Create a Quick ICO

Time Bill via the Resource Console

HR,

Time Bill Project Task or Sub Task v23.01

1:03

Time Bill From Project Task

Time bill against project task and sub-task

2:27

Time Bill from My Tasks

Users can start and stop their time bills from the My Tasks form. Time bill against a Project Task / Task Assignment, Service Call, Sales Opportunity.

3:04

Time Bill a Task from My Tasks

Time bill a project task from My Task List.

Summary Tab

Start and stop time bills in the Resource Console

Start and stop time bills in the Resource Console scheduler grid

2:27

Schedule a Task on the Resource Console

Drag and drop to schedule and assign a selected Task from the Resource Console. Result is a "Task Assignment" for a user for a given timeframe.

2:40

Schedule a Project Task

Schedule a Project Task or Sub Task from Project > Task tab grid (in edit mode or Extended Menu) or Task form

3:32

Review and Post Time Bills

Review and post time bills

12:46

Resource Console Overview v24.01

General,

1:25

Resource Console Overview

A general overview of the Resource Console.

8:55

Q360 Demonstration Project Profit

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

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).

60:06

Project Transition to Service and Closure v23.02

Webinars

2:43

Project Task Grid Header Definitions

Review Project > Tasks: grid header definitions

3:09

Project Reports

Useful insight into the status and financial details for projects

2:45

Project Profit Tab v23.01

37:12

Project Management Enhancements 23.01 Time to Learn Part 1

DNU - v23.01

59:24

Project Management 23.01 Scheduling and Forecasting

Webinars

3:35

Post Project COGS and Revenue

Recognize all project costs and all the revenue earned to date

3:18

Navigate the Project Profit Tab

Analyze profitability for individual projects

4:13

Multi-currency FX impact on Service Contract Invoice

Multi-currency FX impact on Service Contract Invoice (post invoice, post service revenue)

5:39

Multi-currency FX impact on Quote, Order, Invoice

Sales

Multi-currency and foreign exchange ("FX") impact on Quote/Order (non-postings); and Invoice (posting)

3:15

Multi-currency FX impact on Project

Multi-currency FX impact on Project > Profit tab

4:24

Multi-currency FX impact on PO, Voucher

Purchasing

Multi-currency FX impact on Purchase Order (receipt of Q/A type items), Voucher (posting)

03:19

Monitor Project Profitabilty

1:01:14

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

3:04

Mark Project as Substantially Complete

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

2:47

Manage Project Task Lists

Manage and monitor all tasks for a project

11:53

Manage Project Task List v23.01

3:02

Manage Equipment in the Material Grid

Manage and procure equipment for projects from the Material grid

2:44

Email Options for Live Data Reports (Schedule LDRs)

General,

System Admin

Schedule routine or one time emailing of live data reports via the live data report's ("LDR's") “Schedule Report” button.

Create Service Coverage Hours Profiles

Service Contract Admin: Create Service Coverage Hours Profiles

1:02

Create Schedule of Values (SOV)

Create a Project Schedule of Values ("SOV"), a pre-requisite to subsequent step to invoice a Project SOV

1:14

Create Project Team Members v23.01

Create Product/System from a Project

Create Product/System from a Project, e.g. at time of project substantial completion; Service Contracts can then be based on the product/system.

3:06

Create Internal Change Order (ICO) from Project Orders tab

Create internal change request (ICO) to project orders such as substitutions, additions, or removals from Project > Orders tab.

1:59

Create Internal Change Order (ICO) from Project Material tab

Create internal change request (ICO) to project orders such as substitutions, additions, or removals from Project > Material tab.

3:36

Create Customer Change Order (CCO) from Project Orders tab

Create customer requested change request (CCO) to project orders such as substitutions, additions, or removals from Project > Orders tab.

2:18

Create Customer Change Order (CCO) from Project Material tab

Create customer requested change request (CCO) to project orders such as substitutions, additions, or removals from Project > Material tab.

2:54

Create Closing Entry for Projects

Create a project closing GL journal and ensure there are no outstanding records

2:19

Create an Internal Change Order (ICO) – addition only

2:27

Create an Internal Admin Project

3:05

Create a Service Contract from a Project

Create a Service Contract from a Project ("Create a Warranty Service Contract")

3:30

Create a Project Task

Create tasks for project member to complete

4:15

Create a Project Sub-Task

Create project sub tasks from various locations in the system

2:20

Create a Project Invoice Task v23.01

2:25

Create a Project Invoice Task

Create a project task to invoice your project.

1:31

Create a Project Event

Create an event on Project and Task records to provide useful information

7:57

Create a Project

Create a project - 4 different ways: from Quote>Order>select Project Template; from Customer>Projects tab; from Project "copy" this project; from Project menu>Template List.

2:35

Create a Customer Change Order (CCO) Quote – addition only