Recommended Prerequisites

  • Kantata OX Fundamentals

  • Resource Management Best Practices (or 1+ years of resource management experience)

What We'll Cover

  • Aligning Your Resource Management Process & Settings

    Explore how to streamline your resource management processes, and learn how to configure settings and permissions to ensure team member access.

  • Leveraging Resource Requests and Creating Staffing Demand

    Learn how to submit, approve, or reject resource requests, and how you can leverage custom fields to ensure projects are staffed with the right resource every time.

  • Leveraging Recommendations and Assigning Resources

    Review the resource recommendation functionality and learn how to align resources with demand, whether you're staffing a single resource or an entire project.

Course Description

Expected Duration: Approximately 1 - 1.5 hours

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 this course you will learn how to:

  • Leverage Kantata to optimize your resource management processes
  • Activate resource recommendations and requests and configure permissions for access to resource management functions
  • Create requests for resources with a specific skillset
  • Optimize resource information by configuring custom fields for resource requests
  • Automatically match open roles with the best-fit candidates based on skills, availability, and other criteria

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: Introduction to Resource Management Reading: The Resource Management Process Activity: Responsibilities and Activities of a Resource Manager Reading: Resource Management Settings Reading: Access Groups Reading: Resource Management Settings in Access Groups Activity: Activate Resource Requests, Name Request Approvers, & Grant Permissions to Resource Requesters Knowledge Check: Resource Management Process & Settings
  • Module 2: Overview and Resources Scenario: Making Resource Requests Reading:Overview of the Resource Side Panel Reading: Making Resource Requests Activity: Submitting, Approving, or Rejecting a Resource Request Reading: Configuring Custom Fields for Resource Requests Activity: Leveraging Custom Fields for Resource Requests Knowledge Check: Leveraging Resource Requests
  • Module 3: Overview and Resources Scenario: Recommending and Assigning Resources Activity: Introduction to the Resource Center Reading: Resource Recommendations Activity: Configuring a Resource Request Custom View Reading: Leveraging Team Builder for Dynamic Resource Optimization Demo: Overview of Team Builder Knowledge Check: Leveraging Recommendations and Assigning Resources Reading: Course Completion Survey: Course Feedback

Course Pricing

Please contact your Customer Success Manager to gain access to this course or to discuss the courses that will best suit your needs.