Project Initiation, Structure, and Mobilisation

Get started with understanding the structure of an Engagement and the items that make up a project and make edits to Assignments.

Execution and Risk

Discover how to create weekly Status updates to track progress and manage a Risk log.

Operations Oversight & Project Financials

Explore the KPIs available in Kantata, gain insight into managing weekly Timesheet submission and effort reforecasting.

Learning Goals

Assignments & Milestones

Manage Assignments and Milestones as an Engagement progresses

Status Updates & Portfolios 

Provide Status updates including logging RAID Items and Llverage Delivery Portfolios for a holistic view of your Engagements

Weekly close and Revenue Recognition

Effectively and efficiently perform week-end tasks. Review revenue recognition and the functionalities that impact how revenue is recognised and how remaining effort is forecasted

Curriculum

5 Chapters · 40 Lessons

  1. 1

    Course Overview & Resources

    1. (Included in full purchase)

      Course Overview, Goals, & Resources

    2. (Included in full purchase)

      Scenario: Meet the Team

  2. 2

    Module 1: Project Initiation, Structure, and Mobilisation.

    1. (Included in full purchase)

      Module 1: Project Initiation, Structure, and Mobilisation.

    2. (Included in full purchase)

      Scenario: Kantata Delivery

    3. (Included in full purchase)

      Reading: Kantata Project Structure

    4. (Included in full purchase)

      Reading: Mobilisation

    5. (Included in full purchase)

      Reading: Working at Risk (WAR)

    6. (Included in full purchase)

      Reading: Managing Assignments

    7. (Included in full purchase)

      Reading: Profiling

    8. (Included in full purchase)

      Reading: Scheduling Specific Days

    9. (Included in full purchase)

      Reading: Introduction to Usage Behaviour Rules

    10. (Included in full purchase)

      Reading: Work Breakdown Structure

    11. (Included in full purchase)

      Activity: Forecasting Techniques

    12. (Included in full purchase)

      Knowledge Check: Project Initiation, Structure, and Mobilisation

  3. 3

    Module 2: Execution and Risk

    1. (Included in full purchase)

      Module 2: Execution and Risk

    2. (Included in full purchase)

      Scenario: Execution and Risk

    3. (Included in full purchase)

      Reading: Managing Milestones

    4. (Included in full purchase)

      Activity: Managing Milestones

    5. (Included in full purchase)

      Reading: Status Updates

    6. (Included in full purchase)

      Reading: RAID Management

    7. (Included in full purchase)

      Reading: Approval Process

    8. (Included in full purchase)

      Knowledge Check: Scoping & Modelling Proposals

  4. 4

    Module 3: Operations Oversight & Project Financials

    1. (Included in full purchase)

      Module 3: Operations Oversight & Project Financials

    2. (Included in full purchase)

      Scenario: Operations Oversight & Financials

    3. (Included in full purchase)

      Reading: Delivery Metrics

    4. (Included in full purchase)

      Reading: Introduction to Revenue Recognition

    5. (Included in full purchase)

      Reading: Revenue Forecast vs. Recognition

    6. (Included in full purchase)

      Reading: Change Orders

    7. (Included in full purchase)

      Activity: Change Orders

    8. (Included in full purchase)

      Reading: Operational Management

    9. (Included in full purchase)

      Activity: Utilising Operational Management

    10. (Included in full purchase)

      Reading: Preserving Usage

    11. (Included in full purchase)

      Reading: Delivery Portfolios

    12. (Included in full purchase)

      Knowledge Check: Operations Oversight & Project Financials

  5. 5

    Module 4: Project Closure

    1. (Included in full purchase)

      Module 4: Project Closure

    2. (Included in full purchase)

      Scenario: Project Closure?

    3. (Included in full purchase)

      Reading: Project Closure

    4. (Included in full purchase)

      Knowledge Check: Project Closure

    5. (Included in full purchase)

      Course Conclusion

    6. (Included in full purchase)

      Survey: Course Feedback

Ready to learn? Contact your CSM for enrolment. 

Maximise the value of your organisation's Success Package with this must-have course. Take the next step and enrol directly with your Customer Success Manager for immediate access!

$75.00

Enroll now