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. Please note that it is recommended that you complete all lab activities from a sandbox environment to ensure you do not impact any information that may be on your organizational Kantata account.
After completing this course you'll be able to:
- Maintain your Kantata system
- Make basic changes to set up
- Carry out annual tasks
Course Curriculum
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1
Introduction to Administration
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2
Resources
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3
Capabilities
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4
Kantata Security
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5
Other Activities
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6
Understanding Usage Behaviour Rules
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7
Currency Handling
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8
Propositions, Product Groups, Products and Product Domains
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9
Approvals
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10
Expense Categories
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11
Calendars
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12
Locations
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13
Grades & Activity Roles
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14
Tax Codes
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15
Business Units
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16
Managing Rate Cards
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17
Reference Data Tab
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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 Lab: Requesting Your Training Environment Module 1: Introduction Reading: Kantata SX - The Industry Cloud for Professional Services Reading: Introduction to Salesforce and the Kantata Integration Reference: Key Terms Key Concepts: Forecasting and Actuals Key Concepts: Period Close Reading: Help Resources -
Module 2: Resources Reading: Resource Types Demo: Create a Resource Lab: Create a Resource Reading: What is a User? Demo: Create a User and Link to a Resource Lab: Create a User Knowledge Check: Resources and Users - Exercise Reading: Kantata Sense Reading: Automated Resource Matching Demo: End Tenure Functionality Knowledge Check: Resources and Users -
Module 3: Capabilities Reading: Introduction to Capabilities Demo: Creating Capabilities Demo: Assigning Capabilities to a Resource Lab: Create Capabilities Knowledge Check: Capabilities -
Module 4: Kantata Security Demo: Security Key Concepts Demo: Kantata Application Roles Demo: Viewing Application Roles Lab: Assigning a Resource to Application Role Knowledge Check: Application Roles -
Module 5: Other Activities Reading: Other Activities Overview Demo: Creating a New Other Activity Reading: Usage Tracking Models Reading: Assigning Resources to Other Activities Demo: Create a Group Assignment Template Lab: Create an Other Activity & Group Assignment Template Demo: Usage Adjustments Knowledge Check: Other Activities -
Module 6: Usage Behaviour Rules Reading: Usage Behaviour Rules Knowledge Check: Usage Behaviour Rules -
Module 7: Currency Handling Reading: Introduction to Currencies Demo: Currency Types Demo: Exchange Rates Knowledge Check: Currencies and Exchange Rates -
Module 8: Propositions, Product Groups, Products and Product Domains Reading: Introduction to Product Domains Reading: Introduction to Product Templating Reading: Introduction to Proposition Templating Demo: Create a Product Demo: Activity Assignment Templates Knowledge Check: Product Domains, Project Templating, and Creating Projects Demo: Milestone Templates Demo: Annuity Templates Demo: Task Templates Demo: Building Product Groups and Propositions Lab: Create a Product, Product Group and Propositions Knowledge Check: Propositions, Proposals, and Product Domains Reading: Proposition Navigator -
Module 9: Approvals Reading: Introduction to Approvals Reading: Types of Approvals Reading: Types of Approvers Demo: Changing Approval Rules Reading: Self Approvals Demo: Pending Approvals Knowledge Check: Approvals -
Module 10: Expense Categories Reading: Introduction to Expense Categories Demo: Creating Expense Category Groups and Expense Categories Lab: Create an Expense Category Group and Expense Category Demo: Updating Engagements Demo: Updating Templates Lab: Update an Engagement and Template Knowledge Check: Expenses -
Module 11: Calendars Demo: Configuring Calendars Lab: Configure a Calendar Knowledge Check: Calendars -
Module 12: Locations Key Concepts: Locations Demo: Creating Locations Reading: Assignment Location Settings Lab: Create a Location Knowledge Check: Locations -
Module 13: Grades & Activity Roles Key Concepts: Grades Demo: Creating New Grades Key Concepts: Activity Roles Demo: Managing Activity Roles Reading: Assignment Role Settings Lab: Create an Activity Role Knowledge Check: Grades vs Activity Roles -
Module 14: Tax Codes Reading: Introduction to Tax Codes Demo: Creating New Tax Codes -
Module 15: Business Units Reading: Introduction to Business Units Knowledge Check: Business Units Further Reading: Kimble Portal Article - Extending your Business with Kimble Lab: Extending Your Business with Kantata Knowledge Check: Extending Your Business -
Module 16: Managing Rate Cards Introduction: Rate Cards Demo: Updating Rate Cards Lab: Create a Rate Card Reading: Introduction to What If Scenarios - Updating Cost/Revenue for In-Flight Projects Demo: Updating In-Flight Projects with New Cost/Revenue Rates Knowledge Check: Rate Changes -
Module 17: Reference Data Tab Reading: Introduction to the Reference Data Tab Demo: Reference Data Config Tab -
Module 18: Reports Administration Reading: Kantata Reporting Framework Reading: System Reports Demo: How to Deploy Reports Reading: Administering Report Types Knowledge Check: Report Types Reading: Access and Security Knowledge Check: Access and Security Reading: Reports Scheduling & Delivery -
Survey: Course Feedback Course Completion