Project Financial Settings

Learn to establish a solid financial foundation by configuring budgets, rates, and security protocols. We will also define the fundamental metrics—Actual Fees, ETC, and EAC—used to monitor and forecast project health.

Project Financial Management

Master the Project Workspace to actively manage financials, from monitoring real-time health and controlling billing cycles to locating critical data directly within your workflow.

Project Analytics

Gain comprehensive visibility by tracking high-level metrics in the Project Overview, and generating formal outputs with Financial Analytics Reporting.

About the course

This course provides the skills to manage financials at a project level, starting with project setup, security protocols, and core configuration (budgets, billing, and rates). You will review key metrics—Estimate at Completion (EAC), Estimate to Complete (ETC), and Variance—to monitor project health and forecast outcomes. Finally, you will explore exactly where financial information lives in the workspace, ensuring you have the data you need within the flow of your workday.

Pre-Course Recommendations

Before undertaking this course, we highly recommend that you have completed these eLearning courses or have the appropriate role experience or permissions: - Kantata OX Fundamentals - Be familiar with Budgets and the Project Workspace - View/Edit Financials or higher permissions - Or, at least one years experience with Kantata

Curriculum

4 Chapters · 27 Lessons

  1. 1

    Course Introduction

    1. (Included in full purchase)

      Course Overview & Learning Goals

  2. 2

    Project Financial Settings

    1. (Included in full purchase)

      Module 1: Project Financial Settings

    2. (Included in full purchase)

      Scenario: Project Financial Settings

    3. (Included in full purchase)

      Reading: Project Financial Settings

    4. (Included in full purchase)

      Activity: Financial Settings in Projects

    5. (Included in full purchase)

      Reading: Financial Key Calculations

    6. (Included in full purchase)

      Activity: Project Financial Basics

    7. (Included in full purchase)

      Knowledge Check: Overview of Project Financials

  3. 3

    Managing Project Financials

    1. (Included in full purchase)

      Module 2: Managing Project Financials

    2. (Included in full purchase)

      Scenario: Managing Project Financials

    3. (Included in full purchase)

      Reading: Navigating Financials on Projects

    4. (Included in full purchase)

      Reading: Financials in the Project Side Panel

    5. (Included in full purchase)

      Reading: Project Overview Tab

    6. (Included in full purchase)

      Reading: Activity Tab

    7. (Included in full purchase)

      Reading: Financials in the Project Admin Box

    8. (Included in full purchase)

      Reading: Financials in the Task Side Panel

    9. (Included in full purchase)

      Activity: Monitoring Budget Burn and Estimate at Completion (EAC)

    10. (Included in full purchase)

      Reading: Expense Budgets

    11. (Included in full purchase)

      Reading: Project Financials

    12. (Included in full purchase)

      Knowledge Check: Managing Project Financials

  4. 4

    Financial Reporting

    1. (Included in full purchase)

      Module 3: Financial Analytics

    2. (Included in full purchase)

      Scenario: Financial Reporting

    3. (Included in full purchase)

      Reading: Financial Reporting

    4. (Included in full purchase)

      Activity: Finances Analytics Reporting

    5. (Included in full purchase)

      Knowledge Check: Financial Reporting

    6. (Included in full purchase)

      Survey: Course Feedback

    7. (Included in full purchase)

      Reading: Course Conclusion

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$75.00

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