Course curriculum

  • 1

    Course Introduction

    • Welcome to Advanced Bootcamp

    • Before we begin...

    • Introducing this Bootcamp Course and the Projects Workspace
  • 2

    Projects Preferences

    • Account Preferences

    • Account Groups

    • Billing Rules

    • Rate Tables

    • Rate Types

    • Rate Lookup Tables

    • Allocation Rules

    • Attributes

    • Project Templates

    • Project Template Tasks

    • Common Tasks
  • 3

    Projects Profiles

    • Projects

    • Project Tasks

    • Labour Cost Rates

    • Rate Tables

    • Project Budget

    • Project Budget Forecast
  • 4

    Projects Transactions

    • Project Transactions

    • Pro Forma Invoices

    • Project Quotes
  • 5

    Projects Processes

    • Release Transactions

    • Run Project Billing

    • Process Pro Forma Invoices

    • Run Allocations by Projects

    • Run Allocations by Tasks

    • Reverse Unbilled Transactions
  • 6

    Projects Inquiries

    • Project Transactions Inquiry

    • Budget Details Inquiry

    • Budget Summary by Account Group
  • 7

    Printed Forms

    • Pro Forma Invoice Forms

    • Project Quote Forms
  • 8

    Projects Reports

    • Project Balance Report

    • Project Profitability Report

    • Projects Report

    • Project Tasks Report

    • Employee Hours Report

    • Employee Hours by Project and Tasks Report

    • Project Transactions Report