What We'll Cover

  • Project Workspace Management

    Get started with a review of the project workspace, and take a closer look at how to manage task details and adjust project schedules.

  • Monitoring Project Performance

    Learn about how to track the performance of your projects, including monitoring budget burn and estimate at completion (EAC).

  • Project Reporting and Completion

    Identify functionality to report on project health, and review best practices for completing and archiving projects.

Course Description

Expected Duration: Approximately 45 minutes

Congratulations on getting your project started! Now it’s time to track your team’s progress and report back to your stakeholders. In this course we will cover how to manage your project workspace, how to make adjustments to the project plan, and how to update the team's schedules accordingly. We will also review best practices in completing and archiving projects.

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.

Course curriculum

  • 1
    Project Workspace Management
  • 2
    Monitoring Project Performance
  • 3
    Project Reporting and Completion
  • Course Overview & Learning Goals Module 1: Overview and Resources Scenario: Managing Project Updates Demo: Operations Management Reading: Project Workspace Overview Demo: Project Workspace Overview Demo: Creating a Baseline and Adjusting Project Schedules Reading: Overview of the Task Details Side Panel Demo: Updating Resource Scheduled Hours Activity: Stay Connected on the Kantata Community
  • Module 2: Overview and Resources Reading: Performance Indicators Demo: Overview of the Project Side Panel Demo: Monitoring Budget Burn and EAC Demo: Tracking Project Financial Performance Demo: Creating and Sharing a Saved View in the Task Tracker Check In: What Key Questions Were Answered?
  • Module 3: Overview and Resources Reading: Project Health Reports Demo: Overview of Project Health Reports Demo: Project Health Reporting in Insights Demo: Project Performance Analytics Reporting Reading: Archiving and Deleting Projects Demo: Archiving Projects Lab: Submit a Project Health Report Check Your Knowledge: Case Study Scenarios 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.