What We'll Cover

  • Aligning Your Resource Management Process & Settings

    Get started with a review of resource management best practices, and learn about the settings and configuration options for leveraging resource requests and recommendations.

  • Leveraging Resource Requests and Creating Staffing Demand

    Learn how to create and manage staffing demand in Kantata, how to submit and submit, approve, or reject resource requests.

  • Leveraging Recommendations and Assigning Resources

    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

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 curriculum

  • 1
    Course Introduction
  • 2
    Aligning Your Resource Management Process & Settings
  • 3
    Leveraging Resource Requests
  • 4
    Leveraging Recommendations and Assigning Resources
  • Course Overview & Learning Goals Activity: Interacting with Your Course
  • Module 1: Overview and Resources Scenario: Streamlining the Resource Management Process Reading: The Resource Management Process Reading: Staffing Supply & Demand Activity: Responsibilities and Activities of a Resource Manager Reading: Overview of Resource Management Settings Activity: Activate Resource Requests, Name Request Approvers, & Grant Permissions to Resource Requesters Activity: Creating a Resource Management Access Group Knowledge Check: Resource Management Process & Settings
  • Module 2: Overview and Resources Scenario: Making Resource Requests Demo: Introduction to the Resource Center Activity: Overview of the Resource Side Panel Reading: Making Resource Requests Reading: Managing Allocations and Scheduled Hours in the Resource Center Demo: Creating Allocations and Staffing Resources in the Resource Center Demo: Managing Scheduled Hours in the Resource Center Demo: Scheduling Hours with the Hours Distribution Tool Demo: Reviewing Allocations and Submitting Resource Requests Demo: Submitting, Approving, or Rejecting Resource Requests Reading: Configuring Custom Fields for Resource Requests Activity: Leveraging Custom Fields for Resource Requests Knowledge Check: Leveraging Recommendations and Assigning Resources
  • Module 3: Overview and Resources Scenario: Recommending and Assigning Resources Reading: Resource Recommendations Demo: Overview of Team Builder Reading: Leveraging Team Builder for Dynamic Resource Optimization Knowledge Check: Leveraging Recommendations and Assigning Resources Reading: Course Completion Survey: Course Feedback

Course Pricing

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