What We'll Cover

  • Adopting Kantata Views

    For customers moving from the legacy Engagement Dashboard to Views. Understand the key benefits and the recommended adoption approach.

  • Familiarisation with the Views screens

    An introduction to the Kantata Views screens. Explore key concepts, explore navigation and interpret the metrics that are displayed.

  • Customising Views

    Investigate the methods of making basic customisations to your Engagement and Portfolio Views.

Course Description

Expected Duration: Approximately 30 minutes

The Getting Started with Kantata Views course is designed for Kantata customers transitioning from the legacy Engagement Dashboard to Kantata Views.

The course will provide you with the knowledge and skills necessary to effectively adopt, navigate, and customise Kantata Views to gain deeper insights into your Engagements and Portfolios. 



Pre-requisites: Essentials eLearning or familiarity with KSX Engagements.

Course curriculum

  • 1
    Course Introduction
  • 2
    Adopting Kantata Views
  • 3
    Understanding the Views Screens
  • 4
    Customising Views
  • Course Overview & Learning Goals Activity: Interacting with Your Course Scenario: Meet the Team
  • Module 1: Adopting Kantata Views Reading: Key Concepts Reading: Introduction to Kantata Views Activity: Adoption Planning Reading: Adoption Planning Module 1: Knowledge Check
  • Module 2: Understanding the Views Screens Reading: Overview of Kantata Views Scenario: Project Manager adopting Kantata Views Activity: Metric Tile Familiarisation Activity: Delivery Elements Table Familiarisation Reading: Delivery Portfolios Views Reading: Permissions Module 2: Knowledge Check
  • Module 3: Customising Views (Basics) Reading: Customision Basics Activity: Customising the Engagement Views Layout Module 3: Knowledge Check Course Conclusion Survey: Course Feedback