Workflows for End User

General

Learn the basis for viewing and filtering workflows

4:14

Wildcard use in Q360

General

10:26

v23.02.002 Manage Project Task List

Projects

2:12

Time Bill via the Resource Console

HR,

Projects

2:12

Time Bill Project Task or Sub Task v23.01

Projects

0:37

Time Bill From Project Task

Projects

Time bill against project task and sub-task

1:09

Time Bill from My Tasks

Projects

Users can top and start their time bills from the My Tasks form

Summary Tab

Start and stop time bills in the Resource Console

Projects

Start and stop time bills in the Resource Console scheduler grid

2.18

Standard Toolbar for User by Job Role

General

Access quick launch tool bar items to commonly used forms based on your job role.

1:32

Sort and Change Grid Columns

General

Manipulate columns to get a customized view

4:53

Search Records and Navigate Form

General

Search Records and Navigate Form - a navigation tour for a new user

2:04

Schedule a Task via Resource Console v23.01

Projects

1:06

Schedule a Task on the Resource Console

Projects

Schedule tasks from the resource console grid

2:23

Schedule a Project Task

Projects

2:03

Route Site Locations with Google Maps

General

2:25

Review and Post Time Bills

Accounting,

Projects

Review and post time bills

1:25

Resource Console Overview

Projects

A general overview of the Resource Console.

1:37

Reminder Notification

Quick Search in Q360

Q360 Demonstration Project Profit

Projects

Preview a demonstration of a project and its profit tab and usage around the data displayed, complemented with associated project profitability reports, including "Project WIP" and "Project Revenue/Cost Forecast" report

7:57

Q360 Demonstration Project Change Order

Projects

Preview a demonstration to create a change order and the impact on Project > Profit. Remove and/or add material/labor on a) an internal change order (impacts cost only), b) a customer change order (impacts revenue and cost).

9:00

Q360 Demonstration End to End Flow

General

Preview a demonstration of a sample end-to-end operational flow in Q360

60:06

Project Transition to Service and Closure v23.02

Projects,

Webinars

2:14

Project Task Grid Header Definitions

Projects

3:09

Project Reports

Projects

Useful insight into the status and financial details for projects

2:45

Project Profit Tab v23.01

Projects

37:12

Project Management Enhancements 23.01 Time to Learn Part 1

Projects

59:24

Project Management 23.01 Scheduling and Forecasting

Projects,

Webinars

1:57

Post Project COGS and Revenue

Accounting,

Projects

Recognize all project costs and all the revenue earned to date

2:41

Navigate the Project Profit Tab

Projects

Analyze profitability for individual projects

1:46

Navigate record sets

General

Navigate or skip to of your list of records in any form or report.

4:08

Multi-currency FX impact on Project

Accounting,

Projects

Multi-currency FX impact on Project > Profit tab

1:01:14

MasterClass: Project Work in Process and Change Orders v23.02

Projects

2:41

Mark Project as Substantially Complete

Projects

Mark Project as substantially complete sets project Status and Install finish date...

2:47

Manage Project Task Lists

Projects

Manage and monitor all tasks for a project

11:53

Manage Project Task List v23.01

Projects

2:07

Manage Equipment in the Material Grid

Projects

Manage and procure equipment for projects from the Material grid

1:48

Link Documents

General

From any document grid, select one or more rows, and then drag them to a different document grid.

5:26

Invoice Print Queue 23.01

Initiate ICO v23.01

Initiate Customer Change Order (CCO) v23.01

Projects

2:01

Group and Total Grid Data

General

Group grid rows into sets and total the sets

2:21

Filter Grid Data

General

Filter grids to refine the displayed data

4:20

External User Changes 23.01

General

1:09

Export Grid Data

General

Export grid data to Excel and PDF

3:39

Explore Q360 Main Menu and Layout

General

Explore Q360 Main Menu and Layout - a navigation tour for a new user

1:38

Email Options for Live Data Reports (Schedule LDRs) v23.01

Projects

7:10

Documentation – eAcceptance

General

Secure mechanism to request a digital signature from a Q360 contact via their email address. Option for a user with appropriate permission to a) request an "eAcceptance" from any document grid or print modal form, b) view document properties attributes relating to eAcceptance stats and history.