What We'll Cover

  • Operational Administration

    Learn key concepts of operational administration, such as forecasting and period close processes.

  • Configure Your Business

    Learn to configure foundational objects in Kantata that require maintenance as your business grows and changes.

  • Create Templates

    Learn to configure templates and settings to help automate the Proposal and Engagement setup process, saving time for your users.

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