Course curriculum

    1. ConOps - End-to-End Baseline Process

    1. The Project. Project types

    2. Project Groups

    3. Project Categories and Category Groups concepts

    4. Project categories and category groups creation

    5. Project Budget configurations. Budget categories and Task codes.

    6. Ledger posting configurations narratives

    7. PCM and PMA system parameters

    8. QUIZ. Construction Operations - Configurations

    1. Project Contract

    2. Project Hierarchy. Process narrative.

    3. Project Hierarchy creation

    4. Project creation

    5. Project Budget creation options

    6. Time & Material rates

    7. Construction Contract (Schedule of Values) configurations.

    8. Construction Contract (Schedule of Values) creation

    9. QUIZ. Project creation and setup

    1. Project purchasing. The Purcahse Order

    2. Project purchasing. Item requirement

    3. Project Subcontracting. Related settings and configurations (Current)

    4. Subcontract process (Current)

    5. Subcontract Change Order (Current)

    6. Subcontract payment (Current)

    7. New Subcontract functionality. Overview.

    8. Subcontract management setup and configurations.

    9. Subcontractors (Vendors) management

    10. Subcontract management workflow

    11. Subcontract processing

    12. Subcontract payments and retention release

    13. Equipment usage

    14. Journal Entries. Project Expense Journal

    15. Journal Entries. Hour journal

    16. T&M Billing

    17. Fixed Price Billing. Construction Application creation and posting

    18. Fixed Price Billing. Cancel Application

    19. Fixed Price Billing. Retention Release Application

    20. Allocations process narrative

    21. Overhead Allocations. Configuration and setup

    22. Allocations. Processing

    23. QUIZ. Project Execution

    1. Change Order Management. Process narratives.

    2. Change Order Management. Project CO Creation

    3. Change Order Management. Customer CO

    4. Subcontact Change Order automation (C 365 SM)

    5. Project Forecasting. The ECAC concept.

    6. Project Forecasting. The ECAC creation

    7. Project Forecasting. Summary ECAC concept and main configuration.

    8. Project Forecasting. Summary ECAC flag

    9. Performance Reporting. PFO Inquiry

    10. Performance Reporting. PCA Inquiry

    11. PFO/PCA calculation Optimization

    12. Performance Reporting. Project 360

    13. Revenue Recognition process

    14. Loss making projects. Process narratives.

    15. QUIZ. Control and Reporting

    1. Project Closing process

    2. Subcontract Closure/Cancelling

    3. Final Retention Release

    4. Set ECAC to Actual

    5. Close Project and Subprojects

    6. QUIZ. Project Closing

About this course

  • Free
  • 62 lessons
  • 5.5 hours of video content

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