Implementation Courses

Course 1 – Setting System Defaults (Administrators)

• Company Settings (3:45 min)
• Importing Contacts (2:29 min)
• Administration – Cost Codes & Estimate Templates (4:03 min)
• Administration – Default Settings, Reports, Unlock/Unsign (2:36 min)
• Administration – Trades (2:26 min)
• Setting Accounting Defaults (2:19 min)

Course 2 – Bidding Status (Estimators)

• Create a New Project & Bidding Worksheet (4:27 min)
• Adding Project Information (3:17 min)
• Adding Alternates, Units, & Phases (2:13 min)
• Bid Invitations (5:52 min)
• Proposal Package (4:04 min)
• Plan Room – Drawing Mark-ups (41 sec)
• Plan Room – Drawing Overlay & Compare Feature (58 sec)
• Plan Room – Mark-up & Attach (1:14 min)
• Drawings: Upload Drawings to Split, Scan and Link (2.5 mins)
• Drawings: Review a Drawing Set (1.5 mins)
• Drawings: Drawings Revisions (1 min)
• Drawings: Multiple Drawings Revisions (1 min)
• Drawings: Upload Drawings Without Splitting (1 min)
• Drawings: Planroom Call Outs (1.5 mins)

Course 3 – Pending Status (Estimators)

• Pending Status & Owner Contracts

Course 4 – Budget Worksheet & Cost Commitments (Project Managers)

• Moving project to In Progress (3:05 min)
• Budget Worksheet & Buy Out Process (6:30 min)
• Understanding the Cost Item Menu (7:10 min)
• Required Documents (3:36 min)
• Subcontracts (10:12 min)
• Subcontract Menu Explained (4:13 min)
• Terminating a Subcontract (5:19 min)
• Expenses & Field Purchase Orders (4:12 min)
• Purchase Orders – Issuing PO’s (3:27 Min)

Course 5 – Change Orders (Project Managers)

Pending Change Orders

• PCO’s –  (6:49 min)

Owner Change Orders

• Change Orders (6:09 min)

Course 6 – Owner Billing (Project Managers & Accountants)

• Owner Billing Introduction (3 min)

Owner Bill – Schedule of Values Options

• Schedule of Values by Division – 2 options (3 min)
• Schedule of Values by Cost Item – 3 options (3 min)
• Schedule of Values Custom  – 2 options (4 min)

Owner Billing Applications

• Generic Owner Bill (9 min)
• Cost Plus Owner Bill (11min)

Owner Billing – Accountant Approval

• Accountant Approval of Owner Bill (9 min)

Course 7 – Scheduling & Daily Logs (Project Managers)

• Schedule Templates (6 min)
• Building a Project Schedule (20.5 min)
• Adding as Template/Creating Baseline Schedule (6 min)
• Printing the Schedule (5 Min)
• Work Days/Non-Working Days (2 min)
• Schedule/Daily Log Integration (7 min)

Course 8 – RFI’s, Meetings, Submittals, & Close – Out (Project Managers)

RFI’s

• RFI’s (6:51)

Meetings

• Preparing Meeting Agenda (7.5 min)
• Finalizing Meeting Minutes (9 min)

Submittals

• Submittal setup (2:33 min)
• Creating a Submittal (6:59 min)
• Rejected Submittals (3:40)
• Submittal Reports (2:16)

Close-Out

• Punch List (8 min)
• Warranty Letters (4.5 min)
• Job Back Up (2.5 min)

Non-Project Manager Trainings

• Accountant Training
• Superintendent Training 
• Subcontractor Training – Updated video coming soon