Kantata (formerly Mavenlink) Professional Services Automation

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About Course

Run services delivery on Kantata OX (formerly Mavenlink): projects, resourcing, time and expenses, financials and insights for consulting firms.

Who this training is for

  • Professional services and consulting firms
  • PMO, resource managers and delivery leads

Syllabus

  1. Module 1: Kantata basics — Workspaces, roles, navigation
  2. Module 2: Projects — Templates, tasks, budgets
  3. Module 3: Resource management — Scheduling, utilisation, skills
  4. Module 4: Time & expenses — Timesheets, approvals
  5. Module 5: Financials — Billing, revenue, margin
  6. Module 6: Insights — Dashboards and reports

🏢 Training your team?

This course is available as live online batches, onsite workshops at your office, or self-paced access for your employees with progress reports for HR. The syllabus can be tailored to your systems and projects.

🎁 Book a free demo for your team Corporate plans

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What Will You Learn?

  • Set up projects, tasks and budgets
  • Plan resources and utilisation
  • Track time and expenses
  • Report project financials and margins

Course Content

Module 1: Kantata basics
Workspaces, roles, navigation

Module 2: Projects
Templates, tasks, budgets

Module 3: Resource management
Scheduling, utilisation, skills

Module 4: Time & expenses
Timesheets, approvals

Module 5: Financials
Billing, revenue, margin

Module 6: Insights
Dashboards and reports

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