Expected Duration: Approximately 45 minutes
Tracking, managing, and optimizing the time resources spend on projects and tasks gives you valuable visibility into projects, and data you can trust. As a people or project manager, you’ll need to ensure the resources on your project are tracking the right amount of time and expenses. This course will cover how to review and approve timesheets and expenses, and explore how to leverage Analytics for time and expense reporting.
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 delete any information that may be on your organizational account.
This course is for anyone responsible for approving time and expenses, and is particularly helpful for Project Managers.
Reviewing & Approving Timesheets
Reviewing & Approving Expenses
Analytics for Time & Expense Tracking
Course Overview & Learning Goals Module 1: Overview and Resources Scenario: Timesheet Approvals Reading: Reviewing & Approving Timesheets Demo: Overview of the Time Approvals Dashboard Demo: Approving Submitting Time Entries Demo: Editing or Deleting an Approved Time Entry Activity: Stay Connected on the Kantata Community
Module 2: Overview and Resources Reading: Reviewing & Approving Expenses Demo: Overview of the Expense Approvals Dashboard Demo: Approving or Rejecting an Expense Lab: Run a Utilization Report
Module 3: Overview and Resources Reading: Analytics for Time & Expense Tracking Demo: Expense Reporting Demo: Resource Analytics Reporting Check Your Knowledge: Case Study Scenarios Survey: Course Feedback
Purchase this training course and start learning today! Please contact your Client Success Manager to purchase multiple passes for your organization.