What We'll Cover

  • Introduction to Assignments

    Get started with understanding Assignments and how to work efficiently to keep them updated and on track

  • Managing Assignments for Individuals

    Learn how to forecast effectively, including forecasting techniques, scheduling, and using Operational Management

  • Managing Assignments for Resource Teams

    Identify functionality for team resourcing, and review best practices for managing Assignments and optimizing resource utilization

Course Description

Expected Duration: Approximately 60 minutes

When planning which Resources will deliver a project there are multiple moving parts and nuances to understand such as availability and skills. Learn how to manage Resource Assignments against Delivery work and match the best-suited Resource to role requirements. Explore forecasting methods for individuals and teams, as well as understand the most effective Assignment type to utilize based on different scenarios. 


The Kantata SX Managing Assignments course will cover the tools available in Kantata to add, edit, and manage Assignments.


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


Course curriculum

  • 1
    Module 1: Introduction to Managing Assignments
  • 2
    Module 2: Managing Assignments for Individuals
  • 3
    Module 3: Managing Assignments for Resource Teams & Best Practices
  • Course Overview & Learning Goals Interacting With Your Course Activity: Accessing the Kantata SX Portal Scenario: Meet the Team Module 1: Introduction to Assignments Reading: Key Concepts for Managing Assignments Scenario: Introduction to Assignments Reading: What is an Assignment? Activity: Understanding the Assignment Screen Reading: Adding and Editing in Assignment View Demo: Adding an Assignment Activity: Amending an Assignment Reading: Editing Multiple Assignments Scenario: Defining Capabilities Demo: Defining Capability Requirements Knowledge Check: Introduction to Assignments
  • Module 2: Scheduling Assignments for Individuals Scenario: Scheduling Assignments for Individuals Reading: Assignments for Individuals Reading: Forecasting Effort Reading: Effort Spread Across an Assignment Reading: Profiling Demo: Forecasting Techniques Reading: Scheduling Specific Days Demo: Scheduling Specific Days Activity: Forecasting Techniques Reading: Operational Management Overview Demo: Operational Management Overview Reading: Scheduling Impact on Utilization Knowledge Check: Managing Assignments for Individuals
  • Module 3: Managing Assignments for Resource Teams & Best Practices Scenario: Managing Assignments for Resource Teams Reading: Introduction to Group Assignments Activity: Group Assignments Reading: Group Assignment Management Reading: Service Request Assignments Demo: Managing Framework Assignments Activity: Framework Assignments Reading: Large Team Ramp-Up Demo: Creating Model Assignments Reading: Views & Benefits of Model Assignments Demo: Managing Model Assignments Reading: Best Practice Knowledge Check: Managing Assignments for Resource Teams & Best Practices Survey: Course Feedback Course Completion