Kimble Essentials 1. Introduction to Kimble

This 15-minute training video provides an end-to-end overview of Kimble, from creating and managing Proposals to closing Tracking and Forecasting Periods.

By the end of this module, you will be able to:

• Understand how Kimble functions within Salesforce
• Outline Kimble use cases Define Proposals, Delivery Engagements, and Delivery Elements
• Explain the value of Kimble

Kimble Essentials Video Curriculum

1. Introduction to Kimble

2. Creating Proposals

3. Managing Proposals

4. Resource Management

5. Understanding Assignments

6. Finalizing an Engagement

7. Project Management

8. Time and Expense

9. Finance

10. Operations & Period Management