Whether your project is a large-scale software implementation for a client or a smaller internal project, you’ll need people resources to get the work done. But what skills do your resources need, and how much time will you need them for? And who is available? This course will cover how to leverage Kantata to optimize your resource management processes and outline a staffing plan for you and your team to ensure you have the most up to date information for what resources are needed now and in the future.
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 remove any data or information from the labs that may impact your organizational account.
In this course you will learn how to:
- Leverage Kantata to optimize your resource management processes
- Enable resource recommendations and requests and configure permissions for access to resource management functions
- Outline a staffing schedule or timeline for your organization for reviewing allocations and making resource requests
- Create staffing demand for resources with a specific skillset
- Submit, Approve, or Reject a Resource Request
- Configure custom fields for resource requests
Course Overview & Learning Goals Module 1: Overview and Resources Scenario: Resource Recommendations Reading: The Resource Management Process | Supply & Demand Reading: Overview of Resource Management Settings Demo: Enabling Resource Requests and Adding Approvers Demo: Configuring Resource Management Access Groups Activity: Stay Connected on the MavenExchange
Module 2: Overview and Resources Reading: Creating Allocations Demo: Creating Staffing Demand in Master Planning Demo: Scheduling Hours with the Hours Distribution Tool Reading: Resource Requests Demo: Reviewing Allocations and Submitting Resource Requests Demo: Submitting, Approving, or Rejecting Resource Requests Reading: Leveraging Custom Fields for Resource Requests Demo: Leveraging Custom Fields for Resource Requests Lab: Enabling and Submitting Resource Requests
Module 3: Overview and Resources Reading: Resource Recommendations Reading: Leveraging Team Builder Survey: Course Feedback Check Your Knowledge: Case Study Scenarios Demo: Overview of Team Builder