What We'll Cover

  • Setting Up, Submitting, Reviewing & Approving Timesheets

    Begin with how to manage time and expense settings. Then, how to submit, review, and approve timesheets in Kantata, whether you're a project manager or a people manager, either by project or by personnel.

  • Submitting, Reviewing & Approving Expenses

    Learn how to submit, review, and approve or reject expenses in Kantata and identify what expenses need to be billed.

  • Analytics & Insights Reporting for Time & Expense Tracking

    Identify analytics reporting for time and expense tracking and learn how to run a time-tracking report. Discover Insights that will elevate the data available for time and expense tracking.

Course Description

Expected Duration: Approximately 45 minutes

Submitting, tracking, managing, and optimizing time for resources will support your organization in managing spend on projects and tasks, providing valuable visibility into projects and data you can trust. 

This course covers how to submit, review and approve timesheets and expenses, and explores how to leverage Analytics and Insights 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 reviewing and approving time and expenses and is particularly helpful for Project Managers. 



Course curriculum

  • 1
    Course Overview
  • 2
    Setting Up, Submitting, Reviewing & Approving Timesheets
  • 3
    Reviewing & Approving Expenses
  • 4
    Analytics for Time & Expense Tracking
  • Course Overview & Learning Goals Reading: Interacting With Your Course Reading: Meet the Team
  • Module 1: Overview and Resources Scenario: Tracking Time and Timesheet Approvals Reading: Key Concepts & Terms Reading: Time Tracking Activity: Overview of Time Tracking Reading: Time & Expense Settings Reading: Time & Expense Settings in a Project Reading: Managing Time & Expense Settings at the Project and Task Level Activity: Overview of Time & Expense Settings Activity: The Timer and Time Entry Form Reading: Reviewing & Approving Timesheets Demo: Overview of the Time Approvals Dashboard Demo: Approving Submitted Time Entries Reading: Overview of Time Off Activity: Adding Time Off Reading: Editing Approved Time Entries Reading: Resubmitting Rejected Time Entries Knowledge Check: Submitting, Reviewing & Approving Timesheets
  • Module 2: Overview and Resources Scenario: Reviewing and Approving Expenses Reading: Expense Tracking Activity: Logging Expenses in Kantata Activity: Creating and Submitting Expense Reports Reading: Expense Budgets Activity: Overview of Expense Budgets Reading: Editing and Deleting Expenses Demo: Overview of the Expense Approvals Dashboard Reading: Reviewing & Approving Expenses Demo: Approving or Rejecting an Expense Reading: Rejecting Approved Expenses Reading: Resubmitting Rejected Expenses Activity: Stay Connected on the Kantata Community Knowledge Check: Expense Tracking and Approvals
  • Module 3: Overview and Resources Scenario: Analytics for Time & Expense Tracking Reading: Analytics for Time Tracking Reading: Analytics for Expense Tracking Demo: Resource Analytics Reporting Demo: Expense Reporting Reading: Analytics for Utilization Reading: Insights Classic: Time and Task Management Dashboards & Reports Lab: Run a Time Tracking Report Knowledge Check: Reporting, Analytics and Data Reading: Course Completion Survey: Course Feedback

Course Pricing

Please contact your Customer Success Manager to discuss enrollment to this course and other courses that will assist you on your learning journey.