Create a Project Template

Time Bill against a Service Call, Project Task, Sales Opportunity via the Resource Console

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

5:55

Set Up and Use Staging Locations

Purchasing,

Warehouse

Set up and use (optional) Staging Locations

6:56

Set Up a Sales Funnel Template

Set up a sales funnel template, make it available as the default funnel for a given Sales Opportunity > "Interest" field value (via General Codes)

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

9:14

Sales Opportunity Form Key Fields

Sales Opportunity form: review of key attributes e.g. Interest, Close Date, Sale Type, Value, RMR...

3:32

Review and Post Time Bills

Review and post time bills

8:30

Resource Console Overview

A general overview of the Resource Console.

13:25

Q360 Month End Procedures Overview

Accounting

Review Q360 Month End procedures - ensure all operational activities are recorded and system can automate corresponding financial entries in the period

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

22:35

Project Reports

View Project Reports: Project Status, Project Basic WIP, Labor Capacity Forecast, Project Labor Forecast, Project Hours Summary, Project Material Schedule Summary...

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

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...

15:31

Manage Project Task Lists

Manage and monitor all tasks for a project

3:02

Manage Equipment in the Material Grid

Manage and procure equipment for projects from the Material grid

3:01

External User Invoice Payments

Service

Customer Portal: External User views and pays Invoice with their credit card

9:26

End-to-End Flow: Customer RMA, Return to Vendor with Replacement

Service,

Warehouse

End-to-End Flow: Customer RMA, Return to Vendor with Replacement to send back to Customer

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.

5:58

Customer Portal: External User Access to Reports, Dashboards

Service

Customer Portal: External User Access to Live Data Reports, Dashboards

3:24

Customer Portal: External User Access to Calls

Service

Customer Portal: External User Access to Calls (view, create, add event...)

2:12

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

7:21

Create Quote Item Section

Create Quote Item with Section(s) and Subsection(s) to organize line items

2:12

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

7:23

Create and Use Global Comments

General,

Store statements of text for re-use across users, e.g. for Statement of Work ("SOW") on Sales Quotes, standardized response to inquiries, letters...

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")

4:00

Create a Quick ICO

Create a Quick ICO (Internal Change Order) to adjust project labor hours (up or down) via "Projected vs. Actual Hours" pop up grid accessible from a) Project ext. menu, or b) Projects > Quick Views > Project Status

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

2:25

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