Introduction -
Module Overview & Learning Goals Reading: Key Concepts & Terms Reading: The Portal Lab: Support Resources Reading: Kantata Community Reading: Kantata Sense Reading: Known Issues Knowledge Check: Help & Informational Resources Reading: Site Reliability Data Capture Reading: Patches Reading: Upgrade Process Reading: Sandboxes & Refreshing Knowledge Check: Health & Ongoing Maintenance -
Module Overview & Learning Goals Reading: Key Concepts & Terms Reading: Introduction to Kantata Forecast Management Reading: Forecasting Key Concepts Knowledge Check: Forecasting Key Concepts Reading: Dynamic Forecasting Reading: Operational & Period Management Knowledge Check: Dynamic Forecasting & Period Management -
Module Overview & Learning Goals Reading: Key Concepts & Terms Reading: Resources & Resource Types Reading: Creating Resources Demo: Creating a Resource Reading: Creating Resource Groups Lab: Creating Group Membership Criteria Knowledge Check: Resources & Resource Groups Reading: Creating Users Demo: Creating a User Lab: Creating a Generic Resource Reading: Managing Licenses Demo: Assigning a Kantata License Reading: Linking Resouces & Users Demo: Linking a Resource & User Knowledge Check: Resources, Users, & Licenses Lab: Onboarding a Resource (Resource & User Creation) Reading: Offboarding Resources Demo: Offboarding a Resource Using End Tenure Knowledge Check: Onboarding & Offboarding Resources -
Module Overview & Learning Goals Reading: Key Concepts & Terms Reading: Introduction to Capabilities Reading: Capabilities Settings Reading: Configuring Capabilities Demo: Configuring a Capabilitity & Assigning it to a Resource Lab: Creating a Capabilitity & Assigning to a Resource Knowledge Check: Capabilities -
Module Overview & Learning Goals Reading: Key Concepts & Terms Reading: Introduction to Kantata Security Reading: Assigning Application Roles via the Application Role Reading: Assigning Application Roles via the Resource Demo: Assigning a User to an Application Role Knowledge Check: Application Roles Reading: Understanding Application Roles Reading: Configuring Application Roles Reading: Security Best Practices and Reports Lab: Assigning Application Roles to a User Knowledge Check: Configuring Application Roles -
Module Overview & Learning Goals Reading: Key Concepts & Terms Reading: Introduction to Resourced Activities Reading: Resourced Activity Template Settings Knowledge Check: Introduction to Resourced Activities Reading: Resourced Activity Related Templates Reading: Resourced Activities & Utilisation Reading: Managing Inflight Activity Settings Knowledge Check: Resourced Activities Settings & Templates -
Module Overview & Learning Goals Reading: Key Concepts & Terms Reading: Activities & Templates Reading: Introduction to Approvals Reading: Managing Pending Approvals Activity: The Approval Process Reading: Approval Methods and Navigation Activity: Identifying an Approval in Kantata Knowledge Check: Managing Approvals Reading: Approval Rule Templates Reading: Types of Approvers Lab: Changing a Delivery Approval Rule Template Reading: Changing Approval Rules (Inflight) Demo: Changing an Approval Rule on an Inflight Proposal Lab: Changing an Approval Rule on a Delivery Engagement Knowledge Check: Configuring Approval Rules -
Module Overview & Learning Goals Reading: Key Concepts & Terms Reading: Activities & Templates Reading: Introduction to Expense Categories Reading: Expense Category Templates Demo: Adding an Expense Category to a Resourced Activity Template (Delivery) Reading: Activity Expense Categories Demo: Creating an Expense Category Group, Expense Category, and Adding to an Activity Demo: Updating an Inflight Element Expense Category Lab: Updating an Inflight Proposal's Activity Expense Categories Reading: Expenses Summary Knowledge Check: Expense Categories -
Module Overview & Learning Goals Reading: Key Concepts & Terms Reading: Introduction to Other Activities Reading: Yearly Maintenance Reading: Creating Other Activities Reading: Modifying Other Activities Demo: Creating a New Other Activity Reading: Modifying Other Activity Templates Reading: Other Activity Utilisation Settings Reading: Assigning Resources to Other Activities Knowledge Check: Other Activities Settings Activity: Group Assignments Activity Demo: Creating a Group Assignment Template Lab: Creating an Other Activity & Adding a Group Assignment Template Reading: Forecasting Effort on Other Activities Reading: Transferring Usage Demo: Transferring Usage Using Bulk Usage Transfer Functionality Reading: Usage Adjustments Demo: Transfer Resource Entitlement Using a Usage Adjustment Reading: Closing Group Assignments Reading: Editing Active Group Assignment Templates Reading: Other Activities Best Practices Knowledge Check: Managing Other Activities -
Module Overview & Learning Goals Reading: Key Concepts & Terms Reading: Anatomy of a Project Reading: Introduction to Products Reading: Introduction to Product Domains Reading: Configuring Products Demo: Creating a New Product Reading: Product Templates Overview Reading: Product Templates: Assignments Demo: Adding an Activity Assignment Template to a Product Knowledge Check: Product Domains, Project Templating, and Creating Projects Reading: Product Templates: Milestones Demo: Adding an Milestone Template to a Product Reading: Product Templates: Annuities Demo: Adding an Annuity Template to a Product Reading: Cloning Products & Templates Demo: Cloning an Existing Product Reading: Product Group Templates Demo: Templating Using Product Groups (Engagement Templates) Reading: Proposition Templates Demo: Templating Using Propositions (Proposal Templates) Lab: Creating a Product, Product Group and Proposition Knowledge Check: Propositions, Proposals, and Product Domains -
Module Overview & Learning Goals Reading: Key Concepts & Terms Reading: Introduction to Calendars Reading: Editing Calendars Demo: Editing a Calendar Reading: Creating & Cloning Calendars Demo: Creating a Calendar Lab: Configuring a Calendar Knowledge Check: Calendars -
Module Overview & Learning Goals Reading: Key Concepts & Terms Reading: Introduction to Usage Behaviour Rules Reading: Preserving Usage Reading: Usage Behaviour Scenarios Knowledge Check: Usage Behaviour Rules -
Module Overview & Learning Goals Reading: Key Concepts & Terms Reading: Introduction to Currencies Reading: Currency Types Reading: Deriving Engagement Currency Reading: Deriving Resource Currency Reading: Multicurrency Objects Reading: Understanding Currency Fields in Reporting Reading: Configuring Currencies and Exchange Rates Reading: Tips and Tricks Demo: Creating a New Currency and Exchange Rate Lab: Editing and Syncing a Currency and Exchange Rate Knowledge Check: Currencies and Exchange Rates Reading: Introduction to Tax Codes Demo: Creating a Tax Code Lab: Creating a Tax Code Knowledge Check: Tax Codes -
Module Overview & Learning Goals Reading: Key Concepts & Terms Reading: Introduction to Rate Cards Reading: Creating a New Rate Card Demo: Creating a Rate Card and Editing Rate Card items Demo: Creating a Rate Card and Editing Rate Card Items via Upload Lab: Creating a Rate Card and Editing Rate Card Items via Upload Reading: Introduction to What-If Scenarios Knowledge Check: Rate Cards & What-If Scenarios -
Module Overview & Learning Goals Reading: Key Concepts & Terms Reading: Module Overview Reading: Introduction to Locations Reading: Introduction to Grades Reading: Introduction to Activity Roles Knowledge Check: Locations, Grades, Activity Roles Reading: Using Locations, Grades, & Activity Roles Lab: Creating an Activity Role and Using it in a Resource Filter Lab: Creating a Grade and Using It in a Rate Card Knowledge Check: Locations, Grades, Activity Roles -
Module Overview & Learning Goals Reading: Key Concepts & Terms Reading: Introduction to Business Units Activity: Example org structure Reading: Configuring Business Units Knowledge Check: Business Units Lab: Creating an Operating and Trading Business Unit Reading: Business Unit Restructuring Knowledge Check: Ongoing Needs -
Module Overview & Learning Goals Reading: Key Concepts & Terms Reading: Introduction to Reporting Reading: Administering Report Types Reading: How to Deploy Reports & Report Types Demo: How to Deploy Reports Knowledge Check: Report Types Reading: Access and Security Reading: Reports Scheduling & Delivery Knowledge Check: Access and Security -
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