Course Description
Expected Duration: Approximately 60 minutes
Resource Fulfillment is a vital step in delivering work to your customers. It is crucial to effectively utilize all the Resources in your arsenal, developing their skills and diversity. Ensuring the correct Resources are assigned to projects that match their skill sets ensures better productivity within the organization. Kantata helps to streamline this process and provides the information you need at your fingertips.
The Kantata SX Resource Fulfillment course will cover the tools available in Kantata to view Projects requiring Resources. We will also review how to optimize Bench Resources.
In addition to the readings, resources, and demo videos, this course also includes knowledge check questions, labs and activities.
Course curriculum
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1
Module 1: Introduction to Resource Fulfillment
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2
Module 2: Utilizing Assignment Demand
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3
Module 3: Utilizing Assignment Searches
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Course Overview & Learning Goals Interacting With Your Course Activity: Accessing the Kantata SX Portal Scenario: Meet the Team Module 1: Introduction to Resource Fulfillment Scenario: Introduction to Resource Fulfillment Reading: Resource Fulfillment Key Concepts & Overview Reading: Resource Fulfillment Best Practices Knowledge Check: The Resource Fulfillment Process -
Module 2: Utilizing Assignment Demand Scenario: Assignment Demand Reading: Assignment Demand List Views Activity: Assignment Demand Familiarization Reading: Proposing Resources Activity: Understanding Scoring in Assignment Demand Demo: Assignment Demand - Proposing a Candidate Lab: Proposing Candidates using Assignment Demand Reading: Reviewing Candidates Demo: Assignment Demand - Reviewing Candidates from an Engagement Lab: Accepting Candidates from the Engagement Reading: Assigning Resources Directly Demo: Assignment Demand - Replacing a Generic with a Named Resource Lab: Replacing a Generic with a Named Resource using Assignment Demand Knowledge Check: Assignment Demand -
Module 3: Utilizing Assignment Searches Scenario: Introduction to Assignment Search Reading: Utilizing Assignment Search Activity: Assignment Search Familiarization Reading: Saving and Sharing Filters Lab: Navigating the Assignment Search Screen Reading: Demand View Demo: Fulfilling a role from Assignment Search Reading: Overutilization of Resources Reading: Optimizing Bench Resources Demo: Utilizing Bench Optimization to Fulfill Assignments Lab: Allocating a Bench Resource to an Assignment Reading: Reports Reading: Summary Knowledge Check: Assignment Search Survey: Course Feedback Course Completion