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
    Aligning Your Resource Management Process & Settings
  • 2
    Leveraging Resource Requests and Creating Staffing Demand
  • 3
    Leveraging Recommendations and Assigning Resources
  • Course Overview & Learning Goals Module 1: Overview and Resources Scenario: Resource Recommendations Reading: The Resource Management Process Reading: Staffing Supply & Demand Reading: Responsibilities and Activities of a Resource Manager Reading: Overview of Resource Management Settings Demo: Enabling Resource Requests, Naming Request Approvers, & Granting Permissions to Resource Requesters Demo: Creating a Resource Management Access Group Activity: Stay Connected on the Kantata Community
  • Module 2: Overview and Resources Demo: Introduction to the Resource Center Reading: Creating Allocations 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 Reading: Resource Requests 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 Lab: Enabling and Submitting Resource Requests
  • Module 3: Overview and Resources Reading: Resource Recommendations Demo: Overview of Team Builder Reading: Leveraging Team Builder Survey: Course Feedback Check Your Knowledge: Case Study Scenarios

Course Pricing

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