What We'll Cover

  • Setting Up, Submitting, Reviewing & Approving Timesheets

    Begin with how to manage time and expense settings. Then, how to submit, review, and approve timesheets in Kantata, whether you're a project manager or a people manager, either by project or by personnel.

  • Submitting, Reviewing & Approving Expenses

    Learn how to submit, review, and approve or reject expenses in Kantata and identify what expenses need to be billed.

  • Analytics & Insights Reporting for Time & Expense Tracking

    Identify analytics reporting for time and expense tracking and learn how to run a time-tracking report. Discover Insights that will elevate the data available for time and expense tracking.

Course Description

Expected Duration: Approximately 45 minutes

This course is ideal for project managers or anyone responsible for reviewing and approving time and expenses.

Learning to submit, track, manage, and optimize resource time and expenses will give your organization valuable, trustworthy data and support effective project spend management.

The course covers:

  • Submitting, reviewing, and approving timesheets and expenses.

  • Leveraging Analytics and Insights for time and expense reporting.

Course curriculum

  • 1
    Course Overview
  • 2
    Setting Up, Submitting, Reviewing & Approving Timesheets
  • 3
    Reviewing & Approving Expenses
  • 4
    Analytics for Time & Expense Tracking
  • Course Overview & Learning Goals
  • Module 1: Overview and Resources Scenario: Tracking Time and Timesheet Approvals Reading: Time Tracking Activity: Overview of Time Tracking Reading: Time & Expense Settings Reading: Time & Expense Settings in a Project Reading: Managing Time & Expense Settings at the Project and Task Level Activity: Overview of Time & Expense Settings Activity: The Timer and Time Entry Form Reading: Reviewing & Approving Timesheets Activity: Overview of Time Approvals Dashboard Activity: Approving Submitted Time Entries Reading: Overview of Time Off Activity: Adding Time Off Reading: Editing Approved Time Entries Activity: Rejecting an Approved Time Entry Reading: Resubmitting Rejected Time Entries Knowledge Check: Submitting, Reviewing & Approving Timesheets
  • Module 2: Overview and Resources Scenario: Reviewing and Approving Expenses Reading: Expense Tracking Activity: Logging Expenses in Kantata Activity: Creating and Submitting Expense Reports Reading: Expense Budgets Activity: Overview of Expense Budgets Reading: Editing and Deleting Expenses Activity: Overview of the Expense Approvals Dashboard Reading: Reviewing & Approving Expenses Reading: Rejecting Approved Expenses Reading: Resubmitting Rejected Expenses Knowledge Check: Expense Tracking and Approvals
  • Module 3: Overview and Resources Scenario: Analytics for Time & Expense Tracking Reading: Analytics for Time Tracking Reading: Analytics for Expense Tracking Activity: People Analytics Reporting Activity: Projects Analytics Reporting Reading: Analytics for Utilization Reading: Insights Classic: Time and Task Management Dashboards & Reports Activity: Finances Analytics Reporting Knowledge Check: Reporting, Analytics and Data Reading: Course Completion Survey: Course Feedback

Course Pricing

Please contact your Customer Success Manager to discuss enrollment to this course and other courses that will assist you on your learning journey.