What We'll Cover

  • Introduction to the Resource Center

    Get started with an introduction to the features and functionality available in the Resource Center. Learn how to leverage viewing options and filters to customize your view.

  • Setting Resource Demand

    Learn how to create allocations and submit, approve, or reject resource requests.

  • Aligning Resources With Demand

    Identify functionality to align resources with demand, whether you're staffing a single resource, an entire project, or multiple projects.

Course Description

Expected Duration: Approximately 45 minutes

Once your project needs have been identified, it’s time to staff the project and get started. But how do you balance project needs with team member's capacity, and ensure that every project gets the right resources while making sure that workload is distributed evenly around your teams? This course will cover a deep dive into the Resource Center and how you can easily align resources with demand.

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 either complete the labs from a demo account or make sure to delete any information that may be on your organizational Kantata account.

Course curriculum

  • 1
    Course Introduction
  • 2
    Introduction to the Resource Center
  • 3
    Setting Resource Demand
  • 4
    Aligning Resources with Demand
  • Course Overview & Learning Goals
  • Module 1: Overview and Resources Scenario: Introduction to the Resource Center Reading: Introduction to the Resource Center Reading: Team Members and Projects Tabs Activity: Introduction to the Resource Center Reading: The Timeline Reading: Filters Reading: Saved Views in the Resource Center Demo: Customizing Your View in the Resource Center Activity: Configuring a Resource Request Custom View Lab: Create a Saved View in the Resource Center Reading: Best Practices in the Resource Center Reading: The Resourcing Agent Knowledge Check: Introduction to the Resource Center
  • Module 2: Overview and Resources Scenario: Creating Resource Demand Activity: Overview of the Resource Side Panel Reading: Managing Allocated Hours in the Resource Center Reading: Managing Scheduled Hours in the Resource Center Reading: Managing Resource Estimated Hours in the Resource Center Reading: Resource Recommendations Reading: Deleting a Resource in the Resource Center Knowledge Check: Creating Resource Demand
  • Module 3: Overview and Resources Scenario: Aligning Resources With Staffing Demand Reading: Leveraging Team Builder for Dynamic Resource Optimization Activity: Overview of Team Builder Knowledge Check: Aligning Resources with Demand Survey: Course Feedback Reading: Course Conclusion

Course Pricing

Purchase this training course and start learning today! Please contact your Client Success Manager to purchase multiple passes for your organization.