What We'll Cover

  • Introduction to Approvals

    Learn about the importance of approvals within your organization and how setting up levels of approvers can benefit you

  • How to Approve

    Discover how to properly identify and manage all approval requests for each project - including Time Entries, Expenses, Annuities, and Milestones

  • Supporting the Approval Process

    Learn tips and best practices that will allow you to support your organization’s approval process

Course Description

Expected Duration: Approximately 45 minutes

Accurate and timely approvals are essential to a project’s success. This allows Project Managers to ensure that the project stays on both schedule and budget while tracking critical data that can help improve future projects. 


The Kantata SX Approval Management course focuses on providing a solid foundation for the approval process and best practices for managing approval requests.


In addition to the readings, resources, and demo videos, this course also includes knowledge check questions and activities. 


Course curriculum

  • 1
    Module 1: Introduction to Approvals
  • 2
    Module 2: How to Approve
  • 3
    Module 3: Supporting the Approval Process
  • Course Overview & Learning Goals Interacting With Your Course Activity: Accessing the Kantata SX Portal Scenario: Meet the Team Module 1: Introduction to Approvals Scenario: Introduction to Approvals Reading: Approvals Key Concepts & Overview Reading: Approvals Overview Demo: Changing Approval Rules Knowledge Check: Introduction to Approvals
  • Module 2: How to Approve Scenario: How to Approve Demo: Pending Approvals Reading: Identifying and Processing Approvals Activity: Identify an Approval Knowledge Check: How to Approve
  • Module 3: Supporting the Approval Process Scenario: Supporting the Approval Process Reading: Revert Permissions Reading: Reporting Activity: The Approval Process Knowledge Check: Supporting the Approval Process Survey: Course Feedback Course Completion