What We'll Cover

  • Project Workspace Management

    Get started with an overview of the project workspace, including project actions, settings, permissions and more. We will also take a look at how to manage task details and information in the Task Tracker, Gantt Chart and Boards.

  • Monitoring Project Performance

    Learn about how to track the performance of your projects, including how to adjust project schedules and monitor 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
    Course Introduction
  • 2
    Project Workspace Management
  • 3
    Project Resourcing and Performance Management
  • 4
    Project Reporting and Completion
  • Course Overview & Learning Goals Interacting With Your Course Meet the Team
  • Module 1: Overview and Resources Scenario: Managing Project Updates Reading: Project Workspace Overview Demo: Project Workspace Overview Reading: Project Actions Reading: Project Settings Demo: Embedding Dashboards Reading: Task Status Sets and Custom Task Statuses Activity: Task Status Sets and Custom Task Statuses Reading: Project Rates & Roles Reading: Project Permissions Reading: Project Custom Fields Reading: Project History Demo: Overview of Recent & Project History Reading: Project Stages Reading: Project Side Panel Demo: Overview of the Project Side Panel Reading: Project Overview Tab Reading: Activity Tab Reading: Refining Your Work Breakdown Structure in the Task Tracker Demo: Refining Your Work Breakdown Structure in the Task Tracker Activity: Bulk Actions in the Task Tracker Demo: Creating and Sharing a Saved View in the Task Tracker Reading: Overview of the Task Details Side Panel Reading: Gantt Chart Reading: Baselines Activity: Capturing Project Snapshots Reading: Boards and To Dos Activity: Managing Your Workflow with Boards and To Dos Knowledge Check: Project Workspace Management
  • Module 2: Overview and Resources Scenario: Managing Project Updates Reading: Time & Expense Reading: Expense Budgets Reading: Resourcing in the Project Workspace Activity: Resourcing in the Project Workspace Reading: Project Files Activity: Stay Connected on the Kantata Community Reading: Project Admin Box Reading: Performance Indicators Demo: Updating Resource Scheduled Hours Demo: Monitoring Budget Burn and EAC Demo: Tracking Project Financial Performance Knowledge Check: Project Resourcing and Performance Management
  • Module 3: Overview and Resources Scenario: Project Reporting Reading: Project Health Reporting 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 Knowledge Check: Project Reporting and Completion Survey: Course Feedback Reading: Course Completion

Course Pricing

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