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
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1
Course Introduction
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2
Aligning Your Resource Management Process & Settings
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3
Leveraging Resource Requests and Creating Staffing Demand
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4
Leveraging Recommendations and Assigning Resources
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Course Overview & Learning Goals Interacting With Your Course Scenario: Meet the Team -
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 Activity: Activate Resource Requests, Name Request Approvers, & Grant Permissions to Resource Requesters Activity: Creating a Resource Management Access Group Activity: Connecting with the Kantata OX Community Knowledge Check: Resource Management Process & Settings -
Module 2: Overview and Resources 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 Lab: Enabling and Submitting Resource Requests Knowledge Check: Leveraging Recommendations and Assigning Resources -
Module 3: Overview and Resources Reading: Resource Recommendations 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
Purchase this training course and start learning today! Please contact your Client Success Manager to purchase multiple passes for your organization.
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$75.00