Project Management
| Cost: $800 for first attendee $700 for each additional company member. Dates: Time: Where: Need more info? |
Who:
This 2-day class is for project managers, administrators, or other personnel working with initial job setup and ongoing job documentation, including contact management, document tracking, RFIs, submittals, and meeting minutes.
Content:
You will receive two days of hands-on experience with the Project Management (PJ) module, including use of features for contact management, job setup, submittals, RFIs, transmittals, custom logs, and contract control. Day two focuses on Contract Control, including Change Management, Subcontracts and Purchase Orders.
Credit:
CPA’s successfully completing this course will receive a CPE certificate.
Prerequisites:
A familiarity of Microsoft Windows. We encourage clients to familiarize themselves with the software prior to attending.
A minimum of three registrants is required to hold this class. We will notify you if the minimum is not met.
Day OneSetup Project Management
Setup Address Book Contacts
Submittals
Requests for Information (RFI)
Transmittals
Meeting Minutes
Correspondence Log
Drawing Logs
Custom Logs
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Day TwoChange Management SettingsEnter Estimates
Contract Structure
Commitments
Change Request
Change Orders
Commitment Change Orders
Contract Based Invoices
Miscellaneous Worksheets
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