| Asset Name | Description | Roles | DLZ Subscription |
|---|---|---|---|
| Costpoint Capture & Contracts Series: Print Signatures on Purchase Order - IF | |||
| Costpoint Capture & Contracts Series: Integrate ICR for Document Scanning and Contract Record Creation​ - Video | This video provides a walkthrough of the Integrate ICR feature for Document Scanning and Contract Record Creation​ designed to streamline and automate the creation of contract records. |
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| What's New in Deltek PIM v25.0 - Video | This video discusses the feature enhancements for PIM v25.0. | ||
| WorkBook What's New in 13.8 - Video | This video covers the new features and updates to the existing functionalities in WorkBook 13.8. - API Endpoints - Retain Historic Bookings - Batch Remittance - Expense Justification Configuration - Maintain Task Order When Copying from Price Quote to Schedule |
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| Deltek Talent Management Release Series: What's New in 18.2 - Video | This video covers the new features and enhancements in Deltek Talent Management 18.2. |
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| Acumen Risk Product Overview: What's New in 8.10 - Video | Duration: 12m Learn about the new and updated features in Acumen version 8.10. Topics covered:
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| Acumen Touchstone Product Overview: What's New in 8.10 - Video | Duration: 5m Learn about the new and updated features in Acumen Touchstone version 8.10. Topics covered:
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| Acumen Fuse Product Overview: What's New in 8.10 - Video | Duration: 12m Learn about the new and updated features in Acumen version 8.10. Topics covered:
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| Deltek Talent Management Release Series: What's New in 18.1 - Video | This video covers the new features and enhancements in Deltek Talent Management 18.1. Topic Overview:
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| Dev Tester |
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| Deltek Maconomy: New Features and Functions 2.6.4 | This video covers the new features and updates of Deltek Maconomy and People Planner. |
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| Deltek Maconomy Power Launch: User Management | This video covers creating users and roles in Maconomy, including password management, assigning actions, deactivating users, and updating employee information. |
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| Open Plan Advanced Series: Utilities and Tools - Video | Duration: 20 minutes Learn about the different essential utilities and tools in Open Plan to streamline management processes and empower more efficient and effective project management. Topic covered:
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| Open Plan Advanced Series: Trace Logic - Video | Duration: 13 minutes Learn about Trace Logic in Open Plan and how to leverage its features to navigate and examine activity relationships that will help make sense of intricate scheduling logic. Topics covered:
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| Open Plan Advanced Series: Custom Reporting - Video | Duration: 29 minutes Learn about custom reporting and how to leverage the different features in Open Plan, such as barchart and spreadsheet view customization, to help tailor reports to specific demands of complex project environments and enhance visibility and control. Topics covered:
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| Open Plan Advanced Series: Custom Fields, Calculations, and Filters - Video | Duration: 25 minutes Learn about the calculated fields function and its ability to perform data manipulation, transformation, and analysis within a system, how to build these calculated fields, and using them in conjunction with the filters and sorts features. Topics covered:
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| Open Plan Advanced Series: Using Subprojects - Video | Duration: 20 minutes Learn about the multi-project capabilities of Open Plan, and how to create and leverage subprojects to facilitate bottom-up planning with a comprehensive top-down view of everything required to deliver the project scope. Topics covered:
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| Open Plan Advanced Series: Cost Management - Video | Duration: 20 minutes Learn about the importance of Cost Management, the key cost elements that impact project management, how to apply costs to skills and resources, how to calculate costs and roll them up throughout the project, and cost reporting that includes key earned value metrics. Topics covered:
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| Open Plan Advanced Series: Resource Management - Video | Duration: 47 minutes Learn about the importance of Resource Management, the different resource scheduling features of Open Plan, and how to leverage them to optimize your organization's most valuable resources. Topics covered:
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| Open Plan Advanced Series: Risk Analysis - Video | Duration: 43 minutes Learn about the importance of Risk Analysis, the different definitions, guidelines, and data used in Risk Analysis, and how you can leverage the features of Open Plan to conduct Risk Analysis on your projects. Topics covered:
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| Ajera Series: Project Command Center Work Breakdown Structure for Projects and Templates - Learning Video | Duration: 22 minutes This video provides an overview of setting up the Work Breakdown Structure (WBS) for a Project or a Project Template in Ajera. Topics include:
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| Ajera Series: Project Command Center (PCC) Navigation and Customization - Video | Duration: 20 minutes This video provides an overview of the Project Command Center and the use of the different areas found in the Project Command Center. Additionally, Customize Options are discussed which can be used to make your view based on your need. A knowledge check is included to test comprehension of the content presented.
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| Deltek Vantagepoint Month End Closing - eLearning | This course guides you through the various steps and recommended actions you should take to carry out a month-end close, including the benefits and impact of doing so.
Topics Covered: Month End Overview Consultant Accruals Overhead Allocation and Indirect Costs Revenue Generation and Insights Project and Accounting Reports |
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| ComputerEase Series: Printing Bonus Checks - Infographic | Duration: 8-min read Format: Infographic Learn the steps to setting up and and paying bonus checks to employees in Deltek ComputerEase. |
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| Deltek Maconomy Power Launch: Month End - Video | This video covers the month end process in Maconomy using the web client (2.6.1). |
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| Specpoint Office Master Manager - Video | This course provides an overview on managing and navigating office master versions within the Specpoint application. You'll learn how to handle duplicate imports, navigate the dashboard to manage multiple versions, switch between workspaces, and utilize the element library for efficient version control. The course also covers advanced features like workspace switching, project workspace management, and the use of best practices to automate version loading in projects. By the end of this course, you'll be proficient in managing office master versions, ensuring seamless integration and customization for your projects. Topics Covered
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| Costpoint Fundamentals Series: Costpoint Placemat - Video | This video provides an overview of Costpoint's inner workings, illustrating the process flow and detailing the system's progression of data inputs and outputs. It visually maps out the key stages of Costpoint operations, clearly understanding how data moves through each phase for streamlined decision-making. Topics covered:
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| WorkBook What's New in 13.6 and 13.7 - Video | This video covers the new features and updates to the existing functionalities in WorkBook 13.6 and 13.7. Topics Covered: 13.6
13.7
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| Costpoint Administrator Series: Customizing Email Styling - Infographic | Duration: 5m read The infographic provides detailed instructions for Costpoint administrators on customizing email styling. Topics covered:
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| Deltek Vantagepoint: Converting from Quickbooks to Vantagepoint - eLearning | Duration: 30m This guide covers converting from Quickbooks to Deltek Vantagepoint, discusses the fundamental differences between QuickBooks and Deltek Vantagepoint, and defines the initial steps to prepare your current information for the system change. Topics covered:
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| Costpoint Administrator Series: Deltek Test Runner Automation Testing Tool - eLearning | This is an introduction to the Deltek Test Runner Tool, designed to streamline and automate testing processes. This course is ideal for testers and can be used as a guide for first-time setup or as refresher training, particularly after a browser update. Topics covered:
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| Deltek Vantagepoint Projects Series: Project Planning Settings and Actions - Infographic | This guide covers various settings available for managing project plans Topics covered: Check In / Check Out Settings |
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| Deltek Vantagepoint Projects Series: Company Project Planning Settings - Infographic | This guide covers various settings available for managing company project planning Topics covered: Default Settings Budget Type and Rates Using Labor Category and Labor Code Rate Tables Settings for Generic Resources Non Work days and Company Holidays |
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| Deltek Vantagepoint Data Management | Duration: 20m This guide covers exporting and importing data files using the Integrations Manager and the Exports utilities. Topics covered:
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| Deltek Vantagepoint: QuickBooks Integration - eLearning | Duration: 45m
This guide covers the integration setup between QuickBooks Online and Deltek Vantagepoint Front Office Package
Topics covered:
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| Costpoint Admin Series: Opt-in Feature Functionality - Infographic | This infographic provides an overview of the Opt-In feature functionality within the Costpoint system. |
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| wInsight Analytics Product Overview: What's New in 8.3.3 - Video | Duration: 6 minutes Learn about the new features and enhancements in wInsight Analytics version 8.3.3. Topics covered:
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| Costpoint People Series: Team Management Fielding - Infographic | This infographic highlights key enhancements in Costpoint People’s Team Management, including the ability to store current salary data for new records, edit the Work Hours in Year field, calculate Salary and Annual Rates, and use the Estimated Hours field. Topics Covered:
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| Deltek Vantagepoint What's New in 7.2- Video | This guide provides an overview of new features and updates to existing functionality that are available to customers who have upgraded to Deltek Vantagepoint 7.2. Topics Covered:
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| Part 3 Specpoint Training Webinar: Revit Integration and Specpoint Best Practices Training - Recorded Session | This is a recorded training webinar session instructed by Jeff Potter, Product Manager for Specpoint, and Chris Metropulos, Product Director of Specpoint. This is part 3 of 3 of the Introducing Specpoint webinar series. This session covers Revit Integration and Specpoint Best Practices. |
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| Part 2 Specpoint Training Webinar: Office Master Training - Recorded Session | This is a recorded training webinar session instructed by Jeff Potter, Product Manager for Specpoint. This is part 2 of 3 of the Introducing Specpoint webinar series. This session teaches Office Master functionalities, how to import custom Masters to Specpoint, how to update and maintain your Office Masters in Specpoint, and other Office Master features you can use in Specpoint. |
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| Part 1 Specpoint Training Webinar: Project Training - Recorded Session | This is a recorded training webinar session instructed by Chris Metropulos, Product Director for Specpoint. This is Part 1 of 3 of the Introducing Specpoint webinar series. This session teaches you how to create and develop projects in Specpoint regardless of your experience or role. This covers key concepts, functionalities, and workflows in Specpoint. |
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| Deltek Vantagepoint CRM Series: Custom Proposals in Vantagepoint - Video | This video course is about custom proposals, templates, and element groups in Vantagepoint and the tools in each and how they are used. Topics Covered:
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| Deltek Vantagepoint CRM Series: Custom Proposals in Vantagepoint - Video | This video course is about custom proposals, templates, and element groups in Vantagepoint and the tools in each and how they are used. Topics Covered:
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| Deltek Vantagepoint Time Configuration Series: Time Analysis and Reporting - Video | This video shows you how to report on and analyze how effectively time is being used by your employees. Topics include: Standard Hours Calculations Target Ratio Time Analysis Report and Settings Override Labor Accounts |
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| Deltek Vantagepoint Time Configuration Series: Time Analysis and Reporting - Video | This video shows you how to report on and analyze how effectively time is being used by your employees. Topics include: Standard Hours Calculations Target Ratio Time Analysis Report and Settings Override Labor Accounts |
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| Costpoint Planning: Total Spread Methods and Fill Capacity - Infographic | This infographic overviews the Total Spread Methods and Fill Capability within Costpoint Planning. This is aimed at users managing project budgets and resource allocation, focusing on the ease of spreading and filling budget data. Topics covered:
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| Costpoint Fundamentals Series: Costpoint Placemat - Infographic | This infographic provides an overview of Costpoint's inner workings, illustrating the process flow and detailing the system's progression of data inputs and outputs. It visually maps out the key stages of Costpoint operations, clearly understanding how data moves through each phase for streamlined decision-making. Topics covered:
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| ComputerEase Series: AR Rolling Credits - Infographic | Duration: 8-min read Format: Infographic Learn the steps to get rid of credit invoices that apply against open invoices in Accounts Receivable that are showing in the Aged Trial Balance Report in Deltek ComputerEase. |
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| Talent Management: Overview of Learning for an Administrator |
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| Talent Management: Overview of Recruiting for an Administrator |
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| Talent Management: Overview of the Total Talent Profile |
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| Talent Management: Overview of Setup and Configuration for the Core HR Module |
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| Talent Management: Overview of the Reporting Tool |
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| Talent Management: Overview of Recruiting for a Recruiter |
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| Talent Management: Overview of Performance for an Administrator |
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| Talent Management: Overview of Performance for Employees and Managers | |||
| Talent Management: Overview of Personalization |
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| Talent Management: Overview of Core Administration and Setup for an Administrator |
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| Talent Management: Overview of Learning for a Learning Manager, Instructor, or Student |
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| Talent Management: Overview of Development for an Employee, Manager, or Executive |
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| Talent Management: Overview of Development for an Administrator |
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| wInsight Analytics Product Overview Series: PPM Architecture - Video | Duration: 44m Learn about Deltek's Project Portfolio Management suite of products, what benefits each product has, and how they seamlessly integrate with each other to provide effortless and effective solutions for your company needs. Topics covered:
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| PM Compass Product Overview Series: PPM Architecture - Video | Duration: 44m Learn about Deltek's Project Portfolio Management suite of products, what benefits each product has, and how they seamlessly integrate with each other to provide effortless and effective solutions for your company needs. Topics covered:
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| Open Plan Product Overview Series: PPM Architecture - Video | Duration: 44m Learn about Deltek's Project Portfolio Management suite of products, what benefits each product has, and how they seamlessly integrate with each other to provide effortless and effective solutions for your company needs. Topics covered:
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| Acumen Touchstone Product Overview Series: PPM Architecture - Video | Duration: 44m Learn about Deltek's Project Portfolio Management suite of products, what benefits each product has, and how they seamlessly integrate with each other to provide effortless and effective solutions for your company needs. Topics covered:
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| Acumen Risk Product Overview Series: PPM Architecture - Video | Duration: 44m Learn about Deltek's Project Portfolio Management suite of products, what benefits each product has, and how they seamlessly integrate with each other to provide effortless and effective solutions for your company needs. Topics covered:
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| Acumen Fuse Product Overview Series: PPM Architecture - Video | Duration: 44m Learn about Deltek's Project Portfolio Management suite of products, what benefits each product has, and how they seamlessly integrate with each other to provide effortless and effective solutions for your company needs. Topics covered:
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| Cobra Product Overview Series: PPM Architecture - Video | Duration: 44m Learn about Deltek's Project Portfolio Management suite of products, what benefits each product has, and how they seamlessly integrate with each other to provide effortless and effective solutions for your company needs. Topics covered:
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| Maconomy Power Launch CRM (Web Client) | Learn the CRM features of Deltek Maconomy including how to create prospects and how to manage opportunities. (Web client v 2.6.1) |
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| WorkBook Quick Start Series: Useful Settings - eLearning | This course is designed for Deltek WorkBook System Administrators and will provide a comprehensive guide on using the commonly utilized settings in your WorkBook system.
Topics include:
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| Ajera Series: Expense Entry and Approval - Video | Learn about setting up and using Traditional and Browser-based Expense Reports in Ajera, as well as the processes for approving and processing these reports. Additionally, gain insights into the setup, entry, and editing of In-House expenses within Ajera.
Topics Include:
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| My Plan in Maconomy Essentials (DFME) | Learn how to use MyPlan to view your assignments and tasks. (Web client v 2.6.1) |
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| Introduction to Deltek Maconomy Essentials (DFME) | Learn the main features and functions of Maconomy Essentials, and understand how to navigate the system.(Web client v 2.6.1) |
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| Absence in Maconomy Essentials (DFME) | Learn how to request time off in Maconomy Essentials. (Web client v 2.6.1) |
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| Approvals in Maconomy Essentials (DFME) | Learn how to approve Time Sheets, Expenses, Absence Requests and Invoices in Maconomy Essentials. (Web client v 2.6.1) |
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| Expenses in Maconomy Essentials (DFME) | Learn how to enter expenses and mileage efficiently in Maconomy Essentials. (Web client v 2.6.1) |
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| Deltek Vantagepoint Accounting Series: General Ledger Budgets - eLearning | This course covers General Ledger budgeting, including budget entry screens and tabs, and many features of budget handling in general.
Topics include:
Distribute, Compound, and Adjust Budgets General Ledger Groups Creating GL Groups Creating a GL Budget Approval Workflow Enabling the Workflow Using the GL Budget Approval Features Multiple Budgets on Financial Reports |
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| Deltek Vantagepoint Time Configuration Series: Timesheet Accounting - Video | This video course guides you through setting up accounting-related features and settings in Vantagepoint for effective timesheet entry and posting logs, suitable for initial setups or organizational changes. Topics include:
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| Deltek Vantagepoint Time Configuration Series: Timesheet Accounting - Video | This video course guides you through setting up accounting-related features and settings in Vantagepoint for effective timesheet entry and posting logs, suitable for initial setups or organizational changes. Topics include:
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| Deltek Vantagepoint Time Configuration Series: General Timesheet Settings - Video | This video course provides a comprehensive overview of Time Settings in Deltek Vantagepoint, explaining the key configurations needed for effective timesheet management. Topics include:
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| Deltek Vantagepoint Time Configuration Series: General Timesheet Settings - Video | This video course provides a comprehensive overview of Time Settings in Deltek Vantagepoint, explaining the key configurations needed for effective timesheet management. Topics include:
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| Deltek Vantagepoint Time Configuration Series: Employee Time Settings - Video | Duration 16m This video will guide you through setting up the Employee Hub records for timesheet purposes in Vantagepoint, detailing the necessary settings and options for employees to accurately log their labor hours in timesheets Topics include:
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| Deltek Vantagepoint Time Configuration Series: Employee Time Settings - Video | Duration 16m This video will guide you through setting up the Employee Hub records for timesheet purposes in Vantagepoint, detailing the necessary settings and options for employees to accurately log their labor hours in timesheets Topics include:
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| Ajera Series: Time Entry and Approval - Video | Course Details: This video covers the processes of Entering and Approving Time entries using either Traditional (click once based) or browser-based methods. This does not include using the Mobile Time entry option, please view the separate video for that information.
Topics Include:
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| Deltek Vantagepoint Security Series: Roles, Users, and Password Policies - eLearning | This course will help you understand the Security Features within Deltek Vantagepoint, allowing you to configure users and manage their access rights and passwords. Topics Covered:
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| Deltek Vantagepoint Security Series: Roles, Users, and Password Policies - eLearning | This course will help you understand the Security Features within Deltek Vantagepoint, allowing you to configure users and manage their access rights and passwords. Topics Covered:
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| Deltek Talent Management Getting Started for End Users - Video | This video will guide you through the system-wide settings and personalization options available for end users in Talent Management as well as provide a high-level overview of its major system modules. Topics Covered:
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| ComputerEase Series: How to Write off an AR Invoice to Bad Debt - Infographic | Duration: 8-min read Format: Infographic Learn the steps to writing off an AR Invoice to bad debt in Deltek ComputerEase. |
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| ComputerEase Series: AR Customer Sends Check to Pay AP Invoices - Infographic | Duration: 8-min read Format: Infographic Learn the steps to recording payment from a customer to pay AP invoices in Deltek ComputerEase. |
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| ComputerEase Series: Recording a 2-Party Check (or Joint Check) - Infographic | Duration: 8-min read Format: Infographic Learn the steps to recording a 2-party check (Joint check) in Deltek ComputerEase. |
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| ComputerEase Series: Paying AP with a Credit Card - Infographic | Duration: 8 Min read Format: Infographic Learn the steps to setting up and using a crerdit card to pay AP liabilities in Deltek ComputerEase. |
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| Costpoint Administrator Series: Job Management - Infographic | This document covers general information on how to run jobs for print and process applications using the applications under the Job Management module. Topics covered:
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| Deltek Vantagepoint Purchasing Series: Create Voucher from Purchase Order - Video | This video will show you how to create and post an accounts payable voucher from purchase orders created in the Purchasing application. Topics Covered: Control Totals Voucher Details Match Invoice and Voucher Amounts Multiple Invoices in the Same Run Post AP Voucher View Posted Amounts |
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| Deltek Maconomy Power Launch: Banking (Web Client) | Learn how to use the Banking features of Deltek Maconomy Power Launch (web client). |
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| Costpoint Accounting Series: EFT International Format and Direct Uploads - Infographic | This infographic details the enhancements in the Electronic Funds Transfer (EFT) process for international transactions within the Costpoint Accounting system. Topics covered:
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| Specpoint Exporting MasterSpec Updates - Video | A short video on how to export sets of updates to a word file or pdf. |
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| Costpoint Materials Management Series: Manage Vendors - Video | This video walks you through the actions you can do as a supplier in the Manage Vendors screen of the Supplier Portal. Learn how to manage contacts, vendor employees, view select vendor information, view action history for actions taken, and communicate change requests. Topics covered:
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| Costpoint Time & Expense Series: Overtime Calculation Setup - Infographic | This infographic provides setup information for Overtime Calculation.
Topics Covered:
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| Costpoint Accounting Series: Cash Receipts - Infographic | Learn more about the latest changes to Cash Receipts in Costpoint 8.2.
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| What's New in PIM v20.0-v24.0 - Portal | Duration: 30m This course discusses the feature enhancements of Deltek PIM from v20.0 to v24.0. |
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| Costpoint Administrator Series: Introducing Ask Dela - Infographic | This document covers general information about Ask Dela in Costpoint. Topics covered:
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| Deltek Vantagepoint What's New in 7.1 - Video | This guide provides an overview of new features and updates to existing functionality that are available to customers who have upgraded to Deltek Vantagepoint 7.1. Topics Covered:
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| Talent Management Release Series: What's New in 18.0 - Video | This video covers the new features and improvements in Deltek Talent Management 18.0. |
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| Deltek Maconomy: What's New with 2.6.3 | Introduction to the new features and functional enhancements for the 2.6.3 release of Deltek Maconomy |
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| Costpoint Time & Expense Series: Quick Entry Expense Report - Infographic | The Quick Entry Expense Report infographic guides users through the process of navigating, setting up, and using the Quick Entry Expense Report feature, including how to add an expense. Topics Covered: Quick Entry Expense Report Navigation |
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| Ajera Series: Mobile Expense App - Video | This video shows users the basics of using the Ajera Mobile Expense App. Topics covered:
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| Acumen Fuse Fundamental Certification Exam | The Acumen Fuse Fundamental Certification demonstrates expertise performing all processes and functions within Acumen Fuse. To receive Acumen Fuse Fundamental Certification, you must pass the knowledge based exam. |
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| Acumen Risk Fundamental Certification Exam | The Acumen Risk Fundamental Certification demonstrates expertise performing all processes and functions within Acumen Risk. To receive Acumen Risk Fundamental Certification, you must pass the knowledge based exam. |
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| Deltek Vantagepoint Utilities Series - Infographic | Learn to utilize the features and functions of Utilities in Deltek Vantagepoint, including useful terminology.
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| Deltek Vantagepoint Utilities Series - Infographic | Learn to utilize the features and functions of Utilities in Deltek Vantagepoint, including useful terminology.
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| Deltek Vantagepoint Accounts Payable Series: Hubs - Infographic | Learn how to utilize features and functions of Accounts Payable Hubs and Processing in Deltek Vantagepoint, including useful terminology.
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| Deltek Vantagepoint Accounts Payable Series: Hubs - Infographic | Learn how to utilize features and functions of Accounts Payable Hubs and Processing in Deltek Vantagepoint, including useful terminology.
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| Deltek Vantagepoint Time and Expense Series: Setup and Configuration - Infographic | Learn about the setup and configuration of Time and Expenses in Deltek Vantagepoint, including useful terminology. Topics covered: Expense Configuration and Settings - 4 Min read Timesheet Settings - 4 Min read Credit Card Process Flow, Set-up and Alerts - 4 Min read Configure and Enable Expense Approvals - 4 Min read Configure and Enable Time Approvals - 4 Min read |
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| Deltek Vantagepoint Time and Expense Series: Setup and Configuration - Infographic | Learn about the setup and configuration of Time and Expenses in Deltek Vantagepoint, including useful terminology. Topics covered: Expense Configuration and Settings - 4 Min read Timesheet Settings - 4 Min read Credit Card Process Flow, Set-up and Alerts - 4 Min read Configure and Enable Expense Approvals - 4 Min read Configure and Enable Time Approvals - 4 Min read |
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| Deltek Vantagepoint Billing Processing Series: Billing Terms - Infographic | Learn how to utilize features and functions of Billing Terms in Deltek Vantagepoint, including useful terminology. Topics covered: Billing Topics Overview - 2 min read Access Billing Terms - 2 min read Setup for Fixed Fee Projects - 1 min read How Fee is Determined - 3 min read Fee Invoice Posting - 2 min read Billing Billing Groups - 2 min read Supporting Documents in Interactive Billing - 4 Min read |
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| Deltek Vantagepoint Billing Processing Series: Billing Terms - Infographic | Learn how to utilize features and functions of Billing Terms in Deltek Vantagepoint, including useful terminology. Topics covered: Billing Topics Overview - 2 min read Access Billing Terms - 2 min read Setup for Fixed Fee Projects - 1 min read How Fee is Determined - 3 min read Fee Invoice Posting - 2 min read Billing Billing Groups - 2 min read Supporting Documents in Interactive Billing - 4 Min read |
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| Deltek Talent Management Getting Started for Administrators - Video | This video provides an overview for administrators regarding all the sections and major administrative functions related to the Core Administration Menu in Deltek Talent Management. Topics Covered:
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| Costpoint Projects Series: Workforce Start/End and Mass Add Project Workforce - Infographic | Learn more about the feature in Costpoint that enhances your project management capabilities. This infographic covers how you can specify start and end dates for each employee, vendor, and vendor employee involved in a project.
Topics covered: Project Workforce Start and End Dates features |
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| WorkBook What's New in Version 13.5 - Video | This video gives a summary of the latest release information for WorkBook including changes to support the Danish Bookkeeping Act. |
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| Costpoint Materials Management Series: Advanced Materials and MRP - Video | This learning video covers an overview of Material Requirements Planning (MRP) and the various MRP reports. Topics covered:
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| Deltek PIM Email Management Series: Email Management Architecture - Infographic | PIM Email Management Architecture consists of several components, all of which are being updated in current or future PIM releases. This infographic aims to clarify the timing of changes to modernize PIM’s Email Management framework. |
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| What's New in Deltek PIM v24.0 - Video | Duration: 15m Course Objectives |
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| Deltek Vantagepoint User Fundamentals Series: Using Ask Dela | Online Support Article Ask Dela is an Al-powered digital assistant. Simply ask questions using natural language, to easily access project details, team member information, and activity summaries across Projects, Employees, Firms, Contacts, and Activities hubs. Dela can also help draft emails and provide concise project data summaries, boosting your productivity.
This link will take you to an article in Deltek Online Help where the features of Ask Dela are explained along with tips and suggestions for getting the best out of it |
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| Deltek Vantagepoint Time Series: Timesheet Units - Infographic | This guide shows you quick, at-a-glance information about how to use and enter Units onto Timesheets in Deltek Vantagepoint. This functionality is only available if Units have been enabled in your system settings. |
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| Deltek Vantagepoint Time Series: Timesheet Units - Infographic | This guide shows you quick, at-a-glance information about how to use and enter Units onto Timesheets in Deltek Vantagepoint. This functionality is only available if Units have been enabled in your system settings. |
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| Deltek Vantagepoint Time Series: Timesheet Approval - Infographic | This guide shows you quick, at-a-glance information about how to approve Timesheets in Deltek Vantagepoint, including using the Approval Center for Timesheet Line Approval, and approval on the Timesheet screen for Supervisors. |
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| Deltek Vantagepoint Time Series: Timesheet Approval - Infographic | This guide shows you quick, at-a-glance information about how to approve Timesheets in Deltek Vantagepoint, including using the Approval Center for Timesheet Line Approval, and approval on the Timesheet screen for Supervisors. |
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| Deltek Vantagepoint Time Series: Timesheet Floor Check and Approval for Supervisors - Video | Learn how to do a floorcheck, approve timesheets and record time for other employees as a supervisor in Deltek Vantagepoint. Duration: 10m 55s Topics Covered: |
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| Deltek Vantagepoint Time Series: Timesheet Floor Check and Approval for Supervisors - Video | Learn how to do a floorcheck, approve timesheets and record time for other employees as a supervisor in Deltek Vantagepoint. Duration: 10m 55s Topics Covered: |
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| Deltek Vantagepoint Time Series: Completing a Timesheet - Infographic | This guide shows you quick, at-a-glance information about how to complete Timesheets in Deltek Vantagepoint, including an explanation of the Timesheet screen, and how to submit it. |
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| Deltek Vantagepoint Time Series: Completing a Timesheet - Infographic | This guide shows you quick, at-a-glance information about how to complete Timesheets in Deltek Vantagepoint, including an explanation of the Timesheet screen, and how to submit it. |
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| Deltek Vantagepoint Time and Expense Series: Approval of Timesheets and Expense Reports - Infographic | Learn how to utilize Approvals for Time and Expense in Deltek Vantagepoint, including useful terminology. Topics covered: Approval of Expense Reports - 4 Min read Approval of Time - 4 Min read |
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| Deltek Vantagepoint Time and Expense Series: Approval of Timesheets and Expense Reports - Infographic | Learn how to utilize Approvals for Time and Expense in Deltek Vantagepoint, including useful terminology. Topics covered: Approval of Expense Reports - 4 Min read Approval of Time - 4 Min read |
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| Deltek Maconomy Power Launch: Fixed Assets (Web Client) | Learn how to manage your assets within Deltek Maconomy Power Launch. | ||
| Deltek Maconomy Power Launch: Project Purchase Orders (Web Client) | Learn how to add and approve purchase orders. |
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| Timesheets in Maconomy Essentials (DFME) | Learn how to enter and edit timesheets efficiently in Maconomy Essentials. (Web client v 2.6.1) |
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| Deltek Vantagepoint What's New in 7.0 - Video | This guide covers the new features and updates to existing functionality of Deltek Vantagepoint 7.0. Topics Covered:
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| What's New in Ajera 10 - eLearning | This course covers an overview of the new features and updates in Ajera 10.0. |
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| Costpoint Planning Series: How to Set Up a New Business Budget - Infographic | This infographic provides information on setting up the Work Breakdown Structure for a New Business Budget. Topics covered: |
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| WorkBook Quick Start Series: Jobs - eLearning | This course gives an overview of the jobs module, job settings, price quote, tasks, invoicing, purchase orders, and managing job costs. |
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| Deltek Maconomy Power Launch: Time, Expense and Absence (Web Client) | Learn how to add timesheets, expenses, absence requests, and per diem. |
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| Deltek Maconomy Power Launch: Sales/Account Manager Training - eLearning | Learn how Maconomy can help you manage customer and prospect information, update the pipeline and view the revenue forecast using the Web Client version 2.6.1. |
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| Deltek Maconomy Power Launch: Project Invoicing (Web Client) | Learn about Invoice types and functionality within Deltek Maconomy Power Launch. |
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| Open Plan Product Overview: What's New in 8.7 - Video | Duration: 9m Learn about the new and updated features in Open Plan version 8.7. Topics covered:
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| Open Plan Product Overview: What's New in 8.7 - Video | Duration: 9m Learn about the new and updated features in Open Plan version 8.7. Topics covered:
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| Deltek Maconomy Power Launch: Project Budgets (Web Client) | Learn about Budget types and functionality within Deltek Maconomy Power Launch. |
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| Costpoint Fundamentals Series: Touchpoints and the Materials Domain - Video | This learning video provides an overview of the modules available in the Costpoint Materials domain, and a run-through of the Materials Process Flow. Topics covered:
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| Open Plan Scheduler Certification Series: Reporting - Video | Duration: 51m Learn how to modify, adjust, filter, sort, and calculate new data fields to support custom report outputs. This course comes with a downloadable Activity Guide that contains activities that you can replicate to maximize your learning. Topics covered:
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| Open Plan Scheduler Certification Series: Entering Progress - Video | Duration: 37m Learn how to status the project to reflect the progress being made on the project by entering progress via the Activity Progress dialog. This course comes with a downloadable Activity Guide that contains activities that you can replicate to maximize your learning. Topics covered:
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| Open Plan Scheduler Certification Series: Baselines - Video | Duration: 22m Learn how to perform a baseline process after creating and organizing a fully cost loaded schedule. This course comes with a downloadable Activity Guide that contains activities that you can replicate to maximize your learning. Topics covered:
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| Open Plan Scheduler Certification Series: Assigning Resources - Video | Duration: 49m Learn how to assign the built list of resources to activities in the schedule. This course comes with a downloadable Activity Guide that contains activities that you can replicate to maximize your learning. Topics covered:
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| Open Plan Scheduler Certification Series: Critical Path - Video | Duration: 53m Learn about the different ways to introduce relationships in order to calculate the early and late dates for the entire schedule. This course comes with a downloadable Activity Guide that contains activities that you can replicate to maximize your learning. Topics covered:
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| Open Plan Scheduler Certification Series: Building the Project - Video | Duration: 44m Learn how to assign ancillary files during the creation of a new project file, create a shell project, add activities, and organize data. This course comes with a downloadable Activity Guide that contains activities that you can replicate to maximize your learning. Topics covered:
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| Open Plan Scheduler Certification Series: Resources - Video | Duration: 37m Learn about creating a resource file, populating it with various labor, subcontractor, material, and equipment resources, how to correctly setup different types of resources, and about the many controlling attributes they can have. This course comes with a downloadable Activity Guide that contains activities that you can replicate to maximize your learning. Topics covered:
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| Open Plan Scheduler Certification Series: Calendars and Codes - Video | Duration: 37m Learn about creating a project calendar that determines the working shifts for the entire schedule, and creating code files that support reporting, tracking, grouping, filtering, and sorting of schedule data. This course comes with a downloadable Activity Guide that contains activities that you can replicate to maximize your learning. Topics covered:
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| Open Plan Scheduler Certification Series: Charts and Views - Video | Duration: 46m Learn about interpreting and customizing Open Plan barcharts and spreadsheet views. This course comes with a downloadable Activity Guide that contains activities that you can replicate to maximize your learning. Topics covered:
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| Open Plan Scheduler Certification Series: Meet Deltek Open Plan - Video | Duration: 45m Learn about Open Plan Professional, its capabilities, components, and interaction with other Deltek and non-Deltek products. This course comes with a downloadable Activity Guide that contains activities that you can replicate to maximize your learning. Topics covered:
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| Deltek Vantagepoint Projects Series: Contract Management - Video | This Learning Video covers the Projects area of the Projects Hub - also known as the Project Form - and shows how you can use it to enter, manage and edit the essential management and accounting data for your projects.
Topics Covered: Summary Pane Accounting Tab Team Tab How Roles Appear Dates and Costs Proposals Competition Files & Links |
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| Deltek Vantagepoint Vision to Vantagepoint Crosswalk Series: Upgrade Considerations for Projects - Video | This series is aimed at users who are already familiar with the functionality of Deltek Vision, and would like to understand the changes they will encounter when they upgrade from Vision to Vantagepoint. This video will focus on how Deltek has streamlined the project lifecycle from Vision to Deltek Vantagepoint, and will discuss the seven key considerations relating to Projects that you will want to keep in mind as you upgrade from Vision to Deltek Vantagepoint, thereby allowing you to pursue, manage, and deliver projects more efficiently. Topics covered:
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| Costpoint Time & Expense Series: Interactive Emails Start to Finish Setup - Infographic | This infographic provides information on how to install or set up Interactive Emails for Costpoint Time & Expense. Topics Covered:
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| Costpoint Materials Management Series: Product Definition v8.2 - Video | This learning video will walk you through the items purchased and sold using the Materials module, introduction on product definition settings, and setting up vendors. This course is part of the Materials Management Series. Topics covered:
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| Costpoint Materials Management Series: Purchase Orders to Shipping Notification in the Supplier Portal v8.2 - Video | In this learning video, we will be covering how to setup, process the Purchase Orders, and Shipment information for the Supplier Portal. Topics covered:
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| Costpoint Time Series: Interactive Emails in Costpoint Time - Video | This video focuses on the interactive email configuration, timesheet reminder alerts, and interactive email process in Costpoint Time. Topics Covered:
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| Deltek Maconomy Power Launch: Project Manager Training - eLearning | This course will walk you through using Maconomy to manage your projects, including project planning, resourcing, budgeting, invoicing, and monitoring the project finances. v2.6. |
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| Ajera Series: Setting up and Applying Sales Tax - Video | This video describes the processes involved in setting up Ajera to apply Sales Tax and how to review Sales Tax amounts on client invoices.
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| Deltek TIP Technologies: Sorting and Filtering - Video | This video will guide you through the most common functions you will find in TIPQA. Course Objectives Login to TIPQA |
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| Costpoint Pools Series: Project Transfer and Multi-Jobs v8.2 - Video | Learn about the setup procedures for using a Project Transfer and the unique constraints of this feature. Also, learn about the uses for the Multi-Job Allocation, its allocation base methodologies, and procedures for processing. Topics covered:
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| Costpoint Pools Series: Processing, Replication, & Specialized Pools v8.2 - Video | This learning video focuses on the steps to complete the allocation processing, specialized allocation mechanisms, best methodology for replicating cost pools, and procedures and utilities to be considered when changing a pool base. Topics covered:
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| Costpoint Projects Series: Time and Materials v8.2 - Video | In this learning video, you will learn how to create Time and Material projects, identify the difference between the General Labor and Project Labor Category, and identify the role of the Rate Sequence table in the revenue and billing process for loaded labor projects. Topics covered:
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| Costpoint Projects Series: Setting up a Project v8.2 - Video | Learn about the steps in setting up a project and the uses of subtasks associated with the project setup. Topics covered:
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| Costpoint Projects Series: Revenue and Ceilings v8.2 - Video | In this learning video, you will learn about the concept of Revenue Recognition by Owning versus Performing Organization, basic groups of revenue circulations, how to set up revenue in revenue info subtask, and set up Ceilings and Overrides. Topics covered:
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| Costpoint Projects Series: Project Transaction Validation Mechanisms v8.2 - Video | In this learning video, you will learn about the primary project transaction validation mechanisms, and create a new project by replicating an existing project and all of its associated setup screens. Topics covered:
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| Costpoint Billing Series: Procedures - Time and Materials Invoice Processing v8.2 - Video | Learn about the role of the Load Labor Rates process and demonstrate the steps for processing a Time & Material bill, including posting the invoice. Topics covered:
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| Costpoint Billing Series: Procedures - Time and Materials Billing Formulas and Formats v8.2 - Video | Learn about the term "T&M” and how it can mean different things to different people and industries, what each of the Time and Materials billing formulas exactly does, and also discuss the different formats that can be used with T&M type billings. Topics covered:
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| Costpoint Billing Series: Procedures - Scheduled Bills v8.2 - Video | Learn about the benefits of a Schedule Fixed Price invoice, the processing steps of posting this type of invoice as well as show the desired results. Topics covered:
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| Costpoint Billing Series: Procedures - Project Workforce, PLCs, and Rate Sequence v8.2 - Video | Learn about the steps for setting up a work force, creating Project Labor Categories and assigning them to a project, entering billing rates on your PLCs, and where to define the Rate Sequence on your T&M project. Topics covered:
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| Costpoint Materials Management Series: Purchase Requisitions v8.2 - Video | This learning video demonstrates the Purchasing Workflow process and demonstrates the key steps in configuring the Purchase Requisition Controls, Enter Purchase Requisitions and Enter Vendor Quotes functionalities. Topics covered:
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| Deltek Maconomy Power Launch: Projects (Web Client) | Learn about the Projects features and functionality within Deltek Maconomy Power Launch. Topics covered: Creating and closing projects, projects workspace, task lists, price lists, revenue forecasting, project reallocation and project progress evaluation. v2.6.1 |
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| Costpoint Fundamentals Series: Touchpoints and the Time & Expense Domain - Video | This learning video highlights the Time & Expense (T&E) domain, T&E modules, Time timesheets, and Planning and T&E. Topics Covered:
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| Costpoint Fundamentals Series: Touchpoints and the Admin Domain - Video | This learning video provides an overview of the modules available in the Costpoint Admin domain, and a quick run-through of the Admin tasks in the Direction of Progression. Topics covered:
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| Costpoint Fundamentals Series: Touchpoints and the CRM & Contracts Domain - Video | This learning video provides an overview of the modules available in the Costpoint CRM & Contracts domain, and a quick run-through of the CRM & Contracts process flow. Topics covered:
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| A2B Tracking: Integration to Costpoint Inventory - Marketplace Partner | Watch this on-demand webinar to learn about A2B Tracking’s integration with Deltek Costpoint’s Inventory module. This session with Peter Collins, A2B Tracking CEO, and Darryl Layne, CTO, will provide an overview of our Government Property Management system with a focus on the integration and data exchange between A2B Tracking and Costpoint Inventory. |
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| Costpoint Planning Series: Burden Templates v8.2 - Video | Learn about the steps for how burden is calculated in Costpoint Planning. Topics covered:
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| Costpoint Planning Series: Resource Planning v8.2 - Video | Learn more about the functions of the Resource Planning module within Costpoint - Planning domain. Topics covered:
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| Costpoint Materials Management Series: Bills of Material v8.2 - Video | This learning video covers an overview of Bills of Materials, Work Centers, and the various Bills of Material reports. Topics covered:
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| Deltek Maconomy Power Launch: Accounts Receivable Series (Web Client) | Learn the features and functions of the Maconomy Accounts Receivable workspace. Includes how to create and manage customers, create prospects, manage and reconcile customer payments. Web Client version 2.6.1. |
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| Cobra Cost Analyst Certification Series: Final Run - Video | Duration: 8m 13s In this culminating course of the Cobra Cost Analyst Certification Series, you will be performing a final runthrough of a reporting cycle and interpret the results to determine the health of the project. Topics covered:
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| Cobra Cost Analyst Certification Series: Project Reporting - Video | Duration: 14m 17s Learn about entering final Variance Analysis Report inputs from the CAMs, creating batch reports to deliver CDRLs, and exporting the DoD IPMDAR and DoE PARS Report files. Topics covered:
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| Cobra Cost Analyst Certification Series: Initial Review - Video | Duration: 31m 10s Learn about sharing the data with the project team to prepare for reporting, manual forecast updates, and any necessary variance narratives. Topics covered:
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| Cobra Cost Analyst Certification Series: Actual Costs Integration - Video | Duration: 37m 25s Learn about the different types of actual costs that can be loaded into Cobra and how they are used for reporting and displaying data, and calculating the forecast once these actual costs are loaded. Topics covered:
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| Cobra Cost Analyst Certification Series: Update Status - Video | Duration: 14m 24s Learn about integrating schedule status data from a spreadsheet, calculating the earned value for the project using the Calculate Progress feature, and reviewing the calculated progress. Topics covered:
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| Cobra Cost Analyst Certification Series: Advance the Calendar - Video | Duration: 25m 6s Learn about the importance of backing up your projects, tips on naming your backup files, and advancing the calendar. This course contains an optional discussion on Cobra fiscal calendars. Topics covered:
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| Cobra Cost Analyst Certification Series: Cost Analyst Boot Camp - Video | Duration: 25m Learn about the overall process that a cost analyst encounters during a typical monthly update cycle. Topics covered:
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| Cobra Cost Analyst Certification Series: Introduction to Cobra - Video | Duration: 22m Learn about the fundamentals of the Cobra Cost Analyst Certification Series, and the scenario and project involved for the whole series. Topics covered:
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| Maconomy Power Launch: Accounts Payable (Web Client) | Learn the features and functions of the Maconomy Accounts Payable workspace. Includes how to create and manage vendors, create purchase orders, and reconcile vendor transactions. Web Client version 2.6.1. | ||
| WorkBook Power Launch Series: User Testing - eLearning | This course will guide you through the User Testing stage of your WorkBook Power Launch implementation. |
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| Costpoint Fundamentals Series: Touchpoints and the People Domain - Video | This learning video highlights the Labor/Leave Process Flow, T&E Timesheets vs. Labor Timesheets vs. Time Timesheets, Labor Need to Knows, Labor Process Concepts, Employee Setup Decisions, Manage Employee Information, and Labor Costing.
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| Costpoint Accounting Series: Federal Tax Withholding on 1099s for both NEC and MISC 1099 Types v8.2 - Infographic | This printable document covers information about the Federal Tax Withholding on 1099s for both NEC and MISC 1099 Types.
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| Costpoint Fundamentals Series: Touchpoints for the Projects Domain - Video | This learning video focuses on the Projects domain that is used to manage and track the financial progress of your projects, including project revenue, expenses, and billings. Topics covered:
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| Deltek Maconomy: What's New in 2.6.2 | Introduction to the new features and functional enhancements for the 2.6.2 release of Deltek Maconomy. |
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| Open Plan Scheduler Certification Series: P6 to Open Plan Crosswalk | Duration: 45m Learn about the similarities and differences in the capabilities of Primavera P6 and Deltek Open Plan. Topics covered:
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| Maconomy Core Certification Exam (CPA) | The Deltek Maconomy Core Certification validates skills within the Maconomy product suite. Successful completion of the Certification exam is required to receive the Professional Certification. A candidate who passes the Deltek Certification exam has demonstrated proficiency within multiple areas of Deltek Maconomy. To receive Deltek Maconomy Certification, you must pass the knowledge based exam. |
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| Maconomy Core Certification Exam (Legal) | The Deltek Maconomy Core Certification validates skills within the Maconomy product suite. Successful completion of the Certification exam is required to receive the Professional Certification. A candidate who passes the Deltek Certification exam has demonstrated proficiency within multiple areas of Deltek Maconomy. To receive Deltek Maconomy Certification, you must pass the knowledge based exam. |
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| Maconomy Core Certification Exam (DFME) | The Deltek Maconomy Core Certification validates skills within the Maconomy product suite. Successful completion of the Certification exam is required to receive the Professional Certification. A candidate who passes the Deltek Certification exam has demonstrated proficiency within multiple areas of Deltek Maconomy. To receive Deltek Maconomy Certification, you must pass the knowledge based exam. |
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| Maconomy Core Certification Exam (Power Launch) |
The Deltek Maconomy Core Certification validates skills within the Maconomy product suite. Successful completion of the Certification exam is required to receive the Professional Certification. A candidate who passes the Deltek Certification exam has demonstrated proficiency within multiple areas of Deltek Maconomy. To receive Deltek Maconomy Certification, you must pass the knowledge based exam. |
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| Costpoint Materials Management Series: Purchase Order Controls v8.2 - Video | This learning video will walk you through the Purchase Order Controls available in Costpoint Materials domain and how to create them. Topics covered:
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| Costpoint Materials Management Series: Supplier Portal Invoice Management v8.2 - Video | Learn about the steps on how to create invoices using Subcontractor Purchase Order types and demonstrated in different scenarios. Topics covered:
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| Costpoint Fundamentals Series: Touchpoints and the Planning Domain - Video | This learning video highlights Organizational Budgets/Outlooks, New Business Budgeting, Project Budgets/EACs, and Resource Planning within the Costpoint - Planning domain. Topics covered:
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| What's New in Deltek PIM v23.0 - Video | This video discusses the feature enhancements for Deltek PIM v23.0. |
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| Costpoint Fundamentals Series: Touchpoints and the Accounting Domain - Video | This learning video focuses on the complex interactions between the operating domains and modules within Costpoint - Accounting domain. Topics covered:
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| Costpoint Fundamentals Series: Touchpoints Process Flow - Video | This learning video focuses on the complex interactions between the operating domains and modules within Costpoint. It also provides details on how to make use of the process flow diagrams to graphically depict the exchange of data and the dependencies that exist between applications, modules, and products. Topics covered:
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| WorkBook Core Certification Exam For Partners | The Deltek Professional WorkBook Core Certification validates skills within the WorkBook product suite. Successful completion of the Certification exam is required to receive the Professional Certification. A candidate who passes the Deltek WorkBook Certification exam has demonstrated proficiency within multiple areas of Deltek WorkBook. To receive Deltek WorkBook Certification, you must pass the knowledge based exam.
Open the course page to view information that will help you prepare for the exam, which includes criteria and conditions for taking the exam, study suggestions, sample questions, and more. Once you have read and understood the accompanying information, you can start the exam whenever you are ready. | ||
| wInsight Analytics Certification Exam For Partners | The Deltek wInsight Analytics Certification validates skills within the wInsight Analytics product suite. Successful completion of the Certification exam is required to receive the Professional Certification. A candidate who passes the Deltek wInsight Analytics Certification exam has demonstrated proficiency within multiple areas of Deltek wInsight Analytics. To receive Deltek wInsight Analytics Certification, you must pass the knowledge based exam.
Open the course page to view information that will help you prepare for the exam, which includes criteria and conditions for taking the exam, study suggestions, sample questions, and more. Once you have read and understood the accompanying information, you can start the exam whenever you are ready. | ||
| Vision Master Certification Exam For Partners | The Deltek Professional Vision Master Certification Exam validates skills within the Vision product suite. Successful completion of the Certification exam is required to receive the Certification. Deltek Training is not required to be certified. Passing the exam confirms you have practical application knowledge required to be a Deltek Vision Master Certified User.
Open the course page to view information that will help you prepare for the exam, which includes criteria and conditions for taking the exam, study suggestions, sample questions, and more. Once you have read and understood the accompanying information, you can start the exam whenever you are ready. | ||
| Vision Certification with Customer Resource Management (CRM) Exam For Partners | The Deltek Professional Vision Certification with Customer Relationship Management (CRM) Exam validates skills within the Vision product suite. Successful completion of the Certification exam is required to receive the Certification. Deltek Training is not required to be certified. Passing the exam confirms you have practical application knowledge required to be a Deltek Vision with Customer Relationship Management (CRM) Certified User.
Open the course page to view information that will help you prepare for the exam, which includes criteria and conditions for taking the exam, study suggestions, sample questions, and more. Once you have read and understood the accompanying information, you can start the exam whenever you are ready. | ||
| Vision Certification with Accounting Exam For Partners | The Deltek Professional Vision Certification with Accounting Exam validates skills within the Vision product suite. Successful completion of the Certification exam is required to receive the Certification. Deltek Training is not required to be certified. Passing the exam confirms you have practical application knowledge required to be a Deltek Vision with Accounting Certified User.
Open the course page to view information that will help you prepare for the exam, which includes criteria and conditions for taking the exam, study suggestions, sample questions, and more. Once you have read and understood the accompanying information, you can start the exam whenever you are ready. | ||
| Open Plan Master Certification Exam For Partners | The Deltek Open Plan Certification validates skills within the Open Plan product suite. Successful completion of the Certification exam is required to receive the Professional Certification. A candidate who passes the Deltek Open Plan Certification exam has demonstrated proficiency within multiple areas of Deltek Open Plan. To receive Deltek Open Plan Certification, you must pass the knowledge-based exam.
Open the course page to view information that will help you prepare for the exam, which includes criteria and conditions for taking the exam, study suggestions, sample questions, and more. Once you have read and understood the accompanying information, you can start the exam whenever you are ready. | ||
| Deltek Vantagepoint Resource Planning Certification Exam For Partners | The Deltek Professional Vantagepoint Resource Planning Certification Exam validates skills within the Resource Planning Module of the Vantagepoint product suite. Successful completion of the Certification exam is required to receive the Professional Certification.
Completion of specific Deltek training courses is not required to be certified. Passing the exam confirms you have the practical application knowledge required to be a Deltek Vantagepoint Certified Resource Planning User.
Open the course page to view information that will help you prepare for the exam, which includes criteria and conditions for taking the exam, study suggestions, sample questions, and more. Once you have read and understood the accompanying information, you can start the exam whenever you are ready. | ||
| Deltek Vantagepoint Master Certification Exam For Partners | The Deltek Professional Vantagepoint Master Certification Exam validates skills within the Vantagepoint product suite. Successful completion of the Certification exam is required to receive the Professional Certification.
Completion of specific Deltek training courses is not required to be certified. Passing the exam confirms you have the practical application knowledge required to be a Deltek Vantagepoint Certified Master User.
Open the course page to view information that will help you prepare for the exam, which includes criteria and conditions for taking the exam, study suggestions, sample questions, and more. Once you have read and understood the accompanying information, you can start the exam whenever you are ready. | ||
| Deltek Vantagepoint Customer Relationship Management (CRM) Certification Exam For Partners | The Deltek Professional Vantagepoint Customer Relationship Management (CRM) Certification Exam validates skills within the CRM Module of the Vantagepoint product suite. Successful completion of the Certification exam is required to receive the Professional Certification.
Completion of specific Deltek training courses is not required to be certified. Passing the exam confirms you have practical application knowledge required to be a Deltek Vantagepoint CRM User.
Open the course page to view information that will help you prepare for the exam, which includes criteria and conditions for taking the exam, study suggestions, sample questions, and more. Once you have read and understood the accompanying information, you can start the exam whenever you are ready. | ||
| Deltek Vantagepoint Accounting Certification Exam For Partners | The Deltek Professional Vantagepoint Accounting Certification Exam validates your skills within the Accounting area of the Vantagepoint product. Successful completion of the Certification exam is required to receive the Professional Certification.
Completion of specific Deltek training courses is not required to be certified. Passing the exam confirms you have the practical application knowledge required to be a Deltek Vantagepoint Certified Accounting User.
Open the course page to view information that will help you prepare for the exam, which includes criteria and conditions for taking the exam, study suggestions, sample questions, and more. Once you have read and understood the accompanying information, you can start the exam whenever you are ready. | ||
| Deltek PIM Finance & Accounting Certification For Partners | The Deltek Professional PIM Finance & Accounting Certification validates skills within the PIM product suite. Successful completion of the Certification exam is required to receive the Professional Certification. A candidate who passes the Deltek PIM Finance & Accounting Certification exam has demonstrated proficiency within multiple areas of Deltek PIM. To receive Deltek PIM Finance & Accounting Certification, you must pass the knowledge based exam. Topics covered: PIM Fundamentals Series PIM Timesheet and Expenses Series PIM Absence Series PIM Project Accounting Series.
Open the course page to view information that will help you prepare for the exam, which includes criteria and conditions for taking the exam, study suggestions, sample questions, and more. Once you have read and understood the accompanying information, you can start the exam whenever you are ready. | ||
| Deltek PIM Core Certification Exam For Partners | The Deltek Professional PIM Core Certification validates skills within the PIM product suite. Successful completion of the Certification exam is required to receive the Professional Certification. A candidate who passes the Deltek PIM Core Certification exam has demonstrated proficiency within multiple areas of Deltek PIM. To receive Deltek PIM Core Certification, you must pass the knowledge based exam. Topics covered: PIM Fundamentals Series PIM Outlook Add-In Series PIM Document Management Series.
Open the course page to view information that will help you prepare for the exam, which includes criteria and conditions for taking the exam, study suggestions, sample questions, and more. Once you have read and understood the accompanying information, you can start the exam whenever you are ready. | ||
| Deltek Maconomy Core with People Planner Certification Exam For Partners | The Deltek Maconomy with People Planner Core Certification validates skills within the Maconomy product suite. Successful completion of the Certification exam is required to receive the Professional Certification. A candidate who passes the Deltek Certification exam has demonstrated proficiency within multiple areas of Deltek Maconomy. To receive Deltek Maconomy Certification, you must pass the knowledge based exam.
Open the course page to view information that will help you prepare for the exam, which includes criteria and conditions for taking the exam, study suggestions, sample questions, and more. Once you have read and understood the accompanying information, you can start the exam whenever you are ready. | ||
| Deltek Maconomy Core Certification Exam For Partners | The Deltek Maconomy Core Certification validates skills within the Maconomy product suite. Successful completion of the Certification exam is required to receive the Professional Certification. A candidate who passes the Deltek Certification exam has demonstrated proficiency within multiple areas of Deltek Maconomy. To receive Deltek Maconomy Certification, you must pass the knowledge based exam.
Open the course page to view information that will help you prepare for the exam, which includes criteria and conditions for taking the exam, study suggestions, sample questions, and more. Once you have read and understood the accompanying information, you can start the exam whenever you are ready. | ||
| Costpoint Time & Expense Master Certification Exam For Partners | The Deltek Professional Costpoint Time & Expense Master Certification Exam validates skills within the Costpoint product suite. Successful completion of the Certification exam is required to receive the Professional Certification. Training is not required to be certified. Passing the exam confirms you have practical application knowledge required to be a Deltek Costpoint Certified User.
Open the course page to view information that will help you prepare for the exam, which includes criteria and conditions for taking the exam, study suggestions, sample questions, and more. Once you have read and understood the accompanying information, you can start the exam whenever you are ready. | ||
| Costpoint Materials Management Master Certification For Partners | The Deltek Professional Costpoint Materials Management Master Certification Exam validates skills within the Costpoint product suite. Successful completion of the Certification exam is required to receive the Professional Certification. Deltek Training is not required to be certified. Passing the exam confirms you have practical application knowledge required to be a Deltek Costpoint Certified User.
Open the course page to view information that will help you prepare for the exam, which includes criteria and conditions for taking the exam, study suggestions, sample questions, and more. Once you have read and understood the accompanying information, you can start the exam whenever you are ready. | ||
| Costpoint Master Certification Exam For Partners | The Deltek Professional Costpoint Master Certification Exam validates skills within the Costpoint product suite. Successful completion of the Certification exam is required to receive the Professional Certification. Deltek Training is not required to be certified. Passing the exam confirms you have the practical application knowledge required to be a Deltek Costpoint Certified User.
Open the course page to view information that will help you prepare for the exam, which includes criteria and conditions for taking the exam, study suggestions, sample questions, and more. Once you have read and understood the accompanying information, you can start the exam whenever you are ready. | ||
| Costpoint Certification with Time Exam For Partners | The Deltek Professional Costpoint Certification with Time Exam validates skills within the Costpoint product suite. Successful completion of the Certification exam is required to receive the Professional Certification. Training is not required to be certified. Passing the exam confirms you have practical application knowledge required to be a Deltek Costpoint Certified User.
Open the course page to view information that will help you prepare for the exam, which includes criteria and conditions for taking the exam, study suggestions, sample questions, and more. Once you have read and understood the accompanying information, you can start the exam whenever you are ready. | ||
| Costpoint Certification with Projects Exam For Partners | The Deltek Professional Costpoint Projects Certification Exam validates skills within the Costpoint product suite. Successful completion of the Certification exam is required to receive the Professional Certification. Deltek Training is not required to be certified. Passing the exam confirms you have the practical application knowledge required to be a Deltek Costpoint Certified User.
Open the course page to view information that will help you prepare for the exam, which includes criteria and conditions for taking the exam, study suggestions, sample questions, and more. Once you have read and understood the accompanying information, you can start the exam whenever you are ready. | ||
| Costpoint Certification with Procurement Exam For Partners | The Deltek Professional Costpoint Certification with Procurement Exam validates skills within the Costpoint product suite. Successful completion of the Certification exam is required to receive the Professional Certification. Deltek Training is not required to be certified. Passing the exam confirms you have the practical application knowledge required to be a Deltek Costpoint Certified User.
Open the course page to view information that will help you prepare for the exam, which includes criteria and conditions for taking the exam, study suggestions, sample questions, and more. Once you have read and understood the accompanying information, you can start the exam whenever you are ready. | ||
| Costpoint Certification with Manufacturing Exam For Partners | The Deltek Professional Costpoint Certification with Manufacturing Exam validates skills within the Costpoint product suite. Successful completion of the Certification exam is required to receive the Professional Certification. Deltek Training is not required to be certified. Passing the exam confirms you have the practical application knowledge required to be a Deltek Costpoint Certified User.
Open the course page to view information that will help you prepare for the exam, which includes criteria and conditions for taking the exam, study suggestions, sample questions, and more. Once you have read and understood the accompanying information, you can start the exam whenever you are ready. | ||
| Costpoint Certification with Labor, Leave, and Payroll Exam For Partners | The Deltek Professional Costpoint Labor, Leave, and Payroll Certification Exam validates skills within the Costpoint product suite. Successful completion of the Certification exam is required to receive the Professional Certification. Deltek Training is not required to be certified. Passing the exam confirms you have practical application knowledge required to be a Deltek Costpoint Certified User.
Open the course page to view information that will help you prepare for the exam, which includes criteria and conditions for taking the exam, study suggestions, sample questions, and more. Once you have read and understood the accompanying information, you can start the exam whenever you are ready. | ||
| Costpoint Certification with General Ledger Exam For Partners | The Deltek Professional Costpoint General Ledger Certification Exam validates skills within the Costpoint product suite. Successful completion of the Certification exam is required to receive the Professional Certification. Deltek Training is not required to be certified. Passing the exam confirms you have the practical application knowledge required to be a Deltek Costpoint Certified User.
Open the course page to view information that will help you prepare for the exam, which includes criteria and conditions for taking the exam, study suggestions, sample questions, and more. Once you have read and understood the accompanying information, you can start the exam whenever you are ready. | ||
| Costpoint Certification with Expense Exam For Partners | The Deltek Professional Costpoint Certification with Expense Exam validates skills within the Costpoint product suite. Successful completion of the Certification exam is required to receive the Professional Certification. Training is not required to be certified. Passing the exam confirms you have the practical application knowledge required to be a Deltek Costpoint Certified User.
Open the course page to view information that will help you prepare for the exam, which includes criteria and conditions for taking the exam, study suggestions, sample questions, and more. Once you have read and understood the accompanying information, you can start the exam whenever you are ready. | ||
| Costpoint Certification with Billing and Accounts Receivable Exam For Partners | The Deltek Professional Costpoint Billing and Accounts Receivable Certification Exam validates skills within the Costpoint product suite. Successful completion of the Certification exam is required to receive the Professional Certification. Deltek Training is not required to be certified. Passing the exam confirms you have practical application knowledge required to be a Deltek Costpoint Certified User.
Open the course page to view information that will help you prepare for the exam, which includes criteria and conditions for taking the exam, study suggestions, sample questions, and more. Once you have read and understood the accompanying information, you can start the exam whenever you are ready. | ||
| Costpoint Certification with Accounts Payable Exam For Partners | The Deltek Professional Costpoint Accounts Payable Certification Exam validates skills within the Costpoint product suite. Successful completion of the Certification exam is required to receive the Professional Certification. Deltek Training is not required to be certified. Passing the exam confirms you have the practical application knowledge required to be a Deltek Costpoint Certified User.
Open the course page to view information that will help you prepare for the exam, which includes criteria and conditions for taking the exam, study suggestions, sample questions, and more. Once you have read and understood the accompanying information, you can start the exam whenever you are ready. | ||
| ComputerEase Master Certification Exam For Partners | The Deltek Professional ComputerEase Master Certification Exam validates skills within the ComputerEase product suite. Successful completion of the Certification exam is required to receive the Professional Certification. Deltek Training is not required to be certified. Passing the exam confirms you have practical application knowledge required to be a Deltek ComputerEase Certified User.
Open the course page to view information that will help you prepare for the exam, which includes criteria and conditions for taking the exam, study suggestions, sample questions, and more. Once you have read and understood the accompanying information, you can start the exam whenever you are ready. | ||
| Cobra Cost Analyst Certification Exam For Partners | The Deltek Cobra Cost Analyst Certification demonstrates expertise in operating Cobra as an EVM Cost Analyst. To receive Deltek Cobra Cost Analyst Certification, you must pass the knowledge-based exam.
Open the course page to view information that will help you prepare for the exam, which includes criteria and conditions for taking the exam, study suggestions, sample questions, and more. Once you have read and understood the accompanying information, you can start the exam whenever you are ready. | ||
| Cobra Certification Exam For Partners | The Deltek Cobra Certification validates skills within the Cobra product suite. Successful completion of the Certification exam is required to receive the Professional Certification. A candidate who passes the Deltek Cobra Certification exam has demonstrated proficiency within multiple areas of Deltek Cobra. To receive Deltek Cobra Certification, you must pass the knowledge based exam.
Open the course page to view information that will help you prepare for the exam, which includes criteria and conditions for taking the exam, study suggestions, sample questions, and more. Once you have read and understood the accompanying information, you can start the exam whenever you are ready. | ||
| Cobra Administration Certification Exam For Partners | The Deltek Cobra Administrator Certification demonstrates expertise in all the major administrative operations in Cobra. To receive Deltek Cobra Administrator Certification, you must pass the knowledge-based exam.
Open the course page to view information that will help you prepare for the exam, which includes criteria and conditions for taking the exam, study suggestions, sample questions, and more. Once you have read and understood the accompanying information, you can start the exam whenever you are ready. | ||
| Acumen Risk Certification Exam For Partners | The Deltek Acumen Risk Certification validates skills within the Acumen Risk product suite. Successful completion of the Certification exam is required to receive the Professional Certification. A candidate who passes the Deltek Acumen Risk Certification exam has demonstrated proficiency within multiple areas of Deltek Acumen Risk. To receive Deltek Acumen Risk Certification, you must pass the knowledge based exam.
Open the course page to view information that will help you prepare for the exam, which includes criteria and conditions for taking the exam, study suggestions, sample questions, and more. Once you have read and understood the accompanying information, you can start the exam whenever you are ready. | ||
| Acumen Fuse Certification Exam For Partners | The Deltek Acumen Fuse Certification validates skills within the Acumen Fuse product suite. Successful completion of the Certification exam is required to receive the Professional Certification. A candidate who passes the Deltek Acumen Fuse Certification exam has demonstrated proficiency within multiple areas of Deltek Acumen Fuse. To receive Deltek Acumen Fuse Certification, you must pass the knowledge-based exam.
Open the course page to view information that will help you prepare for the exam, which includes criteria and conditions for taking the exam, study suggestions, sample questions, and more. Once you have read and understood the accompanying information, you can start the exam whenever you are ready. | ||
| Introducing Specpoint: 3-part Webinar Series | This links to the registration page for the Specpoint Webinar Series. |
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| Ajera Series: Expense and Consultant Rates in Billing Rate Tables - Video | This video covers the basics of acessing, setting up and navigation on the Expense and Consultant Tabs in billing rate tables in Ajera. Topics covered:
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| Deltek Certification Guidance - Self-Paced Learning | This eLearning addresses the frequently asked questions among users taking their first Deltek certification exam.
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| Costpoint Contract Management Series: Subcontractor Management v8.2 - Self-paced Learning | Learn about the basic processes relevant to the Subcontractor Management feature of Costpoint. Topics covered:
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| ConceptShare QuickStart: Getting Started as an Account Administrator | In this course, you will learn how to set up and manage user accounts, customize workflows, and configure advanced settings such as email notifications and security features. You will also learn best practices for managing and organizing digital assets, and how to use reporting tools to gain insights into project activity and user behavior. |
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| Ajera Series: What's New in Ajera v9.9 | This video covers an overview of the new features and updates in Ajera v9.9. |
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| Ajera Series: Client Invoice Email Tracking - Video | This video describes the available Client Invoice tracking columns for widgets and the steps to add these for use in Ajera.
Topics Include:
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| ConceptShare Roles: Account Administrator - Leveraging SAML 2.0 For Single Sign-On - eLearning | Learn about ConceptShare’s Single-Sign-On capabilities. Topics covered: Password Security |
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| Driving User Adoption and Engagement through Change Management - eLearning | Duration: 1.5 hours
This course covers Change Management and User Adoption with an emphasis on understanding users' needs and behaviors. Participants will learn to develop effective change management strategies, including training, incentives, and social proof techniques. The course also addresses overcoming resistance, measuring success, and managing stakeholders to ensure successful user adoption. |
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| Ajera Series: Entering Client Receipts with Bill & Pay - Video | This video covers the processes and workflows for entering client receipts using Bill & Pay in Ajera. Topics covered: Duration |
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| Ajera Series: Using Bill & Pay - Video | This video walks through the general workflow for using Bill & Pay in Ajera, setting up email client invoice templates to use direct Bill & Pay linking, then discusses how you use Bill & Pay to see finalized client invoices and payments associated with that client in Bill & Pay. Topics Include: Duration |
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| Costpoint GCC Moderate Implementation | Duration: 30mins Read This is the Costpoint GCCM Implementation PowerPoint presentation. | ||
| ConceptShare Roles: Maintaining Security, Confidentiality, and Privacy using Role-Based Access Control - Self Paced Learning | Leverage role-based access control to maintain security and privacy for your organization. Topics covered: |
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| Ajera Series: Setting Up Bill & Pay - Video | This video walks you through the process of setting up Ajera to use Bill & Pay for your Accounts Receivable cash flow. Topics Include: Duration |
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| TIP Web - Portal | This portal is a collection of TIP Web videos, specially designed to give you concise and informative training that will help you understand and navigate your Deltek TIP Web product. |
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| TIP Web - Portal | This portal is a collection of TIP Web videos, specially designed to give you concise and informative training that will help you understand and navigate your Deltek TIP Web product. |
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| What’s New with TIPSFE 10.0.0.17 - Infographic | Duration: 30mins Read
Introduction to the new features and functional enhancements for the latest release of Deltek TIPSFE |
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| What’s New with TIPQA 10.0.0.17 - Infographic | Duration: 30mins Read
Introduction to the new features and functional enhancements for the latest release of Deltek TIPQA |
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| Ajera Series: Labor in Billing Rate Tables - Learning Video | This video covers the basics of acessing, setting up and navigating on the Labor Tab in billing rate tables in Ajera. Topics covered:
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| Ajera Series: Overview of Billing Rate Tables in Ajera - Video | This video covers the basics of acessing, setting up and navigating in billing raate tables in Ajera. Topics covered: Duration: 10m |
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| A2B Tracking: Modern Technology is Transforming Government Property Management - Marketplace Partner | A practical look at how Government Property Managers can leverage modern technology Modern technology is constantly advancing and empowering smart organizations to move faster and with more efficiency than ever. Government Property Managers need to embrace these technologies not only to improve productivity, but also, to better position themselves for compliance to their contract obligations. This session will explore the latest technology advancements in RFID, data collection and automated reporting to Government systems for today’s Government property manager. Although this technology can provide significant operational efficiencies along with improved audit readiness - the importance of establishing and understanding Internal Controls and Contractor Self Assessments have never been more important. |
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| Ajera Series: Accounting Entry Reference - Infographic | This downloadable guide shows the effects on the General Ledger from common actions taken within Ajera for Accounts Payable, Accounts Receivable and Payroll. Topics Include: Duration: 15 m read |
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| WorkBook Agency Solutions Coffee Break Series: Using Multiple Currencies with WorkBook - Video | Learn about multicurrency behavior and setup in WorkBook. |
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| PIM Submittals - Infographic | Get to know the Submittal Review Process in Deltek PIM for North America.
Topics covered: |
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| Ajera Series: Payroll Service Accruals Setup - Video | This video walks through the process of setting up Accruals to track and use while using an outsource payroll provider in Ajera. Topics Include:
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| Ajera Series: Processing Payroll with a Payroll Service - Learning Video | This video walks through theprocess of creating and running an Outsourcepayroll,using a payroll provider in Ajera. This includes how to complete the vendor invoice created and using Accrualsprior. Topics Include:
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| Deltek PIM: Microsoft Edge Hybrid IE Mode - Infographic | This infographic contains an overview, pre-requisites, and technical details of PIM v22.0 running in Microsoft Edge - Hybrid IE mode. |
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| Deltek PIM Single Sign-On - Video | Set up the active directories that go with setting up an app registration for PIM v22.0 with an already configured Azure AD. |
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| Costpoint Fundamentals Series: User Basics v8.2 - Learning Video | Learn more about basic navigation within Costpoint. Topics covered:
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| Ajera Series: Processing In-House Payroll - Learning Video | This video walks through how to process an in-house payroll, including how to review paychecks prior to paying and producing the Direct Deposit information. Topics Include: Recall the steps for processing In-House Payroll. Recognize the steps in reviewing Paychecks before processing. Explain the process of producing a Direct Deposit. |
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| What's New in Costpoint 8.2 - Video | This video covers Costpoint's new enhanced features, and how they relate to the current version.
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| Maconomy Power Launch: Employee Training - Self-Paced Learning | Learn how Maconomy can help you complete your timesheets, submit expenses, and request absence in the most efficient way using the Web Client version 2.6. |
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| A2B Tracking Solutions - The Importance for Automation for Government Property Managers - Marketplace Partner | This webinar 'The Importance of Automation for Government Property Managers', was part of the popular NPMA Webinar series in March 2023. In this session, Peter Collins, A2B Tracking President and CEO, begins by discussing the current situation for defense contractors who manage Government Property. Explaining that the expectations for the GovCon community has grown with a need for more frequent and more accurate inventory data reporting. Peter unpacks a variety of automated processes that can optimize workflows, save time and labor while also providing critical support to better position organizations for audits. |
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| Ajera Series: Rejecting and Updating Expense Reports - Learning Video | This video covers the processes involved in rejecting expense report entries and making updates to those expense reports so they can be re-approved for processing in Ajera.
Topics covered:
Duration: 8m |
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| Alirrium SalesFed Proposal Support Application - Marketplace Partner | This demo video walks you through the process of loading, tagging, mapping and building a compliance matrix within the SalesFed application. Once the matrix has been built, the demo walks you through the process of creating the branded annotated outlines to hand out to your proposal writers. |
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| Ajera Series: Introduction to Widgets - Learning Video | This video is an introduction to the process of creating and editing widgets that can then be used to create Dashboards in Ajera. Topics Include: Duration: 28 m |
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| Introducing Specpoint - Webinar | This interactive training session will provide an overview of Specpoint. User will learn how to navigate the platform and begin creating projects. |
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| NeoSystems Webinar - NeoSystems and Deltek Present: The NeoSystems MultiCloud - Marketplace Partner | Join NeoSystems and Deltek for an informative discussion on the benefits of moving non-Costpoint Deltek products and 3rd-party applications to the NeoSystems MultiCloud. You'll learn how companies in the Deltek cloud that have multiple compliance requirements can now have all their systems and data in secure hosting environments.
In this session, you will take away information related to:
Other topics in this webinar:
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| Deltek Unionpoint Starter Guide - eLearning | Unionpoint is Deltek's new Cloud Integration Platform; making it possible for you to easily deploy turnkey out-of-the-box integrations between Deltek and 3rd party products, as well as create and deploy your own code-less integrations with ease.
Topics Included:
Introduction to Unionpoint
Authentication
Primary User Personas
Deltek Integrations Tab
Manage Users Tab
Deltek Users Tab
Integration Platform Tab
Glossary & FAQ | ||
| Ajera Series: Project Command Center (PCC) Overview and Customization - Learning Video | Duration: 30 minutes This Video is designed to provide an introduction to the main areas of the Project Command Center as well as the Customize Options available and their uses during the Project Lifecycle. This course contains a short Knowledge Check as well as a downloadable Activity Guide and Additional Resources which are also downloadable.
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| Deltek Maconomy Power Launch: Department Manager Training - Self-Paced Learning | Learn how Maconomy can help you manage your team, including time and absence approval, utilization reporting, resource planning, and forecasting using the Web Client version 2.6. |
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| Deltek Maconomy: Web Client Navigation - Infographic | Learn how to navigation the Maconomy Web Client with the help of this document. |
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| What's New in Deltek PIM v22.0 - Video | This video discusses the feature enhancements for Deltek PIM v22.0. |
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| Deltek PIM Teamwork: Configuration and Setup for Administrators - Infographic | Configure Teamwork to enable third-party users to upload documents and drawings into PIM. Topics covered: |
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| Deltek PIM Teamwork: Team Evaluation - Video | In this course, we will look at using Team Evaluations to capture reviews and ratings for third-party organizations, contacts, and Projects.
Topics covered: |
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| Deltek PIM Teamwork: Managing Incoming Documents - Video | In this video, we will manage incoming Teamwork documents using Smart Superseder. We'll look at viewing documents uploaded via Teamwork and publishing them into their respective Document Pools. Topics covered: |
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| Deltek PIM Document Management: Using Smart Superseder - Video | This course will look at simplifying the process of publishing third-party documents and drawings using the Smart Superseder feature within PIM. Topics covered: |
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| Talent Management Release Series: What's New in 17.1 - Learning Video | This course covers the new features included in the version 17.1 release of Talent Management. It outlines several optimizations, features and updates which have been made to the following modules: Core Framework, Core HR, Acquisition, Posting Manager, Performance, Development, and Learning. |
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| ConceptShare Review Chains - Learning Video | We'll explore how ConceptShare's new feature Review Chains improves on multi-stage review workflows. This feature can be helpful if you need your digital assets to be reviewed by multiple groups of reviewers. We'll explore the new UI changes and functionality we've added to ConceptShare to help you better organize and associate multiple reviews that may be required before assets are ready for use. |
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| Deltek Pros(TM) Vantagepoint Project Accountants Foundations Exam | The Vantagepoint Project Accountants Foundations Exam Allows You To Demonstrate Expertise In Performing All Processes And Functions Within Vantagepoint Relevant To Project Accounting.
This exam guide is intended to provide you with an overview of the format and content of the Vantagepoint Project Accountants Foundations Exam. You will find a list of categories and topics with their weight distribution as well as suggested topics to help you prepare for the exam.
Benefits
Topics Covered
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| Deltek Pros(TM) Vantagepoint Financial Foundations Exam | The Vantagepoint Financial Foundations Exam Allows You To Demonstrate Expertise In Performing All Processes And Functions Within Vantagepoint Relevant To Finance.
This exam guide is intended to provide you with an overview of the format and content of the Vantagepoint Financial Foundations Exam. You will find a list of categories and topics with their weight distribution as well as suggested topics to help you prepare for the exam.
Benefits
Topics Covered
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| ComputerEase Payroll Series: Configuring TIme Entry Screens and Workflows - Learning Video | This video covers configuring the time entry screens used for Payroll and setting up Workflows related to Payroll in Deltek + ComputerEase
Topics Include:
Duration The main user interface of Deltek ComputerEase has been updated since this material was created, but the |
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| Maconomy Essentials Partner Enablement Training: Finance - Self Paced Learning | This course contains a selection of assets, specially designed to give you concise and informative training that will help you as a partner in gaining valuable product knowledge within Deltek Maconomy Essentials.
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| Maconomy Essentials Partner Enablement Training: Clients and People - Self Paced Learning | This course contains a selection of assets, specially designed to give you concise and informative training that will help you as a partner in gaining valuable product knowledge within Deltek Maconomy Essentials.
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| ComputerEase Series: Processing Payroll - Learning Video | This video covers the entering of hours into the ComputerEase payroll module and processing a payroll in ComputerEase.
Topics Include:
Duration The main user interface of Deltek ComputerEase has been updated since this material was created, but the |
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| ComputerEase Series: Payroll Employee Maintenance - Learning Video | This video covers Employee Maintenance in ComputerEase related to payroll and how to maintain all the employee maintenance items related to payroll.
Duration
The main user interface of Deltek ComputerEase has been updated since this material was created, but the |
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| ConceptShare Integration: Building Custom Integrations with ConceptShare (Part 2) - Self Paced Learning | Duration: 1hr 10min self paced learning Learn about building custom integrations with ConceptShare. This includes a discussion on Domain Level Objects, SOAP vs. REST APIs, Callbacks, Components and use-cases of an Integration, Asset Ingestion, and Resource URLs. |
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| Change Management Considerations and Checklist | We realize at Deltek, that our solutions can enable business success, however, we also understand that change is not easy for any organization which is why we created this infographic to support you with your product implementation.
Topics Include:
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| Change Management Considerations and Checklist | We realize at Deltek, that our solutions can enable business success, however, we also understand that change is not easy for any organization which is why we created this infographic to support you with your product implementation.
Topics Include:
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| Change Management Considerations and Checklist | We realize at Deltek, that our solutions can enable business success, however, we also understand that change is not easy for any organization which is why we created this infographic to support you with your product implementation.
Topics Include:
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| Change Management Considerations and Checklist | We realize at Deltek, that our solutions can enable business success, however, we also understand that change is not easy for any organization which is why we created this infographic to support you with your product implementation.
Topics Include:
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| Change Management Considerations and Checklist | We realize at Deltek, that our solutions can enable business success, however, we also understand that change is not easy for any organization which is why we created this infographic to support you with your product implementation.
Topics Include:
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| Change Management Considerations and Checklist | We realize at Deltek, that our solutions can enable business success, however, we also understand that change is not easy for any organization which is why we created this infographic to support you with your product implementation.
Topics Include:
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| Change Management Considerations and Checklist | We realize at Deltek, that our solutions can enable business success, however, we also understand that change is not easy for any organization which is why we created this infographic to support you with your product implementation.
Topics Include:
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| Change Management Considerations and Checklist | We realize at Deltek, that our solutions can enable business success, however, we also understand that change is not easy for any organization which is why we created this infographic to support you with your product implementation.
Topics Include:
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| Change Management Considerations and Checklist | We realize at Deltek, that our solutions can enable business success, however, we also understand that change is not easy for any organization which is why we created this infographic to support you with your product implementation.
Topics Include:
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| Change Management Considerations and Checklist | We realize at Deltek, that our solutions can enable business success, however, we also understand that change is not easy for any organization which is why we created this infographic to support you with your product implementation.
Topics Include:
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| Change Management Considerations and Checklist | We realize at Deltek, that our solutions can enable business success, however, we also understand that change is not easy for any organization which is why we created this infographic to support you with your product implementation.
Topics Include:
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| Change Management Considerations and Checklist | We realize at Deltek, that our solutions can enable business success, however, we also understand that change is not easy for any organization which is why we created this infographic to support you with your product implementation.
Topics Include:
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| Change Management Considerations and Checklist | We realize at Deltek, that our solutions can enable business success, however, we also understand that change is not easy for any organization which is why we created this infographic to support you with your product implementation.
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| ComputerEase Series: Payroll General Maintenance - Learning Video | This video covers how to setup Payroll General Maintenance inside of ComputerEase and maintain all maintenance items such as the taxes, deductions and fringes.
Topics Include:
Duration: 17 m
The main user interface of Deltek ComputerEase has been updated since this material was created, but the |
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| Ajera Series: Traditional and Browser Timesheet Entry - Learning Video | Duration: 11m Learn about setting up and using Traditional and Browser - based Timesheets in Ajera. This does not include the approval process. Topics covered:
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| Implementing WorkBook Power Launch | This course will help guide you through the main stages of your WorkBook Power Launch implementation. |
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| ComputerEase Series: Payroll Parameters - Learning Video | This video introduces the setup of parameters used in the payroll process in ComputerEase. Topics Include:
The main user interface of Deltek ComputerEase has been updated since this material was created, but the |
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| Maconomy Essentials Partner Enablement Training: Project Management - Self Paced Learning | This course contains a selection of assets, specially designed to give you concise and informative training that will help you as a partner in gaining valuable product knowledge within Deltek Maconomy Essentials. Project Management is the 1st of 3 Product Training and Configuration courses. | ||
| Deltek Pros(TM) ComputerEase Financial Foundations Exam | The ComputerEase Financial Foundations Exam allows you to demonstrate expertise in performing all processes and functions within ComputerEase relevant to Finance.
This exam guide is intended to provide you with an overview of the format and content of the ComputerEase Financial Foundations Exam. You will find a list of categories and topics with their weight distribution as well as suggested topics to help you prepare for the exam.
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| ConceptShare Project Archiving - Learning Video | Learn about Project Archiving, the new feature of ConceptShare v6.33. This feature keeps your workspace organized and reduces the amount of filtering and searching through your relevant projects.
Course Objectives Demonstrate the Project Archiving Feature. Discuss Account Permissions. Archive All Completed. | ||
| ComputerEase Series: Using NvoicePay - Learning Video | This video introduces the setup and use of Nvoice Pay with ComputerEase.
Duration: 11 minutes
Course Objectives The main user interface of Deltek ComputerEase has been updated since this material was created, but the
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| Deltek Pros(TM) Costpoint Financial Foundations Exam | The Costpoint Financial Foundations Exam allows you to demonstrate expertise in performing all processes and functions within Costpoint relevant to Finance.
This exam guide is intended to provide you with an overview of the format and content of the Costpoint Financial Foundations Exam. You will find a list of categories and topics with their weight distribution as well as suggested topics to help you prepare for the exam.
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| Deltek Maconomy Power Launch Introduction & Overview Portal | Maconomy Power Launch is a pre-configured and fully documented ERP solution for professional service and project-oriented companies wanting to optimize clients, people, projects, and finance. Get full insight into the solution's best practice, content, and value on this site. |
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| Maconomy Core With People Planner Certification Exam | The Deltek Maconomy with People Planner Core Certification validates skills within the Maconomy product suite. Successful completion of the Certification exam is required to receive the Professional Certification. A candidate who passes the Deltek Certification exam has demonstrated proficiency within multiple areas of Deltek Maconomy. To receive Deltek Maconomy Certification, you must pass the knowledge based exam. |
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| Maconomy Core Certification Exam | The Deltek Maconomy Core Certification validates skills within the Maconomy product suite. Successful completion of the Certification exam is required to receive the Professional Certification. A candidate who passes the Deltek Certification exam has demonstrated proficiency within multiple areas of Deltek Maconomy. To receive Deltek Maconomy Certification, you must pass the knowledge based exam. |
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| PIM Document Management Series: Document Publishing Wizard - Learning Video | Duration: 3m51s |
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| ConceptShare Integration: Building Custom Integrations with ConceptShare (Part 1) - Self Paced Learning | Duration: 40m self paced learning Learn about building custom integrations with ConceptShare. This starts with accessing developer resources and then discussing a technical overview of ConceptShare as a cloud service. We'll also discuss high-level design decisions, support models, and integration requirements in building custom integrations. |
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| A2B Tracking: Looking at select FAR 52.245-1 Outcomes - Marketplace Partner | A2B Tracking shares this video segment taken from a live webinar with Alex Mikhelson from Baker Tilly and Peter Collins, CEO of A2B Tracking. In this video, Alex takes a look at a few of the more important requirements of FAR 52.245-1 for Government contractors. Alex frames the discussion of these requirements around the outcomes of receiving, performing physical inventories, reports and movements of property. Peter then explains how modern technology can support these requirements and the outcomes for your organization. In his discussion he provides an example of how Government Contractors who use the Deltek Costpoint solution are able to directly integrate to the A2B Tracking Government Property Management system and exchange data behind the scenes providing a fully integrated and compliant solution. Take a look.
[Keywords and Related Searches - Government Property Management system, FAR 52.245-1, Government Property, Baker Tilly, FAR Compliance, FAR Outcomes, Government Contract compliance, DCMA Audit] |
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| Maconomy Essentials Partner Enablement Training: Handle an Implementation & Implementation Scoping - Portal | This course contains a selection of assets, specially designed to give you concise and informative training that will help you as a partner in understanding the Deltek Maconomy Essentials sales pitch in terms of handling an implementation and implementation scoping. | ||
| Customer Care and Your Organization - Self Paced Learning | This course has been developed to support you with your roll-out of Customer Support across your organization and will contain a reference to discussions you may have had with your onboarding team or Customer Success Manager (CSM). |
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| ConceptShare Watermarking Assets - Learning Video | Learn about ConceptShare's new feature for Watermarking Assets. In reviewing and approving assets, you may have come across one or more assets that contained sensitive or confidential information. We'll show you how to leverage this feature to keep images, videos, or documents protected while still giving you the opportunity to get clear and actionable feedback on these sensitive assets. Enable Watermarking in ConceptShare. |
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| Deltek PIM: Self Upgrade Process - Self Paced Learning | This course guides you through the process of allowing you to Upgrade your Deltek PIM System. Topics covered: |
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| Ajera Master Certification Exam For Partners | The Deltek Professional Ajera Master Certification Exam validates skills within the Ajera product suite. Successful completion of the Certification exam is required to receive the Professional Certification. Deltek Training is not required to be certified. Passing the exam confirms you have practical application knowledge required to be a Deltek Ajera Certified User. Open the course page to view information that will help you prepare for the exam, which includes criteria and conditions for taking the exam, study suggestions, sample questions, and more. Once you have read and understood the accompanying information, you can start the exam whenever you are ready. | ||
| Ajera Core + Payroll Certification Exam For Partners | The Deltek Professional Ajera Core + Payroll Certification Exam validates skills within the Ajera product suite. Successful completion of the Certification exam is required to receive the Certification. Deltek Training is not required to be certified. Passing the exam confirms you have the practical application knowledge required to be a Deltek Ajera Core + Payroll Certified User. Open the course page to view information that will help you prepare for the exam, which includes criteria and conditions for taking the exam, study suggestions, sample questions, and more. Once you have read and understood the accompanying information, you can start the exam whenever you are ready. | ||
| Ajera Core + Consulting Certification Exam For Partners | The Deltek Professional Ajera Core + Consulting Certification Exam validates skills within the Ajera product suite. Successful completion of the Certification exam is required to receive the Certification. Deltek Training is not required to be certified. Passing the exam confirms you have practical application knowledge required to be a Deltek Ajera Core + Consulting Certified User. Open the course page to view information that will help you prepare for the exam, which includes criteria and conditions for taking the exam, study suggestions, sample questions, and more. Once you have read and understood the accompanying information, you can start the exam whenever you are ready. | ||
| Ajera Core Certification Exam For Partners | The Deltek Professional Ajera Core Certification Exam validates skills within the Ajera product suite. Successful completion of the Certification exam is required to receive the Certification. Deltek Training is not required to be certified. Passing the exam confirms you have practical application knowledge required to be a Deltek Ajera Core Certified User. Open the course page to view information that will help you prepare for the exam, which includes criteria and conditions for taking the exam, study suggestions, sample questions, and more. Once you have read and understood the accompanying information, you can start the exam whenever you are ready. | ||
| PIM Core Cross-Browser Coverage - Infographic | This guide demonstrates the current progress of cross-browser coverage. |
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| PIM Project Accounting: Cross Browser Experience - Infographic | This guide demonstrates Project Accounting’s cross-browser state currently, as we continue to modernize the remaining key features of the Project Accounting module in our future releases. |
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| PIM Cross-Browser Progress & Microsoft Edge - Infographic | This guide demonstrates the current progress of cross-browser coverage. |
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| Maconomy Essentials Partner Enablement Training - Portal | This course contains a selection of assets, specially designed to give you concise and informative training that will help you as a partner in understanding the Deltek Maconomy Essentials sales pitch, as well as providing product training and configuration for Maconomy Essentials. | ||
| Acumen Fuse Logic Tracing and Metrics - Quick Reference Guide | This covers the different Viewers and Analyzers within Deltek Acumen Fuse, the Basic Metrics for Acumen, the steps in creating a custom set of metrics and its components, the Advanced Metrics in Acumen, how the metric fields can be calculated on the workbook, the Benchmarking analysis, and the overview on Schedule Acceleration and Recovery.
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| A2B Tracking RFID Software - Warehouse Inventory Demo Video - Marketplace Partner | This video quickly demonstrates the powerful RFID and Barcode capabilities of the A2B Tracking RFID Tracker App. Our Sales Manager, Sharrieff Christmas, illustrates how easy it is to perform inventories in a warehouse using 1D Barcodes. Sharrieff then quickly switches to RFID mode and performs the same inventory using RFID to scan the same assets with one click of the button. Both the Barcode and the RFID inventories automatically update to the A2B Tracking platform in the cloud immediately. Switching to a Desktop view, Sharrieff demonstrates how the UC! Web platform has automatically recorded his inventories in the system. The UC! Web platform allows you to manage your assets and view inventory details as well as providing you with a complete asset history. For this inventory demonstration we have the A2B Tracker App running on an Android smartphone that is connected via bluetooth to a Zebra RFD8500 RFID scanner. The Tracker app is connected to our UC! Web Asset Management platform in the cloud. [Keywords and Related Searches - Barcode, RFID, Inventory Management, Asset Management, Warehouse Inventory, Cycle Count, Mobile Barcode Reader, Mobile RFID reader, A2B Tracking, UC! Web, IUID, 2D Barcode, 1D Barcode, Zebra RFD8500 scanner] |
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| A2B Tracking FAR 52.245-1 Compliance and Inventory Demonstration - Marketplace Partner | A2B Tracking's Government Property Management software supports compliance to government contract clause FAR 52.245-1 and provides key inventory management capabilities.
[Keywords and Related Searches - Sharrieff Christmas, A2B Tracking Sales Manager, Demonstrates how the UC! Web platform helps government contractors maintain compliance to their contracts and supports fast and accurate inventories with 1D, 2D Barcodes, IUID, RFID] |
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| PIM Document Administration - Self Paced Learning | Duration: 30m This course is aimed at helping you configure and maintain your Documents and Document Pools held in Deltek PIM. Throughout this course, we will look at creating document pools, assigning relevant security and other information such as attributes. We will also look at the removal of documents from PIM using the export feature. Topics covered: Introduction Document Pool Creation and Updating Document Archive Managing File Extensions |
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| PIM User Administration - Self Paced Learning | Duration: 30m This course is aimed at helping you configure and maintain your User Administration in Deltek PIM. Throughout this course, we will look at the different license types available, configuring user access and removing access when it is no longer required. Topics covered: Introduction User Administration Licenses User Roles |
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| PIM Email Management - Self Paced Learning | Duration: 30m This course can help you learn how to use the Outlook Add-In along with Deltek PIM to store sent and received emails. Topics covered: Introduction and Overview Publishing Emails with and Without Attachments Adding Documents Stored in PIM to Emails Searching for Emails |
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| PIM Document Management - Self Paced Learning | Duration: 30m This course can help you learn how to use the Document Management System in Deltek PIM. Topics covered: Introduction and Navigation LFM and UDC Overview Viewing Documents Publishing Documents Edit Document Properties Clone, Replace and Send to Recycle Pool Baskets Sharing Documents Document Markup |
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| PIM Project and Enquiry Management - Self Paced Learning | Duration: 30m This course will go through Project and Enquiry Management in Deltek PIM. You will learn how to manage your Project or Enquiry from setting up your project, ensuring you have correct team members assigned, the correct details associated, milestones assigned and ready to use, and how to make use of searches for reporting purposes. Topics covered: Introduction and Overview Project Creation Methods Managing a Project Milestones Using the Project Search and Reporting |
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| PIM Fundamentals and Getting Started - Self Paced Learning | Duration: 30m This course is designed to give you an overview of Deltek PIM to get you started with the basics. We have included an introduction to Deltek PIM and the benefits on what PIM can do for you. Topics covered: PIM Overview Introduction and Navigation Configuring the Personal Zone Searching Add, Edit, and Delete Records Publishing Documents and Emails Viewing Documents and Emails Checking out Documents and Editing |
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| PIM Project Accounting: Ledger Connector Integrations - Self Paced Learning | Duration: 20m Export sales to your Ledger System using Deltek PIM. Topics covered: Sales Document Export to Ledger System Expense Export to Ledger System Purchase Invoice Export to Ledger System |
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| Buyer Personas - Solutions Partner | This course features all of the Deltek Product personas to target prospect profiles and understand customer motivation, challenges, and needs. | ||
| Industry 101: GovCon - Solutions Partner | This is part of the Solutions Partner's Industry 101 courses. This course is all about Government Contracting. | ||
| Industry 101: Consulting - Solutions Partner | This is part of the Solutions Partner's Industry 101 courses. This course is all about Consulting. | ||
| Industry 101: AEC - Solutions Partner | This is part of the Solutions Partner's Industry 101 courses. This course is all about Architecture, Engineering, and Construction. | ||
| Industry 101: Agency - Solutions Partner | This is part of the Solutions Partner's Industry 101 courses. This course is all about Agencies. | ||
| PIM Document Management Series: Implementing Universal Document Control - Self Paced Learning | Duration 30m Universal Document Control (UDC) connects network folders into Deltek PIM, providing a holistic view of all project documents, drawings, and other project-related files making it easier to find files managed outside of Deltek PIM. This course takes you through implementing Universal Document Control for your PIM System. |
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| PIM Document Management Series: Document Coding Schemes - Infographic | Duration 5m Read This document is designed to help you create and implement Document Coding Schemes to allow reference information to document titles when documents are created or published to the PIM DMS. |
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| PIM Project Accounting Series: Sage Business Cloud - Quick Reference Guide | Duration: 10m read This guide contains the overview, benefits, and limitations to the new PIM ledger connector for the new Sage Business Cloud Accounting solution. Topics covered: Benefits to Clients Limitations Functional Overview Day to Day Operations How to Proceed |
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| A2B Tracking Government Property Management for Deltek Costpoint Explainer Video - Marketplace Partner | Duration: 2 min |
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| PIM Document Management Series: Local File Management Overview - Learning Video | Duration: 14min video |
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| RFgen: 7 Signs You Need Mobile Barcoding - Marketplace Partner | Data collection practices are evolving. This eBook will help you identify specific signs that it's time to update your workflows with automation technology like mobile barcoding. [Keywords and Related Searches - mobile data collection, mobile barcoding, inventory, traceability] |
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| RFgen: Manufacturer's Guide to Inventory Visibility - Marketplace Partner | Accurate, real-time data collection is a key component of effective manufacturing today. Learn why, and how it can help you overcome visibility challenges for production workflows and on the shop floor. [Keywords and Related Searches - manufacturing, mobile barcoding, mobile data collection, traceability, inventory] |
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| RFgen: Barcoding & Beyond - Marketplace Partner | In this eBook, you’ll learn why data collection methods matter for accurate inventory management. Also, discover how mobile barcoding is a versatile technology that goes beyond simple barcode scanning to help solve common inventory problems. [Keywords and Related Searches - mobile data collection, mobile barcoding, warehouse, inventory, compliance, field mobility, maintenance] |
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| Quick Reference Guide Product List | This QRG Product List shows all infographic combinations for Ajera, Vision, Vantagepoint, Talent Management, Costpoint, PIM and PPM. | ||
| Quick Reference Guide Product List | This QRG Product List shows all infographic combinations for Ajera, Vision, Vantagepoint, Talent Management, Costpoint, PIM and PPM. | ||
| Quick Reference Guide Product List | This QRG Product List shows all infographic combinations for Ajera, Vision, Vantagepoint, Talent Management, Costpoint, PIM and PPM. | ||
| Quick Reference Guide Product List | This QRG Product List shows all infographic combinations for Ajera, Vision, Vantagepoint, Talent Management, Costpoint, PIM and PPM. | ||
| Quick Reference Guide Product List | This QRG Product List shows all infographic combinations for Ajera, Vision, Vantagepoint, Talent Management, Costpoint, PIM and PPM. | ||
| Quick Reference Guide Product List | This QRG Product List shows all infographic combinations for Ajera, Vision, Vantagepoint, Talent Management, Costpoint, PIM and PPM. | ||
| Quick Reference Guide Product List | This QRG Product List shows all infographic combinations for Ajera, Vision, Vantagepoint, Talent Management, Costpoint, PIM and PPM. | ||
| Quick Reference Guide Product List | This QRG Product List shows all infographic combinations for Ajera, Vision, Vantagepoint, Talent Management, Costpoint, PIM and PPM. | ||
| Deltek Maconomy German Essentials: Workspace Client Navigation - Learning Video | Dauer: 15m Dieser Kurs erklärt ihnen, wie Sie ich erfolgreich in Maconomy Essentials iAccess anmelden und die Software navigieren. Sie sind nun in der Lage: sich anzumelden Workspaces zu navigieren Ihre Benachrichtigung zu lesen mit To-Dos zu arbeiten |
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| Deltek Vantagepoint Readiness Portal | This portal is filled with content that explains the differences between Deltek Vision and Deltek Vantagepoint. If you previously used the Vision software before your upgrade to Vantagepoint, you can watch these presentations and demonstrations by various experts on the Deltek Vision product, to get a better perspective on how things have changed between the two systems. All of the material is created with former Vision users in mind, so it makes a great first stop on your journey towards understanding Vantagepoint. The portal includes updates and new features introduced in Vantagepoint 6.0. |
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| Deltek Vantagepoint Readiness Portal | This portal is filled with content that explains the differences between Deltek Vision and Deltek Vantagepoint. If you previously used the Vision software before your upgrade to Vantagepoint, you can watch these presentations and demonstrations by various experts on the Deltek Vision product, to get a better perspective on how things have changed between the two systems. All of the material is created with former Vision users in mind, so it makes a great first stop on your journey towards understanding Vantagepoint. The portal includes updates and new features introduced in Vantagepoint 6.0. |
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| Deltek Vantagepoint Readiness Portal | This portal is filled with content that explains the differences between Deltek Vision and Deltek Vantagepoint. If you previously used the Vision software before your upgrade to Vantagepoint, you can watch these presentations and demonstrations by various experts on the Deltek Vision product, to get a better perspective on how things have changed between the two systems. All of the material is created with former Vision users in mind, so it makes a great first stop on your journey towards understanding Vantagepoint. The portal includes updates and new features introduced in Vantagepoint 6.0. |
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| Acumen Touchstone Product Overview Series: Online Help | Learn about the different features of Acumen Touchstone. |
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| PM Compass Product Overview: What's New in v8.1 - Functional Reference Guide | Duration: 11m Read Learn about the new features and enhancements in PM Compass version 8.1. New Features and Updates Primavera P6 Schedule Integration Master Projects Schedule and Cost Analysis View Barchart Change Details View Barchart Enhancements Change Details view General Enhancements Project List View Enhancements Enter Schedule Progress Enhancements Workflow List View Enhancements Cost Analysis View Enhancements Work Authorization Export Progress and Analysis Record Limit Shared Network Folder Locations Scheduled Alert to Calculate Earned Value Terminology Change Report Enhancements Deleting Stale Archive Reports EPM SA and Weblink Enhancements Cobra-Related Enhancements Miscellaneous Enhancements |
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| Specpoint Project Training - Video | This video will explore some advanced features designed to help you or your team work smarter and faster. This will cover topics such as organizing your project information, efficient project management using workspace automation, and optimizing your project using Import. |
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| Costpoint Human Resources Series: Affirmative Action v8.2 - Learning Video | This learning video focuses on the configuration and setup of Affirmative Actions and the various reporting features, such as EEO-1 and VETS-4212 reporting. This also discusses the other employee reports available in the system. Topics covered:
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| Costpoint Business Intelligence: Dashboards v8.2 - Quick Reference Guide | Learn about using different dashboards available in Costpoint Business Intelligence. Topics covered:
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| Costpoint People Series: Team Management v8.2 - Infographic | This printable document covers information regarding the Team Management feature available in Costpoint People Topics covered:
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| Costpoint Human Resources v8.2 - Quick Reference Guide | Learn about the Compensation functionality in Costpoint. This printable guide has process flows for employee lifecycle, updating employee salary information, employee termination, and compensation planning. It also shows how to navigate to these screens where employee benefits are created and relevant employee data are managed. Topics covered:
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| Costpoint Payroll v8.2 - Quick Reference Guide | Learn about updating employee salary information and how to terminate an employee in Costpoint using the process flows. This guide also summarizes the data needed to set up basic employee information, employee salary information, and employee payroll information. Topics covered:
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| Costpoint Leave v8.2 - Quick Reference Guide | Learn how to initialize the Costpoint Leave module using this checklist. This lists the five application screens that need to be configured to set up leave controls. This also shows how to link employees to leave the information on the Manage Employee Information screen, so they could receive leave benefits. Topics covered:
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| Costpoint Labor v8.2 - Quick Reference Guide | Learn about the employee attributes and labor costing attributes that must be configured to set up the module. It also includes the data needed to configure basic employee information, employee salary information, employee allowances, and leave information. Topics covered:
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| Costpoint Fundamentals Series: Learn More User Basics v8.2 - Learning Video | This learning video covers more in depth for navigations and features available in Costpoint. Topics covered:
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| Costpoint Fixed Assets v8.2 - Quick Reference Guide | Learn about the methods to entering master record data, asset initialization, computing time status, auto-creation process, and disposal methods. |
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| wInsight Analytics Administrator (WAA) - Quick Reference Guide | Learn to utilize the basics of PIM features and functions as well as some of the useful terminology. Topics covered:
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| PM Compass Product Overview and Setup - Quick Reference Guide | Learn how to create a dashboard and different types of dashparts. Topics covered:
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| Open Plan Earned Value Management - Quick Reference Guide | Learn about Earned Value (EV), Earned Value Management (EVM) and Earned Value Management System (EVMS) terms, definitions and formulas, the Fall 2008 version of DoDI 5000.02. Topics covered:
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| Cobra Earned Value Management - Quick Reference Guide | Learn about terminologies, definitions and concepts. Topics covered:
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| Acumen Risk Analysis and Reports - Quick Reference Guide | Learn about risk analysis and reports. Topics covered:
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| Acumen Fuse Product Overview - Quick Reference Guide | Learn about the features of Acumen Fuse and 360.
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| ComputerEase Payments Series: Bill and Pay - Learning Video | This video walks you through the process of using Bill & Pay to digitally transform your accounts receivable cash flow in ComputerEase. Topics Include: Duration: The main user interface of Deltek ComputerEase has been updated since this material was created, but the |
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| Talent Management Release Series: What's New in 17.0 - Learning Video | This guide covers the new features included in the V17.0 release of Talent Management. It outlines several optimizations, features and updates which have been made to the following modules: Core Framework, Core HR, Acquisition, Performance, and Learning. |
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| Ajera Series: Importing Time and Expenses in Ajera - Learning Video | Duration: 15m
This Learning Video describes the setup, workflow and processes involved in the importing of Time entries and In-House Expenses into Ajera.
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| Specpoint Fundamentals for Creating and Developing Projects - Functional Reference Guide | This guide will show you how to get up and running in Specpoint quickly by creating a project. This guide will share some tips and insights to help you build your initial projects. |
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| GovWin IQ Government Contracting Glossary - QRG | Collection of helpful materials available to download. |
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| GovWin IQ Government Contracting Glossary - QRG | Collection of helpful materials available to download. |
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| GovWin IQ Government Contracting Glossary - QRG | Collection of helpful materials available to download. |
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| Deltek Vantagepoint Customer Assistance Program (CAP) for Vision Users Recorded Sessions - Support Material | The Deltek Vantagepoint CAP program is a series of live webinars held by Deltek exclusively for Vision customers who are preparing to upgrade to Vantagepoint. These videos are recordings of the Deltek Vantagepoint CAP sessions that were held throughout April and May of 2022. They contain the product demos and presentations made for those in attendance, and therefore feature questions asked and answers given that relate to the date and time of these specific sessions. They also contain references to product features and forthcoming updates that were happening at that time. Any follow up, support, applications, and documents provided to those who register and attend live CAP sessions are not available with these record sessions. Therefore, this content is suitable for businesses to watch as bridging or preparation material, while they are waiting to attend the next available live CAP program. For the full CAP experience, we strongly recommend that you register as an attendee in one of the upcoming CAP programs. Dates of forthcoming CAP sessions can be obtained by emailing VantagepointCAP@deltek.com. | ||
| Deltek Vantagepoint Customer Assistance Program (CAP) for Vision Users Recorded Sessions - Support Material | The Deltek Vantagepoint CAP program is a series of live webinars held by Deltek exclusively for Vision customers who are preparing to upgrade to Vantagepoint. These videos are recordings of the Deltek Vantagepoint CAP sessions that were held throughout April and May of 2022. They contain the product demos and presentations made for those in attendance, and therefore feature questions asked and answers given that relate to the date and time of these specific sessions. They also contain references to product features and forthcoming updates that were happening at that time. Any follow up, support, applications, and documents provided to those who register and attend live CAP sessions are not available with these record sessions. Therefore, this content is suitable for businesses to watch as bridging or preparation material, while they are waiting to attend the next available live CAP program. For the full CAP experience, we strongly recommend that you register as an attendee in one of the upcoming CAP programs. Dates of forthcoming CAP sessions can be obtained by emailing VantagepointCAP@deltek.com. | ||
| Deltek Vantagepoint Customer Assistance Program (CAP) for Vision Users Recorded Sessions - Support Material | The Deltek Vantagepoint CAP program is a series of live webinars held by Deltek exclusively for Vision customers who are preparing to upgrade to Vantagepoint. These videos are recordings of the Deltek Vantagepoint CAP sessions that were held throughout April and May of 2022. They contain the product demos and presentations made for those in attendance, and therefore feature questions asked and answers given that relate to the date and time of these specific sessions. They also contain references to product features and forthcoming updates that were happening at that time. Any follow up, support, applications, and documents provided to those who register and attend live CAP sessions are not available with these record sessions. Therefore, this content is suitable for businesses to watch as bridging or preparation material, while they are waiting to attend the next available live CAP program. For the full CAP experience, we strongly recommend that you register as an attendee in one of the upcoming CAP programs. Dates of forthcoming CAP sessions can be obtained by emailing VantagepointCAP@deltek.com. | ||
| Deltek Vantagepoint Customer Assistance Program (CAP) Recorded Sessions - Support Material | The Deltek Vantagepoint CAP program is a series of live webinars held by Deltek exclusively for Vision customers who are preparing to upgrade to Vantagepoint. These videos are recordings of the Deltek Vantagepoint CAP sessions that were held with a live audience. They contain the product demos and presentations made for those in attendance, and therefore feature questions asked and answers given during the sessions. They also contain references to product features and forthcoming updates that were relevant at that time. For the full CAP experience, we strongly recommend that you register as an attendee in one of the upcoming CAP programs. Dates of forthcoming CAP sessions can be obtained by emailing VantagepointCAP@deltek.com. |
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| Deltek Vantagepoint Customer Assistance Program (CAP) Recorded Sessions - Support Material | The Deltek Vantagepoint CAP program is a series of live webinars held by Deltek exclusively for Vision customers who are preparing to upgrade to Vantagepoint. These videos are recordings of the Deltek Vantagepoint CAP sessions that were held with a live audience. They contain the product demos and presentations made for those in attendance, and therefore feature questions asked and answers given during the sessions. They also contain references to product features and forthcoming updates that were relevant at that time. For the full CAP experience, we strongly recommend that you register as an attendee in one of the upcoming CAP programs. Dates of forthcoming CAP sessions can be obtained by emailing VantagepointCAP@deltek.com. |
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| Deltek Maconomy German Essentials: iAccess Navigation - Learning Video | Dauer: 5m Dieser Kurs erklärt ihnen, wie Se sich erfolgreich in Maconomy Essentials Workspace Client anmelden und die Software navigieren. Sie sind nun in der Lage: Workspaces zu navigieren mit Filterlisten und der Suchfunktion zu arbeiten Dokumente in Maconomy zu verwalten |
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| Acumen Touchstone Product Overview: Features and Navigation - Functional Reference Guide | Duration: 10m Read Learn about the different features and navigation of Acumen Touchstone. Topics covered: Introduction to Acumen Touchstone Hubs Templates Settings and My Preferences |
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| TrafficLIVE to WorkBook Migration - Functional Reference Guide | Duration: 20m This starter guide shows the differences between TrafficLIVE and WorkBook. Topics covered: Introduction to WorkBook Comparison between the two systems with module walkthrough WorkBook basic navigation Frequency asked questions |
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| Specpoint Best Practices Automation - Video | Learn about Best Practices Automation. This video will show you how and when to use the Project Parameter Best Practice and the Global Best Practice tags. Topics Include: |
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| Costpoint Human Resources Series: Compensation v8.2 - Learning Video | This learning video focuses on different employee areas that are affected by Human Resources. It discusses how to setup and configure the Compensation module to include compensation plans and job titles. Topics covered:
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| Costpoint Fundamentals Series: Posting in Costpoint v8.2 - Learning Video | This learning video covers what does posting do, explain its importance, and how it affects the accounting activities in Costpoint. Topics covered:
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| Costpoint: Glossary of Acronyms v8.2- Quick Reference Guide | Learn about the acronyms that commonly appear within Costpoint. Some of this terminology is also external to Costpoint but is commonly utilized by the standard Government contractor. Topics covered: | ||
| WorkBook Agency Solutions Coffee Break Series: WorkBook SCRUM and Workflow Management - Learning Video | Learn and utilize WorkBook's SCRUM board for agile workflows. Topics Covered: -SCRUM -Production Board -Future Features in Development |
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| Deltek Cobra Cost Analyst Certification | The Deltek Cobra Cost Analyst Certification demonstrates expertise in operating Cobra as an EVM Cost Analyst. To receive Deltek Cobra Cost Analyst Certification, you must pass the knowledge-based exam. |
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| Acumen Risk Event Identification and Mapping - Quick Reference Guide | Learn about event identification and mapping. Topics covered:
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| wInsight Analytics Desktop (WAD) - Quick Reference Guide | Learn about charts and Estimated at Completion (EAC). Topics covered:
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| PM Compass Progress Monitoring - Quick Reference Guide | Learn about setting up workflows and generating reports. Topics covered:
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| Open Plan Product Overview - Quick Reference Guide | Learn about the use of a Data Source Name (DSN), how the SPM Security Administrator can manage multiple DSNs for each Deltek Product, the steps on how to login to Open Plan, and the various components of the Open Plan interface. Topics covered:
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| Acumen Fuse Reports and Graphics - Quick Reference Guide | Learn about generating reports in Acumen Fuse. Topics covered:
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| ConceptShare Roles: Creatives and Reviewers - Functional Reference Guide | Duration: 30m read Learn about the different processes that a Creative and a Reviewer can perform in ConceptShare. Topics covered: |
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| Deltek Maconomy: Project Reallocation - Infographic | Learn how to reallocate Project Entries in Maconomy with the help of this document. |
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| Talent Management Release Series: What's New in 16.4 - Functional Reference Guide | Description: Duration: 40m read This guide covers the new features included in the V16.4 release of Talent Management. It outlines several optimizations, features and updates which have been made to the following modules: Core Framework, Core HR, Acquisition, Performance, and Learning |
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| ComputerEase Customer Corner - Online Help | Deltek + ComputerEase customers with a current SA can use this site to find additional support, training, resources, Payroll forms and more in the Deltek + ComputerEase Customer Corner. A separate Login will be required once reaching the Customer Corner. |
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| Specpoint Industry Analytics Reporting and Metrics - Functional Reference Guide | This starter guide gives an overview of the reporting and metrics dashboard in MasterSpec. Topics covered:
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| Deltek Maconomy German Essentials: Time, Expense and Absence Registration - Learning Video | In diesem Kurs lernen Sie alle wichtigen Funktionen des Mitarbeiterbereiches in Maconomy Essentials iAccess zu bedienen. Sie sind nun in der Lage: - Zeit und Spesen zu erfassen - Favoriten zu erstellen - Fahrtkosten und Reisekostenpauschalen zu registrieren - Abwesenheiten wie z.B. Urlaubsanträge einzureichen |
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| Acumen Touchstone Product Overview: What's New in v8.1 - Functional Reference Guide | Duration: 10m Read Learn about the new features and enhancements of Acumen Touchstone in version 8.1. Topics covered: New Features Enhancements |
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| Costpoint Human Resources Series: Deferred Compensation and Benefits v8.2 - Learning Video | This learning video focuses on the setup and configuring of benefits to include benefit providers, coverage options and various necessary tables for coverage and premium rates by age and salary. Topics Covered:
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| Costpoint Contract Management Series: Contract Management v8.2 - Clickguide | Learn about the four main areas of Contract Management: Opportunities, Contracts, Manage Subcontracts, and Organizational Conflict Of Interest (OCI). You will also find information about the contract management process. Topics covered:
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| Costpoint Materials Management v8.2 - Quick Reference Guide | Learn about parts, goods, and services and how to configure product definition settings. It also provides details about the purchasing workflow, approval status, and how to request for vendor quotes. Topics covered:
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| WorkBook Quick Start Series: Power Launch - Self-Paced Learning | This course takes you through the WorkBook Power Launch processes, and how to use the system from the perspective of the employee, project manager, and resource manager. |
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| Deltek Cobra Administrator Certification | The Deltek Cobra Administrator Certification demonstrates expertise in all the major administrative operations in Cobra. To receive Deltek Cobra Administrator Certification, you must pass the knowledge-based exam. |
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| PM Compass Product Overview Series: Online Help | Learn about the different features of PM Compass. |
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| wInsight Analytics Earned Value Management - Quick Reference Guide | Learn about terminologies, definitions and concepts. Topics covered:
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| Open Plan Project Lifecycle Management - Quick Reference Guide | Learn about baseline, the processes of creating a baseline and the Performance Measurement Baseline (PMB). Topics covered:
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| Deltek Maconomy: Client Installation - Infographic | This document will give you a step-by-step instruction on how to install the Maconomy Client software. |
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| Deltek Vantagepoint Vision to Vantagepoint Crosswalk Series: Navigation and Searching - Learning Video | Duration: 22 mins 40sec This series is aimed at users who are already familiar with the functionality of Deltek Vision and would like to understand the changes they will encounter when they upgrade from Vision to Vantagepoint. This course covers the differences in the Navigation Menus, the toolbar features, the standard predefined searches, and the simple and advanced searches in Deltek Vantagepoint. Topics covered: Overview of Changes - 1m 26s Vantagepoint Dual Interface & Toolbar - 2m 34s Desktop, Browser, and Toolbar Demonstration - 4m 56s Lookups and Searches - 6m Lookups and Searches Demonstration - 5m 42s |
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| Deltek Vantagepoint Vision to Vantagepoint Crosswalk Series: Navigation and Searching - Learning Video | Duration: 22 mins 40sec This series is aimed at users who are already familiar with the functionality of Deltek Vision and would like to understand the changes they will encounter when they upgrade from Vision to Vantagepoint. This course covers the differences in the Navigation Menus, the toolbar features, the standard predefined searches, and the simple and advanced searches in Deltek Vantagepoint. Topics covered: Overview of Changes - 1m 26s Vantagepoint Dual Interface & Toolbar - 2m 34s Desktop, Browser, and Toolbar Demonstration - 4m 56s Lookups and Searches - 6m Lookups and Searches Demonstration - 5m 42s |
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| Acumen Touchstone Product Overview: What's New in 8.1.2 - Functional Reference Guide | Duration: 10m read Learn about the new and updated features in Acumen Touchstone version 8.1.2. Topics covered: • Offsetting the Upload Windows Start Date • Customizing Accepted and Rejected Terms • Specifying Automatic Submittal Rejection for Metrics • Viewing Snapshot Progress • Scoring Analysis Report Updates • Touchstone and Acumen Metrics Compatibility Updates |
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| ComputerEase Master Certification Exam | Duration: 1h30m The Deltek Professional ComputerEase Master Certification Exam validates skills within the ComputerEase product suite. Successful completion of the Certification exam is required to receive the Professional Certification. Deltek Training is not required to be certified. Passing the exam confirms you have practical application knowledge required to be a Deltek ComputerEase Certified User. |
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| Specpoint for Building Product Manufacturers - Learning Video | This learning video teaches how to navigate to your Specpoint company page and add custom information for your company, how to view and filter the Product Listing Page, add product details and navigate the Project Research Map.
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| Talent Management Release Series: What's New in 16.2 - Functional Reference Guide | Duration: 40m read This guide covers the new features included in the v16.2 release of Talent Management. Topics covered Core Framework Core HR Recruiting Performance Learning Reporting Tool |
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| Acumen Risk Product Overview Series: Online Help | Learn about the different features of Acumen Risk. |
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| GovWin IQ Task Order Awards - Video | This 11 minute video demonstrates on how to navigate the features of the Govwin IQ Task Order Awards database, including: searching for task orders, saving a search, navigating analytics, and tracking task order awards. [Keywords and Related Searches - training video, task orders, task order programs, intellisearch, strategic planning, budget] |
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| GovWin IQ Task Order Awards - Video | This 11 minute video demonstrates on how to navigate the features of the Govwin IQ Task Order Awards database, including: searching for task orders, saving a search, navigating analytics, and tracking task order awards. [Keywords and Related Searches - training video, task orders, task order programs, intellisearch, strategic planning, budget] |
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| Acumen Touchstone Product Overview: What's New in 8.2 - Video | Duration: 4m
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| Specpoint Office Master Import - Learning Video | Learn how to use the Office Master Import Tools
Topics Include: User Management Element Library Office Master Dashboard Office Master Import Publishing |
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| Costpoint Human Resources Series: Personnel v8.2 - Learning Video | This learning video focuses on different Personnel areas including: Controls, Education, Skills and Training, and Personnel Actions. It covers how to first setup data such as awards and drug testing results information and then link them to employees. Topics covered:
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| Costpoint Materials Management: Supplier Portal Overview v8.2 - Infographic | Get an overview of the Supplier Portal feature in Costpoint. It allows suppliers to quickly access purchase orders issued by buyers and enables companies to streamline communications between their purchase departments and their suppliers, vendors, and subcontractors. This printable guide is part of the Costpoint Materials Management Series. [Keywords and Related Searches - print out, cheat sheet, quick reference, supplier dashboard, manage suppliers, supplier actions, PO line, action history, email notification] |
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| Open Plan System Administration - Quick Reference Guide | Learn about Multi-Project users across Open Plan, the different terms, definitions, and examples associated with the multi-project environment. Topics covered:
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| Costpoint Payroll Series: Reports and Inquiries - Learning Video | This course focuses on the standard inquiries and reports for reviewing labor-based data. |
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| Deltek Vantagepoint Vision to Vantagepoint Crosswalk Series: Timesheets - Learning Video | Duration: 21 min 7 sec
This series is aimed at users who are already familiar with the functionality of Deltek Vision and would like to understand the changes they will encounter when they upgrade from Vision to Vantagepoint.
Topics Covered:
Navigation, Toolbar, and Notifications - 46s
Period Selection - 1m 14s
Recording Timesheets - 12m 25s
Units - 1m 31s
Employee Card and Information - 1m 43s
Absence Requests - 2m 11s |
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| Deltek Vantagepoint Vision to Vantagepoint Crosswalk Series: Timesheets - Learning Video | Duration: 21 min 7 sec
This series is aimed at users who are already familiar with the functionality of Deltek Vision and would like to understand the changes they will encounter when they upgrade from Vision to Vantagepoint.
Topics Covered:
Navigation, Toolbar, and Notifications - 46s
Period Selection - 1m 14s
Recording Timesheets - 12m 25s
Units - 1m 31s
Employee Card and Information - 1m 43s
Absence Requests - 2m 11s |
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| PM Compass Product Overview: What's New in 8.2 - Functional Reference Guide | Duration: 40m read Learn about the new and updated features in PM Compass version 8.2. Topics covered: Modeling Changes in Open Plan Adding Control Accounts The Change Dialog Box Next Step Assignee Running Cobra Processes The Cost Actions Dialog Box The Planned Effective Date Field Deleting Resource Assignment in Change Details View The BCR Analysis Report Milestone Linking Fields The Planned Effective Date WAD Export Updates Workflow Enhancements Deleting an Activity Feedback and Error Validation Updates Messaging Updates Data Mining Summary Report Columns Verify Components Tab Screen Display Performance Improvements Max Concurrent Job Value Polling Interval Default Value Running CAP Report |
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| ConceptShare Roles: Account, Project and Review Roles - Learning Video | Learn about the different types of roles in ConceptShare and how they help with the review and approval process of your team/agency. Topics Covered: Account Roles Project Roles Review Roles Creating Custom Roles Assigning Roles to Users |
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| Specification Solutions e-SPECS Permissions - Learning Video | This learning video teaches how to configure your e-SPECS, create users and user groups, and how to assign permissions for each. Topics covered:
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| Deltek Maconomy German Essentials: iAccess Time, Expense and Absence Approval for Managers - Learning Video | Dieser Kurs erklärt Ihnen, wie Sie Zeit, Spesen, und Abwesenheiten in Maconomy Essentials iAccess genehmigen kann. Sie sind nun in der Lage: - Zeitblätter, Spesen und Reisekostenpauschalen zu genehmigen - Abwesenheiten zu genehmigen - Freibeträge zu genehmigen |
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| wInsight Analytics Product Overview Series: PPM Architecture - Infographic | Duration: 5m read Learn about the PPM Architecture and its best practices, and how the portfolio of products under the PPM umbrella integrate with each other. Topics covered: Project Portal Project Control Artifacts Proposal System Accounting System Project Management Control System Schedule and Cost Database Risk Management ARM Resource Management Schedule Performance Analysis Customer Reports |
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| Acumen Fuse Product Overview Series: Online Help | Learn about the different features of Acumen Fuse. |
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| Acumen Risk Product Overview: Features and Navigation - Functional Reference Guide | Duration: 7m Read Learn about the different features and navigation of Acumen Risk. Topics covered: Introduction to Deltek Acumen Risk Analysis Basics and Navigation Scheduling |
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| Talent Management Release Series: What's New in 16.1 - Functional Reference Guide | Duration: 40m read This guide covers the new features included in the v16.1 release of Talent Management. Topics covered Core Integrations Core HR Acquisition Performance and Development Learning |
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| GovWin IQ Fundamentals Series: SLED Planners and Analysts - Video | This 30 minute video is designed for anyone that needs a broad understanding of the SLED market, and determine early strategies for relation. You will learn how to create searches for existing government contracts and for projects in the planning/budgeting stages. This course is part of the Fundamentals Series. [Keywords and Related Searches - training video, create searches, contract data, pre-rfp data, export to excel, analyze data, agency profiles module, SLED, State, Local, Education] |
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| GovWin IQ Fundamentals Series: SLED Planners and Analysts - Video | This 30 minute video is designed for anyone that needs a broad understanding of the SLED market, and determine early strategies for relation. You will learn how to create searches for existing government contracts and for projects in the planning/budgeting stages. This course is part of the Fundamentals Series. [Keywords and Related Searches - training video, create searches, contract data, pre-rfp data, export to excel, analyze data, agency profiles module, SLED, State, Local, Education] |
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| PIM Fundamentals Supersede & Reinstate a Contact - Infographic | This covers how to supersede (archive) a contact record when that person has left the organisation. If they return then you can reinstate them at any time. [Keywords and Related Topics: 2016, 2017, pim, union square, workspace, fundamentals, contact, organisation, left on, add external contact wizard] |
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| Costpoint 8.2 - Learning Portal | This portal is intended to help manage your Costpoint environment converting from an earlier version of Costpoint to Costpoint 8.2. It provides links to technical documentation and other resources specific to upgrading, with a special focus on our on-premise customers.
Topics covered:
New Features introduced in Costpoint 8.2
Helpful Materials
Frequently Asked Questions
Release Notes
Contact Information | ||
| Costpoint Materials Management: Supplier Portal Buyer Dashboard v8.2 - Infographic | Get familiar with functions and options in the Buyer Dashboard in Costpoint. This feature allows buyers to access purchase orders linked to their suppliers, and enables companies to streamline communications between their purchasing department and their suppliers, vendors, and subcontractors. This printable guide is part of the Costpoint Materials Management Series. [Keywords and Related Searches - print out, cheat sheet, quick reference, dashboard actions, purchasing dashboard, buyer dashboard, buyer actions] |
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| Specpoint Revit Integration - Learning Video | Learn how to use the Specpoint Revit Toolbar in your Accounts and Projects. This learning video will show you how to use the Revit Toolbar in managing your specifications and how to apply it within your workflow.
Topics Include:
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| Open Plan Project Setup - Quick Reference Guide | Learn about the critical path method, the steps in creating and calculating it. Topics covered:
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| PM Compass Product Overview: What's New in 8.3 - Learning Video | Duration: 19m |
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| Deltek Vantagepoint Vision to Vantagepoint Crosswalk Series: Expenses - Learning Video | Duration: 19m 43s This series is aimed at users who are already familiar with the functionality of Deltek Vision and would like to understand the changes they will encounter when they upgrade from Vision to Vantagepoint. Learn about the differences between Vision and Vantagepoint Expense Reports, and the new Expense Report features and functions available in the Vantagepoint browser application and Mobile/Touch App. Topics covered: · Overview of Changes - 1m 13s · Configuration / Settings Options and Improvements - 3m 45s · Expense Settings Demonstration - 3m 51s · Expense Reports - 6m 55s · Mobile / Touch App for Expenses - 2m 10s |
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| Deltek Vantagepoint Vision to Vantagepoint Crosswalk Series: Expenses - Learning Video | Duration: 19m 43s This series is aimed at users who are already familiar with the functionality of Deltek Vision and would like to understand the changes they will encounter when they upgrade from Vision to Vantagepoint. Learn about the differences between Vision and Vantagepoint Expense Reports, and the new Expense Report features and functions available in the Vantagepoint browser application and Mobile/Touch App. Topics covered: · Overview of Changes - 1m 13s · Configuration / Settings Options and Improvements - 3m 45s · Expense Settings Demonstration - 3m 51s · Expense Reports - 6m 55s · Mobile / Touch App for Expenses - 2m 10s |
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| Deltek Maconomy: Navigation - Infographic | Learn how to navigate Maconomy with the help of this document. | ||
| Deltek Maconomy: Time and Expense - Infographic | Duration: 20m Read Learn about the Time & Expense feature within Maconomy including how to complete Timesheets, expense requests, utilize favorites and add mileage requests. Topics covered: Timesheet Entry Weekly vs Daily Timesheets Tasks Favorites Expense Requests Split Weeks Reopening Timesheets Deleting Timesheet Lines Attaching Documents Mileage Registration |
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| Specification Solutions e-SPECS Designer Essentials - Learning Video | This learning video covers the e-SPECS Designer application functionality. Topics covered:
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| Deltek Maconomy German Essentials: iAccess Projects - Learning Video | Dauer: 10m Dieser Kurs erklärt Ihnen alle wichtigen Funktionen des Projekt Workspaces in Maconomy Essentials iAccess. Sie sind nun in der Lage: Projekte zu erstellen und zu navigieren Subprojekte zu erstellen Projekte zu kopieren Projekte zu schließen |
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| wInsight Analytics Product Overview: Features and Navigation (WAM) - Functional Reference Guide | Duration: 5m Read Learn about the features and navigation of wInsight Analytics Module (WAM). Topics covered: Introduction to wInsight Analytics Module (WAM) Updating the System Interface and Features |
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| Talent Management Release Series: What's New in 16.0 - Functional Reference Guide | Duration: 40m read This guide covers the new features included in the v16.0 release of Talent Management. Topics covered Core HR Talent Acquisition API and SOA Learning Performance and Development Reporting Tool |
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| Acumen Fuse Product Overview: Features and Navigation - Functional Reference Guide | Duration: 8m read Learn about the different features and navigation of Acumen Fuse. Topics covered: Features Overview - 2m read Acumen 360 - 2m read Workbook Setup - 1m read Data Organization - 3m read |
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| WorkBook My Settings - Functional Reference Guide | Duration: 10m read This course gives an overview of the My Settings area Topics covered: |
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| GovWin IQ Fundamentals Series: SLED Pursuers and Capture Managers - Video | This 15 minute video is designed for anyone that is responsible for building winning strategies for SLED government opportunities. You will learn how to determine agency buying behavior, understand the competitive landscape, locate contract details including FOIA documents, research companies as competitors or potential partners, and locate contact information. This course is part of the Fundamentals Series. [Keywords and Related Searches - training video, locate contractors, government snapshots, search contracts, foia library, bid tabulations, company profiles, SLED, State, Local, Education] |
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| GovWin IQ Fundamentals Series: SLED Pursuers and Capture Managers - Video | This 15 minute video is designed for anyone that is responsible for building winning strategies for SLED government opportunities. You will learn how to determine agency buying behavior, understand the competitive landscape, locate contract details including FOIA documents, research companies as competitors or potential partners, and locate contact information. This course is part of the Fundamentals Series. [Keywords and Related Searches - training video, locate contractors, government snapshots, search contracts, foia library, bid tabulations, company profiles, SLED, State, Local, Education] |
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| Acumen Touchstone Product Overview Series: Introduction, Overview and Navigation | Duration: 18m 13s Learn about the different user licenses that can access Acumen Touchstone, and the multiple features of Acumen Touchstone. Topics Covered: Introduction - 30s The Purpose of Acumen Touchstone - 1m 37s Acumen Touchstone Users - 2m 6s Hubs - 1m 9s Templates - 8m 25s Settings - 1m 35s My Preferences, Log Out, and Help - 2m 55s Learn More - 39s |
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| PIM Document Management Series: How to Search for Emails in the DMS (v2017) - Infographic | This covers the most effective route to finding published Emails quickly and using the Document Management System. Duration: Self-Paced. This is part of the PIM Document Management Series. Prerequisites: PIM Fundamentals (v2016) or (v2017). [Keywords and Related Topics: 2016, 2017, print out, cheat sheet, quick reference, union square, workspace, dms, document management system, working files, how to find emails, information zone, search emails] |
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| Acumen Risk Product Overview Series: Introduction, Overview and Navigation - Recorded Session | In this 1.5-hour course, you will learn the terminology, definitions and the basic requirements for the Risk Model, how to prepare a schedule by considering the key Schedule Characteristics, and how to perform a Schedule Cleanse. This course is part of the Risk Product Overview Series. |
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| Deltek Vantagepoint Vision to Vantagepoint Crosswalk Series: Consolidation of Vendors and Clients into Firms - Video | This series is aimed at users who are already familiar with the functionality of Deltek Vision, and would like to understand the changes they will encounter when they upgrade from Vision to Vantagepoint. This course will help you understand how Vendors and Clients in Vision have been consolidated into Firms in Vantagepoint. Topics covered:
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| Deltek Vantagepoint Vision to Vantagepoint Crosswalk Series: Consolidation of Vendors and Clients into Firms - Video | This series is aimed at users who are already familiar with the functionality of Deltek Vision, and would like to understand the changes they will encounter when they upgrade from Vision to Vantagepoint. This course will help you understand how Vendors and Clients in Vision have been consolidated into Firms in Vantagepoint. Topics covered:
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| PM Compass Product Overview: What's New in 8.4 - Video | Duration: 5 minutes Learn about the new features and updates in PM Compass 8.4. Topics covered:
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| Costpoint Quick Start: Fundamentals & Navigation - Self-Paced Learning | This Quick Start Guide will walk you through getting started with the fundamentals of Costpoint. You will learn about logging into Costpoint, configuring your preferences, searching for records, and managing data. Topics covered: Introduction/Getting Started Managing Records and Data | ||
| Costpoint Accounts Payable v8.2 - Quick Reference Guide | Learn about the role of AP in the accounting process, the AP process flow, the AP controls setup screens, and the voucher approval process. It also covers vendor types, adding and approving new vendors, and setting up Electronic Fund Transfers for vendors. | ||
| Specification Solutions e-SPECS and UFGS Installation Requirements and Process - Learning Video | This learning video covers how e-SPECS and UFGS work together. Topics covered:
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| Deltek Maconomy German Essentials: iAccess Project Budget - Learning Video | Dieser Kurs erklärt Ihnen, wie Sie ein Budget in Maconomy Essentials iAccess erstellen. Sie sind nun in der Lage: - Projekt-Budgets zu erstellen - Budgets zu kopieren - Budget-Revisionen zu erstellen |
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| wInsight Analytics Product Overview: Features and Navigation (WAD) - Functional Reference Guide | Duration: 8m Read Learn about the features and navigation of wInsight Analytics Desktop (WAD). Topics covered: Introduction to wInsight Analytics Module (WAM) Features Interface |
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| WorkBook Absence - Starter Guide | Duration: 5m read This starter guide gives an overview of requesting and viewing absences Topics covered: Absence request Absence entries Absence shortcuts Absence status |
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| Acumen Risk Product Overview: What's New in v8.3 - Functional Reference Guide | Duration: 7m Read Learn about the new features and enhancements on Acument Fuse version 8.3. Release Goals Key Release Changes New Features and Enhancements Merge Metric Template Import Cost Data from CSV File Risk Driver Report Enhancements Fuse Detail Report Enhancements Usability Enhancements |
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| Open Plan Product Overview: Features and Navigation - Functional Reference Guide | Duration: 30m read Learn about the features and navigation of Open Plan. Topics covered: Open Plan Introduction Navigation Settings and Configuration |
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| Talent Management Getting Started for End Users - Functional Reference Guide | Duration: 10m read This guide covers all of the user functions discusses the terminology icons and toolbar options seen throughout the Talent Management application Topics covered Navigation pane Main Dashboard Toolbar Calendar |
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| GovWin IQ Fundamentals Series: Federal Planners and Analysts - Video | This 23 minute video discusses a broad understanding of the Federal market, and determine early strategies for relation. You will learn how to create searches for existing government contracts and for projects in the planning/budgeting stages. This course is part of the Fundamentals Series. [Keywords and Related Searches - training video, federal planners and analysts, determine early strategies, create searches for existing government contracts, create searches for projects in the planning and budgeting stages] |
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| GovWin IQ Fundamentals Series: Federal Planners and Analysts - Video | This 23 minute video discusses a broad understanding of the Federal market, and determine early strategies for relation. You will learn how to create searches for existing government contracts and for projects in the planning/budgeting stages. This course is part of the Fundamentals Series. [Keywords and Related Searches - training video, federal planners and analysts, determine early strategies, create searches for existing government contracts, create searches for projects in the planning and budgeting stages] |
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| Acumen Touchstone Project Setup and Management Series: Programs and Projects | Duration: 18m 1s Learn about creating a program and a project, and the process to grant access of programs and projects to users. Topics covered: About Programs and Projects - 5m 44s Creating a Program - 5m 14s Creating a Project - 4m 26s Access Control - 1m 10s |
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| Acumen Fuse Product Overview Series: Introduction, Overview and Navigation - Recorded Session | In this 2-hour course, you will learn the terminology, definitions and metrics prominent in Acumen Fuse, to effectively navigate its basic capability and tools, about the Work Book setup and structure, specialized Imports, managing Groupings, and how to use output results as applied to projects including basic schedule or cost quality and performance. This course is part of the Fuse Product Overview Series. |
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| PIM Campaigns HTML Templates Tips (v2017) - Infographic | Duration: 5m read Learn how to manage Period End within your Deltek Maconomy Power Launch system including closing the year, progress evaluation and WIP evaluations. Topics covered: Finding Campaigns Sending a Campaign Using HTML Templates Campaign recipients |
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| Deltek Vantagepoint Vision to Vantagepoint Crosswalk Series: Consolidation of Projects and Opportunities - Video | This series is aimed at users who are already familiar with the functionality of Deltek Vision, and would like to understand the changes they will encounter when they upgrade from Vision to Vantagepoint.
This course will help you understand how Opportunities and Projects in Vision have been merged together in the Projects module of Vantagepoint. It also explains the differences and benefits that come from managing the process and lifecycle in one place.
Topics covered: · Vision Opportunities to Vantagepoint Projects · Record Handling & User Defined Fields · Navigation Changes · Creating an In Pursuit Project (as an Opportunity) · Linked Promotional Projects · Project Stages, Numbering, and Searches · Reporting |
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| Deltek Vantagepoint Vision to Vantagepoint Crosswalk Series: Consolidation of Projects and Opportunities - Video | This series is aimed at users who are already familiar with the functionality of Deltek Vision, and would like to understand the changes they will encounter when they upgrade from Vision to Vantagepoint.
This course will help you understand how Opportunities and Projects in Vision have been merged together in the Projects module of Vantagepoint. It also explains the differences and benefits that come from managing the process and lifecycle in one place.
Topics covered: · Vision Opportunities to Vantagepoint Projects · Record Handling & User Defined Fields · Navigation Changes · Creating an In Pursuit Project (as an Opportunity) · Linked Promotional Projects · Project Stages, Numbering, and Searches · Reporting |
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| Costpoint Quick Start: Projects - Self-Paced Learning | This Quick Start Guide will give you a general understanding of how to manage and track the financial progress of your projects, including project revenue, expenses and billings. Topics covered: Introduction Project User Flow Structural Decisions Project Master Reports |
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| Costpoint Planning v8.2 - Quick Reference Guide | Learn about how a user with Administrator rights should navigate to the screens where these reports could be generated. It also includes the advanced search parameters, and how to find and add resources. |
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| ConceptShare Review Coordination - Learning Video | This is an overview on how ConceptShare organizes your review and approval workflow. Topics Covered: Organizing your Review and Approval Workflow - 1m Project and Review Hierarchy - 2m Reviews, Projects, Work, and Smart Folder Screens - 7m |
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| Specification Solutions e-SPECS Project Training - Learning Video | This learning video we tackle the basic topics related to projects in e-SPECS. Topics covered:
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| Deltek Maconomy German Essentials: iAccess Project Invoicing - Learning Video | Dieser Kurs erklärt Ihnen, wie Sie Rechnungen in Maconomy Essentials iAccess erstellen. Sie sind nun in der Lage: - Rechnungspläne zu erstellen - Rechnungsentwürfe zu erstellen - Akonto Rechnungen und Rechnungen nach Aufwand zu erstellen - Gutschriften zu erstellen und Projekteinträge umzubuchen |
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| wInsight Analytics Product Overview: Features and Navigation (WAA) - Functional Reference Guide | Duration: 7m Read Learn about the features and navigation of wInsight Analytics Administrator (WAA). Topics covered: Introduction to wInsight Analytics Administrator(WAA) Admin-Database Updates and Management Admin-Database Updates and Maintenance |
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| WorkBook Inbox - Functional Reference Guide | Duration: 5m read This starter guide gives an overview of the Inbox feature. Topics covered: Inbox Notification settings Conversation settings 1:1 conversations |
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| Maconomy: Project Budget - Self-Paced Learning | Duration: 1h Learn how to create Project Budgets and how to set up a budget with a work breakdown structure within Deltek Maconomy. Topics covered: Get the most out of the course - 6m Read Create Project Budget - 9m30s Using a Work Breakdown Structure - 7m21s Budget Revisions and Copy Budget - 4m57s Create Budget by Resource Allocation - 12m40s Periodic Budget - 7m04s Test Your Knowledge - 5m |
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| Acumen Risk Product Overview: What's New in v8.4 - Functional Reference Guide | Duration: 10m Read Learn about the new features and enhancements on Acument Risk version 8.4. Topics covered: Fiscal Calendar Data Risk Analysis Calculation and Display in Hours Project Server EVAS Metric Enhancements Calculated Fields Physical % Complete Field Turn Mentor Messages Off New TimePhase Fields Logic Sensitivity UNCEFACT Import Performance Improvements User Pool Manager |
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| Cobra Product Overview Series: Online Help | Learn about the different features of Cobra. |
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| PM Compass Product Overview: Features and Navigation - Functional Reference Guide | Duration: 15m Read Learn about the different features and navigation in PM Compass. Topics covered: PM Compass Overview Roles in PM Compass PM Compass Navigation |
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| Talent Management Getting Started for Administrators - Functional Reference Guide | Duration: 30m read This guide covers all of the Administrator functions and discusses the terminology icons and toolbar options seen throughout the Talent Management application Topics covered Custom menus Lists Groups FAQs Languages Notifications Settings Approval Chains Competencies Documents Job Families & Profiles Locations Organizational Structure Scales Skills Users Offboarding |
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| Acumen Fuse Product Overview: What's New in v8.3 - Functional Reference Guide | Duration: 7m Read Learn about the new features and enhancements on Acument Fuse version 8.3. Release Goals Key Release Changes New Features and Enhancements Merge Metric Template Import Cost Data from CSV File Risk Driver Report Enhancements Fuse Detail Report Enhancements Usability Enhancements |
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| Open Plan Product Overview Series: Introduction, Overview and Navigation - Self-Paced Learning | Duration: 5m read Learn about the PPM Architecture and its best practices, and how the portfolio of products under the PPM umbrella integrate with each other. Topics covered: Project Portal Project Control Artifacts Proposal System Accounting System Project Management Control System Schedule and Cost Database Risk Management ARM Resource Management Schedule Performance Analysis Customer Reports |
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| GovWin IQ Fundamentals Series: Federal Pursuers and Capture Managers - Video | This 25 minute video is designed for anyone that is responsible for building winning strategies for Federal government opportunities. You will learn how to determine agency buying behavior, understand the competitive landscape, locate contract details including FOIA documents, research companies as competitors or potential partners, and locate contact information. This course is part of the Fundamentals Series. [Keywords and Related Searches - training video, tracked opportunity, locate primes, idiqs, agency profile, save search, contracts database, submit request, advanced research, navigate company profiles] |
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| GovWin IQ Fundamentals Series: Federal Pursuers and Capture Managers - Video | This 25 minute video is designed for anyone that is responsible for building winning strategies for Federal government opportunities. You will learn how to determine agency buying behavior, understand the competitive landscape, locate contract details including FOIA documents, research companies as competitors or potential partners, and locate contact information. This course is part of the Fundamentals Series. [Keywords and Related Searches - training video, tracked opportunity, locate primes, idiqs, agency profile, save search, contracts database, submit request, advanced research, navigate company profiles] |
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| Acumen Touchstone Project Setup and Management Series: Submittals | Duration: 14m 9s Learn about submiting a baseline schedule, a status update, and a missed period, and set the benchmark attributes. Topics covered: About Submittals - 2m 19s Submitting a Baseline - 6m 17s Benchmark Attributes - 1m 2s Submitting a Status Update - 1m 36s Submitting a Missed Period - 55s |
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| Deltek Vantagepoint Vision to Vantagepoint Crosswalk Series: AP and Employee Expense Processing - Video | Duration: 13m This series is aimed at users who are already familiar with the functionality of Deltek Vision, and would like to understand the changes they will encounter when they upgrade from Vision to Vantagepoint. This course will help you understand how Accounts Payable Processing, Employee Expense Processing, Vendor Payment and Employee Payments work in Vantagepoint in relation to how they were managed in Vision. Topics covered:
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| Deltek Vantagepoint Vision to Vantagepoint Crosswalk Series: AP and Employee Expense Processing - Video | Duration: 13m This series is aimed at users who are already familiar with the functionality of Deltek Vision, and would like to understand the changes they will encounter when they upgrade from Vision to Vantagepoint. This course will help you understand how Accounts Payable Processing, Employee Expense Processing, Vendor Payment and Employee Payments work in Vantagepoint in relation to how they were managed in Vision. Topics covered:
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| Costpoint Fundamentals Series: Costpoint Releases and Packages - Infographic | Learn more about the new Costpoint release versions and packages. This infographic provides information on recent product changes. Topics covered: Long-Term and Innovative Release Costpoint Packages: Essentials, Advanced, and Expert | ||
| Costpoint Shop Floor Time 2.0 v8.2 - Quick Reference Guide | Learn about the Web Time Clock feature available for Shop Floor Time version 2.0. This printable document includes each field and buttons descriptions. |
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| ConceptShare Managing Resources - Learning Video | Learn how to manage your ConceptShare resources and how to customize your email preferences. |
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| PM Compass Product Overview Series: Essentials - Learning Video | Duration: 56m 56s Learn about the features, capabilities, and structure of PM Compass and how your role affects your PM Compass experience. Topics covered: In this Learning Video - 1m 52s What is PM Compass? - 2m 54s PM Compass Architecture - 6m54s PM Compass Projects - 12m 29s PM Compass Workflows - 15m 29s Delegating and Reassigning a Workflow - 1m 25s PM Compass Dashboards - 7m 52s PM Compass Reports - 7m 2s Summary and Conclusion - 1m 3s |
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| Specification Solutions MasterSpec FAQ Portal | This portal provides 5 MasterSpec FAQ videos Topics covered:
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| Deltek Maconomy German Essentials: Workspace Client Customer Relationship Management - Learning Video | Dauer: 10m In diesem Kurs lernen Sie, wie Sie Opportunities in Maconomy Essentials Workspace Client verwalten. Das Modul beeinhaltet das Erstellen von Kontaktpersonen, Kontaktfirmen und Events. Sie sind nun in der Lage: Kontaktfirmen zu erstellen Kontaktpersonen zu erstellen Opportunities zu erstellen Events zu erstellen |
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| WorkBook Quick Start Series: Tasks - eLearning | This guide shows you how to list your own tasks and enter time for those tasks. |
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| WorkBook Quick Start Series: Tasks - eLearning | This guide shows you how to list your own tasks and enter time for those tasks. |
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| Acumen Risk Product Overview: What's New in v8.5 - Functional Reference Guide | Duration: 10m Read Learn about the new features and enhancements on Acument Risk version 8.5. Topics covered: EVAS/DECM Metrics Accelerate Schedule Enhancements Deltek Acumen Options Dialog Box Enhancements Loading Cost Data without Schedule Data Baseline Project Time Now and Baseline WBS Code Fields Fields Tab Project Selection S2//Logic Tab Enhancements S2//Diagnostic Enhancements |
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| GovWin IQ Federal Contacts Database- Self-Paced Learning | This 1-hour course will walk you through the features and functionalities of the Federal Contacts database, including how to search for both Government and Vendor points of contact. [Keywords and Related Searches - e-learning, online learning, online course, download a list of contacts, review a contract record, search for vendor program managers, govwin iq network, teaming contacts, vendor program managers, contact record, network contacts, points of contact, contacts, government contacts, government poc, poc] |
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| GovWin IQ Federal Contacts Database- Self-Paced Learning | This 1-hour course will walk you through the features and functionalities of the Federal Contacts database, including how to search for both Government and Vendor points of contact. [Keywords and Related Searches - e-learning, online learning, online course, download a list of contacts, review a contract record, search for vendor program managers, govwin iq network, teaming contacts, vendor program managers, contact record, network contacts, points of contact, contacts, government contacts, government poc, poc] |
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| Talent Management Talent for Administrators Core HR - Functional Reference Guide | Duration: 15m read This guide covers the functionality available for administrators utilizing the Core HR module Topics covered Adding Users Employee Total Talent Profile Effective Dating & Historical Data Terminate Employees Manage Edit & View Only Rights EEO Compliance VET 4212 Reports |
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| Acumen Fuse Product Overview: What's New in v8.4 - Functional Reference Guide | Duration: 10m Read Learn about the new features and enhancements on Acument Fuse version 8.4. Topics covered: Fiscal Calendar Data Risk Analysis Calculation and Display in Hours Project Server EVAS Metric Enhancements Calculated Fields Physical % Complete Field Turn Mentor Messages Off New TimePhase Fields Logic Sensitivity UNCEFACT Import Performance Improvements User Pool Manager |
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| Cobra Product Overview Series: Essentials - Clickguide | Duration: 8m read Learn about Cobra and its interface together with the components such as calendar, codes, rates, resources, classes, and costs sets.. Explore Cobra - 5m read Cobra Components - 3m read |
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| wInsight Analytics Product Overview: What's New in v8.2 - Functional Reference Guide | Duration: 7m Read Learn about the new features and updates in wInsight Analytics version 8.2. Topics covered: Main Features Cobra/Acumen Integration Schedule Integration Security QlikView Update |
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| Acumen Touchstone Project Setup and Management Series: Field Mappings | Duration: 7m�49s Learn about creating and modifying field mappings, and use field mappings templates to enable custom metrics. Topics covered: About Field Mappings - 1m 55s How it Works - 2m 25s Using Field Mapping Templates - 2m 6s |
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| Open Plan Product Overview Series: Overview, Navigation and Settings - Recorded Session | In this 1.5-hour course, you will learn the basics and capabilities of Open Plan, the basic terms and file types, the customization of the Contents Pane, the viewing of data, and several utility features including the Tools and Edit tabs. This course is part of the Product Overview Series. [Keywords and Related Searches - training videos, settings, system settings, system configurations, customizing, columns, template, spreadsheet, tab groups, multiple windows, contents pane, removing columns, briefcase, users, projects, classes, application options, global editor] |
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| Costpoint Quick Start: Planning - Self-Paced Learning | This Quick Start Guide will give you a general understanding of Costpoint Planning, showing you how to navigate the Costpoint menu to the Project Budget/EACs, how to create and maintain project budgets, and how to review the Revenue Analysis and Analysis by Period. Topics covered: Introduction Project Budgets/EACs
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| Costpoint Projects v8.2 - Quick Reference Guide | Learn about the setup requirements for Costpoint Project User Flow. This printable guide includes tips to configuring this Manage Project User Flow application screen. It also covers an overview of Revenue Recognition, know the difference between Owning Org and Performing Org, understand the Revenue Rules of the Road, and be able to identify the screens used to set up ceilings and overrides. |
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| Ajera Series: Adding and Using the Manage Projects Widget - Video | Duration: 15 min This video provides an overview of adding the Manage Projects widget to your dashboard and using the Manage Projects widget to update Reported Percent Complete and Estimated Start and Completion Dates for your projects. Topics include: |
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| Deltek Vantagepoint Vision to Vantagepoint Crosswalk Series: Transaction Center - Learning Video | Duration: 16 mins This series is aimed at users who are already familiar with the functionality of Deltek Vision and would like to understand the changes they will encounter when they upgrade from Vision to Vantagepoint. This course covers the new features and functions of the Vantagepoint Transaction Center, how to locate and navigate through the Vantagepoint Transaction Center, and the differences between the Transaction Center of Vision and Vantagepoint. Topics covered: Overview of Changes - 3m 31s Transaction Entry - 1m 55s Group Transactions - 1m 42s Transaction Center Demonstration - 7m 11s | ||
| Deltek Vantagepoint Vision to Vantagepoint Crosswalk Series: Transaction Center - Learning Video | Duration: 16 mins This series is aimed at users who are already familiar with the functionality of Deltek Vision and would like to understand the changes they will encounter when they upgrade from Vision to Vantagepoint. This course covers the new features and functions of the Vantagepoint Transaction Center, how to locate and navigate through the Vantagepoint Transaction Center, and the differences between the Transaction Center of Vision and Vantagepoint. Topics covered: Overview of Changes - 3m 31s Transaction Entry - 1m 55s Group Transactions - 1m 42s Transaction Center Demonstration - 7m 11s | ||
| Specification Solutions e-SPECS Template and Reference Projects Overview - Learning Video | This learning video covers Templates and Reference projects in e-SPECS. Topics covered:
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| WorkBook Resources (Clients, Suppliers, Employees) - Functional Reference Guide | Duration: 5m read This starter guide gives an overview of the Resources module, focusing on how to add clients and suppliers. Topics covered: Overview and navigation Resource types and details Adding clients and suppliers Adding contact names Employee access to clients |
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| ConceptShare Managing Feedback Flags and Feedback Flag Resolutions - Infographic | Learn how to manage and configure Feedback Flags and Feedback Flag Resolutions. Topics covered: Setup Feedback Flags Setup Feedback Flags Resolutions |
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| Acumen Risk Product Overview: What's New in v8.6 - Functional Reference Guide | Duration: 10m Read Learn about the new features and enhancements on Acument Risk version 8.6. Topics covered: Integrated Program Management Data Report (IPMDR) S2//Diagnostics Enhancements S3//Risk: Risk Exposure Grid Enhancements Deltek Acumen Options Dialog Box 3-Point Risk Impacts Publish Metrics to a Deltek Data Source Copy to Cost Model Metric Enhancements UN/CEFACT Export Enhancement Microsoft Platform Enhancements Fuse.exe.config File Enhancements Other Enhancements |
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| Deltek Vantagepoint Readiness Portal for Vision Users | This portal is filled with content that explains the differences between Deltek Vision and Deltek Vantagepoint. If you previously used the Vision software before your upgrade to Vantagepoint, you can watch these presentations and demonstrations by various experts on the Deltek Vision product, to get a better perspective on how things have changed between the two systems. All of the material is created with former Vision users in mind, so it makes a great first stop on your journey towards understanding Vantagepoint. The portal includes updates and new features introduced in Vantagepoint 6.0. | ||
| Deltek Vantagepoint Readiness Portal for Vision Users | This portal is filled with content that explains the differences between Deltek Vision and Deltek Vantagepoint. If you previously used the Vision software before your upgrade to Vantagepoint, you can watch these presentations and demonstrations by various experts on the Deltek Vision product, to get a better perspective on how things have changed between the two systems. All of the material is created with former Vision users in mind, so it makes a great first stop on your journey towards understanding Vantagepoint. The portal includes updates and new features introduced in Vantagepoint 6.0. | ||
| Deltek Vantagepoint Readiness Portal for Vision Users | This portal is filled with content that explains the differences between Deltek Vision and Deltek Vantagepoint. If you previously used the Vision software before your upgrade to Vantagepoint, you can watch these presentations and demonstrations by various experts on the Deltek Vision product, to get a better perspective on how things have changed between the two systems. All of the material is created with former Vision users in mind, so it makes a great first stop on your journey towards understanding Vantagepoint. The portal includes updates and new features introduced in Vantagepoint 6.0. | ||
| Cobra Product Overview: Features and Navigation - Functional Reference Guide | Duration: 10m read Learn about the different features and navigation of Cobra. General Overview General Navigation Performance Measurement Forecasting |
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| Talent Management Development for Executives, Managers, and Employees - Functional Reference Guide | Duration: 30m read This guide covers Succession Planning and the management process for Career Development and Career Paths among Executives, Managers and Employees Topics covered Succession Planning Manager Role Career Path Development 9 Box Employee Role |
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| wInsight Analytics Product Overview: What's New in v8.3 - Functional Reference Guide | Duration: 15m Read Learn about the new features and updates in wInsight Analytics version 8.3. Topics covered: wInsight Analytics Administrator New Features wInsight Analytics Administrator Enhancements wInsight Analytics Desktop New Features wInsight Analytics C/S Glue Viewer New Features and Enhancements |
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| GovWin IQ Salesforce Connector - Video | This 15 minute video focuses on GovWin IQ's Salesforce Connector, including information on how to access the connector and configuration guides, as well as instructions on how to add a GovWin IQ Opportunity to Salesforce. [Keywords and Related Searches - training video, demo, salesforce leads, salesforce opportunities, v4 installation, tracked opportunities, fbo notifications, sled bid notifications, sled lead alerts, toons records, opportunity manager records] |
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| GovWin IQ Salesforce Connector - Video | This 15 minute video focuses on GovWin IQ's Salesforce Connector, including information on how to access the connector and configuration guides, as well as instructions on how to add a GovWin IQ Opportunity to Salesforce. [Keywords and Related Searches - training video, demo, salesforce leads, salesforce opportunities, v4 installation, tracked opportunities, fbo notifications, sled bid notifications, sled lead alerts, toons records, opportunity manager records] |
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| Open Plan Product Overview Series: First Steps in Open Plan - Recorded Session | In this 1.5-hour course, you will learn to navigate the system, how data is structured, to open projects, make changes to the preferences, and make adjustments to views to provide guidance in getting comfortable with Open Plan. This course is part of the Product Overview Series. [Keywords and Related Searches - training videos, navigation, folders, data structure, code file, resource file, projects, ribbons, tabs, menu, saving, overview, properties, open plan explorer, fields, backup, restore] |
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| Acumen Fuse Product Overview: What's New in v8.5 - Functional Reference Guide | Duration: 10m Read Learn about the new features and enhancements on Acument Fuse version 8.5. Topics covered: EVAS/DECM Metrics Accelerate Schedule Enhancements Deltek Acumen Options Dialog Box Enhancements Loading Cost Data without Schedule Data Baseline Project Time Now and Baseline WBS Code Fields Fields Tab Project Selection S2//Logic Tab Enhancements S2//Diagnostic Enhancements |
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| Acumen Touchstone Project Setup and Management Series: Acceptance Criteria | Duration: 15m 26s� Learn about the different options for scoring metrics, adding acceptance criteria templates, and using the different actions to copy, delete, and make a new acceptance criteria template.� Topics covered: About Acceptance Criteria - 1m 28s Acceptance Criteria Page Overview - 3m 21s Metric Scoring - 3m 13s Adding New Acceptance Criteria - 5m 19s Create Copy, Delete, and New - 42s |
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| PM Compass Product Overview Series: Overview, Roles and Navigation - Self-Paced Learning | Duration: 1h 30m Learn about the different roles and navigation in PM Compass. Topics covered: |
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| Costpoint Quick Start: General Ledger - Self-Paced Learning | This Quick Start Guide will give you a general understanding of the Costpoint General Ledger, showing you how to access, create, and post different types of Journal Entries within the module, and how to review available reports and inquiry screens. Topics covered: Introduction Accounting Periods Journals |
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| Costpoint Billing v8.2 - Quick Reference Guide | Get an overview of the billing process flow on Costpoint. This printable guide shows the critical ingredients to the billing process recipe. This guide also has a sample scenario that shows how this is done using the relevant fields and options in the Print Standard Bills screen. Topics covered: Overview Billing Procedures Reprinting Posted Standard Bills Progress Payments and Delivery Invoices Post Progress Payment Bills. |
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| Deltek Vantagepoint Vision to Vantagepoint Crosswalk Series: Reporting - Learning Video | Duration: 14mins 34sec This series is aimed at users who are already familiar with the functionality of Deltek Vision and would like to understand the changes they will encounter when they upgrade from Vision to Vantagepoint. This course covers the differences between the Reporting Menus in Vision and Vantagepoint, how to use a Saved Search on a report and the Filter function, and how to create a new Saved Favorite Report in Deltek Vantagepoint. Topics covered: Overview of Changes - 1m 47s Reporting Screen - 1m 54s Saved Favourite Reports - 52s Reporting in Vantagepoint Demonstration - 8m 29s |
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| Deltek Vantagepoint Vision to Vantagepoint Crosswalk Series: Reporting - Learning Video | Duration: 14mins 34sec This series is aimed at users who are already familiar with the functionality of Deltek Vision and would like to understand the changes they will encounter when they upgrade from Vision to Vantagepoint. This course covers the differences between the Reporting Menus in Vision and Vantagepoint, how to use a Saved Search on a report and the Filter function, and how to create a new Saved Favorite Report in Deltek Vantagepoint. Topics covered: Overview of Changes - 1m 47s Reporting Screen - 1m 54s Saved Favourite Reports - 52s Reporting in Vantagepoint Demonstration - 8m 29s |
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| Ajera Series: Project Command Center (PCC) Bottom-Up Budgeting - Learning Video | Duration: 17 minutes This video provides an overview of setting up and using the Bottom-Up budgeting technique for projects in Ajera. Topics include: Identifying the areas of the Project Command Center involved when using Bottom-Up budgeting in Ajera Understanding the workflow for creating a Bottom-Up budget in Ajera Applying the concepts and workflow to create a Bottom-Up budget in Ajera using Resources and Tasks |
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| Deltek Maconomy: Employee Control - Infographic | Duration: 5 min Read Learn about the Employee Control and actions feature within Maconomy so you can ensure users are added to the employee control window so they are able to assign Time items to a project. Topics covered: • Employee Control Tab • Workspace Actions • Manually Adding Employees • Copying Employee Lists • Adding Employee Categories • Copying Employees from a Budget • Removing Employees |
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| Conceptshare Projects and Reviews - Learning Video | Learn about the features and functions of projects and reviews in ConceptShare. This course will take you through all the steps from creating projects and reviews up to completing a review. |
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| Acumen Risk Product Overview: What's New in 8.7 - Functional Reference Guide | Duration: 10m Read Learn about the new features and enhancements on Acument Risk version 8.7. Topics covered: Acumen 8.7 New Features Acumen 8.7 New Enhancements |
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| wInsight Analytics Product Overview: What's New in 8.3.1 - Functional Reference Guide | Duration: 11m Read Learn about the new features and updates in wInsight Analytics version 8.3.1. Topics covered: wInsight Analytics Administrator New Features and Enhancements wInsight Analytics Desktop and wInsight Analytics Module New Features and Enhancements |
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| WorkBook CRM - Functional Reference Guide | Duration: 10m read This starter guide gives an overview the CRM module. Topics covered: Clients and prospects list Adding new prospects Pipelines Managing activities for prospects 12 month summary forecast |
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| Open Plan Product Overview Series: Features and Navigation - Learning Video | Duration: 53m Learn about the structure and architecture of the Open Plan system, how to log in to Open Plan and navigate the Open Plan Explorer, how to drill down within the project structure to view ancillary files, how to open a project and access the necessary data, how to create an activity, and the overview of options for configuration and settings. Topics covered: Introduction - 50s Open Plan Overview and Introduction - 7m45s File Menu and Quick Access Toolbar - 4m28s Command Tabs and Hierarchical Pane - 3m53s Project List - 6m06s Open Plan Library and Calendars - 3m02s Codes - 39s Project Templates - 41s Resources, Views, Briefcase and Users - 3m58s Startup - 43s Projects - 4m29s Customizing Contents Pane and Project Views - 3m41s Settings and Configuration - 5m02s Adding Activities to a Project - 2m58s Backup and Restore - 3m17s Summary and Conclusion - 1m45s |
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| Specification Solutions e-SPECS Essentials- Functional Reference Guide | This starter guide gives an overview of the e-SPECS essentials. Topics covered:
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| Talent Management Development for Administrators - Functional Reference Guide | Duration: 40m read This guide covers key Development functionalities for Administrators Topics covered Global Settings Organizational Structure List Management Locations Job profiles User Groups Notification Events Skills, Competencies & Potential Scale Career Path Templates Succession Planning 9 Box Configuration |
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| GovWin IQ Federal Agency Profiles - Video | This 15 minute video focuses on how Federal Agency Profiles give users high-level agency information such as Organization Structure, Strategic Plans, Mission and Vision, and in-depth Budget and Spending Data for tactical and strategic planning. [Keywords and Related Searches - training video, intellisearch, socioeconomic spending, contract spending, budget, employment, agency, agencies, quick search, market overviews] |
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| GovWin IQ Federal Agency Profiles - Video | This 15 minute video focuses on how Federal Agency Profiles give users high-level agency information such as Organization Structure, Strategic Plans, Mission and Vision, and in-depth Budget and Spending Data for tactical and strategic planning. [Keywords and Related Searches - training video, intellisearch, socioeconomic spending, contract spending, budget, employment, agency, agencies, quick search, market overviews] |
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| Acumen Fuse Product Overview: What's New in v8.6 - Functional Reference Guide | Duration: 10m Read Learn about the new features and enhancements on Acument Fuse version 8.6. Topics covered: Integrated Program Management Data Report (IPMDR) S2//Diagnostics Enhancements S3//Risk: Risk Exposure Grid Enhancements Deltek Acumen Options Dialog Box 3-Point Risk Impacts Publish Metrics to a Deltek Data Source Copy to Cost Model Metric Enhancements UN/CEFACT Export Enhancement Microsoft Platform Enhancements Fuse.exe.config File Enhancements Other Enhancements |
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| Acumen Touchstone Project Setup and Management Series: Settings | Duration: 11m 8s� Learn about the different options within Acumen Touchstone to customize the benchmark attributes and acceptance criteria metrics used by the various programs and projects.� Topics covered: Settings Overview - 17s General - 46s Benchmark Attributes - 4m 15s Metrics - 3m 22s Metric Variables - 1m 3s |
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| Deltek Vantagepoint What's New in 6.5 - Video | This guide covers the new features and updates to the existing functionality of Deltek Vantagepoint 6.5. Topics Covered:
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| Costpoint Quick Start: People - Self-Paced Learning | This Quick Start Guide will give you a general understanding of how to utilize the People domain in Costpoint, with specific emphasis on Employee, Labor, and Leave. Learn how to manage salary information and run employee-related data integrations.
Topics covered:
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| wInsight Analytics Product Overview: What's New in 8.3.2 - Video | Duration: 17 minutes Learn about the new features and updates in wInsight Analytics version 8.3.2. Topics covered:
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| Costpoint Billing Series: Unbilled Receivables v8.2 - Clickguide | Learn about the Unbilled Receivables Account for Costpoint. It introduces this account as the representation of all billing and revenue recognition activity. Topics covered: 6 to 1: Tables to Account Process Flows 5 systematic Errors Unbilled Analysis Report. |
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| Acumen Risk Product Overview: What's New in 8.8 - Functional Reference Guide | Duration: 30m read
Learn about the new features and enhancements of Acumen 8.8.
Topics covered:
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| Deltek Maconomy: Project Price Lists - Infographic | Learn about Project Price Lists within Maconomy. Topics covered: Prices tab Project Currency Sales Price List Fixed Exchange Rate Project Specific Prices, Time and Amount Prices |
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| Ajera Series: Project Command Center (PCC) Top - Down Budgeting - Learning Video | Duration: 10 minutes This video provides an overview of setting up and using the Top � Down budgeting techniques for projects in Ajera. Topics include: Identifying the areas of the Project Command Center involved when using Top � Down budgeting in Ajera Understanding the workflow for creating a Top � Down budget in Ajera Applying the concepts and workflow to create a Top � Down budget in Ajera |
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| Specpoint Project Research Map - Learning Video | This learning video will teach you about the Project Research Map for Specpoint. Topics Covered:
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| ConceptShare Review Chains - Infographic | Learn how to manage and configure ConceptShare’s new feature - Review Chains. Topics Covered: Adding Review Chain Review Builder Reviews Screen Review Side Panel |
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| Acumen Fuse Product Overview: What's New in 8.7 - Functional Reference Guide | Duration: 10m Read Learn about the new features and enhancements on Acument Fuse version 8.7. Topics covered: Acumen 8.7 New Features Acumen 8.7 New Enhancements |
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| WorkBook Jobs - Functional Reference Guide | Duration: 15m read This starter guide gives an overview of the jobs module. Topics covered: Create a new job Job settings Price quote/budget Job schedule Invoicing Purchase orders Managing job costs |
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| Open Plan Product Overview Series: First Steps in Open Plan - Learning Video | Duration: 57m Learn about the overview and navigation of Open Plan, how to open and view projects, the Open Plan fields and how to set them up, how to backup and restore a project, how to print reports using the current views and the print preview tool, and how to temporarily lock the project to perform certain operations. Topics covered: Introduction - 1m20s Open Plan Overview - 1m53s Opening Projects and Properties - 9m02s Startup View, Calendars and Codes - 9m Project Templates and Resources - 1m39s Views - 1m05s Users and Startup - 1m36s Open Plan Fields, User Defined Fields and Calculated Fields - 16m42s Open Plan Backup and Restore - 3m05s Printing Reports - 5m02s Title Blocks - 2m59s Temporary Lock Project Mode - 2m38s Summary and Conclusion - 1m29s |
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| PM Compass Product Overview Series: PPM Architecture - Infographic | Duration: 5m read Learn about the PPM Architecture and its best practices, and how the portfolio of products under the PPM umbrella integrate with each other. Topics covered: Project Portal Project Control Artifacts Proposal System Accounting System Project Management Control System Schedule and Cost Database Risk Management ARM Resource Management Schedule Performance Analysis Customer Reports |
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| Cobra Product Overview Series: Features and Navigation - Learning Video | Duration: 30m 19s Learn about the purpose of Deltek Cobra, its structure and navigation within the system. Topics covered:
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| Talent Management Learning for End Users - Functional Reference Guide | Duration: 20m read This guide covers the basic parts and functionalities of the Learning section of Talent Management. Topics covered Class Enrollment Learning profile Learning Search Filters Wishlist Classes Instructing My Employees Learning Screen |
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| GovWin IQ SLED Government Profiles - Video | This 17 minute video demonstrates on how to navigate the features of the SLED Government Profiles, including: navigating analytics in the budget explorer and expenditure and purchasing trends. [Keywords and Related Searches - training video, intellisearch, leveraging states, specific data, analytics, strategic decisions, government contractors, budgets, budget, proposed budget, purchase orders, SLED, State, Local, Education] |
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| GovWin IQ SLED Government Profiles - Video | This 17 minute video demonstrates on how to navigate the features of the SLED Government Profiles, including: navigating analytics in the budget explorer and expenditure and purchasing trends. [Keywords and Related Searches - training video, intellisearch, leveraging states, specific data, analytics, strategic decisions, government contractors, budgets, budget, proposed budget, purchase orders, SLED, State, Local, Education] |
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| Acumen Touchstone System Administration Series: EPM Security Administrator | Duration: 9m�3s Learn about creating the different roles, groups, and users, and granting of named user and submitter only license in Acumen Touchstone. Topics covered: About EPM Security Administrator - 2m 18s Adding Roles, Groups, and Users - 2m 25s Licensing - 2m 59s |
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| Acumen Risk Product Overview: What's New in 8.9 - Video | Duration: 14m
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| Costpoint Quick Start: Time & Expense - Self-Paced Learning | This Quick Start Guide will give you a general understanding of how to enter a timesheet or submit expenses.
Topics covered:
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| Costpoint Pools Series: Cost of Money v8.2 - Clickguide | Learn about the process of calculating Cost of Money in Costpoint, including the screens required to set up Cost of Money and the reports and bills where Cost of Money can be viewed. Topics covered: Process Flow: Cost of Money Cost of Money Processing Input Cost of Money Rates Apply Cost of Money Rates Compute Cost of Money Rates View Cost of Money |
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| Deltek Vantagepoint What's New in 6.0 - Learning Video | This guide covers the new features and updates to the existing functionality of Deltek Vantagepoint 6.0. Topics Covered:
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| Acumen Fuse Product Overview: What's New in 8.8 - Functional Reference Guide | Duration: 30m read
Learn about the new features and enhancements of Acumen 8.8.
Topics covered:
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| Deltek Maconomy: Creating Sub Projects - Infographic | Learn about creating Sub Projects within Maconomy. Topics Covered: Creating a Sub Project Sub Project Invoicing |
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| Ajera Series: Project Command Center (PCC) Business Development- Learning Video | Duration: 10 minutes This video provides an overview of setting up and using Business Development on projects in Ajera. Topics include: Identifying the purpose of using Business Development on projects Understanding the method to creating a Business Development phase for projects Identifying the different fields and areas to enter information related to Business Development Using Business Development on projects in Ajera |
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| Cobra Product Overview Series: MPM to Cobra Crosswalk - Learning Video | Duration: 27m 3s |
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| ConceptShare Using The Proofing Workspace - Learning Video | This is an overview on the features and functions of the Proofing Workspace in ConceptShare. Topics Covered: Navigating the Proofing Workspace - 1m 14s Feedback and Annotation Tools - 1m 4s Feedback Flags - 4m 5s Compare Lab - 1m 37s Promote Feature - 3m 9s Feedback Flag Resolutions - 2m 22s Review Approval - 23s Feedback Summary - 1m 16s |
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| WorkBook Scheduling and Resource Management - Functional Reference Guide | Duration: 15m read This starter guide gives an overview of the Schedule module. Topics covered: Schedule overview Timeline calendar Weekly schedule Year calendar Task follow-up |
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| Specification Solutions e-SPECS Designer - Functional Reference Guide | This guide gives an overview of the main e-SPECS Designer functionality. Topics covered:
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| wInsight Analytics Earned Value Management Series: EVM Concept - Self-Paced Learning | Duration: 25m Learn about EVM Concepts including threshold requirements and Integrated Management System. Topics covered: EVM Terms and Definitions - 3m read EVM History and Concept - 5m Earned Value within Contracting Process - 1m 12s Threshold Requirements - 1m read Earned Value Management Decision Process - 2m 10s Integrated Management System - 2m 36s |
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| Talent Management for End Users Instructor Functionality - Functional Reference Guide | Duration: 20m read This guide covers instructor functionality available for end users such as the Class Instructing Page and Class Profile Screen that will enable proper management of Classes. Topics covered Class Instructing Class Profile Managing Classes Action Drop Down Items Class Assignments Create and Manage Tests |
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| Open Plan Product Overview Series: Open Plan 3.4 to 8.3 Crosswalk, Navigation, and New Features - Learning Video | Duration: 39m Learn about how to navigate the new interface, and the difference in features between Open Plan 3.4 and 8.3. Topics covered: Introduction - 54s Crosswalk from v3.4 to v8.3 - 5m55s Settings and Configuration - 8m28s Standard Views - 5m52s Time Analysis - 3m06s Baseline - 1m34s Shared Mode Temporary Lock - 2m23s Mentor - 52s Activity Steps - 4m35s Organize Columns Dialog - 2m25s Ancillary Data - 1m35s Learn More - 39s |
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| GovWin IQ SLED Opportunities - Video | This 20 minute video focuses on how to navigate the features of the Govwin IQ SLED Opportunities database, including: searching for opportunities, saving a search, and tracking opportunities. [Keywords and Related Searches - training video, demo, bid notifications, lead alerts, saved search, setup saved search, filtering, downloading, marking opportunities, push update notifications, SLED, State, Local, Education] |
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| GovWin IQ SLED Opportunities - Video | This 20 minute video focuses on how to navigate the features of the Govwin IQ SLED Opportunities database, including: searching for opportunities, saving a search, and tracking opportunities. [Keywords and Related Searches - training video, demo, bid notifications, lead alerts, saved search, setup saved search, filtering, downloading, marking opportunities, push update notifications, SLED, State, Local, Education] |
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| PM Compass Project Setup Series: Dashboard and Dashparts - Self-Paced Learning | Duration: 1h 30m Learn how to create a dashboard and different types of dashparts. Topics covered: |
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| Acumen Fuse Product Overview: What's New in 8.9 - Video | Duration: 14m
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| Costpoint Quick Start: Business Intelligence - Self-Paced Learning | This Quick Start Guide will give you a general understanding of how end users can utilize Reports and Dashboards.
Topics covered:
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| Costpoint Fundamentals v8.2 - Quick Reference Guide | Learn the basics, features, and navigation for Costpoint. This also covers functions as well as some of the useful terminology. Topics covered:
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| WorkBook User Management and Useful Settings - Functional Reference Guide | This guide covers the basics of creating and managing your WorkBook users and an introduction to the Settings module. Topics covered:
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| Deltek Vantagepoint What's New in 5.5 - Functional Reference Guide | This guide covers the new features and updates to the existing functionality in Deltek Vantagepoint 5.5.
Topics Covered:
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| Ajera Series: Project Command Center (PCC) Reports and Common Project Reports - Learning Video | Duration: 20 minutes This video provides an overview of the reports found in the Project Command Center and other useful Standard reports that can be used for project management and profitability analysis. Topics include: Identifying the reports in the Project Command Center Understanding the use of the reports in the Project Command Center Identifying the different standard reports commonly used for managing projects and analyzing profitability Using the standard reports for Employee Utilization, Project Profitability, Risk Analysis and Project Health |
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| ComputerEase Series: How to Create a Report in ODBC - Infographic | Duration: 10 Min read Format: Infographic Learn the steps to using ODBC to create reports from Deltek ComputerEase. |
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| Acumen Risk Product Overview Series: PPM Architecture - Infographic | Duration: 5m read Learn about the PPM Architecture and its best practices, and how the portfolio of products under the PPM umbrella integrate with each other. Topics covered: Project Portal Project Control Artifacts Proposal System Accounting System Project Management Control System Schedule and Cost Database Risk Management ARM Resource Management Schedule Performance Analysis Customer Reports |
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| wInsight Analytics Earned Value Management Series: EVM Planning - Self-Paced Learning | Duration: 25m Learn about EVM Planning including Work Breakdown Structure, project scheduling and baselines. Topics covered: Work Breakdown Structure - 1m 6s Organizational Breakdown Structure - 48s Resource Breakdown Structure - 39s Project Scheduling - 1m 8s Establish Time Phased Budgets - 46s Budget Hierarchy - 1m read The Baseline - 1m 34s Integrated Baseline Review - 1m 1s Integrated Baseline Review Process - 1m 32s Keys to a Stable Baseline - 1m 9s Budgeted Costs for Work Scheduled - 33s Budget At Completion - 25s EVM Planning Appendix - 5m |
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| ConceptShare Navigating the Proofing Workspace - Infographic | Navigate through the different parts and functions of the Proofing Workspace. Topics covered: Parts of the Proofing Workspace |
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| Talent Management Learning for Administrators - Functional Reference Guide | Duration: 20m read This guide covers the process of adding and managing Class Courses, Curricula, Evaluation and Certification for Administrators in Talent Management. Topics covered Class Logistics Course Types Instructor Led tabs E-Learning Set Up Manage Curricula Bulk Enrollment Class Evaluation Certifications |
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| GovWin IQ Getting Started with Profile Creation - Self-Paced Learning | This 30 minute course will focus on how to create your personal profile, access the products included in your subscription, locate support information and navigate the My GovWin Homepage. [Keywords and Related Searches - Getting Started, GovWin, My GovWin, navigating, subscription, events, support, training, Federal, SLED, State, Local, Education] |
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| GovWin IQ Getting Started with Profile Creation - Self-Paced Learning | This 30 minute course will focus on how to create your personal profile, access the products included in your subscription, locate support information and navigate the My GovWin Homepage. [Keywords and Related Searches - Getting Started, GovWin, My GovWin, navigating, subscription, events, support, training, Federal, SLED, State, Local, Education] |
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| PM Compass Project Setup Series: Advanced Navigation and Setup - Learning Video | Learn about navigating through the PM Compass Dashboard, creating custom Dashboards and the process of adding and deleting Dashparts. Topics covered: |
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| Cobra Product Overview: What's New in v8.1 - Functional Reference Guide | Duration: 7m read Learn about the new features and enhancements in Cobra 8.1. Topics Covered: Enhancements and Updates - 1m read Save and Share Views - 1m read Element of Cost at the Resource Level - 1m read Loading Actual Costs from a Database Table - 1m read Cost Data Export to Acumen - 1m read wInsight Integrated Security - 1m read Microsoft Project 2016 Integration - 1m read |
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| Costpoint Fixed Assets Series: Fixed Asset Depreciation and Reports v8.2 - Video | This learning video shows you how to process fixed assets, compute for projected depreciation, and generate different types of fixed asset reports.
Topics covered: Monthly Depreciation Processing Forecasting Depreciation Tracking Non-Depreciable Records Reports for Fixed Assets |
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| Deltek Vantagepoint What's New in 5.0 - Functional Reference Guide | Duration: 30 min read This guide covers the new features and updates to the existing functionality in Deltek Vantagepoint 5.0. Topics Covered: Accounting Billing Dashboards Timesheets Resource Planning CRM & Proposals Touch/Mobile App & CRM General Enhancements |
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| Ajera Add-on CRM Series: CRM Overview - Learning video | Duration: 9 mins This video will give you an overview of the Customer Relationship Management feature of Deltek Vantagepoint. Get to know the benefits of using CRM and the Hubs Menu of CRM. Topics covered: CRM Overview, Features & Benefits - 3m 10s CRM Hubs Overview and Menu - 4m 6s |
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| WorkBook Power Launch - Starter Guide | Duration: 1h read This starter guide covers the Power Launch processes as well as role based training. Topics include: Job processes Resource planning processes Client processes Finance processes Employee training including time entry Project management training Resource management training Client services training |
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| Specification Solutions e-SPECS: View Quality Assurance Reports - Infographic | This infographic gives you the step by step on how to view quality assurance reports in e-SPECS. |
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| Acumen Risk Product Overview Series: Features Overview - Infographic | Duration: 2m read Learn about the features and benefits of using Acumen Risk. |
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| Acumen Fuse Product Overview Series: PPM Architecture - Infographic | Duration: 5m read Learn about the PPM Architecture and its best practices, and how the portfolio of products under the PPM umbrella integrate with each other. Topics covered: Project Portal Project Control Artifacts Proposal System Accounting System Project Management Control System Schedule and Cost Database Risk Management ARM Resource Management Schedule Performance Analysis Customer Reports |
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| Talent Management Performance for Employees - Functional Reference Guide | Duration: 20m read This guide covers Performance functionalities available for Employees. Topics covered Total Talent Profile My Appraisals 360 Appraisal Employee Recognition Continuous Feedback |
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| Vision User Fundamentals - Functional Reference Guide | Duration: 1h 15m Read Introduction to the basic module areas and navigation in Deltek Vision. Topics: Logging in and Common icons -5m 30s Read Navigation - 4m Read Dashboard - 20m Read User Options - 3m Read Info Centers - 4m 45s Read Instant Messaging and Smart Grids - 6m 30s Read Code Tables - 2m 30s Read Lookups, Searches and Report Selections - 12m 30s Read Reporting - 9m Read Terminology - 3m Read Conclusion - 30s Read | ||
| ConceptShare Series: Participating in a Review - Infographic | Navigate through the steps to participate in a review in ConceptShare. Topics covered: Email Notification Feedback Tab Viewing Feedback Review Tab Completing Feedback |
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| GovWin IQ Federal Organization Charts - Video | This 10 minute video focuses on how to navigate the GovWin IQ Federal Organization Charts solution. This demonstration will cover how to access, navigate, and download federal organization charts. [Keywords and Related Searches - training video, reporting hierarchies, customize, crm tool, opportunities, contract awards, agency profiles, task order awards, org charts, contacts, POC, organization charts, points of contact, agency] |
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| GovWin IQ Federal Organization Charts - Video | This 10 minute video focuses on how to navigate the GovWin IQ Federal Organization Charts solution. This demonstration will cover how to access, navigate, and download federal organization charts. [Keywords and Related Searches - training video, reporting hierarchies, customize, crm tool, opportunities, contract awards, agency profiles, task order awards, org charts, contacts, POC, organization charts, points of contact, agency] |
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| Open Plan Product Overview: What's New in v8.2 - Functional Reference Guide | Duration: 10m read Learn about the new features and enhancements in Open Plan 8.2. Topics covered: Multi-Level Undo Network View Layouts Primavera 6 Web and XER Import Assign a Baseline Primavera 6 Web and XER Export Primavera 6 Multi-Table View Activity Details Relationships Tab Activity Steps Tab Allow % Complete on Steps Steps Earned Value Technique Dialogue Box Enhancements |
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| Cobra Product Overview: What's New in v8.2 - Functional Reference Guide | Duration: 8m read Learn about the new features and enhancements in Cobra 8.2. Topics Covered: Cobra 8.2 Enhancements - 1m read Cobra 8.2 Compatibility - 1m read Cobra 8.2 Technical Enhancements - 1m read |
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| Costpoint Fixed Assets Series: Autocreation v8.2 - Video | Learn more about the Autocreation process in the Fixed Assets module.
Topics covered: Autocreation Overview Autocreation Process Steps Manage Purchase Orders Manage Purchase Order Receipt Manage Autocreation Accounts Manage Autocreation Transactions Print Autocreation Transactions Edit Report Create Asset Master Records Manage Purchase Order Vouchers |
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| Costpoint General Ledger Month End v8.2 - Quick Reference Guide | Learn about the five phases of the GL Month End closing process in this guide. This also includes the basics of recording journal entries, the first phase in the 5R month-end closing process. |
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| Ajera Add-on CRM Series: Lead Qualification - Learning Video | Duration: 13m08s Gain an understanding of the Lead Qualification feature within Deltek Vantagepoint CRM. Topics covered: Leads Overview, Qualification, Risks & Benefits - 2m3s Enable Lead Qualification - 1m6s Contacts Hub & New Contacts - 2m3s Qualify & Disqualify Status - 2m23s Marketing Campaigns - 1m26s |
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| Deltek Vantagepoint What's New in 4.5 - Functional Reference Guide | Duration: 40 Min Read This guide covers the new features and updates to the existing functionality of Deltek Vantagepoint 4.5. Topics Covered: Accounting Billing Dashboards Time and Expenses CRM and Proposals Touch/Mobile App Projects Resource Planning Purchasing Reporting |
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| WorkBook Find What You Need: Filters and Search - Functional Reference Guide | Duration: 10m read This starter guides will help you find what you need in WorkBook. Topics covered: Mastering the WorkBook basics Using filters Using search Save your favorites |
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| ConceptShare The Compare Lab - Infographic | Learn about the different parts and functions of the Compare Lab in ConceptShare. Topics covered: Parts of the Compare Lab |
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| Talent Management Performance for Managers - Functional Reference Guide | Duration: 35m read This guide covers the Performance Module of Talent Management that allows Managers to perform key functionalities. Topics covered My Employees Performance Menu Creating Appraisals Appraisal Phases 360 Appraisals |
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| Vision Time Processing - Functional Reference Guide | Duration: 45m Read Introduction to completing and processing Timesheets in Deltek Vision. Topics: Introduction to the Vision Timesheet - 1m 30s Read Accessing a Timesheet - - 1m 30s Read Introduction to the Vision Mobile Timesheet application - 2m 45s Read Vision Timesheet Form Review - 4m Read Completing a Timesheet - 20m 30s Read Processing a Timesheet - 14m 15s Conclusion - 30s | ||
| Acumen Risk Event Identification and Mapping Series: Uncertainty Ranging and Optional Modelling - Recorded Session | In this 1.5-hour class, you will learn about Duration Uncertainty, to set up an Uncertainty Template, apply Uncertainty Ranges, about Task Existence and Cause/Effect Correlation, Central Limit Theorem and its uses. This course is part of the Risk Event Identification and Mapping Series. |
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| Open Plan Product Overview: What's New in v8.3 - Functional Reference Guide | Duration: 30m read Learn about the new features and enhancements in Open Plan 8.3. Topics covered: Open Plan 8.3 Enhancements Open Plan 8.3 Updates |
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| GovWin IQ Fundamentals Series: Screeners - Video | This 20 minute video is designed for anyone that is responsible for screening and sharing leads. You will learn how to review, manage, and track your qualified leads, define a workflow to suit your job expectations. This course is part of the Fundamentals Series. [Keywords and Related Searches - training video, workflow, my inbox, navigation, navigate, qualify leads, manage leads, tracking, sharing] |
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| GovWin IQ Fundamentals Series: Screeners - Video | This 20 minute video is designed for anyone that is responsible for screening and sharing leads. You will learn how to review, manage, and track your qualified leads, define a workflow to suit your job expectations. This course is part of the Fundamentals Series. [Keywords and Related Searches - training video, workflow, my inbox, navigation, navigate, qualify leads, manage leads, tracking, sharing] |
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| Acumen Fuse Logic Tracing Series: Basic Diagnostics - Recorded Session | In this 2-hour course, you will learn the functions of the analyzers in S2 Diagnostics, about the Comparison and Trend Analysis tools to aid in producing accurate information for all of projects and reports, to create Custom Metric/Ribbon views in Diagnostics, compare the Activity Browser's view options, and set Exclusions and Annotations. This course is part of the Fuse Logic Tracing Series. |
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| Cobra Product Overview: What's New in v8.3 - Functional Reference Guide | Duration: 14m read Learn about the new features and enhancements in Cobra 8.3. Topics Covered: Support for IPMDR - 2m read Cost Data Export Updates - 2m read Contract Information Tab New Fields - 1m read Total Row in the New Project - 1m read Integration with Primavera - 1m read Costpoint to Cobra Integration - 1m read Improved Process Logs Display - 1m read Include Progress Classes During Reclass - 1m read Secure Baseline Dates - 1m read Edit Current Status Period - 1m read Include Progress Classes During Reclass - 1m read Other Enhancements - 1m read |
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| WorkBook What's New in Version 13.4 - Video | This video gives you a summary of the latest release information for WorkBook. Specific updates were made in the areas of Finance and Accounting, Jobs, and Scheduling Module, and UI/UX.
Topics Covered:
- CRM Updates - 37s
- Job Reconciliation Report - 21s
- Supporting Agile Processes - 37s
- User Experience Updates - 1min 3s
- Danish Bookkeeping Act Support - 32s |
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| Costpoint Fixed Assets Series: Fixed Assets Management v8.2 - Video | Learn how to enter a fixed asset record, make changes to existing assets, and how to properly dispose of an asset. Also included here are the details on how to create leasehold improvements. Topics covered: Fixed Asset Master Record Changing an Asset Record Disposals Leasehold Improvements |
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| Ajera Add-on CRM Series: Employees Hub - Learning Video | Duration: 20 mins This video covers features and tabs that are relevant to CRM functionality, in the Employees Hub in Deltek Vantagepoint Topics Covered: Employees Hub Tabs Overview - 2m 12s Adding an Employee - 2m 41s Personal and Contact Details Tabs - 3m 09s Activities Tab - 2m 03s Firms and Contacts Tab - 1m 20s Actions Menu - 3m 21s List and Detail views - 1m 50s Linking Employee to User - 1m 07s |
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| ComputerEase Series: PR - Direct Deposit Set-up - Infographic | Duration: 10 Min read Format: Infographic Learn the steps to setup direct deposit for payroll and create the NACHA file for your bank in Deltek ComputerEase. |
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| Deltek Vantagepoint What's New in 4.0 - Functional Reference Guide | Duration: 35 Min read This guide covers the new features and updates to existing functionality of Deltek Vantagepoint 4.0. Topics Covered: Accounting and Billing Dashboards Vantagepoint Intelligence (Analysis Cubes overview) Time, Expense Approval Center Projects Resource Planning Proposals Mobile/Touch applications | ||
| Cobra Product Overview: What's New in 8.4 - Functional Reference Guide | Duration: 12m read Learn about the new features and enhancements in Cobra 8.4. Topics Covered: Cobra 8.4 New Features - 5m read Cobra 8.4 Enhancements - 7m read |
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| Specification Solutions e-SPECS Common Roadblocks - ODBC Connection and Performing Updates - Infographic | This infographic shows how Microsoft's Open Database Connectivity (ODBC) enables the e-SPECS client applications and e-SPECS server to communicate and how to perform updates. |
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| ConceptShare Online Help - Support Material | Learn about the features of ConceptShare |
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| Open Plan Product Overview: What's New in v8.4 - Functional Reference Guide | Duration: 15m read Learn about the new features and enhancements in Open Plan 8.4. Topics covered: Integrated Program Management Data Report Data Source when logging in Refresh Data in Shared Mode View Record Count Edit Physical % Complete Linking Activities in the Selected Order Earned Value Technique Enhancements Other Enhancements |
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| Talent Management Performance for Administrators - Functional Reference Guide | Duration: 35m read This guide covers Performance functionalities available for Administrators. Topics covered Performance Scales Skills Competencies User Groups Appraisal Workflow Appraisal Administration |
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| Vision Expense - Functional Reference Guide | Duration: 35m Read Introduction to the setup and processing of Expenses and Expense Reports in Deltek Vision. Topics: Introduction to Expenses and the Transaction Center- 1m 30s Read Introduction to Expense Reports - 3m 30s Read Company Expense Report Configuration Tabs - 5m 30s Read Expense Report Processing - 25m Read Conclusion - 30s | ||
| GovWin IQ Federal Contract Awards - Self-Paced Learning | This 1-hour course focuses on Federal Contract Awards database. You will learn how to access the federal contracts database, federal contract filters, search for awarded contractors, OTAs, contracts, and navigate the features of an awarded contract record. [Keywords and Related Searches - e-learning, online learning, online course, contractor, contractor type, agency, expiration date, save a search, contracts, contract awards, awarded contracts, FPDS, Federal Procurement Data System, OTA, Other Transaction Authority, Other Transaction Agreements, spending, agency spending, competition, competitor spending, company contracts, vendor contracts] |
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| GovWin IQ Federal Contract Awards - Self-Paced Learning | This 1-hour course focuses on Federal Contract Awards database. You will learn how to access the federal contracts database, federal contract filters, search for awarded contractors, OTAs, contracts, and navigate the features of an awarded contract record. [Keywords and Related Searches - e-learning, online learning, online course, contractor, contractor type, agency, expiration date, save a search, contracts, contract awards, awarded contracts, FPDS, Federal Procurement Data System, OTA, Other Transaction Authority, Other Transaction Agreements, spending, agency spending, competition, competitor spending, company contracts, vendor contracts] |
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| wInsight Analytics Desktop (WAD) Series: Introduction, Overview, and Navigation - Recorded Session | In this 1.5-hour course, you will learn the basic Earned Value Management (EVM) analysis operations, the terminology and prominent metrics, to open a data source dataset, import and export data files, and key menu and toolbar options. This course is part of the wInsight Analytics Desktop (WAD) Series. |
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| PM Compass Progress Monitoring Series: Projects, Costs and Schedule Analysis, and Progress Views - Self-Paced Learning | Duration: 1h 30m Learn to create progress entries and enter progress within a project. Topics covered: |
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| Acumen Fuse Logic Tracing Series: Logic Analysis and Logic Trace - Recorded Session | In this 2.5-hour course, you will learn to identify each of the functions of the Logic Analysis tab, the options for Logic Sensitivity, the process of Logic Trace and Analysis, and to create a custom dashboard view with the Logic widget. This course is part of the Fuse Logic Tracing Series. |
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| Acumen Risk Event Identification and Mapping Series: Risk Events - Recorded Session | In this 1.5-hour course, you will learn the types of Risk Events, to populate the Risk Register, to identify the probability and impact of Risk Events, and about Manual and Automatic Mapping. This course is part of the Risk Event Identification and Mapping Series. |
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| Costpoint GL Month End Series: Month End Overview and Recording Journal Entries v8.2 - Video | Learn the 5Rs of closing the month-end, the duality and the key tables of both General Ledger and Project Ledger, and period control. This focuses on Phase 1 of the 5Rs: Record Entries. Topics covered: Month End Overview System Duality Recording Entries Period Control Recording Journal Entries Collecting Data from the Other Ledgers |
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| Cobra Product Overview: What's New in 8.5 - Video | Duration: 18 minutes Learn about the new features and updates in Cobra 8.5. Topics covered:
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| Costpoint Pools v8.2 - Quick Reference Guide | Learn about the Cost Allocation Mechanisms of Costpoint Pools, this guide defines relevant concepts like Service Centers, Cost Pools, Project Transfer, and Multi-Job Allocation. This also includes an overview of the pool processing cycle in Costpoint Pools, from the creation of pool links to the posting of pool journals. |
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| WorkBook What's New in Version 13.3 - Learning Video | This Learning Video gives you a summary of the latest release information for WorkBook. Specific updates were made in the areas of ConceptShare Integration, Regulatory Time Tracking, Google and Microsoft Updates, Jobs Module, Finance and Accounting, and UI/UX. Topics Covered: -Integrated Proofing - 10s -Task Level Reviews - 6s -Updated Job Level Reviews - 15s -Copy Task Settings - 8s -Allow Unrestricted Bookings on Group Scheduling Resources (GSRs) - 19s -Basic User Access to the Scrum Board - 24s -1009-NEC Form Updates - 34s -Other Features and Updates - 58s
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| Ajera Add-on CRM Series: Firms Hub - Learning Video | Duration: 22 mins Learn about the tabs and functions of the Firms hub relating to CRM processes in Deltek Vantagepoint. Topics Covered: Firms Hub Overview, Types and Actions - 4m 45s Creating a new Firm - 4m 28s Vendor Addresses & Tab - 3m 47s Activities Tab - 2m 03s Firm Hierarchy - 3m 59s Actions Menu - 3m 21s Searching, List and Detail views - 2m 47s |
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| ConceptShare Integrations: Adding Proofing Capabilities to WorkBook and Jira - Learning Video | Learn about the proofing capabilities of ConceptShare’s integration with WorkBook and Jira, and how it enhances your workflows and your review and approval processes. |
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| Open Plan Product Overview: What's New in 8.5 - Functional Reference Guide | Duration: 25m read Learn about the new features and enhancements in Open Plan 8.5. Topics covered: Open Plan 8.5 New Features Open Plan 8.5 Enhancements |
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| Deltek Vantagepoint What's New in 3.5 - Functional Reference Guide | Duration: 59m This guide covers the new features and updates to existing functionality of Deltek Vantagepoint 3.5 Topics Covered Dashboards Projects CRM Proposals Accounting and Billing Revenue Forecasting Mobile/Touch applications Video Demonstration - 24m52s |
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| Talent Management Creating and Managing Requisitions for End Users - Functional Reference Guide | Duration: 20m read This guide covers the process of creating and managing requisitions and the requisition approval process for end users Topics covered Creating Requisitions Requisition Approval Process Managing Requisitions |
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| Vision Billing - Functional Reference Guide | Duration: 1h 15m Read Introduction to Billing Terms, Billing Tables, Pre-Billing processes and Interactive Billing in Deltek Vision Topics: Introduction - 3m Read Billing Tables - 17m 45s Read Billing Terms - 19m 15s Read Pre-Billing - 14m 15s Read Interactive Billing - 28m Read Conclusion - 30s Read |
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| GovWin IQ Federal Spending Analytics - Self-Paced Learning | This 1-hour course covers key points within the Federal Spending Analytics tool. This tool enables you to gain a clear picture of the market through dynamic and customizable spending analysis. [Keywords and Related Searches - e-learning, online learning, online course, search key points within the federal spending analytics tool, federal spending analytics tool, Federal Procurement Data System, pivot table, FPDS, spending, spending analysis, contractor analysis, spending trends, agency trends, customization] |
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| GovWin IQ Federal Spending Analytics - Self-Paced Learning | This 1-hour course covers key points within the Federal Spending Analytics tool. This tool enables you to gain a clear picture of the market through dynamic and customizable spending analysis. [Keywords and Related Searches - e-learning, online learning, online course, search key points within the federal spending analytics tool, federal spending analytics tool, Federal Procurement Data System, pivot table, FPDS, spending, spending analysis, contractor analysis, spending trends, agency trends, customization] |
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| wInsight Analytics Desktop (WAD) Series: Views, Filters, and Workspace - Recorded Session | In this 1.5-hour course, you will learn the utilization of the Views, Filtering, and Workspace creation to significantly enhance the analyst's capabilities to quickly drive down to areas of high risk and problem identification. This course is part of the wInsight Analytics Desktop (WAD) Series. |
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| PM Compass Progress Monitoring Series: Workflows and Reports - Self-Paced Learning | Duration: 2h Learn about setting up workflows and generating reports. Topics covered: |
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| Acumen Fuse Logic Tracing Series: Forensics - Recorded Session | In this 2-hour course, you will learn the forensics that significantly augment Acumen analysis and presentation capabilities, about each of the Forensic Checks and Variance Analysis available in Acumen and how to run and apply them, the process of Field Mapping, to set up Custom mapping, and to create a custom dashboard view with the Forensics widget. This course is part of the Fuse Logic Tracing Series. |
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| Costpoint GL Month End Series: Rate Computation and Recognizing Revenue v8.2 - Video | This learning video covers rate application, pool processing, and revenue computation. This focuses on Phases 2 and 3 of the 5Rs: Rate Computation and Recognizing Revenue.
Topics covered: Rate Computation Recognize Revenue Compute Revenue |
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| Costpoint Extensibility v8.2 - Quick Reference Guide | Learn about how to move custom reports from Cognos 10 into Cognos 11 for Costpoint CER Cloud Administrators. |
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| Open Plan Product Overview: What’s New in 8.6 – Functional Reference Guide | Duration: 30m read Learn about the new features and enhancements of Open Plan 8.6. Topics covered:
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| Ajera Add-on CRM Series: Boilerplates Hub - Learning Video | Duration: 10mins This video will give you an overview of the Boilerplates Hub in Deltek Vantagepoint. Topics Covered: Overview and Features - 1m 45s Boilerplate Tabs - 39s List View and Detail View - 55s Boilerplate Navigation - 2m 12s Actions menu - 28s Adding a Boilerplate - 27s Boilerplate Actions Demonstration - 1m 45s |
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| Specification Solutions e-SPECS Server Migration - Infographic | This infographic shows how to perform an e-SPECS server migration. |
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| Cobra Product Overview Series: PPM Architecture - Infographic | Duration: 5m read Learn about the PPM Architecture and its best practices, and how the portfolio of products under the PPM umbrella integrate with each other. Topics covered: Project Portal Project Control Artifacts Proposal System Accounting System Project Management Control System Schedule and Cost Database Risk Management ARM Resource Management Schedule Performance Analysis Customer Reports |
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| ConceptShare+JIRA Installing ConceptShare Plugin in JIRA - Infographic | This is a step-by-step process on how to install the ConceptShare plugin in Jira. Topics covered: ConceptShare Plugin Configuring ConceptShare Plugin Troubleshooting ConceptShare Plugin |
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| What's New in WorkBook versions 12-13.2 - Functional Reference Guide | Duration: 30m read This functional reference guide gives you a summary of the latest release information for WorkBook 12-13.2. Specific updates were made in the areas of CRM, Finance and Accounting, Resources, Jobs, and UI/UX. Topics covered: - What’s new in WorkBook 12, 12.1, 12.2, 13, 13.1, 13.2 - MediaForce Import |
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| Talent Management Managing Candidates, Offers, and Onboarding for End Users - Functional Reference Guide | Duration: 35m read This guide covers the proper management of Candidates, Offers, and Onboarding for End Users. Topics covered Manage Active Candidates Resume Dashboard Offer Management Hiring & Onboarding Letter Templates Screening Questionnaires Interview Events Interview Letter Templates Inviting Candidates to an Interview Accepting or Declining Interview Invitation |
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| Vision Accounting and Accounts Payable Processing - Functional Reference Guide | Duration: 1h 5m Read Introduction to workflow and features for Accounting and Accounts Payable processing in Deltek Vision. Topics: Accounting and Accounts Payable Business Process Flows - 3m 30s Read Info Centers - 18m Read Transaction Center - 15m 15s Read Utilities - 8m 45s Read Accounts Payable Processing - 22m 15s Read Conclusion - 30s Read | ||
| GovWin IQ Federal Company Profiles - Self-Paced Learning | This 1-hour course focuses on company profiles. You will learn how to access company profiles, run a search to find a teaming partner or a competitor, navigate the results screen, and understand the content of a company profile. [Keywords and Related Searches - e-learning, online learning, online course, multiple product, key filters, run a search, vendor, vendor analysis, company, company analysis, teaming, competition, competitor, competitor analysis, teaming analysis] |
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| GovWin IQ Federal Company Profiles - Self-Paced Learning | This 1-hour course focuses on company profiles. You will learn how to access company profiles, run a search to find a teaming partner or a competitor, navigate the results screen, and understand the content of a company profile. [Keywords and Related Searches - e-learning, online learning, online course, multiple product, key filters, run a search, vendor, vendor analysis, company, company analysis, teaming, competition, competitor, competitor analysis, teaming analysis] |
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| Deltek Vantagepoint What's New in 3.0 - Functional Reference Guide | Duration: 59m This guide covers the new features and updates to existing functionality of Deltek Vantagepoint 3.0 Topics Covered Integrations and Exporting Dashparts Approvals Accounting and Billing Project Planning Resource Planning Video Demonstration - 21m36s |
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| wInsight Analytics Desktop (WAD) Series: Charts and Reports - Recorded Session | In this 1.5-hour course, you will learn the creation of new charts and reports, interpret varying charts and reports, the significance of using the different chart and report types, and which analysis levels these tools are available. This course is part of the wInsight Analytics Desktop (WAD) Series. |
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| PM Compass Progress Monitoring Series: Progress and Link Management - Learning Video | Duration: 1h 30m Learn about progress and how to enter progress, and how links can be associated to different entities within PM Compass. Topics covered: |
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| Acumen Risk Analysis and Reports Series: Risk Analysis - Recorded Session | In this 1.5-hour course, you will learn the 3 main areas of Risk Analysis, the difference between Vulnerable Activities and Risk Drivers, Risk Analysis Comparison, Risk Exposure Comparison, and Risk Contribution Comparison. This course is part of the Risk Analysis and Reports Series. |
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| Costpoint Accounting Series: Fiscal Period Transactions v8.2 - Learning Video | This learning video covers the difference between Fiscal Year, Period, and Subperiod in the Data Entry screens and define each importance for every transaction. Topics covered:
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| ComputerEase Series: Employee Hub - Infographic | Duration: 8 Min read Format: Infographic Learn how to setup, invite and log into the Employee Hub in Deltek ComputerEase. |
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| Open Plan Product Overview Series: PPM Architecture - Infographic | Duration: 5m read Learn about the PPM Architecture and its best practices, and how the portfolio of products under the PPM umbrella integrate with each other. Topics covered: Project Portal Project Control Artifacts Proposal System Accounting System Project Management Control System Schedule and Cost Database Risk Management ARM Resource Management Schedule Performance Analysis Customer Reports |
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| Talent Management Recruiting Series for End Users: Vendor Management - Functional Reference Guide | Duration: 10m read This guide covers how to issue a Vendor Hiring Order to your vendors. Topics covered Viewing Vendor Hiring Orders Editing a Hiring Order Issuing a Hiring Order |
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| Deltek PIM Online Help | Duration: 2h Read The Deltek PIM help system provides help for all application areas. You launch the help system from the help link within the interface. Each section of the help contains the help topics for each area of functionality, such as projects, document management, campaigns. The help system provides the following types of topics: Procedures Field Descriptions Concepts Overviews |
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| Deltek PIM Online Help | Duration: 2h Read The Deltek PIM help system provides help for all application areas. You launch the help system from the help link within the interface. Each section of the help contains the help topics for each area of functionality, such as projects, document management, campaigns. The help system provides the following types of topics: Procedures Field Descriptions Concepts Overviews |
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| ConceptShare+JIRA Getting Started with JIRA - Starter Guide | Learn how to use ConceptShare with Jira. Topics covered: Creating an Issue Configuring an Issue Participating in a Review Asset Versioning Completing an Issue |
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| Vision Standard Reporting - Functional Reference Guide | Duration: 25m Read Introduction to the types, features and use of Reports in Deltek Vision. Topics: Report Writing Tools- 4m Read Vision Reporting Application - 8m 45s Read Working with Standard Reports - 10m 15s Read Conclusion - 30s Read | ||
| Cobra Earned Value Management Series: EVM Concept - Self-Paced Learning | Duration: 25m Learn about EVM Concepts including threshold requirements and Integrated Management System. Topics covered: EVM Terms and Definitions - 3m read EVM History and Concept - 5m Earned Value within Contracting Process - 1m 12s Threshold Requirements - 1m read Earned Value Management Decision Process - 2m 10s Integrated Management System - 2m 36s |
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| Acumen Risk Analysis and Reports Series: Risk Mitigation - Recorded Session | In this 1-hour course, you will learn to evaluate the top risk events for possible Risk Mitigation, the Risk Mitigation process, to set up scenarios for cost/benefit analysis, to populate the Risk Register with Mitigation, about the Mitigation Benefit Analysis, and to evaluate the Mitigation Benefit. This course is part of the Risk Analysis and Reports Series. |
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| wInsight Analytics Desktop (WAD) Series: Advanced Features - Recorded Session | In this 1.5-hour course, you will learn the wInsight Analytics Desktop (WAD) Advanced Features interface, common add-ons, general capabilities, EAC development, and comparison. This course is part of the wInsight Analytics Desktop (WAD) Series. |
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| Acumen Fuse Metrics Series: Fundamental Metrics - Recorded Session | In this 1.5-hour course, you will learn to create and modify existing components of a basic Metric Template, set the metric weighting, and create and save a sample Metric Template. This course is part of the Fuse Metrics Series. |
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| Costpoint GL Month End Series: Reconciliation and Financial Reporting v8.2 - Video | This learning video covers the reconciling factors and techniques for completing the month-end process. This focuses on Phases 4 and 5 of the 5Rs: Reconcile and Review Report.
Topic covered: Project Ledger Standard Subsidiaries Unbilled Receivables Utilities Financial Reporting |
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| Costpoint Accounts Receivable Series: Start to Finish v8.2 - Learning Video | This learning video focuses on the configuration and setup of the Accounts Receivable Control screens, entering customers, and the setup and computing of finance charges on invoices. This also discusses how to enter and post cash receipts, including unknown cash receipts, and the various Accounts Receivable reports. Topics covered:
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| WorkBook Quick Start Series: Advanced User - Self-Paced Learning | This course provides a Quick Start guide to using the WorkBook Advanced User features.
- Add a new client |
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| Ajera Add-on CRM Series: Contacts Hub - Learning Video | Duration: 22m 11s This learning video focuses on the Contacts Hub section of Deltek Vantagepoint. This is intended for CRM users, and personnel who maintain and manage CRM for their organization. Topics Covered: Contacts Hub & Tabs - 2m 29s Create New Contact - 3m 43s Qualify Contact - 1m 14s Create Activity - 5m 37s Actions & Add Touchpoint - 5m 5s List View & Detail View - 2m 27s |
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| Deltek Vantagepoint Data Management - Functional Reference Guide | Duration: 20 Min read This guide covers exporting and importing data files using the Integrations Manager and the Exports utilities Topics covered: Integration Manager Export Definitions Field Values Sorting Outputs Filters and Parameters Calculated Fields Preview and Export Data Send Export File |
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| Maconomy: Resource Management - Self-Paced Learning | Duration: 1h Learn about the Resource Management features within Deltek Maconomy. Topics covered: Get the most out of the course - 6m Read Introduction to Resource Management - 4m43s Create Budget by Resource Allocation - 12m40s Project Resourcing Overview - 6m15s Assign Employees - 6m18s Assign Work - 6m37s Update ETC from People Planner - 3m My Plan for Employees - 3m38s Test Your Knowledge - 5m |
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| Open Plan Earned Value Management Series: EVM Concept - Self-Paced Learning | Duration: 25m Learn about the history and concept of Earned Value Management, the decision process and requirements for implementing EVM. Topics covered: EVM Terms and Definitions - 4m read EVM History and Concept - 10m Earned Value within Contracting Process - 1m12s Threshold Requirements - 1m read Earned Value Management Decision Process - 2m10s Integrated Management System - 2m36s Checkpoint Questions - 2m |
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| Talent Management Recruiting for Administrators - Functional Reference Guide | Duration: 40m read This guide covers the key recruiting functionalities available for Administrators in Talent Management. Topics covered: Onboarding Talent Relationship Management (TRM) Create Campaigns Manage Campaigns Global Settings Organizational Structure Menus & Lists Locations Job Profiles Recruiting Workflows Dynamic Forms |
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| Vision Customer Relationship Management - Functional Reference Guide | Duration: 30m Read Introduction to the features and functions of the CRM Module in Deltek Vision. Topics: Introduction to CRM- 2m Read Info Centers and CRM- 26 30s Read Conclusion - 30s Read | ||
| GovWin IQ Federal Opportunities - Self-Paced Learning | This 1-hour course will walk you through the features and functionalities of the GovWin IQ Federal Opportunities database. You will learn how to search for Federal Opportunities using different key filters, save a search to receive alerts, and navigate the features of the Federal Opportunity types. [Keywords and Related Searches - e-learning, online learning, online course, database, alerts, navigate, pre-solicitation opportunities, rfps, federal filters, task order programs, toons, other transaction agreements, awarded opportunities, opportunity records, RFI, Request for Proposal, Request for Information, RFQ, RFP, Request for Quote, saving searches, pipeline, pipeline building, notifications, updates, alerts, marking, tracking, leads] |
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| GovWin IQ Federal Opportunities - Self-Paced Learning | This 1-hour course will walk you through the features and functionalities of the GovWin IQ Federal Opportunities database. You will learn how to search for Federal Opportunities using different key filters, save a search to receive alerts, and navigate the features of the Federal Opportunity types. [Keywords and Related Searches - e-learning, online learning, online course, database, alerts, navigate, pre-solicitation opportunities, rfps, federal filters, task order programs, toons, other transaction agreements, awarded opportunities, opportunity records, RFI, Request for Proposal, Request for Information, RFQ, RFP, Request for Quote, saving searches, pipeline, pipeline building, notifications, updates, alerts, marking, tracking, leads] |
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| Cobra Earned Value Management Series: EVM Planning - Self-Paced Learning | Duration: 25m Learn about EVM Planning including Work Breakdown Structure, project scheduling and baselines. Topics covered: Work Breakdown Structure - 1m 6s Organizational Breakdown Structure - 48s Resource Breakdown Structure - 39s Project Scheduling - 1m 8s Establish Time Phased Budgets - 46s Budget Hierarchy - 1m read The Baseline - 1m 34s Integrated Baseline Review - 1m 1s Integrated Baseline Review Process - 1m 32s Keys to a Stable Baseline - 1m 9s Budgeted Costs for Work Scheduled - 33s Budget At Completion - 25s EVM Planning Appendix - 5m |
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| ConceptShare+JIRA Series: Participating in a Review - Video | Navigate through the steps to participate in a review using ConceptShare through Jira. Topics covered: Reviews - 1m Proofing Workspace - 1m Adding Feedback - 2m Comparing Asset Versions - 3m |
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| Acumen Fuse Metrics Series: Advanced Metrics - Recorded Session | In this 2-hour course, you will learn to create and modify an Existing Advanced Metric, use Metric and Project Variables, set the metric weighting, and create and save a sample Metric Template. This course is part of the Fuse Metrics Series. |
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| Acumen Risk Analysis and Reports Series: Cost Risk Analysis - Recorded Session | In this 1.5-hour course, you will learn the Cost Risk Analysis process, how time is accounted for, to differentiate between Base Cost Uncertainty, identify Cost Risk Events, and to run a Cost Risk Analysis. This course is part of the Risk Analysis and Reports Series. |
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| Costpoint Projects Series: Inter-Company Work Orders v8.2 - Self-Paced Learning | Learn about the setup, processing, and transfer of Inter-Company Work Orders information. You will also learn why the Inter-Company Work Orders module exists and in which situations it is best to use the IWO functionality.
Topics covered: IWO Overview IWO Specifics IWO External - Extra Processes IWO Internal Setup Demonstration |
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| Costpoint Accounts Payable Series: Overview and Controls v8.2 - Learning Video | This learning video covers how to set up the Accounts Payable Voucher, and Vendor Control applications. This course is part of the Accounts Payable Series. Topics covered:
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| Ajera Add-on CRM Series: Marketing Campaigns Hub - Learning Video | Duration: 17m 4s This learning video focuses on the Marketing Campaigns Hub section of Deltek Vantagepoint. This is intended for CRM users, and personnel who maintain and manage CRM for their organization. Note that some functionality is only available within the “CRM Plus” module of Vantagepoint. Topics Covered: Features and Functions - 6m 14s Monitor Marketing Campaign - 1m 40s Qualify Contact - 3m 47s Review campaign results - 4m 50s List and Detail view - 2m 1s |
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| WorkBook Quick Start Series: Finance and Administration - Self-Paced Learning | Duration: 1hr read This functional reference guide gives an overview of the Finance and Administration module Topics covered: -Overview and navigation -Chart of accounts -Project postings -Creating journals -Budgets, cashflow and revenue forecast -Debtors and creditors -Month end process |
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| Maconomy Resource Management Workspace - Infographic | Duration: 10m Read Learn about the People Planner Resource Management feature within Maconomy including how to navigate the system, how to configure the grid to your preferences as well as adding any additional new columns for further information. Topics covered: Resource Management Configuring Views Zoom Timescale Controls |
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| Vision Resource Management - Functional Reference Guide | This covers the Resource Management options, how to navigate the different functions of the Resource Utilization tool and the Generic Resource Assignments tool, and how to designate hard and soft booking. [Keywords and Related Searches - eLearning, online Learning, online course, assignments, search tab, show tab, legend tab, organizations, apply to, labor categories, employees, generic resources, mapping, included in utilization and reporting, plan probability, hours beyond, lowest plan level, period column resource row values, hours to include, resource order, plan details, columns show and order, billable, non-billable, employee search, copy hours, move hours, soft book, hard book, availability, all in-utilization commitments, lookup] |
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| Open Plan Earned Value Management Series: EVM Planning - Self-Paced Learning | Duration: 30m Learn about the planning involved in Earned Value Management, the structures involved in breaking down an EVM project, project scheduling, establishing time-phased budgets. Topics covered: Work Breakdown Structure - 1m06s Organizational Breakdown Structure - 48s Resource Breakdown Structure - 39s Project Scheduling - 1m08s Establish Time Phased Budgets - 48s Budget Hierarchy - 1m read The Baseline - 1m34s Integrated Baseline Review - 1m01s Integrated Baseline Review Process - 1m32s Keys to a Stable Baseline - 1m09s Budgeted Costs for Work Scheduled - 33s Budget At Completion - 25s EVM Planning Appendix - 15m EVM Planning Checkpoints - 2m |
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| Specification Solutions SpecBuilder Cloud User Fundamentals - Functional Reference Guide | This guides gives an overview of the fundamentals for using SpecBuilder Cloud. Topics covered: What is SpecBuilder Cloud?
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| Cobra Earned Value Management Series: EVM Execution - Self-Paced Learning | Duration: 25m Learn about EVM Execution including ACWP, BCWP, SV, CV, EAC, VAC, CPI TCPI and BCWR. Topics covered: Actual Cost of Work Performed (ACWP) - 30s Budgeted Cost of Work Performed (BCWP) - 33s Schedule Variance (SV) - 35s Cost Variance (CV) - 43s Estimate At Completion (EAC) - 28s Variance At Completion (VAC) - 35s Cost Performance Index (CPI) - 54s Schedule Performance Index (SPI) - 1m 2s To-Complete Performance Indices (TCPIs) - 54s Tripwires - 3m Budgeted Cost for Work Remaining (BCWR) - 23s Calculating Forecast EAC - 37s Forecasts - 1m |
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| ConceptShare Tips and Tricks Series: 5 Tips for Creating Banner Ads - Infographic | This covers five tips on how to get your banner ads approved faster. Topics covered: Tips and Tricks Banner Ads |
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| Acumen Risk Analysis and Reports Series: Risk Analysis Outputs - Recorded Session | In this 1-hour course, you will learn to perform an analysis of Risk results in Fuse, about the Risk Sensitivity Analysis, the Joint Confidence Level Analysis and Critical Schedule Driver Analysis, to produce the Risk Analysis graphics, to publish the Risk Executive Briefing, and to assemble a Risk analysis results report. This course is part of the Risk Analysis and Reports Series. |
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| Talent Management Recruiting Series for Administrators: Vendor Management - Functional Reference Guide | Duration: 40m read This guide covers the key recruiting functionalities available for Administrators in Talent Management. Topics covered Onboarding Talent Relationship Management (TRM) Global Settings Organizational Structure Menus & Lists Locations Job Profiles Recruiting Workflows Dynamic Forms |
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| Acumen Fuse Reports and Graphics Series: Advanced Playlist - Recorded Session | In this 1.5-hour course, you will learn about the Advanced Metric Views such as Definition of Baseline Compliance, DCMA, Earned Value, and Risk Metric Views, and to use the Control Account and Work Package Metrics Views. |
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| Costpoint Bank Reconciliation v8.2 - Self-Paced Learning | Learn about the steps in the monthly bank reconciliation process, including a printable infographic containing an introduction to bank reconciliation and a process checklist. The videos here demonstrate the entire process flow, from the preliminary steps to the printing of bank reconciliation summary and detail reports.
Topics covered: Print General Ledger Detail Report Update Cash Accounts Manage Bank Statement Information Create Bank Transaction History Accept Bank Transactions Accept Bank Transactions (MAN) Adjust Current Balances View Bank Reconciliation Summary Print Bank Reconciliation Summary and Detail Reports |
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| Costpoint Accounts Payable Series: Payments v8.2 - Learning Video | This learning video defines the methods for selecting vouchers for payment, setup options for printing checks, and the steps to void and re-issue a check. Topics covered:
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| Ajera Add-on CRM Series: Vantagepoint Connect for End Users with MS Outlook - Learning Video | Duration: 14m53s How to use Vantagepoint Connect integration with Outlook on Office 365.. Topics covered: - Introduction & Features - 1m36s - Verify Employee Records & Contextual Pane Functions - 3m40s - Creating, Locating & Synching Contacts - 4m34s - Email and Calendar - 1m45s - Synching and Scheduling Meetings - 3m06s |
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| Acumen Risk Analysis and Reports Series: Exporting IPMDAR JSON Files - Learning Video | Duration: 7m 22s Learn about the IPMDAR DID and how to export its JSON files. Topics covered: Introduction and In this Learning Video - 50s IPMDAR DID Overview - 50s Exporting the JSON Files - 4m 53s Summary and Conclusion - 49s |
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| Deltek Vantagepoint User Fundamentals Series: My Preferences - Video | Learn how to personalize your Deltek Vantagepoint interface, configure the different tabs and settings of My Preferences, and change your Deltek Vantagepoint password.
Topics Covered: My Preferences Overview General Tab Defaults Tab Startup Tab Reporting Tab Image Tab
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| Open Plan Earned Value Management Series: EVM Execution - Self-Paced Learning | Duration: 30m Learn about the processes involved in executing a project using Earned Value Management such as the ACWP, BCWP, SV, CV, EAC, VAC, CPI, SPI, TCPIs, and BCWR. Topics covered: Actual Cost of Work Performed (ACWP) - 30s Budgeted Cost of Work Performed (BCWP) - 33s Schedule Variance (SV) - 35s Cost Variance (CV) - 43s Estimate At Completion (EAC) - 28s Variance At Completion (VAC) - 35s Cost Performance Index (CPI) - 54s Schedule Performance Index (SPI) - 1m02s To-Complete Performance Indices (TCPIs) - 54s Tripwires - 10m Budgeted Cost for Work Remaining (BCWR) - 23s Calculating Forecast EAC - 37s Forecasts - 10m EVM Execution Checkpoints - 2m |
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| WorkBook Quick Start Series: Month-End Process - Self-Paced Learning | This course takes you through the WorkBook Month-End process, using the Finance and Administration module. Learn how to book vouchers, time entries, invoices, reconcile WIP accounts, close the accounting period and make post closure adjustments. |
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| Cobra Project Setup Series: Creating Code Files - Learning Video | Duration: 39m 52s Learn about the purpose of Cobra Code files, different Code file types, and the process of creating a Cobra Code file and loading data into a Code file. Topics covered:
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| Maconomy: Navigation - Functional Reference Guide | Duration: 40m Read Learn how to get started with Deltek Maconomy with an introduction to the system and interface as well as looking at key concepts such as searching, filters and documents. Topics covered: Workspace Wizards Functionality Exiting Maconomy |
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| Talent Management Recruiting for Administrators Employee Referral - Functional Reference Guide | Duration: 20m read This guide covers the Employee Referral functionality of Talent Management that allow Administrators to approve earning rewards, manage award plans and manage referral awards. Topics covered Referral Awards Approve Earned Rewards Manage Award Plans Configure Employee referrals |
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| Vision Payroll Overview and Navigation - Functional Reference Guide | Duration: 35m Read Introduction to the overview of processes and configuration of Payroll in Deltek Vision. Topics: Payroll Overview - 4m 30s Read Security Role for Payroll - 2m 45s Read Configuration Setup - 22m 15s Read Withholding Setup - 3m 15s Read Conclusion - 30s Read |
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| Acumen Fuse Reports and Graphics Series: Fundamental Reporting and Graphics - Recorded Session | In this 2-hour course, you will learn to create the Analyst Report and the Executive Briefing Report, to produce reliable output text and graphic results reports, about the many types of graphical views used in S2 diagnostics and the Acumen Dashboard with its many widgets, and to create a custom dashboard view with an Analytical widget. This course is part of the Fuse Reports and Graphics Series. |
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| PIM Search PIM Emails in Outlook (v2016 & 2017) - Infographic | Duration: 5m read Learn how to effectively search for Emails within Outlook. Topics covered: Linking to a record Finding Emails Filtering Text Searching |
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| WorkBook Quick Start Series: Resource Management - eLearning | This course explains the role of the resource manager, the considerations prior to using the resource management tools and a guide on how to use WorkBook to manage the bookings for a team of employees. |
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| Costpoint Billing Series: Overview - Module Initialization and Controls v8.2 - Video | Learn about the configuration of the Billing Settings and how to set up multiple screens in the Billing Controls area of Costpoint.
Topics covered: Configure Billing Settings Billing User Groups Remittance Address Billing Standard Text Billing Taxability Manage Other Changes |
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| Deltek Vantagepoint User Fundamentals Series: Hubs - Video | This video covers the concept of Hubs in Vantagepoint and explains the many functions common across most Hub screens, and how to leverage them effectively.
Details about functionality of individual Hubs can be found in the DLZ Learning Courses which cover those respective areas of Vantagepoint.
Topics Covered: Hubs Interface and Layout Standard Hubs Activities Contacts Employees Firms Marketing Campaigns Projects User Defined Hubs |
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| Costpoint Accounts Payable Series: Vendor Setup v8.2 - Learning Video | This learning video covers how to set up vendors and Vendor Approval in Costpoint. This course is part of the Accounts Payable Series. Topics covered:
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| Ajera Series: Printing Browser-Based Timesheets, Expense Reports and Purchase Orders - Learning Video | Duration 10 min This Learning Video walks through the process of printing browser-based Timesheets, Expense Reports and Purchase Orders in Ajera, through a direct conversion to a PDF document. This process can be done without the need for using click once. Topics Include: Printing for Browser-based Timesheets |
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| Talent Management Off-boarding for Administrators - Functional Reference Guide | Duration: 9 minute read This guide covers the end to end process of employee off-boarding, from the Users screen to the View Off-Boarded Users screen. Topics Covered: • Off-boarding Overview • Starting the Offboarding Process - 3m • View Off-boarded Users - 3m • Reassign Pending Items - 3m |
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| Vision Security - Functional Reference Guide | Duration: 1h Read Introduction to the Security features and functions found in Deltek Vision. Topics: Overview - 9m 30s Read Roles - 30m 45s Read Users - 8m 15s Read Password Policies - 2m 15s Read Reporting - 3m 45s Read Conclusion - 30s Read |
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| Specification Solutions MasterWorks Fundamentals - Functional Reference Guide | This guide gives an overview of the fundamentals of MasterWorks. Topics covered:
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| Cobra Project Setup Series: Calendars - Learning Video | Duration: 21m 27s Learn about the purpose of Cobra calendars and the process of setting up a Calendar Set 19 for IPMR Format 3 and 4 reporting. Topics covered: |
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| Maconomy: Time, Expense and Absence Registration - Functional Reference Guide | Duration: 30m Read Learn how to use the Time and Expense module and features within Deltek Maconomy as well as registering mileage and creating an absence request. Topics covered: Time Registration Expense Reigistration Mileage Registration Favorites Copy Time and Expenses Absence Request |
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| Open Plan Project Setup Series: Codes, Calendars and Resources - Recorded Session | Duration: 1h 22m Learn about building a code, calendar, and resource file, create a Work Breakdown Structure (WBS), the value of Top-down Planning, and determine the standard views for projects. Topics covered: Introduction, Basics and Objectives Top Down Planning Work Breakdown Structure (WBS) Defined and Considerations Level of Detail Projects, Networks, Relationships, Lags and Duration Schedule Milestones Free and Total Float Calendars and Holidays Target Dates What is Earned Value and how is it calculated Performance to Date Top-Down Planning Codes and Simple Coding Breakdown Structures, Fixed Form Significant and Designing a Breakdown Structure Symmetry |
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| Acumen Fuse Reports and Graphics Series: Advanced Reporting and Graphics - Recorded Session | In this 2-hour course, you will learn about the Custom Report API, to create the Fuse Summary Metric Report and Analytics Report, and to create Graphics from the Control Account/Work Package Metrics. This course is part of the Fuse Reports and Graphics Series. |
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| Costpoint Billing Series: Overview - Open Billing Detail v8.2 - Video | Learn about the role of Open Billing Detail within the Billing Module, explain the different statuses that can be found on the Open Billing Detail Report, and demonstrate how to adjust transactions in Open Billing Detail by using a specific screen.
Topics covered: Open Billing Detail Open Billing Detail Status Field Adjust Open Billing Detail Records Purge Information |
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| Costpoint Accounts Payable Series: Vouchers Part 1 v8.2 - Learning Video | Learn more about the different types of vouchers in Costpoint and the basic process flow in managing them. This is 1 of 2 learning videos for vouchers under the Costpoint Accounts Payable Series. Topics covered:
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| WorkBook Agency Solutions Coffee Break Series: Digital Proofing - Learning Video | Duration 26 min Learn about Digital Proofing in Conceptshare and how to integrate into your WorkBook workflow. Topics covered -SME Introduction - 11s -What are Coffee Breaks - 42s -Proofing and Digital Proofing - 4min30s -ConceptShare Projects - 1min56s -ConceptShare Review Builder - 3min44s -ConceptShare Settings - 1min130s -ConceptShare Reviews - 7min26s -Feedback Summary - 1min13s - WorkBook and ConceptShare Integration - 5min07s -Conclusion - 7 secs |
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| Ajera Series: Mobile Time Entry - Learning Video | Duration: 10m Topics covered: |
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| PM Compass System Administration Series: EPM Security Administrator - Learning Video | Learn about the features and capabilities of EPM Security Administrator and how it affects a user's access to PM Compass. Topics covered: |
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| Acumen Risk Certification Exam | Duration: 1h 30m The Deltek Acumen Risk Certification validates skills within the Acumen Risk product suite. Successful completion of the Certification exam is required to receive the Professional Certification. A candidate who passes the Deltek Acumen Risk Certification exam has demonstrated proficiency within multiple areas of Deltek Acumen Risk. To receive Deltek Acumen Risk Certification, you must pass the knowledge based exam. |
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| Deltek Vision Online Help | Deltek Vision Online Help provides help for all features across the application. This service can also be found and launched from the Help link ( shown as the "?" icon ) within the Vision user interface, and it provides you with comprehensive online help for all functionality across all areas of the product. It includes a built in search, plus a section on how to get the most out of using Online Help. | ||
| Cobra Project Setup Series: Calendars and Codes - Self-Paced Learning | Duration: 2h 6m 56s Learn about purpose of Cobra calendars and codes and the process of creating a new calendar. Topics covered: Introduction to this course - 4m 20s Understanding Cobra Calendars - 1m 13s Creating a Cobra Calendar - 40m 49s Understanding Cobra Codes - 9m 59s Creating a Cobra Code - 1h 9m 23s Summary and Conclusion - 1m 12s |
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| Specification Solutions MasterWorks Project Tools Wizard - Functional Reference Guide | This guide gives an overview of MasterWorks Project Tools Wizard Topics covered:
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| Maconomy: Projects - Functional Reference Guide | Duration: 1h Read Learn about the Projects features and functionality within Deltek Maconomy. Topics covered: Project Workspace Project Creation Project Information Customer Information Project Employee Project Tasks Subprojects Project Lookup Project Closing |
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| Talent Management Reporting Tool - Functional Reference Guide | Duration: 25m read This guide covers the Reporting Tool functionalities. Topics covered Reporting Tool Navigation Creating Reports Data Object Builder Reporting Administration |
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| Open Plan Project Setup Series: Charts and Views - Recorded Session | Duration: 1h 20m Learn about interpreting and customizing data through the use of Views and charts, and to produce reports for management and data analysis. Topics covered: Introduction and Objectives Displaying and Not Displaying Relationships Setting and types of Target Dates Fixed vs ON Target Dates on the Entire Project Simple Coding and Codes Breakdown Structures Fixed Form Significant Designing a Breakdown Structure Symmetry Creating a New Project Using Time Analysis, When to Perform a Time Analysis and Using the options tab Summary |
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| wInsight Analytics Administrator (WAA) Series: Basic Features - Recorded Session | In this 1.5-hour course, you will learn to navigate and access wInsight Analytics Administrator (WAA), create data source, and import, export and recalculate data. This course is part of the wInsight Analytics Administrator (WAA) Series. |
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| Acumen Fuse Reports and Graphics Series: Project Views and Benchmarking - Recorded Session | In this 1.5-hour course, you will learn to customize the Timeline View, construct and apply SmartGantt Filters, identify and customize SmartGantt View, and the set-up of Benchmark Schedule Quality Score against the Acumen Cloud, the Benchmark Logic Quality Score against the Acumen Cloud and Benchmark against a Specific Industry or All Results. This course is part of the Fuse Reports and Graphics Series. |
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| Costpoint Billing Series: Overview - Project Billing Information and Customers v8.2 - Video | Learn about the various aspects of the Project Billing Information screen and demonstrate how to set it up, including a demonstration on how to enter a customer into the Manage Customers screen, which can then be used in the Billing module. Topics covered: Project Billing info Accounts Receivable Manage Customers |
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| Costpoint Accounts Payable Series: Vouchers Part 2 v8.2 - Learning Video | Learn more about how to correct vouchers depending on a scenario and create inquiries and reports. This is 2 of 2 learning videos for vouchers under the Costpoint Accounts Payable Series. Topics covered:
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| WorkBook Agency Solutions Coffee Break Series: Single Sign-On - Learning Video | Learn about Single Sign-On in WorkBook and how to connect Okta and WorkBook.
Topics covered
- SME Introduction - 36s |
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| Specpoint Intelligent Product Selection - Learning Video | This learning video demonstrates how to easily research products and materials using the consistent structure of AIA’s MasterSpec content. Course Objectives- Distinguish the MasterSpec Product Database at the Assembly Level - Demonstrate how to refine Product and Material searches - Demonstrate how to research and add Products to your projects - Define dynamic Product Selection Reports |
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| Deltek Vantagepoint Dashboards Series: Dashboard Overview - Video | This learning video explains how to design and create dashboards in Deltek Vantagepoint. Topics Covered:
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| Deltek Vantagepoint Dashboards Series: Dashboard Overview - Video | This learning video explains how to design and create dashboards in Deltek Vantagepoint. Topics Covered:
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| Acumen Fuse Reports and Graphics Series: Exporting IPMDAR JSON Files - Learning Video | Duration: 7m 22s Learn about the IPMDAR DID and how to export its JSON files. Topics covered: Introduction and In this Learning Video - 50s IPMDAR DID Overview - 50s Exporting the JSON Files - 4m 53s Summary and Conclusion - 49s |
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| PM Compass System Administration Series: Workflow Type Configuration - Learning Video | Learn about the Workflow Type Configuration features and its tabs, how to add new user fields to a workflow, and how to add a new field to a workflow form. Topics covered: |
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| Maconomy: Project Budget - Functional Reference Guide | Duration: 25m Read Learn how to create Project Budgets and how to set up a budget with a work breakdown structure within Deltek Maconomy. Topics covered: Introduction Baseline Budget Work Breakdown Structure Budget Revision Copy Budget Periodic Budget |
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| PIM Baskets - Functional Reference Guide | Duration: 30m Read Learn how to use the baskets feature within Deltek PIM. Topics covered: What are Baskets Baskets in Standard DMS Baskets in SMART DMS |
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| Cobra Project Setup Series: Rates - Learning Video | Duration: 20m 22s Learn about the purpose of Cobra Rate files, the importance of the Full Time Equivalent (FTE), and the process of creating a Cobra Rate file and loading data into a Rate file. Topics covered: Introduction - 46m Rates Overview - 2m 1s Creating a Rate File - 5m 19s Loading Data into a Rate file - 6m 5s FTE Rate Set - 4m 21s Summary and Conclusion - 1m 46s |
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| Open Plan Project Setup Series: Building the Project Schedule - Recorded Session | Duration: 1h 15m Learn about building a robust, high quality project schedule. Topics covered: Objectives Preparing to build an Open Plan schedule Creating the Open Plan Project Creating Activities Review |
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| Vision User Fundamentals Series: Overview, Navigation, and User Options - Self-Paced Learning | Duration: 25m Learn how to get started with Deltek Vision with an introduction to the system and interface as well as looking at key concepts such as Info Centers and User Options. Topics covered: Introduction - 30s Overview - 2m Navigation - 1m 10s User Options- 2m 55s Info Centers - 5m 15s Instant Messaging- 4m 15s Code Tables- 1m 50s Conclusion and Summary - 30s Appendix - 4 min 30s Read | ||
| wInsight Analytics Administrator (WAA) Series: Advanced Features - Recorded Session | In this 2-hour course, you will learn to manually create project structures and performance data, create threshold indicators, weighting factors, performance indicators, structures, elements of cost and units of measure, and navigating the EPM Security Administrator to provide user accessibility. This course is part of the wInsight Analytics Administrator (WAA) Series. |
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| Costpoint Billing Series: Procedures - Cost Plus Bill v8.2 - Video | Learn about the basic processing steps for a Cost Plus bill, including where and how to view records that can be included on an invoice, calculating and reviewing the created invoice, printing a draft bill to review for accuracy and printing a final invoice for your customer, as well as, posting the cost plus invoice.
Topics covered: Project Overview - Cost Plus Invoice Check records included in the invoice Calculate the invoice Manage Standard Bills Print a draft copy Print a final copy Post Standard Bills |
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| WorkBook Agency Solutions Coffee Break Series: WorkBook and Calendar Synchronization - Learning Video | Learn about Calendar Synchronization and how it can make your WorkBook system more efficient. Topics covered - Introduction - 21s |
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| Deltek Vantagepoint Dashboards Series: Creating a Dashboard - Video | This learning video explains how to design and create dashboards for personal use and for sharing with other users. Topics Covered:
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| Deltek Vantagepoint Dashboards Series: Creating a Dashboard - Video | This learning video explains how to design and create dashboards for personal use and for sharing with other users. Topics Covered:
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| What's New in Costpoint 8.1 - Functional Reference Guide | Duration: 60 min read Learn about Costpoint 8.1’s new enhanced features and how they relate to the current version. It covers updates to all domains: Accounting, Contracts, Projects, Planning, People/Regulatory, Materials, Time & Expense, Reports & Analytics, and Admin. Topics covered: Accounting Contracts Projects Planning People/Regulatory Materials Time & Expense Reports & Analytics Administration | ||
| wInsight Analytics Administrator (WAA) Series: Exporting IPMDAR JSON Files - Learning Video | Duration: 6m 44s Learn about the IPMDAR DID and how to export its JSON files. Topics covered: Introduction and In this Learning Video - 49s IPMDAR DID Overview - 50s Exporting the JSON Files - 4m 17s Summary and Conclusion - 48s |
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| PM Compass System Administration Series: Processes - Learning Video | Learn about the three main applications of the Process Server, how to run processes using the Profile Editor and Process Queue Manager, and how to view generated logs. Topics covered: |
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| Maconomy: Project Invoicing - Functional Reference Guide | Duration: 45m Read Learn about raising invoices for project work, which includes invoicing on account, as well as invoicing based on work done to date within Deltek Maconomy. Topics covered: Project Workspace and Home Invoicing on Account Invoicing Time and Material Invoice Editing Draft Invoice Approval Credit Memo |
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| PIM Subscriptions - Functional Reference Guide | Duration: 20m Read Learn about the Document and Document Pool Subscriptions feature within Deltek PIM. Topics covered: What are Subscriptions Types of Document Subscriptions Subscriptions Dashpart |
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| Cobra Project Setup Series: Resources - Learning Video | Duration: 43m 3s Learn about the purpose of Cobra Resource files, the Resource Calculations, and the process of creating a Resource file and loading data into a Resource file. Topics covered: Introduction - 47s Resources Overview - 2m 58s Resource Calculations - 8m 50s Creating a Resource File - 18m 24s Loading Data into a Resource file - 6m 38s Loading a Resource Breakdown Structure - 3m 54s Summary and Conclusion - 1m 28s |
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| Open Plan Project Setup Series: Critical Path and Target Dates - Recorded Session | Duration: 1h 15m Learn about the Critical Path Method and its brief history, the process to create a critical path in Open Plan. Topics covered: Introduction and history of CPM Steps and Requirements to Critical Path Method Relationship Types; Finish-to-Start, Start-to-Start, Finish-to-Finish and Start-to-Finish Lags and Best Practice Considerations Leads and Best Practice Considerations Critical Path Calculations Entering Activity Relationships in Open Plan When should Target Dates be used? How do Target Dates affect schedules Target Dates(How it can alter the critical path of a project schedule) On Target vs. Fixed Target Dates Applying Target Dates in Open Plan |
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| Vision User Fundamentals Series: Overview, Navigation, and Dashboards - Recorded Session | In this 1-hour course, you will learn how to navigate through Vision using the global icons, select a database and log on to Vision, and access and navigate through Vision Help Contents. This course is part of the Vision User Fundamentals series. [Keywords and Related Searches - training videos, icons, help, dashboard, dashparts, user options, reset password, username, global toolbar, navigation, startup, tip of the day, set color, unsubscribe, hide dashpart, unused dashpart] | ||
| Costpoint Billing Series: Procedures - Invoice Ceilings v8.2 - Video | Learn about the various types of ceilings and explain at what level of the project they can exist, discuss the Total Ceilings screen and explain the meaning of BARN codes and their uses, which types of codes are traditionally implemented on the Funding and Value sides, and the appearance of numeric values in this screen.
Topics covered: Ceilings for Billing Overrides for Billing Manage Project Total Ceiling |
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| Specpoint Track Changes - Learning Video | This learning video demonstrates how to use the Track Changes feature to enable project teams to review decisions and collaborate in real-time in Specpoint.
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| WorkBook Agency Solutions Coffee Break Series: 3 WorkBook Tips You Should Know - Learning Video | Learn about various WorkBook tips and how it can make your WorkBook system more efficient.
Topics covered
- Introduction - 57s |
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| Ajera Add-on CRM Series: Vantagepoint Connect for End Users with Gmail - Learning Video | Duration: 17m 13s Learn how to use Vantagepoint Connect with Gmail to track and record customer communications. Topics include: Features - 50s Contextual Pane - 1m 58s Create Contacts - 2m 20s Create Firms - 1m 5s Create Activity - 1m 32s Display Records Associated with an Email - 23s Contextual Pane Search - 2m Sync Contacts - 1m 55s Create Activity from Contact Email - 1m 8s Sync Calendar - 2m 6s |
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| Acumen Fuse Boot Camp Series: Quick Start - Learning Video | Duration: 26 mins Learn about the first steps into Deltek Acumen Fuse, including loading and analyzing project data, and reporting results. Topics covered: Introduction and In this Learning Video - 43s Deltek Acumen Overview - 1m 13s Introduction to Acumen - 5m 29s Performing a Basic Diagnostic - 1m 9s Excluding Missing Logic Activities - 3m 51s Examining the Metrics - 7m 4s Scoring Options - 3m 22s Reporting the Results of Your Analysis - 2m 8s Acumen Boot Camp Series - 35 s Summary and Conclusion - 1m 30s |
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| Costpoint 8.1 - Learning Portal | This portal is intended to help manage your Costpoint environment whether you are converting from Costpoint 7.1.1 or Costpoint 8.0. It provides links to technical documentation and other resources specific to upgrading, with a special focus on our on-premise customers. Topics covered: New Features introduced in Costpoint 8.1 Helpful Materials Frequently Asked Questions Release Notes Contact Information | ||
| Deltek Vantagepoint Dashboards Series: Building Dashparts - Video | This learning video covers creating Dashparts using the Dashpart Designer and the different ways you can customize these Dashparts. Topics Covered: Dashboard Designer Overview Create Dashparts Row Formatting Calculated Fields Columns Presentation Currency |
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| Deltek Vantagepoint Dashboards Series: Building Dashparts - Video | This learning video covers creating Dashparts using the Dashpart Designer and the different ways you can customize these Dashparts. Topics Covered: Dashboard Designer Overview Create Dashparts Row Formatting Calculated Fields Columns Presentation Currency |
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| PM Compass System Administration Series: Reports - Learning Video | Learn about Report Administration features and its tabs, the different Report Categories, how to schedule the Data Mining process, and how to review the Data Mining Summary Report. Topics covered: |
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| Cobra Project Setup Series: Rates and Resources - Self-Paced Learning | Duration: 1h 44m 3s Learn about the purpose of Cobra rates and resources and the process of creating a Cobra Rate file. Topics covered: Introduction to this course - 4m 36s Understanding Cobra Rates - 1m 51s Creating a Cobra Rate File - 45m 4s Understanding Cobra Resources - 12m 17s Creating a Cobra Resource File - 38m 58s Summary and Conclusion - 1m 17s |
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| PIM Actions - Functional Reference Guide | Duration: 30m Read Learn about the Actions feature within Deltek PIM. Topics covered: What are Actions Actions tab on Entity Records Actions Dashpart Actions for Documents |
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| Maconomy: Project Purchase Order - Functional Reference Guide | Duration: 25m Read Learn how to create Purchase Orders for project work that needs to be carried out by a 3rd party company within Deltek Maconomy. Topics covered: Create Project Purchase Order Create Purchase Order Accrual Reverse Purchase Order Accrual Create Purchase Order Accrual Plan |
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| Open Plan Project Setup Series: Project Setup and Management - Recorded Session | In this 1-hour course, you will learn to create a project, to use the tool to manage deliverables, resources, dates, and the relationships between data sets. This course is part of the Project Setup Series. [Keywords and Related Searches - training videos, project management, barcharts view, spreadsheet view, project views, date scale, reporting calendar, network view, global edit expression] |
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| Costpoint Billing Series: Procedures - Manual Bills v8.2 - Video | Learn about the appropriate way to use the Manage Manual Bills screen to record an invoice, what billing formulas to use and the processing steps for entering and posting a Manual Bill.
Topics covered: Uses and Processing Steps for Manual Bills Entering Billing information Posting a Manual Bil |
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| Specpoint Style Guides - Learning Video | This learning video teaches how to create and customize Style Guides for formatting documents in Specpoint and demonstrates how to use saved Style Guide templates across all Projects. Course Objectives- Demonstrate how to create, copy, customize, and delete reusable Style Guide template - Demonstrate how to activate saved Style Guide templates in your projects - Apply the information discussed in the learning video to utilize Style Guides and create templates |
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| Acumen Fuse Boot Camp Series: Analysis and Metrics - Learning Video | Duration: 38 mins Learn about the S2 // Diagnostics tab in Acumen Fuse. Topics covered: Introduction and In this Learning Video - 1m 13s Recap - 49s Snapshots and Scenarios - 3m 20s Exploring the Diagnostics View - 5m 43s The Phase Analyzer - 5m 47s Grouping and Sorting Overview - 2m 1s Grouping by Resources - 3m 39s Trend Analysis - 4m 16s Intersection Analyzer - 1m 56s Modifying Metrics - 3m 59s Sharing Modified Metrics - 2m 26s Acumen Boot Camp Series - 41s Summary and Conclusion - 1m 59s |
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| Deltek Vantagepoint Dashboards Series: Vantagepoint Intelligence Introduction - Learning Video | This learning video gives a quick overview of the native dashboards and emphasizes the use of Vantagepoint Intelligence as an advanced analytic solution. See how these tools can deliver meaningful measured data to drive effective decision-making. Topics Covered: Introduction to Vantagepoint data and analytics Native Dashboards overview and demonstration Vantagepoint Intelligence Cube Data and Components Overview Using the Desktop Tool Using Vantagepoint SQL data |
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| WorkBook Time, Expense, and Absence Series: Expense Entry - Learning Video | Learn all about WorkBook expense entry, expense approval status flows, and how certain system variables affect your expense entries. Topics covered: -Expense Entry - 3 min -Delete an Expense Entry - 45 secs -Copy an Expense Entry - 49 secs -System Variables - 25 secs |
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| PM Compass System Administration Series: System Settings - Learning Video | Learn about the PM Compass System Settings, its tabs and their functions. Topics covered: |
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| PIM Finance Series: Invoice Approvals - Infographic | You can use this guide to learn how to configure Invoice Approvals within your Deltek PIM System from creating the approval route, stage and team to applying the approval routes. [Keywords and Related Searches - print out, cheat sheet, quick reference, admin, project accounting, finance, timesheet, invoicing, credit, project, accounting, pa] |
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| Cobra Project Setup Series: Creating a Project - Learning Video | Duration: 31m 21s Learn about the importance of creating ancillary files, and the process of creating a project with Control Accounts and Work Packages and configuring project properties. Topics covered:
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| Welcome to Costpoint 8 - Clickguide | Duration: 60 min read Learn about Costpoint 8’s new enhanced features and how they relate to Costpoint 7. It covers updates to all domains: Accounting, Contracts, Projects, Planning, People/Regulatory, Materials, Time & Expense, Reports & Analytics, and Admin. Topics covered: Accounting Contracts Projects Planning People/Regulatory Materials Time & Expense Reports & Analytics Administration | ||
| Maconomy: Accounts Receivable - Functional Reference Guide | Duration: 40m Read Learn about the Accounts Receivable module and features within Deltek Maconomy. Topics covered: Customer Creation Company Specific Customer Customer Reconciliation AR Lookups Write-Off Bad Debt |
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| Open Plan Project Setup Series: Assigning Resources in Open Plan - Recorded Session | Duration: 50m Learn about the process and principles of assigning resources to activities in Open Plan Professional. Topics covered: Introduction and Objectives Open Plan Resources Overview Assigning Resources Effort Driven Assignment Recap |
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| Costpoint Billing Series: Procedures - Milestone Billing v8.2 - Video | Learn about why it is such a dynamic invoice format, speak to its benefits in general and demonstrate the basic processing steps for this type of invoice, from creating a Milestone Percent Complete invoice through posting it.
Topics covered: Uses of the Milestone Percent Complete bills Processing steps for creating a Milestone Percent Complete invoice |
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| Deltek Vantagepoint Dashboards Series: Analyzing and Visualizing Data with Vantagepoint Intelligence - Learning Video | This learning video shows you how to create visualizations and analyze data with Vantagepoint Intelligence, including 5 specific scenarios that you can follow to make your own sample visualizations using the tool. This course also includes downloadable material to help you understand component names, terminology used within the tool, as well as installation help. Topics Covered:
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| Specpoint Headers and Footers - Learning Video | This learning video teaches how to create and customize Header & Footer templates for formatting documents in Specpoint and demonstrates how to use saved Header & Footer templates across all Projects. Course Objectives- Demonstrate how to create, copy, customize, and delete reusable header & footer templates - Demonstrate how to activate the saved Header and Footer templates in your projects - Apply the information discussed in the learning video to utilize headers and footers and create templates
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| Ajera Add-on CRM Series: Create SF330 Proposals - Learning Video | Duration: 11m04s How to link one or more SF330 Proposals to a Project in the Projects Hub. Topics covered: Proposal Log - 3m51s Merge File Overview & Benefits - 6m7s |
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| Acumen Fuse Boot Camp Series: Logic and Logic Trace - Learning Video | Duration: 40 mins Learn about the Logic features in Acumen Fuse and how it guides you to build a good quality schedule. Topics covered: Introduction and In this Learning Video - 58s Overview - 1m 9s Logic Analysis - 4m 48s S2 // Logic Tab Overview - 41s Using the S2 // Logic Tab - 3m 52s Understanding the Redundancy Index - 4m 9s Understanding Logic Checks - 5m 22s Analyzing for Logic Sensitivity - 4m 16s Logic Trace Overview - 1m 6s Logic Trace in S2 // Logic - 1m 36s Logic Trace Options - 6m 4s Logic Trace in S2 // Diagnostics - 3m 9s Acumen Boot Camp Series - 14s Summary and Conclusion - 1m 50s |
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| WorkBook Time, Expense, and Absence Series: Absence Entry - Learning Video | Learn all about WorkBook absence entry, holiday status, and weekly schedule in this learning video. Topics covered: -Absence Entry - 3 min -Holiday Status - 20 secs -Weekly Schedule -15 secs |
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| PM Compass System Administration Series: Search - Learning Video | Learn about the Search function, how to use the different search types, and how to create a saved search. Topics covered: |
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| Talent Management Online Help | Talent Management Online Help provides help for all features across the application. This service can also be found and launched from the help link within the Talent product interface, and it provides you with comprehensive online help for all functionality across all areas of the product. It includes a built in search, plus a section on how to get the most out of using Online Help. You'll also be able to access the latest Release Notes whenever the product is upgraded to a newer version. |
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| Open Plan Project Setup Series: Codes, Calendars and Resources - Learning Video | Duration: 32m Learn about creating and populating Open Plan Code files, how Calendars define work periods, the process to create and modify Calendars, and to create and load data into an Open Plan Resource file. Topics covered: Introduction - 45s Creating Code Files - 8m05s Creating Calendars - 7m35s Creating Resource Files - 8m57s Resource Files Spreadsheet View - 2m31s Skills - 1m43s Customize Spreadsheet View Columns - 1m05s Summary and conclusion - 58s |
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| Maconomy: General Ledger - Functional Reference Guide | Duration: 30m Read Learn how to create and post journal entries as well as other features and functionality within the General Ledger module within Deltek Maconomy. Topics covered: Journals Currency Revaluation |
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| wInsight Analytics Certification Exam | Duration: 1h 30m The Deltek wInsight Analytics Certification validates skills within the wInsight Analytics product suite. Successful completion of the Certification exam is required to receive the Professional Certification. A candidate who passes the Deltek wInsight Analytics Certification exam has demonstrated proficiency within multiple areas of Deltek wInsight Analytics. To receive Deltek wInsight Analytics Certification, you must pass the knowledge based exam. |
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| Costpoint 8.0 - Learning Portal | This portal will support your transition to Costpoint 8, starting 60 days prior to your upgrade, prepping you for Go Live and beyond. We have a variety of training types for you to dive into, from Clickguides that will teach the fundamentals, to Learning Videos and Self-Paced Learning that dig deeper into the features, and Infographics that are used to reinforce the core while doing your daily tasks. Keep checking back regularly, we're adding new content all the time. Topics covered: New Features introduced in Costpoint 8 Helpful Materials Frequently Asked Questions Release Notes | ||
| Cobra Project Setup Series: Progress Techniques - Learning Video | Duration: 28m 54s Learn about the types of Progress Techniques and the process of selecting the best Progress Technique for a Work Package. Topics covered: Introduction - 2m 15s What are Progress Techniques? - 5m 54s Selecting the Best Progress Technique - 5m 43s Assigning a Progress Technique - 9m 1s Mapping Progress Techniques in a Schedule - 4m 48s Summary and Conclusion - 1m 9s |
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| Vision for Project Manager Series: User Options and Fundamentals - Recorded Session | In this 1.5-hour course, you will learn to setup User Options tabs and functions, efficiently locate important information using Lookups and List View and create custom fields and dropdown values for tracking data, security settings needed to gain access to the information needed and alerts that can be configured to help keep you informed about the status. This course is part of the Project Manager Series. [Keywords and Related Searches - training videos, toolbar, display settings, dialog, change password, options, searching, quick find, standard search, advanced, operators, cross info center, multiple records, detail view, columns, filter, grouping, saving searches, organize save options, user defined, code tables, AR Aging, opportunity, resource planning, timesheet, approvals, due, role, general tab, record access, accounting, planning, access rights, iAccess, default printer, pop up reminders, lookups] |
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| Costpoint Contract Management Series: GovWin IQ Integration Overview v8.2 - eLearning | This guide will walk you through the process and steps on how to import opportunity and vendor records from GovWin IQ into Costpoint. Topics covered:
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| Specpoint Project-Level Import | This learning video demonstrates how to upload files for import and how files are processed in the Specpoint workspace.
Course Objectives
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| Acumen Fuse Boot Camp Series: Forensics - Learning Video | Duration: 31 mins Learn about the Forensic features in Acumen Fuse and how it guides you to save time and effort when comparing project snapshots. Topics covered: Introduction and In this Learning Video - 1m 47s Forensic Analysis in Acumen Overview - 1m 15s Performing Forensic Checks - 8m 54s The General Tool Group - 54s The Inputs Tool Group - 3m 6s The Outputs Tool Group - 3m 8s Creating a New Analysis - 1m 27s Exploring the Fields Tab - 4m 27s Acumen Options for Forensics - 1m 38s Publishing the Forensic Analysis - 1m 8s Acumen Boot Camp Series - 13s Summary and Conclusion - 2m 40s |
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| WorkBook Time, Expense, and Absence Series: Time Entry - Learning Video | Learn all about WorkBook time entry, task details, task cards, Weekly and Daily views, and add entry shortcuts. Topics covered: -Add Job to Time Entry, Weekly, and Daily Views - 1 min -Pin a job, switch between weeks, and other options - 40 secs -Submit for approval, Task Details, and Task Card - 35 secs -Add Entry Shortcut - 37 secs |
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| Open Plan Project Setup Series: Charts and Views - Learning Video | Duration: 44m Learn about the different View types in Open Plan, how to modify Barchart and Spreadsheet views, how to edit data scales, how to create and use a reporting calendar. Topics covered: Introduction - 57s The Views Library - 6m24s Barchart and Spreadsheet Views - 6m12s Spreadsheet Views Features - 5m01s Conditional Formatting - 12m24s Network Views - 11m47s Summary and Conclusion - 1m11s |
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| Deltek Vantagepoint Dashboards Series: Dashboard - Infographic | Duration: 8m Read This guide gives you quick reference information about Dashboards. Topics Covered: Managing Your Dashboard Dashpart Library Project Dashboard Columns |
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| Deltek Vantagepoint Dashboards Series: Dashboard - Infographic | Duration: 8m Read This guide gives you quick reference information about Dashboards. Topics Covered: Managing Your Dashboard Dashpart Library Project Dashboard Columns |
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| Costpoint 7.1.1. Series: Support Material - Portal | In this portal you will find a robust collection of assets designed to assist you in your Costpoint journey. These Videos, click-thrus and Quick Reference Cards cover everything from release notes to navigation to basic set ups. Topics covered: Release Notes Navigation Benefits Enrollment Contract Management Overview |
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| Cobra Project Setup Series: Assigning Resources - Learning Video | Duration: 17m Learn about the process of assigning resources in Cobra, displaying resource and costs, and assigning resources to Control Account and Work Packages. Topics covered: Introduction - 56s Understanding Resources and Costs - 1m 39s Displaying Resources and Costs - 3m 51s Assigning Resources and Costs - 9m 6s Summary and Conclusion - 1m 23s |
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| Maconomy: Banking - Functional Reference Guide | Duration: 25m Read Learn how to reconcile your bank statements and create payments to your vendors within Deltek Maconomy. Topics covered: Banking Payments Banking Reconciliation Banking Lookup |
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| Costpoint Materials Management Series: Blanket Purchase Order and Purchase Order Vouchers v8.2 - Video | This learning video will walk you through entering Blanket Purchase Orders and information on Purchase Order Vouchers available in the Costpoint Materials domain. Topics covered:
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| Deltek Vantagepoint User Fundamentals Series: Screen Designer - Video | This learning video explains how to use Screen Designer to create and manage custom hubs, tabs, fields, and grids. Topics Covered:
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| Deltek Vantagepoint User Fundamentals Series: Screen Designer - Video | This learning video explains how to use Screen Designer to create and manage custom hubs, tabs, fields, and grids. Topics Covered:
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| Acumen Fuse Boot Camp Series: Reporting - Learning Video | Duration: 27 mins Learn about the Reporting features in Acumen Fuse and how it allows you to customize reports based on information or analysis needs. Topics covered: Introduction and In this Learning Video - 1m 13s The Executive Briefing Report Overview - 41s Running the Executive Report - 3m 22s Changing the Executive Briefing - 2m 54s Fuse Metric and Analysis Reports Overview - 34s Spreadsheet Analysis - 6m 43s Copying to Clipboard - 2m 12s Dashboards Overview - 1m 24s Exploring the Dashboard - 3m 49s Acumen Custom Reporting - 1m 23s Acumen Boot Camp Series - 27s Summary and Conclusion - 1m 39s |
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| Costpoint Time Series: Desktop User Training - Self-Paced Learning | Duration: 1 hr Learn about Time 10 processes such as navigating the interface, querying records, adding a new line, accessing tabs and subtasks, and switching between table view and form view. Topics covered: Timesheet Navigation - 4m01s Timesheet Entry - 6m10s Additional Timesheet Functions -3m18s Leave Request - 4m20s Correcting a Processed Timesheet - 4m18s Configuring End User Timesheet Application - 1m40s Administration Tab - 8 min read Time Tab - 12 min read |
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| WorkBook Time and Expense - Functional Reference Guide | Duration: 10m read This starter guides gives an overview of the Time and Expense module Topics covered: Timesheet Using Tasks to add time Expense entry and status Expenses in mobile app Mileage entry Personal information Absence status |
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| Specification Solutions MasterSpec Reporting and Metrics Dashboard - Functional Reference Guide | This guide gives an overview of the reporting and metrics dashboard in MasterSpec Topics covered:
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| Cobra Project Setup Series: Integrating Project Data - Learning Video | Duration: 33m 59s Learn about the different options to integrate files, schedule preparation and file configuration, and the process of integrating a spreadsheet file into Cobra. Topics covered: Introduction - 1m 38s Recommended Learning Videos - 1m 37s Options for Loading Schedule Data - 4m 1s Methods of Integrating Spreadsheet Files - 1m 44s Project File Integration: Two File Method - 13m 2s Project File Integration: Single File Method - 10m 9s Summary and Conclusion - 1m 42s |
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| Maconomy: Credit Control - Functional Reference Guide | Duration: 20m Read Learn about the Credit Control module and features within Deltek Maconomy. Topics covered: Customer Information Cash Collection Workflow Credit Control Set Up |
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| Open Plan Project Lifecycle Management Series: Resource and Cost Management - Recorded Session | In this 0.5-hour course, you will learn to use a hierarchical resource file, import and interpret resource data, to better distribute and schedule resources per project based on skills, and for better tracking on how many-hours per project the resource. This course is part of the Project Lifecycle Management Series. [Keywords and Related Searches - training videos, resource management, cost management, hierarchical resource file, resource assignments, resource details, resources, roll-up scheduling, resource allocation, define skills] |
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| Vision Security Series: Overview and Roles - Recorded Session | In this 1.5-hour course, you will learn to configure the security options and workflow, the key security terms and the tabs and functions in Roles. This course is part of the Security Series. [Keywords and Related Searches - training videos, user access, process, change password, configuration, setup checklist, toolbar, form, tab, record access, record level view, accounting, period, cost rates, planning, access rights, iAccess, documentation management, system administrator, integrated, windows, ADMIN, policies, closed period, prior period, restrict access] |
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| Ajera Add-on CRM Series: SF330 Proposal Log and Merge - Learning Video | Duration: 45 minutes This Learning Video is designed to provide an introduction to the main areas of the Project Command Center as well as the Customize Options available and their uses during the Project Lifecycle. This course comes with a downloadable Activity Guide, and short quiz. You can request access to the Deltek Learning Lab to replicate the activities in the Activity Guide and maximize your learning. Topics Include: Identifying the main areas of the Project Command Center and their uses Understanding the general setup and workflow for using the available Customize Options. |
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| Costpoint Time and Expense Series: Entering Timesheets - Learning Video | Duration: 20 min Learn more about the features within the Time & Expense domain. This learning video will walk you through the basics of entering details in your timesheets. Topics covered: Time and Expense overview - 1m 33s Time subtasks - 3m 6s Entering timesheet - 10m 58s Important features - 2m 15s |
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| WorkBook Reports Series: Essential Reports - Infographic | Duration: 15 min read Learn about the most popular reports in WorkBook and how each one is accessed and configured. Topics covered: |
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| PIM Document Management Series: How to Check in a Document to the DMS using Smart View - Infographic | This covers the most effective route to finding published documents quickly and easily in the Document Management System using Smart View. This is part of the PIM Document Management Series. Prerequisite: PIM Fundamentals (v2016) or (v2017). [Keywords and Related Topics: print out, cheat sheet, quick reference, 2016, 2017, union square, usq, workspace, dms, working files, information zone, how to find documents in the dms, search documents, filter by text searching] |
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| Cobra Project Setup Series: Planning and Budgeting Part 1 - Self-Paced Learning | Duration: 1h 12m 35s Learn about creating a project, adding Control Accounts and Work Packages, backing up and restoring a project and project data. Topics covered: Introduction to this course - 4m 35s Creating a Project - 38m 43s Backing Up and Restoring a Project - 2m 13s Understanding Progress Techniques - 9m 51s Assigning and Mapping Progress Techniques - 16m 4s Summary and Conclusion - 1m 9s |
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| Maconomy: Fixed Assets - Functional Reference Guide | Duration: 1h Read Learn how to manage your assets within Deltek Maconomy. Topics covered: Create Asset without Invoice Create Asset from an Invoice or Purchase Order Asset Adjustment Asset Relocation Asset Depreciation Asset Disposal Asset Lookups |
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| Open Plan Project Lifecycle Management Series: Advanced Resource Management - Recorded Session | Duration: 50m Learn about using Open Plan tools to look at in depth methods to investigate whether or not resource assignments exceed availability of resources, and what can be done. Topics covered: Introduction to Resource Management Histogram Preferences options and resources Interpreting a Histogram The Limited Resource Scheduling Advanced Resource Techniques Time versus Resource-Limited Resource Scheduling Splitting an Activity Stretch an Activity Guidance on Stretching Reprofile an Activity Guidance on Reprofiling Set the Resource to Immediate Conclusions |
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| Acumen Fuse Schedule Acceleration and Recovery Series: Scenario Creation - Recorded Session | In this 1.5-hour course, you will learn the characteristics of a scenario vs. an imported file, what can be cleansed in a schedule, to create a cleansed scenario, and to export scenarios to different platforms. This course is part of the Fuse Schedule Acceleration and Recovery Series. |
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| Costpoint Time and Expense Series: Correcting a Timesheet - Learning Video | Duration: 11 min Learn more about the features within the Time and Expense domain. This learning video will walk you through how to correct timesheets using Costpoint Time. Topics covered: Correction examples - 1m Correct an Open and Unsigned Timesheets - 4m 58s Correct a Signed and Processed Timesheets - 2m 41s |
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| WorkBook Reports Series: Report Layouts and Watermarks - Infographic | Duration: 10m read An infographic for WorkBook administrators which explains how to upload and manage the PDF outputs for invoices, purchase orders and price quotes. Topics covered: -Watermarks -Report Layouts [Keywords and Related Searches - reports, layout, watermarks, priority, rules, dimensions, watermark, invoice] |
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| PIM Document Management Series: How to Check out a Document to the DMS using Smart View - Infographic | Use this guide as a reminder on how to check out a document from the Document Management System using Smart View, recognize when a Document has been checked out, and by who. Prerequisite: PIM Document Management (v2017). [Keywords and Related Searches - print out, cheat sheet, quick reference, union square, usq, workspace, 2017, dms, edit a document] |
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| Cobra Project Setup Series: Planning and Budgeting Part 2 - Self-Paced Learning | Duration: 1h 5m 28s Learn about resources and costs and the process of assigning resources at the Work Package and Control Account levels. Topics covered: Introduction to this course - 4m 44s Defining Resources and Costs - 5m 21s Assigning Resources - 10m 54s Loading Schedule Data - 6m 29s Integrating Project Data - 37m Summary and Conclusion - 1m |
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| Deltek Vantagepoint User Fundamentals Series: Screen Designer and User Defined Hubs - Infographic | Duration: 8m read An overview of the Screen Designer functionality including how to access it and an explanation of Standard tabs vs. User Defined tabs. |
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| Deltek Vantagepoint User Fundamentals Series: Screen Designer and User Defined Hubs - Infographic | Duration: 8m read An overview of the Screen Designer functionality including how to access it and an explanation of Standard tabs vs. User Defined tabs. |
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| Maconomy: Customer Relationship Management - Functional Reference Guide | Duration: 40m Read Learn about the CRM aspects of Deltek Maconomy such as setting up contact persons and companies, creating new opportunities with sales estimates and budgets and how to create events and event flows, to help you manage your leads. Topics covered: Create Contact Company Create Contact Person Create Event Create Opportunity Convert Opportunity into a Project Convert Contact into Customer |
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| Acumen Fuse Schedule Acceleration and Recovery Series: Schedule Acceleration and Recovery - Recorded Session | In this 2-hour course, you will learn to create a Customized Acceleration Script, compare the Scenarios in Diagnostics and Forensics, to Accelerate and Decelerate a Schedule, and the use of the Schedule Realism Advisor. |
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| Open Plan Project Lifecycle Management Series: Creating and Managing Baselines - Recorded Session | Duration: 36m Learn about baselines and the process to create and select single or multiple baselines. Topics covered: Introduction What is a Baseline? Open Plan Baselines When to Take a Baseline Why do I need a Baseline? Creating a Baseline The Baseline Dialog Box Performance Measurement Baseline (PMB) When to Create a PMB Summary |
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| Vision Security Series: Users, Passwords Policies, and Other Concepts - Recorded Session | In this 1-hour course, you will learn the security implications of Screen Designer and the configuration of Users, Password Policies, Windows Integrated Security, Reports and Audit Trails. This course is part of the Security Series. [Keywords and Related Searches - training videos, properties, access rights, iAccess, login process, list view, methods, generate, copy current, ADMIN, administrator, user profile, requirements, maintenance, rules, expire, expiration, diable, audit trail] |
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| Costpoint Time and Expense Series: Utilizing Favorites - Learning Video | Duration: 7 min Learn more about the features within the Time & Expense domain. This learning video will walk you through how to utilize your favorited items commonly used in Costpoint Time. Topics covered: Add Line to Favorites - 1m 34s Charge Favorites - 3m 52s |
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| WorkBook Reports Series: List of Reports - Infographic | Duration: 1 hour read An infographic containing an extensive list of various reports in WorkBook with their corresponding report number, path, and short description. Topics covered: -Finance and Administration -Jobs -CRM -Resources -Scheduling -Inbox -Time and Expense |
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| Deltek Vantagepoint User Fundamentals Series: Reporting Basics - Video | This course focuses on creating and scheduling the different available types of reports in the Deltek Vantagepoint application, and is intended as an introduction to the reporting functionality.
Topics Covered: Reporting Overview Reports Tab Favorite Reports Running and Emailing Reports Archiving Reports Scheduled Tab |
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| PIM Document Management Series: How to Search for Documents in the DMS using Smart View - Infographic | Use this guide as a reminder on how to check in individual documents to the Document Management System using Smart View. Prerequisite: PIM Document Management (v2017). [Keywords and Related Searches - print out, cheat sheet, quick reference, union square, usq, 2017, dms, working files, publish, save, upload a document] |
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| Cobra Project Setup Series: Integration with Microsoft Project - Learning Video | Duration: 19m 55s Learn about the process of mapping and preparing the schedule for Microsoft Project Integration, and integrating the prepared Microsoft Project files into Cobra. Topics covered: Introduction - 59s Microsoft Project Integration Introduction - 35s Microsoft Project Schedule Mapping and Preparation - 9m 35s Performing a Microsoft Project Integration - 7m 16s Summary and Conclusion - 1m 25s |
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| Acumen Fuse Certification Exam | Duration: 1h 30m The Deltek Acumen Fuse Certification validates skills within the Acumen Fuse product suite. Successful completion of the Certification exam is required to receive the Professional Certification. A candidate who passes the Deltek Acumen Fuse Certification exam has demonstrated proficiency within multiple areas of Deltek Acumen Fuse. To receive Deltek Acumen Fuse Certification, you must pass the knowledge based exam. |
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| Maconomy: Human Resources - Functional Reference Guide | Duration: 40m Read Learn about the HR module including creating new company employees and manage various aspects of their profiles, managing absence periods and allowances for employees within Deltek Maconomy. Topics covered: Create Employee Create Employee Vendor Create User Deactivate Users and Employees Absences |
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| Vision User Fundamentals Series: Dashboard - Self-Paced Learning | Duration: 15m Learn how to manage your Dashboard, create Dashparts and customize your Dashboards and Dashparts in Deltek Vision. Topics covered: Introduction - 45s Dashboard Fundamentals - 4m 25s Dashparts - 7m 15s Summary and Conclusion - 35s | ||
| Open Plan Project Lifecycle Management Series: Progressing and Reporting - Recorded Session | Duration: 40m Learn about identifying and analyzing the progress of activities and projects, to identify solutions for project delays, and calculate actual costs and earned value of projects. Topics covered: Introduction Progressing Activities Activity Progress Activity Tab Addressing Out-of-Sequence Conditions Using the Activity Progress Resources Tab Summary |
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| Costpoint Time and Expense Series: Utilizing Work Schedule to Request and Manage Leave - Learning Video | Duration: 13min This learning video will walk you through how to access and utilize the work schedule within Time and Expense to request and view leave. Topics covered: Work Schedule/Leave Information - 3m 21s Work Schedule/Leave Subtasks - 4m 6s Employee Work Schedule Dates - 1m 56s Deleting Leave Requests - 1m 23s |
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| WorkBook Reports Series: Configure Groups Used in Finance Reports - Learning Video | Duration: 4 min Learn how to setup and configure Finance Account Groups and Reports. Topics covered: Finance Reports - 50s Setup Finance Account Groups - 2m50s |
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| Deltek Vantagepoint User Fundamentals Series: Lookups and Searches - Video | Learn about the various functions of the Search and Lookups features, and how to apply this knowledge will enable you to carry out both simple and detailed searches for records throughout many different areas the Vantagepoint application. Topics Covered:
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| Deltek Vantagepoint User Fundamentals Series: Lookups and Searches - Video | Learn about the various functions of the Search and Lookups features, and how to apply this knowledge will enable you to carry out both simple and detailed searches for records throughout many different areas the Vantagepoint application. Topics Covered:
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| PIM Security and Administration - Quick Reference Guide | Duration: 11m read Learn to utilize the Security and Administration features and functions within PIM. Topics covered: Creating a PIM User - 2m read Creating a Test User - 2m read Supersede & Reinstate a Contact - 2m read Merge and Delete Contact Records - 2m read Merge and Delete Organization Records - 2m read Configure Third Party Access - 1m read |
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| Vision User Fundamentals Series: User Defined Components - Learning Video | In this 27-minute course, you will learn how to create User Defined Components in Deltek Vision including User Defined Tabs, Fields, Grids and Info Centers, the risks and benefits of creating custom components, and how to create and maintain the security requirements. [Keywords and Related Searches - training videos, online video, UDC, list of values, limit entry to values list, screen designer, training requests, security configuration, reports] | ||
| Cobra Project Setup Series: Integration with Open Plan - Learning Video | Duration: 18m 22s Learn about the process of mapping and preparing the schedule for Open Plan Integration, and integrating the prepared Open Plan files into Cobra. Topics covered: Introduction - 54s Open Plan Integration Introduction - 34 secs Open Plan Schedule Mapping and Preparation - 8m 40s Performing an Open Plan Integration - 6m 47s Summary and Conclusion - 1m 24s |
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| Open Plan Project Lifecycle Management Series: Understanding and Using Subprojects - Recorded Session | Duration: 32m Learn about the purpose of subprojects in a schedule, the types of subprojects supported by Open Plan, and the process to create and use them to help manage projects. Topics covered: Introduction Concepts of Subprojects Creating Subprojects Creating External Subprojects Summary |
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| Costpoint Tips and Tricks Series: Useful Utilities and Tools - Learning Video | Duration: 1hr
This learning video provides information on various utilities, reports, and processes that already reside in Costpoint that you may find useful.
Topics covered: Payroll - 16m Labor - 5m General Ledger - 12m Cost Pools - 5m Projects - 9m Billing - 1m 30s |
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| Ajera Series: Importing Credit Card Entries in Ajera - Learning Video | This Learning Video describes the setup, workflow and processes involved in the importing of Credit Card entries into Ajera. Topics Include: The setup involved for importing Credit Card transactions in Ajera The general workflow for importing Credit Card transactions The basic troubleshooting process for error results when importing Credit Card transactions |
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| WorkBook Reports Series: Create Your Own Job Reports - Learning Video | Duration: 8 min Learn the best practices to efficiently produce a WorkBook report. Topics covered: Basics of Reporting - 19s Jobs List View - 42s Modifying Grid View - 1min13s Expenditure Overview Cost Prices - 44s Export Grid Data - 38s Reports Quick Menu Option - 1min28s Create Your Own Job Report - 2min34s |
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| PIM Document Management - Quick Reference Guide | Duration: 12m read Learn to utilize the Document Management System features and functions within PIM. The Document Management System may also be known as the Information Zone within your PIM System. Topics covered: How to Search for Documents in the DMS - 3m read How to Search for Documents in the DMS using Smart View - 3m read How to Search for Emails in the DMS - 1m read How to Check out a Document from the DMS - 1m read How to Check out a Document from the DMS using Smart View - 1m read How to Check in a Document to the DMS - 1m read How to Check in a Document to the DMS using Smart View - 1m read How to Use the Bulk Edit Features in the DMS - 1m read |
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| Costpoint Time Series: Mobile Time User Training - Learning Video | Duration: 21 min Learn about how users can access Costpoint Time from a mobile device and demonstrations on basic time processes. Topics covered: Login and Timesheet - 4m43s Adding a Timesheet Charge Line and Project - 7m37s Mobile Timesheet Features - 2m44s Menu Timesheet Options - 6m37 |
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| Deltek Maconomy - Support Documentation Portal | Duration: 4h Read This portal provides links to the most current print and online help documentation to support your needs. Topics covered: DFME User Guide - 1h Read iAccess Help - 1h Read Maconomy Online Help - 1h Read Maconomy Documentation Suite - 1h Read |
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| Deltek Maconomy - Support Documentation Portal | Duration: 4h Read This portal provides links to the most current print and online help documentation to support your needs. Topics covered: DFME User Guide - 1h Read iAccess Help - 1h Read Maconomy Online Help - 1h Read Maconomy Documentation Suite - 1h Read |
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| Cobra Project Setup Series: Integration with Primavera P6 - Learning Video | Duration: 16m 35s Learn about the process of mapping and preparing the schedule for Primavera P6 Integration, and integrating the prepared Primavera P6 files into Cobra. Topics covered: Introduction - 1m Primavera P6 Integration Introduction - 39 secs Primavera P6 Schedule Mapping and Preparation - 6m 15s Performing a Primavera P6 Integration - 7m 11s Summary and Conclusion - 1m 24s |
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| Open Plan Project Lifecycle Management Series: Risk Analysis - Recorded Session | Duration: 38m Learn about using Monte Carlo techniques to analyze optimistic and pessimistic duration, the guidelines for risk analysis, entering risk information into OpenPlan, and interpreting the risk analysis results. Topics covered: Introduction Risk Analysis Terminology Risk Identification & Assessment Risk Containment Quantitative Risk Analysis Methods Monte Carlo Simulation Risk Analysis Probability & Measures of Central Tendency Probability Distributions Combining Possibilities Risk Application Probability in Durations Risk Analysis Risk Reports |
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| Vision User Fundamentals Series: Reporting and User Defined Components - Self-Paced Learning | Duration: 32m Learn about the creation and use of User Defined Components in Deltek Vision. Topics covered: Introduction - 45s User Defined Components Tabs and Fields - 10m 25s Screen and Navigation Designers - 5m 25s Lookups, Searches and Report Selections - 8m 15s Reporting Overview and Actions - 5m 35s Summary and Conclusion - 45s |
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| Costpoint Time and Expense Series: Mobile Leave Request - Learning Video | Duration: 5 min This learning video provides information on how to record leave using Costpoint Mobile Time and Expense application. Topics covered: Leave Request Work Schedule |
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| Open Plan Reports Series: Exporting IPMDAR JSON Files - Learning Video | Duration: 14m 9s Learn about the IPMDAR DID and how to export its JSON files. Topics covered: Introduction and In this Learning Video - 49s IPMDAR DID Overview - 1m 8s Exporting the JSON Files - 11m 26s Summary and Conclusion - 46s |
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| WorkBook Reports Series: Reports and Profiles - Learning Video | Duration: 6 min Learn about various Report Profiles and Report Statistics. Topics covered: Report Profiles - 50s Accessing the Resource Card - 2m50s Report Profile - 3m33s Report Statistics - 53s |
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| PIM Getting Started - Quick Reference Guide | Duration: 8m read Learn to utilize the basics of PIM features and functions as well as some of the useful terminology. Topics covered: Fundamentals Jargon Buster - 1m read Document Management Jargon Buster - 1m read Common Dashparts - 3m read Activity Zone Search Tips - 3m read |
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| Cobra Project Setup Series: Baselines - Learning Video | Duration: 23m 11s Learn about the Cobra baseline process, the typical baseline setup process, the steps to good schedule quality and risk analysis for determining the realism and achievability of a project. Topics covered: Introduction - 39s Baseline Process Overview - 1m 21s Baseline Preparation - 2m 41s Creating a Cobra Baseline - 11m 56s The Audit Log - 4m 57s Summary and Conclusion - 1m 32s |
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| Deltek Vantagepoint Time Series: Timesheet Entries and Absence Requests for End Users - Video | Learn how to record, submit and print timesheets, using Deltek Vantagepoint.
Topics Covered: · Timesheet Screen · Search for Timsheets · Enter Project Information · Recording Time and Comments · Copy & Edit Timesheets · Recording Time Using the Calendar · Recording Time from Planned Assignments · Submit and Print Timesheets · Customize Options |
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| Deltek Vantagepoint Time Series: Timesheet Entries and Absence Requests for End Users - Video | Learn how to record, submit and print timesheets, using Deltek Vantagepoint.
Topics Covered: · Timesheet Screen · Search for Timsheets · Enter Project Information · Recording Time and Comments · Copy & Edit Timesheets · Recording Time Using the Calendar · Recording Time from Planned Assignments · Submit and Print Timesheets · Customize Options |
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| WorkBook Dashboards in WorkBook Series: WorkBook Intelligence - Learning Video | Duration: 4 min Learn all about the WorkBook Intelligence, an Analytical Intelligence Add-on Tool that takes your WorkBook data and summarizes it into useful views to help give insights into your business. Topics covered: -WorkBook Intelligence - 40s -Client Analysis Dashboard - 1min31s -Jobs through WorkBook Intelligence - 1min18s |
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| Costpoint Time v8.2 - Quick Reference Guide | Learn how to log in and enter your time in a basic timesheet for Costpoint. This also includes important steps and navigation for the Costpoint Mobile Time app. Topics covered:
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| PIM Document Lifecycle Manager - Quick Reference Guide | Duration: 10m read Learn to utilize the Document Lifecycle Manager (also referred to as DLM) features and functions as well as some of the useful terminology. Topics covered: Document Lifecycle Manager Jargon Buster - 1m read Use DLM Activity Zone Searches - 1m read Placeholder Creation Methods - 3m read Create a Register - 2m read View Full Register Report - 1m read View Historical Register of Issues - 2m read |
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| Deltek Vantagepoint Time Series: Timesheet Entries and Absence Requests for Supervisors - Learning Video | Duration: 19m57s Learn about features and functions contained within Timesheets, including additional actions that are specific to your role as a Supervisor. Topics covered: Create Timesheet and add details - 3m04s Timesheet Categories and Grid Settings -2m23s Methods for Recording Work Hours & Comments - 5m14s Using the Calendar - 2m03 Absence Requests - 38s Employee Card, Print and Submit Timesheets - 1m24s Floorcheck and Timesheet Approval - 2m 23s |
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| Deltek Vantagepoint Time Series: Timesheet Entries and Absence Requests for Supervisors - Learning Video | Duration: 19m57s Learn about features and functions contained within Timesheets, including additional actions that are specific to your role as a Supervisor. Topics covered: Create Timesheet and add details - 3m04s Timesheet Categories and Grid Settings -2m23s Methods for Recording Work Hours & Comments - 5m14s Using the Calendar - 2m03 Absence Requests - 38s Employee Card, Print and Submit Timesheets - 1m24s Floorcheck and Timesheet Approval - 2m 23s |
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| WorkBook Jobs Series: Jobs Cost/Analysis - Learning Video | Duration: 6 minutes
Learn all about the Jobs Costs or Analysis sub module within WorkBook.
Topics Covered: -Summary - 1min11secs -Hours - 52secs -Materials - 45secs -Purchases and Purchase Orders - 1min11secs -Adjustments - 46secs -Invoice Overview - 10secs -Financial Postings - 15secs -Open Entries - 13secs |
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| Deltek Ajera: Planning and Discovery - Support Material | This portal contains additional support material to help you prepare for your Planning and Discovery meeting. |
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| PIM Document Lifecycle Manager Administration - Quick Reference Guide | Duration: 6m read Learn to utilize the Document Lifecycle Manager (DLM and DCS) Security and Administration features and functions within PIM. Topics covered: DLM Management Settings - 3m read DLM Configuration Settings - 1m read DCS Configuration & Management Settings - 2m read |
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| Vision Standard Reporting Series: Overview and Authoring - Recorded Session | In this course, you will learn about the functions of the tabs and grid in the reporting menu applications, the procedure of creating and saving standard report options and advanced search record selections, and the steps in creating and saving favorite standard reports to system and web dashparts on the dashboard.
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| Costpoint Time Series: Create Scheduled Jobs for Daily Floor Check - Clickguide | Duration: 30 min read Learn about setup or modification of the Daily Floor Check. This shows the step-by-step process to create Scheduled Jobs including creation of a Job Parameter, Job Group, Job, Job Queue, Job Server, and Submitting a Job to the Queue. Topics covered: Create a Job Parameter Create a Job Group Create a Job Create a Job Queue Create a Job Server Submit a Job to the Queue |
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| WorkBook Jobs Series: Job Scheduling - Learning Video | Learn about creating a job schedule including adding milestones and dependencies. Topics covered: -Introduction - 9s -Topic Overview - 30s -View Schedule - 1min02s -Schedule Information and tabs - 1min45s -Update Schedule - 1min20s -Dependencies - 49s -Milestones - 20s -Output the Schedule - 30s -Option 1: Create Schedule from Quote - 1min09s -Option 2: Create from Blank - 1min20s -Option 3: Copy from Another Job - 44s -Option 4: Copy from a Template - 36s -Conclusion - 16s |
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| PIM Custom Form Builder - Quick Reference Guide | Duration: 5m read Learn to utilize the Custom Form Builder features and functions within PIM including useful terminology. Topics covered: Custom Form Builder Glossary - 2m read Customizing your Document Output Template - 2m read What Happens when your Forms are Deployed - 1m read |
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| Deltek Vantagepoint Time Series: Building Timesheet Approval Workflows - Learning Video | Duration: 20m27s Learn about the features and functions contained within the Timesheet Approval workflows and processes. Topics covered: Creating Timesheet Approval Workflows - 13m41s Assigning Workflows - 39s Approval Center and Approving Timesheets - 4m24s Reassigning and Delegating Approvals - 1m |
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| Deltek Vantagepoint Time Series: Building Timesheet Approval Workflows - Learning Video | Duration: 20m27s Learn about the features and functions contained within the Timesheet Approval workflows and processes. Topics covered: Creating Timesheet Approval Workflows - 13m41s Assigning Workflows - 39s Approval Center and Approving Timesheets - 4m24s Reassigning and Delegating Approvals - 1m |
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| Costpoint Time Series: Time Collection using Costpoint Time 9 - Clickguide | Duration: 30 min read Learn about Accessing Time and Expense, Navigating the Time Collection, how to enter time, as well as Submitting a timesheet and adding favorites. Topics covered: Accessing Time and Expense Navigating the Time Collection Entering Time Add Comments Submitting a timesheet Project Favorites |
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| Deltek Vantagepoint Time Series: Building Absence Request Workflow Setup- Learning Video | Learn about the management of absence requests, including how to submit a request and how to approve them, using the features and functions available in Deltek Vantagepoint. The course also takes you through how to build a multi-tiered workflow.
Topics Covered:
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| Deltek Vantagepoint Time Series: Building Absence Request Workflow Setup- Learning Video | Learn about the management of absence requests, including how to submit a request and how to approve them, using the features and functions available in Deltek Vantagepoint. The course also takes you through how to build a multi-tiered workflow.
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| WorkBook Job Finance Series: Price Quotes - Learning Video | Learn how to create and output price quotes in WorkBook. Topics covered: -Create a New Price Quote - 1 min 19 sec -Price Quote Details - 3 min 7 sec -Add a Purchase to a Price Quote - 56 sec -Print and Layout the Price Quote as a PDF - 2 min 22 sec |
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| Deltek Ajera: Navigation, Help, Order Checks and Sample Data - Support Material | This portal contains additional support material to help you prepare for your Ajera Implementation concerning basic navigation of the software, using Help, Ordering Checks and using Sample Sample Data. |
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| Costpoint Time Employee Series: My Desktop - Infographic | Duration: 15min read This printable document covers information about the settings need to be set up for the My Dekstop app available in Costpoint Time. Topics covered: My Desktop overview and navigation Steps on setting up My Desktop |
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| PIM Mobile Email Configuration - Quick Reference Guide | Duration: 3m read Learn to configure the use Mobile Emails and Contacts to work with PIM. Topics covered: Set up and Publish Mobile Emails - 1m read Sync Outlook with Contacts - 2m read |
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| Cobra Outputs and Reports Series: Reporting - Learning Video | Duration: 30m 41s Learn about the reporting basics and creating a batch report to save time. Topics covered: Introduction - 57s Reporting Basics - 10m 2s Report Properties - 8m 44s Calculated Results - 4m 41s Batch Reporting - 4m 24s Summary and Conclusion - 1m 48s |
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| Open Plan System Administration Series: Administration - Recorded Session | In this 1-hour course, you will learn to create roles, groups, and users, and manage product licenses and access control in Deltek EPM Security Administrator. This course is part of the System Administration Series. [Keywords and Related Searches - training videos, epm security administrator, epmsa, role, creating roles, group, creating groups, user, creating users, managing product license, managing access control] |
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| Vision Standard Reporting Series: Delivered Standard Reports - Recorded Session | In this 1.5-hour course, you will learn the three Vision report writing tools based on the SQL Server Reporting Services, reporting toolbar functions and Standard Report configuration options. This course is part of the Standard Reporting Series. [Keywords and Related Searches - training videos, builder, designer, BIDS, application menu, review window, tabs, grid, authoring, general, options, activity, labor & expense, sorting, grouping, columns, calculated fields, layout, saving, graph, budget, custom, RDL, archive, archived, print layout, personal report, global report, financial analysis, calculations, page orientation] |
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| WorkBook Job Finance Series: Invoicing - Learning Video | Learn all about WorkBook invoicing, invoice details, and finalizing and printing an invoice. Topics covered: -Create an Invoice - 2 min 52 sec -Invoice Details - 2 min 38 sec -Finalize and Print an Invoice - 1 min 36 sec |
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| Deltek Ajera: Company Preferences - Support Material | This portal contains additional support material to help you with understanding and setup of Company Preferences in Ajera. |
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| PIM Timesheets and Absence Approval Configuration - Quick Reference Guide | Duration: 11m read Learn to utilize approvals for Timesheets, Expenses and Absence within PIM. Topics covered: Timesheet Approvals - 3m read Absence Approvals - 4m read Absence Email Notifications - 4m read |
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| Costpoint Time Series: Mobile User Training - Support Material | In this portal, you will find a collection of assets designed to assist you in your knowledge of Costpoint Time for Mobile Users. The videos here were made using the Costpoint 7 User Interface. [Keywords and Related Searches - elearning, online learning, online course, te10, navigating a timesheet for mobile, using the timesheet for mobile, manage timesheet approvals for mobile, timesheet ancillary functions for mobile, employee leave requests for mobile, expense report creation for mobile application, expense report ancillary functions for mobile application, entering claimed expenses for mobile application, creating cash advance request for mobile application] |
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| Deltek Vantagepoint Time Series: Absence Accrual Based on Hours Worked - Self-Paced Learning | Duration: 90m Learn about the setup of Absence Accruals and the creation of an Accrual Schedule. Topics covered: Negative Effects of Tracking Benefits Manually - 10m Enabling Absence Accruals Based on Hours Worked - 1m02s Setting up an Employee for Absence Accruals Based on Hours Worked - 53s Setting up Absence Accrual Schedule - 1m52s Assigning Accrual Schedule to Employee - 35s Excluding Hours from Accrual Calculation - 1m23s Processing Absence Accruals Manually - 1m42s Viewing the Current Absence Hours Balance - 38s Ways to Calculate Absence Accruals in Deltek Vantagepoint - 10m Benefits of Absence Accruals - 5m Settings for Absence Accruals - 10m Try it yourself - 10m Review Questions - 12m |
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| Cobra Outputs and Reports Series: Reports Customization and Templates - Learning Video | Duration: 38m Learn about the custom reporting capabilities of Cobra, report templates and its layout, and the process of customizing a report and modifying report definition settings. Topics covered: Introduction - 49s Report Engine Overview - 1m 17s Report Templates - 19m 38s Customizing a Report - 13m 18s Report Customization Information - 1m 21s Summary and Conclusion - 1m 31s |
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| Open Plan System Administration Series: Multi Project and User Considerations - Recorded Session | In this 1-hour course, you will learn to utilize the Project Summary Usage System and the Multi-Project Resource Scheduling, how to allow different projects to be scheduled successively using a single resource file, create and investigate a Summary Usage Table, and reserve the availability of a resource. This course is part of the System Administration Series. [Keywords and Related Searches - training videos, advanced activity types, resource scheduling, multi user, project scheduling priority, summary usage, reserving resources, resolve resource conflict, multi-project environment, finish to start relationship, cost calculations, create the baseline, file access modes, global changes, access modes] |
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| Vision Time Series: Overview and Completing a Timesheet - Self-Paced Learning | Duration: 45m Learn how to create, enter information into and submit Timesheets for processing in Deltek Vision. Topics covered: Introduction - 50s Overview - 6m 30s Completing a Timesheet - 9m 20s Start/End times and Meals - 3m 40s Unit Quantities Tab - 7m 45s Submitting a Timesheet - 6m 40s Printing a Timesheet - 5m 40s Conclusion and Summary - 30s | ||
| Costpoint Time and Expense Series: Intelligent Character Recognition - Learning Video | Duration: 7min Learn about using the Intelligent Character Recognition (ICR) to upload receipts and populate Expense Reports in Time and Expense. Topics covered: Overview - 1m 8s My Outstanding Expenses - 1m 41s Expense Report - 2m 30s
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| WorkBook Job Finance Series: Purchase Orders - Learning Video | Learn all about the WorkBook Purchase Order submodule in this learning video. Topics covered: -Create a purchase order - 28 sec -Copy a purchase order - 38 sec -Header, Footer, and Details - 54 sec -Approving and canceling a purchase order - 1 min |
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| Deltek Ajera: Setup Types, Employees, Contacts and Vendors - Support Material | This portal contains additional support material to help you with understanding and setup of Types, Employees, Contacts and Vendors in Ajera. |
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| Cobra Outputs and Reports Series: Exporting IPMDAR JSON Files - Learning Video | Duration: 7m 18s Learn about the IPMDAR DID and how to export its JSON files.
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| Deltek Vantagepoint Time Series: Timesheet Entry - Quick Reference Guide | Duration: 20 Min read Learn how to utilize the Timesheet Entry features and functions within Deltek Vantagepoint, including useful terminology. Topics covered: How to Complete a Timesheet - 4 Min read Processing Timesheets - 4 Min read Timesheet Features - 4 Min read Units - 4 Min read User Settings and Other Actions - 4 Min read |
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| Deltek Vantagepoint Time Series: Timesheet Entry - Quick Reference Guide | Duration: 20 Min read Learn how to utilize the Timesheet Entry features and functions within Deltek Vantagepoint, including useful terminology. Topics covered: How to Complete a Timesheet - 4 Min read Processing Timesheets - 4 Min read Timesheet Features - 4 Min read Units - 4 Min read User Settings and Other Actions - 4 Min read |
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| Deltek Vantagepoint Time Series: Timesheet Entry - Quick Reference Guide | Duration: 20 Min read Learn how to utilize the Timesheet Entry features and functions within Deltek Vantagepoint, including useful terminology. Topics covered: How to Complete a Timesheet - 4 Min read Processing Timesheets - 4 Min read Timesheet Features - 4 Min read Units - 4 Min read User Settings and Other Actions - 4 Min read |
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| PIM Finance Approval Configuration - Quick Reference Guide | Duration: 6m read Learn to utilize approvals for invoicing and purchase orders within PIM. Topics covered: Purchase Order Approvals - 3m read Invoice Approvals - 3m read |
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| Open Plan System Administration Series: Custom Fields, Calculations and Filters - Recorded Session | Duration: 48m Learn about using and creating Calculated Fields, Filters, and Sorts for calculating and displaying data not stored in the standard versions of the project database tables. Topics covered: Introduction Calculated Fields Progressing the HOMECONS Project Create New Calculated Fields Creating a Calculated Field Using Multiple Tables Guidelines for Creating Calculated Fields; Constants, Field Names, Operators and Functions Date Formats, Filter and Sorts Creating New Filters Build a Complex Filter Create a Filter in a Hierarchical View Temporary Filters Creating New Sorts Summary |
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| Vision Time Series: Time Analysis Column Setup - Clickguide | Duration 30 m read This guide how to add user-defined columns to the Time Analysis Report and how to post project cost related to time UDCs in Deltek Vision. Topics include: Column Setup User Defined Column Setup Utilization Employee Time |
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| Costpoint Time and Expense: Timesheet Classes Entry Mode - Learning Video | Duration: 8min This learning video will walk you through the Timesheet Class Entry Modes within Time and Expense. Topics covered: Overview - 1m 37s Timesheet Entry Modes - 3m 10s Using Mobile Time Application - 1m 42s |
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| Deltek Ajera: Activities and Rate Tables - Support Material | This portal contains additional support material to help you with understanding and setup of Activities and Billing Rate Tables in Ajera. |
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| WorkBook Finance Series: Forecasting Revenue - Learning Video | Duration: 23 min Learn all about how to forecast revenue in this WorkBook learning video. Topics covered: -Setting up forecasting revenue - 9 min -Creating a new revenue forecast - 8 min -Revenue forecast options - 5 min |
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| PIM Absence Entitlement Carryover - Quick Reference Guide | Duration: 7m read Learn to configure absence entitlement for the upcoming year within PIM. Topics covered: Next Year with No Carry Over - 2m read Next Year with Carry Over - 3m read Carry Over Only - 2m read |
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| Deltek Time & Expense for Vantagepoint Mobile/Touch App - Support Material | Duration: 90m read Deltek Time & Expense for Vantagepoint is a time-tracking tool that allows you to view, enter, update, and submit timesheet data and expense reports as well as approve timesheets (if you are a Timesheet system administrator) from anywhere at any time using your touch screen device and synchronize that data to the Deltek Vantagepoint database. This course offers separate guides for the Android and iOS applications, and both contain detailed information and instructions on how to use various features of the application for the selected operating system. |
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| Open Plan System Administration Series: Custom Reporting and Utilities - Recorded Session | Duration: 1h 30m Learn about customizing Barchart, Spreadsheet, Histogram, and Network views, and the utility programs useful for a large amount of project data. Topics covered: Introduction Custom Reporting Customizing a Barchart and Attributes Other Barchart Options Reporting Calendars Using a Crosstable Customizing a Spreadsheet View Subsections Customizing a Network View Utilities The Global Editor Driver Analysis User Defined Validations DCMA 14 Point Schedule Assessment |
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| Vision Time Series: Benefit Hour Accrual Based on Hours Worked - Self-Paced Learning | Duration: 1h 30m Learn about the setup, configuration and processing of Benefit Hour Accruals based on Hours Worked in Deltek Vision. Topics covered: Introduction - 2m 10s Impact of not using Benefit Hours accrual based on Hours Worked - 1m 7s Purpose of using Hours Worked to calculate benefit hours - 31s Benefits to using this method - 43s Configuring and using Benefit Hour Accruals based on Hours Worked - 1h 4m 23s Summary - 1m 11s Conclusion - 18s |
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| WorkBook CRM in WorkBook Series: CRM - Video | Learn all about the WorkBook CRM module, opportunities, client and prospects, activities, resource searches and 12 month summary forecasts. Topics covered: -Opportunities - 3 min 54 sec -Client and Prospect List - 0 min 57 sec -Activities - 55 sec -Resource Search - 1 min 26 sec -12 Month Summary Forecast - 1 min 03 sec |
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| Costpoint Time and Expense Series: Clear Timesheets - Infographic | Duration: 8min read Learn more about how to clear timesheets available in the Costpoint Time module. This function is useful for Time Admin, Managers and Supervisors. Topics covered: Clear Timesheets overview Tables affected Steps on how to clear timesheets |
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| Deltek Ajera: Time and Expense Entry, Payments and Receipts - Support Material | This portal contains additional support material to help you with Time and Expense Entry as well as working in the Client Receipts area of Ajera. |
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| PIM Performance Ratings - Quick Reference Guide | Duration: 4m read Learn to utilize the Performance Ratings features and functions within PIM. Topics covered: How to View Ratings - 2m read How to Enter Ratings - 2m read |
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| Open Plan Certification Exam | Duration: 1h 30m The Deltek Open Plan Certification validates skills within the Open Plan product suite. Successful completion of the Certification exam is required to receive the Professional Certification. A candidate who passes the Deltek Open Plan Certification exam has demonstrated proficiency within multiple areas of Deltek Open Plan. To receive Deltek Open Plan Certification, you must pass the knowledge based exam. |
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| Cobra Project Updates Series: Updating Status - Learning Video | Duration: 33m 56s Learn about the typical steps to prepare data for reporting, to back up the project, and to run a validity check. Topics covered:
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| Deltek Open Plan Scheduler Certification | The Deltek Open Plan Scheduler Certification demonstrates expertise performing all processes and functions within Deltek Open Plan. To receive Deltek Open Plan Scheduler Certification, you must pass the knowledge based exam. |
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| Costpoint Time and Expense Series for Administrators: Updating Per Diem Rates - Infographic | This infographic focuses on the steps in updating per diem rates.
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| WorkBook Best Practice Series: Project Management - Self-Paced Learning | Duration: 1h 30m read This course takes you through some best practice tips for improving your project management and how these can be applied to your Deltek WorkBook system. Topics covered: - Confirm a precise scope of work - Set the project budget - Establish the right project team - Kick off the project and get everyone aligned - Follow up with progress management - Control the finances - Close the project and learnings |
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| Deltek Ajera: Payroll Setup and Processing - Support Material | This portal contains additional support material to help you with understanding and setup of Payroll in Ajera. |
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| PIM Time and Expense Administration - Quick Reference Guide | Duration: 10m read Learn to utilize the Time and Expense Administration features and functions within PIM. Topics covered: Timesheet Period Admin - 3m read Timesheet User Set Up - 3m read Timesheet Admin - 2m read Transaction Utility and Re-rate Lines - 2m read |
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| Cobra Project Updates Series: Forecasting - Learning Video | Duration: 45m 36s Learn about the overview of various statistical and manual forecast methods in Cobra, and the process to modify an existing forecast class, set the initial forecast using reclass, and calculate classes. Topics covered: Introduction - 1m 8s Forecast Introduction - 6m 29s Forecast Methods - 2m 44s Manual Forecasts - 5m 10s Forecast Setup - 8m 16s Cost Sets - 2m 3s Creating Statistical Forecasts - 6m 41s Forecast Calculations - 7m 8s Freeze Forecasts - 4m Summary and Conclusion - 1m 51s |
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| Vision Expense Series: Company Expense Configuration - Recorded Session | In this 1.5-hour course, you will learn about Expense functionality, expense report setup, credit cards configuration, expense report screens, and expense categories. This course is part of the Vision Expense series. [Keywords and Related Searches - training videos, transaction center, expense configuration, expense setup, expense category, credit card alert, company paid, employee group] |
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| Deltek Vantagepoint Expense Series: Expense Reports for End Users - Video | Learn about the features and functions contained within the Expense Reports, including the tools needed to record, submit, and print expense reports using Deltek Vantagepoint.
Topics Covered: Create Expense Report Add Expense Line Items Copy, Delete, and Sort Expense Items Match and Import Credit Card Charges Cash Advances Print Expense Report Submit, Copy, and Delete Expense Reports Options and Settings |
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| Deltek Vantagepoint Expense Series: Expense Reports for End Users - Video | Learn about the features and functions contained within the Expense Reports, including the tools needed to record, submit, and print expense reports using Deltek Vantagepoint.
Topics Covered: Create Expense Report Add Expense Line Items Copy, Delete, and Sort Expense Items Match and Import Credit Card Charges Cash Advances Print Expense Report Submit, Copy, and Delete Expense Reports Options and Settings |
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| Deltek Ajera: Billing Process - Support Material | This portal contains additional support material to help you with understanding the Billing Process in Ajera. |
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| WorkBook Mobile in WorkBook Series: WorkBook Mobile App - Infographic | Duration: 10m read An infographic for the WorkBook mobile app which explains how to utilize your Inbox, manage your tasks and resources, add a time entry or absence, create expense entries and upload receipts via photo share. Topics covered: -Inbox -Tasks -Time entry -Expense entry -Photo share -Resources -Whiteboard -Resources [Keywords and Related Searches - mobile app, WorkBook, sign in, login, task settings , date , allocate ] |
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| PIM Templates - Quick Reference Guide | Duration: 2m read Learn to utilize the Templates features and functions within PIM. Topics covered: Turning on the Developer Tab in MS Word - 1m read Adding the Repeat Tag to a DocX Template - 1m read |
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| Costpoint Time Series: Administrator and Manager Training - Self-Paced Learning | Duration: 2 hrs Learn about the setup and configuration of user profiles and update of user interfaces for the Manage Expense Report applications. Topics covered: Accessing User Profiles - 58s Creating a User Profile - 1m59s Configuring Profile Application - 5m06s Configuring Profile MyMenu - 3m24s Configuring End User Timesheet Application - For URL and Shortcuts - 1m24s Creating the User Profile for Managers for Timesheet and Expenses - 2m20s Creating Manager Shortcut for Approving Timesheets - 1m43s Administration Tab - 8 min read Time Tab - 12 min read Creating File to Import Into Costpoint - 6m34s Export Directly to Costpoint - 6m11s Timesheet Approval - 4m53s |
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| Vision Expense Series: Expense Categories Setup - Self-Paced Learning | Duration: 20m Learn about the setup and use of Expense Categories in Deltek Vision. Topics covered: Objectives - 45s Overview - 1m 10s Expense Categories and Employee Groups - 2m 15s Setting up Expense Categories - 14m 15s Summary - 35s Conclusion - 10s |
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| Costpoint Accelerated Launch: Learn More - Infographic | Learn more about the Deltek University Accelerated Launch program and how we can support your organization's learning about specific modules within Costpoint. |
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| Deltek Vantagepoint Expense Series: Expense Reports for Administrators - Learning Video | Duration: 24 mins This learning video will focus on Administrative features and functions contained within the Expense Report application specific to the Supervisor or Administrator role. Topics Covered: Expense Administration Level - 2m 29s Search / View Expense Reports - 2m 42s Create Expense Report for Someone Else - 2m 4s Line number - 53s Expense Report Screen Designer - 4m 25s Transaction Entry - 5m 36s Employee Ledger - 2m 10s |
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| Deltek Vantagepoint Expense Series: Expense Reports for Administrators - Learning Video | Duration: 24 mins This learning video will focus on Administrative features and functions contained within the Expense Report application specific to the Supervisor or Administrator role. Topics Covered: Expense Administration Level - 2m 29s Search / View Expense Reports - 2m 42s Create Expense Report for Someone Else - 2m 4s Line number - 53s Expense Report Screen Designer - 4m 25s Transaction Entry - 5m 36s Employee Ledger - 2m 10s |
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| Deltek Ajera: Invoice Formats - Support Material | This portal contains additional support material to help you with understanding creating headers and footers on Client Invoices in Ajera. |
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| Workbook Core Certification Exam | Duration 1h30m The Deltek Professional WorkBook Core Certification validates skills within the WorkBook product suite. Successful completion of the Certification exam is required to receive the Professional Certification. A candidate who passes the Deltek WorkBook Certification exam has demonstrated proficiency within multiple areas of Deltek WorkBook. To receive Deltek WorkBook Certification, you must pass the knowledge based exam. |
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| PIM Project Accounting - Quick Reference Guide | Duration: 10m read Learn to utilize Project Accounting features and functions within PIM. Topics covered: How to Correct an Invoice - 3m read How to Resolve Missing Time when Invoicing - 3m read How to use the Invoice, Costs and Profits Chart - 2m read How to use the Fee from Resource Feature - 2m read |
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| Costpoint Time and Expense Series: Administrator and Manager Training with Costpoint 8 - Clickguide | Duration: 60 min read Learn about how Time & Expense Administrators create user profiles for timesheets and expense reports. It covers the setup and configuration of user profiles and update of user interfaces for the Manage Timesheets and Manage Expense Report applications. For T&E 10 Managers and Approvers, it includes the creation of desktop shortcuts and setting up of profiles to go directly to specific applications upon login. Topics covered: Creating User Profiles - Timesheets Creating User Profiles - Expense Reports Creating User Profiles for Managers Creating Manager Approval Shortcuts Attaching Receipts Exporting Timesheets Approving Expense Reports |
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| Cobra Project Lifecycle Management Series: Import and Export - Learning Video | Duration: 19m 35s Learn about the overview of import and export features of Deltek Cobra, and the process of exporting ancillary data, importing data using the Integration Wizard, and using the Assignment Export/Import features. Topics covered: Introduction - 59s Import/Export Overview - 1m 39s Exporting Ancillary Data - 6m 2s Importing Ancillary Data - 5m 1s Assignment Import/Export - 4m 26s Summary and Conclusion - 1m 24s |
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| Deltek Vantagepoint Expense Series: Credit Card Overview and Setup - Learning Video | Duration: 14mins 32s This learning video covers the overview and setup of Credit Cards within Deltek Vantagepoint. Topics Covered:
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| Deltek Vantagepoint Expense Series: Credit Card Overview and Setup - Learning Video | Duration: 14mins 32s This learning video covers the overview and setup of Credit Cards within Deltek Vantagepoint. Topics Covered:
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| Deltek Ajera: Beginning Balances - Support Material | This portal contains additional support material to help you with understanding and entering Beginning Balance information in Ajera. |
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| Deltek WorkBook Resource Center | WorkBook portal that houses all of WorkBook's essential and important links. |
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| Deltek WorkBook Resource Center | WorkBook portal that houses all of WorkBook's essential and important links. |
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| PIM Mobile Working - Quick Reference Guide | Duration: 4m read Learn to utilize the Mobile Working features and functions within PIM. Topics covered: How to Extract Location Data from IFC Files - 1m read How to Sync your Device - 1m read Set-up Process for Projects & Enquiries - 2m read |
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| Cobra Project Lifecycle Management Series: Master Projects - Learning Video | Duration: 32m 7s Learn about the overview and benefits of the Master Project, how to prepare for Master Project management, how to create a Master Project, and how to update Subprojects using the Master Project for a more efficient update cycle. Topics covered: Introduction - 1m 20s Master Projects Overview - 4m 26s Master Project Preparation - 3m 8s Creating a Master Project - 8m 54s Updating Subprojects using a Master Project - 12m 36s Summary and Conclusion - 1m 38s |
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| Costpoint Time and Expense Series: Home Dashboard - Clickguide | Duration: 30 min read Learn about the home dashboard functionality in Costpoint. It will also discuss the Report Tab settings, how to sort columns in a table, and copy data to MS Excel option. Topics covered: Home Dashboard Tabs Dashparts My Tasks Reports Tab Settings Copy Data to Microsoft Excel |
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| Vision Expense Series: Expense Approvals - Recorded Session | In this 1-hour course, you will learn about creating and using expense approval workflows, and expense approvals. This course is part of the Vision Expense series. [Keywords and Related Searches - training videos, expense report, expense line, alerts, assignment type, workflow state, line approver] |
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| Deltek Vantagepoint Expense Series: Add Credit Card Charges to Expense Report - Learning Video | Duration: 8min 9s This learning video walks you through the steps in adding imported and non-imported credit card charges to expense reports. Topics Covered:
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| Deltek Vantagepoint Expense Series: Add Credit Card Charges to Expense Report - Learning Video | Duration: 8min 9s This learning video walks you through the steps in adding imported and non-imported credit card charges to expense reports. Topics Covered:
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| Deltek Ajera: Security Roles - Support Material | This portal contains additional support material to help you with understanding and creation of Security Roles in Ajera. |
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| Cobra Project Lifecycle Management Series: Processes - Learning Video | Duration: 48m 51s Learn about the overview and benefits of the Master Project, how to prepare for Master Project management, how to create a Master Project, and how to update Subprojects using the Master Project for a more efficient update cycle. Topics covered: Introduction - 2m 38s The Cobra Replan Feature - 5m 35s Performing a Replan - 8m 17s The Recalc Feature - 5m 54s The Slip Feature - 3m 24s Top-Down Planning - 7m 8s The Replace Resources Feature - 6m 28s Aligning Time-phased Dates - 5m 22s Summary and Conclusion - 3m 29s |
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| Costpoint Time and Expense Series: User Setup - Self-Paced Learning | Duration: 12 m Learn about who will set up users in a standalone application of Time and Expense. You will access Resource Group Type, Manage Resource Group information and how to set up for a new employee/user. When completed you will be able to setup new employee and user account records, manage their basic user information, and manage employee group memberships. Topics covered: Manage Resource Information - 4m25s Manage Resource Groups - 1m20s Manage Resource Information - 55s Manage User Groups - Verify New User ID and Assigned User Group - 1m10s Costpoint User Email - 1m40s |
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| Deltek Vantagepoint Expense Series: Paying Vendors with Company-paid Credit Cards - Learning Video | Duration: 7min 57s This learning video walks you through the steps in setting up a company-paid credit card, paying a vendor using a credit card, and paying a company-paid credit card. Topics Covered:
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| Deltek Vantagepoint Expense Series: Paying Vendors with Company-paid Credit Cards - Learning Video | Duration: 7min 57s This learning video walks you through the steps in setting up a company-paid credit card, paying a vendor using a credit card, and paying a company-paid credit card. Topics Covered:
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| Deltek Ajera: Dashboards, Widgets and Report Views - Support Material | This portal contains additional support material to help you with understanding the use and creation of Widgets, Dashboards, and Standard Report Views in Ajera. |
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| Cobra Project Lifecycle Management Series: Change Control - Learning Video | Duration: 26m 22s Learn about the change control process and some of general guidelines involved, how to create new classes to store change values for maintaining an audit trail, how to add Work Packages and resource assignments to an existing control account project, how to use Reclass to copy values between classes, how to recalculate classes when different rate files are in use, and how to update the Project Budget and Audit Log to correctly track project cost changes. Topics covered: |
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| Costpoint Time and Expense Series: Using Time and Expense in Costpoint 8 - Clickguide | Duration: 60 min read Learn about how to use the tool Time and Expense available in Costpoint. This provides an overview of the product, its benefits, as well as steps on how to enter time and request leave. Topics covered: Mobile T&E Basics Web T&E Basics Attaching a Receipt Outstanding Expenses Tasks Timesheet Screen |
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| Deltek Vantagepoint Expense Series: Credit Card Reconciliation - Learning Video | Duration: 9mins 43s This learning video covers the overview of Credit Card Reconciliation and walks you through the steps in reconciling imported and non-imported credit card charges. Topics Covered:
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| Deltek Vantagepoint Expense Series: Credit Card Reconciliation - Learning Video | Duration: 9mins 43s This learning video covers the overview of Credit Card Reconciliation and walks you through the steps in reconciling imported and non-imported credit card charges. Topics Covered:
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| Deltek Ajera: Reconciliation Processes in Ajera - Support Material | This portal contains additional support material to help you with the understanding of the reconciliation processes involved in Ajera. |
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| Cobra Project Lifecycle Management Series: Apportionment - Learning Video | Duration: 24m 19s Learn about the process of creating Apportionment Definitions, Apportionment Mappings, and calculating progress using the Calculated Apportionment Earned Value Technique (EVT). Topics covered: Introduction - 1m 10s Introduction to Apportionment - 2m 24s Apportionment Setup Steps in Cobra - 3m 30s Apportionment Setup - 8m 35s Calculated Apportionment EVT - 6m 4s Summary and Conclusion - 2m 12s |
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| Costpoint Time and Expense Series: Customize Standard Labeling - Infographic | This contains information on Time and Expense's ability to customize fields. It outlines the process and shows some screen options before and after the customizations. This is part of the Time and Expense Series. [Keywords and Related Searches - print out, cheat sheet, quick reference, te, udt01, udt02, manage standard label customizations, udt options, manage timesheets] |
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| Deltek Vantagepoint Expense Series: Import Credit Card Charges - Learning Video | This learning video provides an overview of credit card usage and processing as well as covering the aspects of importing credit card charges. Topics Covered: Benefits Setup Import Options Imported Charges Error Report Tips and Tricks |
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| Ajera Series: Importing Journal Entries in Ajera | Duration: 11m This Learning Video will describe the workflow and processes for importing Journal Entries into Ajera. Topics covered include: Settings involved in importing Journal Entries Workflow for importing Journal Entries Basic troubleshooting process for error results when importing Journal Entries |
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| Cobra System Administration Series: EPM Security Administrator - Recorded Session | In this 1-hour course, you will learn the various ways System Administrators can use Cobra security features to grant or restrict users access to data and processes, how EPM Security Administrator (EPM SA) is a powerful tool used to set up users, groups, and roles that are shared across all Deltek PPM products, including Cobra, and how EPM SA allows you to view and manage your organizations licensing for the Deltek PPM suite. |
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| Vision Billing Series: Billing Terms and Labor Rate Tables - Learning Video | Duration: 9m Learn how to create and use a Billing Labor Rate Table in Deltek Vision. Topics covered: Introduction -20s Overview - 17s Benefits - 25s Risks - 38s Create and use a Billing Labor Rate Table - 5m 54s Summary - 23s Conclusion - 27s |
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| Costpoint Time and Expense Series: Security Roles and User Groups - Infographic | This gives the users the background and discusses Security Roles and User Groups for Costpoint Time and Expense concepts. This infographic also provides some scenarios on where this function is being used. This is part of the Time and Expense Series. [Keywords and Related Searches - print out, cheat sheet, quick reference, te, cp framework, seat licenses, access granted] |
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| Ajera Series: Control Account Reconciliation for Trial Balance, Cash, Accounts Receivable and Prepayment - Learning Video | Duration: 11m This Learning Video covers the workflow and processes for Reconciling the Trial Balance and the following Control Accounts in Ajera: Cash, Accounts Receivable and Prepayments. Topics Covered: Reconciling the Trial Balance Reconciling Cash Accounts Reconciling AR Reconciling Prepayments |
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| PIM Document Management Series: Local File Management - Clickguide | Duration: 20m Read Set up and use Local File Management. Topics covered: Local File Management Interface System Tray How to find out if you're using LFM Enable LFM Publishing Documents File Progress |
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| Vision Billing Series: Billing Terms and Labor Category Tables - Learning Video | Duration: 9m Learn how to setup and use Labor Category Tables in Deltek Vision. Topics covered: Introduction - 20s Overview - 19s Benefits - 25s Risks - 37s Setup and use of a Labor Category Table - 6m 21s Summary - 26s Conclusion - 27s |
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| Cobra EVM Application Series: API Scripts and SQL Statements - Learning Video | Duration: 40m 02s Learn about how different API scripts are used in Deltek Cobra to automate functions and features, and how SQL Statements are used to output Cobra data to spreadsheets. Topics covered: Introduction - 1m 5s Cobra API Introduction - 10m 16s Running the API script from a shortcut - 3m 16s Adding Processes to the API Script - 5m 38s API Scripts Summary - 1m 15s SQL Command Utility - 11m 17s Custom Menu - 2m 48s Data Dictionary - 2m 25s SQL Statements Summary - 1m 31s Summary and Conclusion - 1m 58s |
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| Deltek Vantagepoint Expense Series: Expense Report Entry - Infographic | This covers the overview of the Expense Processing functionality and the creation of expense reports. Topics covered: Features Expense Processing Functionalities Grid Settings Credit Card Charges |
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| Deltek Vantagepoint Expense Series: Expense Report Entry - Infographic | This covers the overview of the Expense Processing functionality and the creation of expense reports. Topics covered: Features Expense Processing Functionalities Grid Settings Credit Card Charges |
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| Deltek Vantagepoint Expense Series: Expense Report Entry - Infographic | This covers the overview of the Expense Processing functionality and the creation of expense reports. Topics covered: Features Expense Processing Functionalities Grid Settings Credit Card Charges |
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| Costpoint Time and Expense Series: User Interface - Infographic | This focuses on the Costpoint's Time and Expense User interface. It provides the detailed information for each part of the screen. This is part of the Time and Expense Series. [Keywords and Related Searches - print out, cheat sheet, quick reference, t&e, menu options, global icons, task toolbar, screen configuration, save toolbar configuration] |
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| Ajera Series: Control Account Reconciliation for Trial Balance, WIP, Accounts Payable and Salaries Payable - Learning Video | This Learning Video covers the workflow and processes for Reconciling the Trial Balance and the following Control Accounts in Ajera: WIP, Accounts Payable and Salaries Payable. Topics Covered: Reconciling the Trial Balance Reconciling WIP Accounts Reconciling AP Reconciling Salaries Payable |
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| PIM Document Management Series: Universal Document Control - Clickguide | Duration: 20m Read Set up and use Universal Document Control (UDC) to manage documents on network shares. Topics covered: UDC Interface Managed Documents Unmanaged Documents Excluded Documents Configuring UDC Using Unmanaged Documents |
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| Costpoint Expense Series: Desktop User Training - Self-Paced Learning | Duration: 50 Min Learn about Expense 10 processes such as navigating the interface, querying records, adding a new line, accessing tabs and subtasks, and switching between table view and form view. Topics covered: Additional Expense Functions - 5m10s Expense Report Creation - 9m36s Claimed Expense Entry - 8m44s Configuring End User Expense Report Application URL Shortcut - 1m27s How to Attach Receipts: All Receipts - 3m36s How to Attach Receipts: Missing Receipts - 2m13s How to Attach Receipts: Individual Claimed Receipts - 2m50s Administration Tab - 8 min read Time Tab - 12 min read |
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| Vision Billing Series: Billing Terms and Labor Code Tables - Learning Video | Duration: 10m Learn how to setup and use Billing Labor Code Tables in Deltek Vision. Topics covered: Introduction - 20s Overview - 17s Benefits - 20s Risks - 31s Setup and use of Billing Labor Code Tables - 7m 10s Summary - 24s Conclusion - 27s |
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| Cobra Master Certification Exam | Duration: 1h 30m The Deltek Cobra Certification validates skills within the Cobra product suite. Successful completion of the Certification exam is required to receive the Professional Certification. A candidate who passes the Deltek Cobra Certification exam has demonstrated proficiency within multiple areas of Deltek Cobra. To receive Deltek Cobra Certification, you must pass the knowledge based exam. |
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| PIM Configuring Document Viewer with PDFTron (v20.1) - Infographic | Duration: 3m read Learn how to configure PDFTron for viewing and marking-up documents in Deltek PIM. Topics covered: Supported File Types Configuring Document Viewer Configuring Custom Stamps |
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| Vision Billing Series: Billing Terms and Labor Override Tables - Learning Video | Duration: 12m Learn how to setup and use Billing Override Tables in Deltek Vision. Topics covered: Introduction - 21s Overview - 43s Benefits - 25s Risks - 27s Creating and using Billing Override Tables - 8m 43s Summary - 35s Conclusion - 27s |
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| Costpoint Expense Series: Expense Wizard - Learning Video | Duration: 29 min This video provides walkthrough and demonstrations for the Costpoint Expense 10 - Expense Wizard features. Topics covered: Navigation to Expense Wizard - 2m31s Header - 2m39s Menu Tab: Purpose - 3m44s Menu Tab: Locations - 3m39s Menu Tab: Default Charges - 2m52s Menu Tab: Expenses - 11m26s |
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| Deltek Vantagepoint Expense Configuration Series: Expense Approvals - Recorded Session | Duration: 52m03s Learn about setting up Expense Approvals and the types of setup in the resulting approval workflow screen. Topics covered: Configuration Screens - 25m21s Expense Approval - 15m16s Expense Line Approvals - 11m36s |
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| Deltek Vantagepoint Expense Configuration Series: Expense Approvals - Recorded Session | Duration: 52m03s Learn about setting up Expense Approvals and the types of setup in the resulting approval workflow screen. Topics covered: Configuration Screens - 25m21s Expense Approval - 15m16s Expense Line Approvals - 11m36s |
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| Deltek Vantagepoint Expense Configuration Series: Expense Approvals - Recorded Session | Duration: 52m03s Learn about setting up Expense Approvals and the types of setup in the resulting approval workflow screen. Topics covered: Configuration Screens - 25m21s Expense Approval - 15m16s Expense Line Approvals - 11m36s |
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| Ajera Series: Automatic Bank Feed - Learning Video | Duration: 14m This Learning Video will walk you through the process of using the Automatic Bank Feed function available in Ajera. Topics include: Overview of the Automatic Bank Feed function in Ajera |
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| Deltek Vantagepoint Expense Series: Accounting Settings - Learning Video | Duration: 5 min Learn how to setup Posting Accounts and how the Organization Distribution works. Topics Covered: Expense Report Functionality - 35s Posting Accounts - 24s Organization Distribution - 42s Company Settings: Organization Tab - 20s Posting Accounts and Organization Distribution Demonstration - 1m 33s |
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| PIM Using Document Viewer with PDFTron (v20.1) - Infographic | Duration: 5m read Learn how to use the PDFTron Document Viewer for viewing and marking-up documents, drawings and other file types in Deltek PIM. Topics covered: Adding a review and markup How to know if a Document has markup Document viewer and DLM Approvals |
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| Costpoint Expense Series: Expense Mobile User Training - Learning Video | Duration: 19 min Learn about how users can access Costpoint Expense from a mobile device and demonstrations on basic expense processes. Topics covered: Expense Report Section - 1m36s Creating a New Expense Report - 12m20s Expense Report and How to Attach a Receipt - 3m25s |
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| Vision Billing Series: Billing Terms and Billing Expense Tables - Learning Video | Duration: 19m Learn about the three methods of creating and using Expense Tables in Deltek Vision. Topics covered: Introduction - 21s Billing Terms and Expense Tables overview - 18s Expense Account Tables - 8m 4s Expense Category Tables - 4m 27s Expenses by Vendor Tables - 4m 26s Summary - 33s Conclusion - 27s |
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| Ajera Series: Closing the Fiscal Year and Making Adjusting Entries - Learning Video | Duration: 5m This learning Video will walk you through the basics of closing the fiscal year in Ajera as well as how to make adjusting entries into a previously closed fiscal year through re-opening and re-closing of that year. Topics include: Closing the fiscal year process in Ajera The processes involved in re-opening and re-closing a previous fiscal year in Ajera The workflow and process involved for making adjusting entries into a previously closed fiscal year in Ajera |
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| Deltek Vantagepoint Expense Series: Summary, Options and Groups - Learning Video | Duration: 9min This video will give you more information on the Summary, Options, Expense Groups tab found in Expense Settings, as well as the Time and Expense tab found in the Employee Hub. Topics Covered: Expense Settings - 35s Options - 1m 17s Expense Groups - 1m 10s Employees Hub - 33s Time and Expense Tab - 58s Add a Group for Editing - 21s Demonstration of Expense Settings - 3m 34s |
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| Costpoint Expense Series: Expense Report for Travelers using Costpoint Expense 9 - Clickguide | Duration: 30 min read Learn about how employees use the Expense module of Deltek Expense 9 system. Topics covered: Creating a New Expense Report Identify the Location Identify Project/Charge Code Recording Expenses Recording an Advance Submitting an Expense Report Attachments Printing an Expense Report Using the Copy Command |
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| Ajera Series: Running the Form W-2 and Form W-3 - Learning Video | Duration 13m This Learning video covers the process and workflow for generating the Form W2 and Form W3 in Deltek Ajera. Topics include: Workflow and process for producing the Form W-2 in Ajera Workflow and process for producing the Form W-3 in Ajera if needed |
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| Deltek Vantagepoint Expense Series: Categories and Payments - Learning Video | Duration: 7 mins Learn about the settings and use of the Expense Category Functionality Topics Covered: Overview and Settings - 1m 59s Actions - 25s Payments and Payments Screen - 1m 1s Demonstration of Expense categories and Payments - 2m 47s |
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| PIM System Administration Series: Configuring Users - Learning Video | Duration: 10m Learn how to configure new PIM users, assign licenses and manage users who have left your business. Topics covered: Types of Licenses Creating a new user Removing a license Superseding a Contact |
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| Costpoint Expense v8.2 - Quick Reference Guide | Learn the important screens used in Costpoint Expense. It provides the information and details and the functions of each tabs. This also includes important steps and navigation for the Costpoint Mobile Expense app.
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| Vision Time Series: Overview and Completing a Timesheet - Recorded Session | In this 1.5-hour course, you will learn about the Vision timesheet business process flow, accessing the Vision Timesheet form, identifying parts of the Vision timesheet, completing a timesheet, submitting and signing a timesheet for approval, resubmitting a timesheet, printing multiple timesheet reports, and setting up a timesheet report to print automatically. This course is part of the Vision Time Processing series. [Keywords and Related Searches - training videos, overtime, comments, time fields, mobile timesheet, unit quantities, units, absence request, request absence, time off, benefit hours, iphone, mobile, phone, android, overtime, OT, OVT, OVT-1, OVT-2, OVT1, OVT2, holiday, sick, PTO, meals, breaks, missing timesheet, detailed report, summarized report, start/end] |
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| Ajera Series: Producing Form 1099 - NEC and Form 1099 - MISC in Ajera - Learning Video | Duration 13m This Learning video covers the preparation and printing of the Form 1099 NEC and the Form 1099 MISC in Ajera. Topics include: Understanding the difference between the 1099 NEC and the 1099 MISC Comprehending the procedures involved in preparing for printing the 1099 NEC and 1099 MISC in Ajera Becoming comfortable with the process for printing the 1099 NEC in Ajera Becoming comfortable with the process for printing the 1099 MISC in Ajera |
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| Deltek Vantagepoint Expense Series: Credit Card Setup and Alerts - Learning Video | Duration: 8 min This video will give you more information on how to Enable the Use of Credit Cards, Setup and Alerts. Topics Covered: Allow Company Paid Expenses - 25s Enable Use of Credit Cards - 56s Credit Card Setup - 3m 47s Credit Card Alerts - 3m 12s |
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| PIM System Administration Series: Configuring Document Pools - Learning Video | Duration: 10m Learn how to configure Document Pool security for your PIM System. Topics covered: Creating a Document Pool Editing a Document Pool Types of Security Assigning Security Adding Requirements |
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| Costpoint Expense Series: Administrator and Manager Training - Self-Paced Learning | Duration: 50 Min Learn about the setup and configuration of user profiles and update of user interfaces for the Manage Timesheets applications. Topics covered: Accessing User Profiles - 50s Creating a User Profile - 1m40s Configuring Profile Application - 3m44s Configuring Profile MyMenu - 1m42s Configuring End User Expense Report Application - For URL and Shortcuts - 1m26s Creating the User Profile for Managers for Timesheet and Expense Report Approval - 2m20s Creating Manager Shortcut for Approving Timesheets - 1m43s How to Attach Receipts: All Receipts - 3m36s How to Attach Receipts: Missing Receipts - 2m13s How to Attach Receipts: Individual Claimed Receipts - 2m50s Administration Tab - 8 min read Time Tab - 12 min read How to Approve Expense Reports - 5m39s |
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| Deltek Vantagepoint Expense Series: Approvals - Learning Video | Duration: 8 mins Learn about Expense Approval and the Approval Workflow setup Topics Covered: Approvals - 25s Approvals Screen - 47s Approval Workflow - 33s Expense Approval & Workflow Setup Demonstration - 5m 50s |
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| PIM System Administration Series: Using the Admin Zone - Clickguide | The new Admin zone makes it easy for administrators to navigate through the system. Topics covered: Admin Zone Interface User Account Creation Document Pool Security Menu Items Explained |
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| Costpoint Expense Series: How the System Calculates Over-Ceilings - Infographic | This focuses on how the system calculates the over-ceilings for Costpoint Expense. It shows the two types of Per Diem Rates as well as the Ceiling Calculations. This is part of the Expense Series. [Keywords and Related Searches - print out, cheat sheet, quick reference, system calculations, over-ceilings, over ceilings, ceiling calculations, per diem rates, configuration option, lodging, meals, expense over ceiling, t&e] |
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| Vision Time Series: Processing Timesheets - Recorded Session | In this 1-hour course, you will learn about processing timesheets including how to review, modify, and approve timesheets. This course will also cover how to view other employees timesheets and how to post a completed timesheet. This course is part of the Vision Time Processing series. [Keywords and Related Searches - training videos, approve timesheet, post timesheet, approval, approving, approver, line item approval, admin status report] |
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| Deltek Vantagepoint Product Concepts and Overview - Video | This video provides a comprehensive introduction to the features and functionality of Deltek Vantagepoint and explains all of the key modules of the application in significant depth and detail, as well as covering the many settings and options which users need to be aware of when going through the system configuration process.
As such, it is primarily intended for management and admin-level employees from companies who are about to begin their implementation of the Vantagepoint product.
Topics Covered: Getting Started Hubs Timesheets and Expenses Approvals Chart of Accounts Transaction Center Billing Projects Resource Planning Reporting |
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| Deltek Vantagepoint Product Concepts and Overview - Video | This video provides a comprehensive introduction to the features and functionality of Deltek Vantagepoint and explains all of the key modules of the application in significant depth and detail, as well as covering the many settings and options which users need to be aware of when going through the system configuration process.
As such, it is primarily intended for management and admin-level employees from companies who are about to begin their implementation of the Vantagepoint product.
Topics Covered: Getting Started Hubs Timesheets and Expenses Approvals Chart of Accounts Transaction Center Billing Projects Resource Planning Reporting |
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| Ajera Series: Converting from Quickbooks to Deltek Ajera - Learning Video | Duration: 1 hr This video covers converting from Quickbooks to Deltek Ajera, discusses the fundamental differences between QuickBooks and Deltek Ajera, and defines the initial steps to prepare your current information for the system change. Topics covered include: Introduction, Benefits and Risks to Ajera System Comparisons Preparing for Migration Process Flows |
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| PIM Project Accounting Series: Project Set Up - Self Paced Learning | Duration: 15m Learn how to configure a Project for use with Project Accounting in Deltek PIM. Topics covered: Key Field Configuration - 1m29s Advanced Field Configuration - 3m39s Workstages - 3m06s Variations - 1m54s |
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| Vision Time Series: Frequently Asked Questions - Clickguide | Duration 30 m read This guide gives you the answers to the most common questions related to the configuration, use and processing of Time in Deltek Vision. Topics include: Timesheets Time Processing Time Approval Time Configuration |
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| Ajera Implementation Series: Converting from Quickbooks to Deltek Ajera - Quick Reference Guide | Duration: 20 Min read This guide covers converting from Quickbooks to Deltek Ajera, discusses the fundamental differences between QuickBooks and Deltek Ajera, and defines the initial steps to prepare your current information for the system change. Topics covered include: Introduction to Ajera System Comparisons Preparing for Migration Process Flows |
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| PIM Project Accounting Series: Admin and Adjustments - Self Paced Learning | Duration: 15m Learn how to correct any values calculated against incorrect rates, and move finance lines from one Project Workstage to another. Topics covered: Re-rate Existing Finance Lines - 1m29s Move Finance Lines - 1m35s Change Transaction Grade to Contact Grade - 1m21s Variations - 1m54s |
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| Deltek Vantagepoint Time and Expense Series: Approvals - Quick Reference Guide | Duration: 8 Min read Learn how to utilize Approvals for Time and Expense in Deltek Vantagepoint, including useful terminology. Topics covered: Approval of Expense Reports - 4 Min read Approval of Time - 4 Min read |
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| Deltek Vantagepoint Time and Expense Series: Approvals - Quick Reference Guide | Duration: 8 Min read Learn how to utilize Approvals for Time and Expense in Deltek Vantagepoint, including useful terminology. Topics covered: Approval of Expense Reports - 4 Min read Approval of Time - 4 Min read |
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| Deltek Vantagepoint Time and Expense Series: Approvals - Quick Reference Guide | Duration: 8 Min read Learn how to utilize Approvals for Time and Expense in Deltek Vantagepoint, including useful terminology. Topics covered: Approval of Expense Reports - 4 Min read Approval of Time - 4 Min read |
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| Vision Expense Series: Expense Processing Part 1 - Overview, Actions, and Transaction Entry - Recorded Session | In this 1.5-hour course, you will learn about the Expense Processing application with special emphasis on completing expense reports, as well as expense report actions, reporting, and transaction entry. This course is part of the Vision Expense series. [Keywords and Related Searches - training videos, transaction posting, employee expenses, employee repayment, employee ledger, print expense report, detailed report, summarized report, post expense, posting, admin status report] |
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| Deltek Vantagepoint Time and Expense Series: Setup and Configuration - Quick Reference Guide | Duration: 20 Min read Learn about the set up and configuration of Time and Expenses in Deltek Vantagepoint, including useful terminology. Topics covered: Expense Configuration and Settings - 4 Min read Timesheet Settings - 4 Min read Credit Card Process Flow, Set-up and Alerts - 4 Min read Configure and Enable Expense Approvals - 4 Min read Configure and Enable Time Approvals - 4 Min read |
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| Deltek Vantagepoint Time and Expense Series: Setup and Configuration - Quick Reference Guide | Duration: 20 Min read Learn about the set up and configuration of Time and Expenses in Deltek Vantagepoint, including useful terminology. Topics covered: Expense Configuration and Settings - 4 Min read Timesheet Settings - 4 Min read Credit Card Process Flow, Set-up and Alerts - 4 Min read Configure and Enable Expense Approvals - 4 Min read Configure and Enable Time Approvals - 4 Min read |
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| Deltek Vantagepoint Time and Expense Series: Setup and Configuration - Quick Reference Guide | Duration: 20 Min read Learn about the set up and configuration of Time and Expenses in Deltek Vantagepoint, including useful terminology. Topics covered: Expense Configuration and Settings - 4 Min read Timesheet Settings - 4 Min read Credit Card Process Flow, Set-up and Alerts - 4 Min read Configure and Enable Expense Approvals - 4 Min read Configure and Enable Time Approvals - 4 Min read |
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| Costpoint Projects Series: Revenue Recognition and Troubleshooting - Learning Video | This course focuses on the primary configuration elements to recognize project revenue, the PROJ_SUM table, and the Redistribute Revenue process.
Topics covered:
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| Deltek Vantagepoint CRM Series: CRM Overview - Learning Video | Duration: 9 mins This video will give you an overview of the Customer Relationship Management feature of Deltek Vantagepoint. Get to know the benefits of using CRM and the Hubs Menu of CRM. Topics covered: CRM Overview, Features & Benefits - 3m 10s CRM Hubs Overview and Menu - 4m 6s |
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| Deltek Vantagepoint CRM Series: CRM Overview - Learning Video | Duration: 9 mins This video will give you an overview of the Customer Relationship Management feature of Deltek Vantagepoint. Get to know the benefits of using CRM and the Hubs Menu of CRM. Topics covered: CRM Overview, Features & Benefits - 3m 10s CRM Hubs Overview and Menu - 4m 6s |
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| Vision Expense Series: Expense Processing Part 2 - Expense Payment Processing - Recorded Session | In this 1-hour course, you will learn about Employee Payment, Direct Deposits, Void Payments, and Credit Card Charge processing. This course is part of the Vision Expense series. [Keywords and Related Searches - training videos, expense report, transaction posting, transaction entry, employee expenses, employee repayment, employee ledger, assign number, reprint check, re-print, reimbursement, credit card pane] |
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| Costpoint Projects Series: Work Breakdown Structure (WBS) - Learning Video | Duration: 22min This learning video covers the key considerations and process of setting up the project’s Work Breakdown Structure. Topics covered: Project Structure Overview - 6min 14s Structural Decisions - 3min 36s Project Structure examples - 4min 44s Project Structure Design Considerations - 2min 5s Standard vs Flexible Structure - 3min 14s |
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| Deltek Vantagepoint CRM Series: Lead Qualification - Learning Video | Duration: 13m 08s Gain an understanding of the Lead Qualification feature within Deltek Vantagepoint CRM. Topics Covered: Leads Overview, Qualification, Risks and Benefits - 2m 3s Enable Lead Qualification - 1m 6s Contacts Hub and New Contacts - 2m 3s Qualify and Disqualify Status - 2m 23s Marketing Campaigns - 1m 26s |
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| Deltek Vantagepoint CRM Series: Lead Qualification - Learning Video | Duration: 13m 08s Gain an understanding of the Lead Qualification feature within Deltek Vantagepoint CRM. Topics Covered: Leads Overview, Qualification, Risks and Benefits - 2m 3s Enable Lead Qualification - 1m 6s Contacts Hub and New Contacts - 2m 3s Qualify and Disqualify Status - 2m 23s Marketing Campaigns - 1m 26s |
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| Deltek Vantagepoint CRM Series: Projects Hub - Learning Video | Duration: 34mins Learn about the tabs and functions of the Projects hub, relating to CRM processes in Deltek Vantagepoint. Topics Covered: Overview and Navigation - 3m 28s Projects Hub Tabs - 3m 55s Creating a Project - 5m 2s Add Additional Project Information - 1m 42s Linking Promotional Projects - 2m 46s Actions Menu - 5m 57s Tracking Employee Communication Activities - 2m 51s Milestones Dashpart - 1m 40s |
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| Deltek Vantagepoint CRM Series: Projects Hub - Learning Video | Duration: 34mins Learn about the tabs and functions of the Projects hub, relating to CRM processes in Deltek Vantagepoint. Topics Covered: Overview and Navigation - 3m 28s Projects Hub Tabs - 3m 55s Creating a Project - 5m 2s Add Additional Project Information - 1m 42s Linking Promotional Projects - 2m 46s Actions Menu - 5m 57s Tracking Employee Communication Activities - 2m 51s Milestones Dashpart - 1m 40s |
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| Costpoint Projects Series: Additional Functions for Project Setup - Learning Video | Duration: 17 min Learn about the subtasks that provide specific functions that relate to Project Setup, details on functions for Managing Change Orders, and creating User Defined Fields. Topics covered: Government Contracts - 1m07s Deliverables - 2m Manage Change Orders - 3m11s Project User Defined Fields - 3m58s |
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| Ajera Series: Security and Setup - Functional Reference Guide | Duration: 34m Read Introduction to the basics of Setup Column menu items in Deltek Ajera. Topics: Topics and Menu options - 30s Read Common Setup functions - 25m Read Roles Setup - 8 m Read Conclusion - 30s Read |
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| Vision Expense Series: Credit Card with Import - Recorded Session | In this 1.5-hour course, you will learn the benefits of using Credit Cards in Deltek Vision and, the steps in enabling and setting up Credit Card configuration, attaching Credit Card charges to expense reports, and importing Credit Card charges. This course is part of the Expense Series. [Keywords and Related Searches - training videos, effects, electronic funds transfer, EFT, wire transfer, direct debit, summary view, reconcile a bank statement, imported, credit card reconciliation, missing charges, company paid, CC, ap disbursement, import validation] |
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| Deltek Vantagepoint CRM Series: Employees Hub - Learning Video | Duration: 20 mins This video covers features and tabs that are relevant to CRM functionality, in the Employees Hub in Deltek Vantagepoint. Topics Covered: Employees Hub Tabs Overview - 2m 12s Adding an Employee - 2m 41s Personal and Contact Details Tabs - 3m 09s Activities Tab - 2m 03s Firms and Contacts Tab - 1m 20s Actions Menu - 3m 21s List and Detail views - 1m 50s Linking Employee to User - 1m 07s |
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| Deltek Vantagepoint CRM Series: Employees Hub - Learning Video | Duration: 20 mins This video covers features and tabs that are relevant to CRM functionality, in the Employees Hub in Deltek Vantagepoint. Topics Covered: Employees Hub Tabs Overview - 2m 12s Adding an Employee - 2m 41s Personal and Contact Details Tabs - 3m 09s Activities Tab - 2m 03s Firms and Contacts Tab - 1m 20s Actions Menu - 3m 21s List and Detail views - 1m 50s Linking Employee to User - 1m 07s |
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| Ajera Series: Time Entry - Functional Reference Guide | Duration: 27m Read Introduction to the basics of Time Entry and processing in Deltek Ajera. Topics: Topics and Menu options - 30s Read Introduction - 1m 30s Read Role and Preferences settings - 5m Read Traditional Time Sheets - 9m 30s Read Browser Based Timesheets - 10m Read Conclusion - 30s Read |
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| PIM Marketing Campaigns - Functional Reference Guide | Duration: 40m Read Learn how to use the Campaigns feature within Deltek PIM. Topics covered: Create and Edit a Campaign Campaign contacts Campaign Emails Update Actions |
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| Vision Expense Series: Frequently Asked Questions - Clickguide | Duration 30 m read This guide gives you the answers to the most common questions related to the configuration, use and processing of Expenses in Deltek Vision. Topics include: Expense Reports Expense Processing Expense Approval Expense Configuration |
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| Deltek Vantagepoint CRM Series: Firms Hub - Learning Video | Duration: 22 mins Learn about the tabs and functions of the Firms Hub relating to CRM processes in Deltek Vantagepoint. Topics Covered: Firms Hub Overview, Types, and Actions - 4m 45s Creating a new Firm - 4m 28s Vendor Addresses & Tab - 3m 47s Activities Tab - 2m 03s Firm Hierarchy - 3m 59s Actions Menu - 3m 21s Searching, List, and Detail views - 2m 47s |
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| Deltek Vantagepoint CRM Series: Firms Hub - Learning Video | Duration: 22 mins Learn about the tabs and functions of the Firms Hub relating to CRM processes in Deltek Vantagepoint. Topics Covered: Firms Hub Overview, Types, and Actions - 4m 45s Creating a new Firm - 4m 28s Vendor Addresses & Tab - 3m 47s Activities Tab - 2m 03s Firm Hierarchy - 3m 59s Actions Menu - 3m 21s Searching, List, and Detail views - 2m 47s |
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| Ajera Series: Expense Entry - Functional Reference Guide | Duration: 21m 30s Read Introduction to the basics of Expense Entry in Deltek Ajera. Topics: Topics and Menu options - 30s Read Introduction - 1m Read Expense Entry Overview and Settings - 4m Read Expense Reports - 5m Read Mobile Expense Reports - 8m Read In-house Expenses - 2m 30s Read Conclusion - 30s Read |
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| Costpoint Year-End Series: Closing the Leave Year - Learning Video | Learn about how to close the Leave Year, which includes the steps needed before the process begins, what is involved with specifically closing the Leave Year, and what actions are required after closing the Leave Year.
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| Deltek Vantagepoint CRM Series: Boilerplates Hub - Learning Video | Duration: 10mins This video will give you an overview of the Boilerplates Hub in Deltek Vantagepoint. Topics Covered: • Overview and Features - 1m 45s • Boilerplate Tabs - 39s • List View and Detail View - 55s • Boilerplate Navigation - 2m 12s • Actions menu - 28s • Adding a Boilerplate - 27s • Boilerplate Actions Demonstration – 1m 45s |
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| Deltek Vantagepoint CRM Series: Boilerplates Hub - Learning Video | Duration: 10mins This video will give you an overview of the Boilerplates Hub in Deltek Vantagepoint. Topics Covered: • Overview and Features - 1m 45s • Boilerplate Tabs - 39s • List View and Detail View - 55s • Boilerplate Navigation - 2m 12s • Actions menu - 28s • Adding a Boilerplate - 27s • Boilerplate Actions Demonstration – 1m 45s |
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| A2B Tracking: DCMA Survival Guide - Marketplace Partner | The DCMA Survival Guide has been updated for 2020 and teaches you about new requirements related to DCMA audit-readiness, updates on reporting to government systems and tools to support the passing of a DCMA audit. The guide will also explain the consequences of non-conformance and the impacts of a failed audit. [Keywords and Related Searches - Costpoint, Finance, Property Management, Government Property, GFP, FAR, DFARS, Audit, DCMA, IUID, PIEE, WAWF] |
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| Ajera Series: Project Command Center - Functional Reference Guide | Duration: 1h 25m Read Introduction to the basics of the Project Command Center in Deltek Ajera. Topics: Topics List and menu options - 45s Read Introduction - 6m Read Project List - 6m 30s Read Project Detail - 5m 45s Read Projects and Project Templates - 27m Read Phases - 20m Read Business Development - 18m Read Budgeting a Project - 9m 30s Read Client Invoice Adjustments - 2m Read Commitment Management - 2m Read Conclusion - 30s Read |
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| Vision CRM Series: Introduction to CRM and Info Centers - Recorded Session | In this 1-hour course, you will learn how the CRM module can benefit the organization, enumerate features included in each CRM type, and recall the steps in executing actions in CRM tabs within Info Centers. This course is part of the Vision CRM series. [Keywords and Related Searches - training videos, clients, contacts, leads, marketing campaigns, opportunities, employees, projects, vendors, module types, crm customer, customer relationship management, personnel, client relations, text library, text libraries, activities, activity, activity manager, files tab, links tab] |
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| Costpoint Year-End Series: Timing Considerations for Payroll, Labor, and Leave - Learning Video | This learning video will familiarize you with how the payroll, labor, and leave periods, sometimes called cycles, interact with each other. By knowing and understanding this information, it will help prevent some common year-end issues from occurring at your organization. Topics covered:
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| Deltek Vantagepoint CRM Series: Contacts Hub - Learning Video | This learning video focuses on the Contacts Hub section of Deltek Vantagepoint. This is intended for CRM users, and personnel who maintain and manage CRM for their organization. Topics Covered: Contacts Hub and Tabs - 2m 29s Create New Contact - 3m 43s Qualify Contact - 1m 14s Create Activity - 5m 37s Actions and Add Touchpoint - 5m 5s List View and Detail View - 2m 27s |
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| Deltek Vantagepoint CRM Series: Contacts Hub - Learning Video | This learning video focuses on the Contacts Hub section of Deltek Vantagepoint. This is intended for CRM users, and personnel who maintain and manage CRM for their organization. Topics Covered: Contacts Hub and Tabs - 2m 29s Create New Contact - 3m 43s Qualify Contact - 1m 14s Create Activity - 5m 37s Actions and Add Touchpoint - 5m 5s List View and Detail View - 2m 27s |
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| A2B Tracking: The Essential Property Management Guide - Marketplace Partner | Winning federal contracts can be lucrative and often provide numerous networking and growth opportunities. But being awarded a contract also means complying with laws and regulations unique to government contractors. Many property managers and administrators are unprepared for the avalanche of rules that may or may not apply to their contracts. [Keywords and Related Searches - Costpoint, Finance, Property Management, Government Property, FAR, DFARS, DODI, CAP, Audit, DCMA, GFP, IUID, PIEE, WAWF] |
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| Ajera Series: Schedule Manager - Functional Reference Guide | Duration: 19m 30s Read Introduction to the features and functions found in the Schedule Manager in Deltek Ajera. Topics: Overview - 5m Read Security Access and Preferences - 3m 45s Read Use of the Schedule Manager - 7m 30s Read Reports Generation- 2m 45s Read Conclusion - 30s Read |
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| Deltek Vantagepoint CRM Series: Marketing Campaigns Hub - Learning Video | Duration: 17m 4s This learning video focuses on the Marketing Campaigns Hub section of Deltek Vantagepoint. This is intended for CRM users and personnel who maintain and manage CRM for their organization. Note that some functionality is only available within the “CRM Plus” module of Vantagepoint. Topics Covered: Features and Functions - 6m 14s Monitor Marketing Campaign - 1m 40s Qualify Contact - 3m 47s Review campaign results - 4m 50s List and Detail view - 2m 1s |
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| Deltek Vantagepoint CRM Series: Marketing Campaigns Hub - Learning Video | Duration: 17m 4s This learning video focuses on the Marketing Campaigns Hub section of Deltek Vantagepoint. This is intended for CRM users and personnel who maintain and manage CRM for their organization. Note that some functionality is only available within the “CRM Plus” module of Vantagepoint. Topics Covered: Features and Functions - 6m 14s Monitor Marketing Campaign - 1m 40s Qualify Contact - 3m 47s Review campaign results - 4m 50s List and Detail view - 2m 1s |
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| Costpoint Year-End Series: Preparing Projects Side at Year-End - Learning Video | Learn about the configuration and process screens in your Projects area that may need to be reviewed or run in order to have your project's data appear properly on reports and have your revenue and billing calculations perform correctly in your new fiscal year. In this Learning Video, you will learn how to prepare the data that is in your Projects domain for the beginning of your new fiscal year. Topics covered:
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| A2B Tracking: Automating PCARSS - Marketplace Partner | This video is a demonstration of our PCARSS module in the A2B Tracking Software Platform. See how easy it is for Government Property Managers to report to the PCARSS Government system and maintain compliance to FAR 52.245-1. Reduce errors and streamline the process of submitting PCARSS inventory schedules by automating your transaction directly from the UC! Web platform. [Keywords and Related Searches - Costpoint, Finance, Property Management, Government Property, FAR, DFARS, Audit, GFP, IUID, PIEE, PCARSS] |
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| Ajera Series: Client Invoices - Functional Reference Guide | Duration: 16m 30s Read Introduction to the features and functions for Client Invoices in Deltek Ajera. Topics: Topics List and Menu Options - 30s Read Client Invoice List Overview - 3m 30s Read Working with Client Invoices - 12m Read Conclusion - 30s Read |
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| Vision for Project Manager Series: Info Centers: Leads, Contacts, Opportunities & Projects and Project Templates - Recorded Session | In this 2-hour course, you will learn to setup and configure the different Info Centers' fields and the basic functionalities and use of Project Templates to save time. This course is part of the Project Manager Series. [Keywords and Related Searches - training videos, overview, descriptions, toolbar, options, qualify and convert, marketing campaigns, WBS, Work Breakdown Structure levels, Project, Phase, Task, accounting, time and expense, budget, revenueClients, Contacts, Leads, opportunities, employees, vendors, unqualified, disqualify, photo] |
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| Deltek Vantagepoint CRM Series: Activities Hub - Learning Video | Duration: 21mins 59sec This learning video focuses on the Activities Hub section of Deltek Vantagepoint. This is intended for CRM users and personnel who maintain and manage CRM for their organization. Topics Covered: Overview - 3m 59s Creating an Activity - 5m 8s Activity Types, Settings & Calendar - 4m 38s Touchpoints & Reminders - 2m 41s Reassigning Activity Roles & Scheduling Follow Ups - 3m 25s |
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| Deltek Vantagepoint CRM Series: Activities Hub - Learning Video | Duration: 21mins 59sec This learning video focuses on the Activities Hub section of Deltek Vantagepoint. This is intended for CRM users and personnel who maintain and manage CRM for their organization. Topics Covered: Overview - 3m 59s Creating an Activity - 5m 8s Activity Types, Settings & Calendar - 4m 38s Touchpoints & Reminders - 2m 41s Reassigning Activity Roles & Scheduling Follow Ups - 3m 25s |
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| Costpoint Projects Series: Configuring Ceilings, Overrides, and Revenue for Cost Plus Contracts (Advanced) - Self-Paced Learning | Duration: 37 min Learn about the process of effectively configuring different project ceilings in conjunction with a Cost Plus Fee on Cost Revenue Calculation. In this course, you will create and assign the necessary PAGs for a previously created Cost Plus project and configure the Revenue Information, Modifications, Total Ceilings, Cost Fee Overrides and Burden Fee Overrides screens. Topics covered: Project Account Groups (PAG) - 4m30s Establishing the Labor Direct Cost Ceiling and Cost Fee Override - 4m19s Cost Fee Override for Travel - 2m37s Revenue Computation and Understanding the Revenue Worksheet - 13m |
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| A2B Tracking: IUID Compliance Workshop - Marketplace Partner | We invite you to watch this free on-demand webinar to learn how to comply with the IUID Regulations. This session will focus on the details of MIL-STD-130 and the DFARS 252.211-7003 and 252.211-7007 clauses. At the end of this session you will understand how to properly identify, label and report government assets in order to comply with US Military standards. [Keywords and Related Searches - Costpoint, Finance, Property Management, Government Property, GFP, FAR, DFARS, Audit, DCMA, IUID Registry, IUID, PIEE, WAWF, MIL-STD-130] |
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| Ajera Series: Invoice Formats - Functional Reference Guide | Duration: 27m 15s Read Introduction to the setup and use of Client Invoice Formats in Deltek Ajera. Topics: Topics and Main Menu - 30s Read Invoice Format Overview - 2m 15s Read Standard Invoice Format Setup - 24m 30sRead Conclusion - 30s Read |
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| Deltek Vantagepoint CRM Series: Calendar - Learning Video | This learning video focuses on the Calendar section of Deltek Vantagepoint. This is intended for CRM users, and personnel who maintain and manage CRM for their organization. Topics Covered: Calendar Overview & Settings - 1m 32s Calendar View Options & Features - 5m 27s Manage Activities and Share Calendar - 4m 58s |
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| Deltek Vantagepoint CRM Series: Calendar - Learning Video | This learning video focuses on the Calendar section of Deltek Vantagepoint. This is intended for CRM users, and personnel who maintain and manage CRM for their organization. Topics Covered: Calendar Overview & Settings - 1m 32s Calendar View Options & Features - 5m 27s Manage Activities and Share Calendar - 4m 58s |
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| Costpoint Projects Series: Revenue Factors - Time and Materials Projects (Advanced) - Self-Paced Learning | Duration: 60 min Learn about the process of effectively configuring Time and Materials (T&M) Projects in Costpoint and processing T&M Revenue. In this course, you will learn how to configure a Project Work Force, PLC Rates, Fee Overrides, Burden Cost Ceilings, and Project Account Groups. Topics covered: PAG Setup - 4m44s Project Revenue information - 58s Modification - 3m53s Cost Fee Overrides - 2m20s Burden Cost Ceilings - 2m33s Project Labor Categories (PLC) - 10m44s Rate Sequence - 12m05s Alternate Revenue Accounts - 50s PLC Rate Change - 14m20s |
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| A2B Tracking: How does UC! Web support Audit Readiness - Marketplace Partner | This quick overview video explains how A2B Tracking's Asset Management platform, UC! Web supports Audit Readiness for Government Property Managers. [Keywords and Related Searches - Costpoint, Finance, Property Management, Government Property, GFP, FAR, DFARS, Audit, DCMA, RFID, IUID, PIEE, WAWF, PCARSS] |
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| Ajera Series: Client Receipts - Functional Reference Guide | Duration: 13m 45s Read Introduction to the features and functions for Receipts in Deltek Ajera. Topics: Topics List and Menu Options - 30s Read Client Receipt - 3m 30s Read Deposits - 3m Read Credit Memos - 2m 45s Read Prepayments - 1m 30s Read Refunds - 2m Read Conclusion - 30s Read |
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| Vision CRM Series: Processing Part 1 - Customer Relationship Management Info Centers - Recorded Session | In this 1.5-hour course, you will learn how Explain the CRM functionality of the various Info Centers, describe Info Center screens, discuss the steps in performing CRM-related actions in the CRM Info Centers. This course is part of the Vision CRM series. [Keywords and Related Searches - training videos, clients, contacts, leads, marketing campaigns, opportunities, employees, projects, vendors, module types, crm customer, customer relationship management, personnel, client relations, text library, text libraries, activities, activity, activity manager, files tab, links tab, hierarchy, merge, socioeconomic status, firm history, qualify, qualified, disqualify, unqualified, ] |
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| Deltek Vantagepoint CRM Series: Reporting - Learning Video | This learning video is part of the Deltek Vantagepoint CRM Series and will focus on the Vantagepoint Reports that are related to Customer Relationship Management or CRM.
Activity Reports |
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| Deltek Vantagepoint CRM Series: Reporting - Learning Video | This learning video is part of the Deltek Vantagepoint CRM Series and will focus on the Vantagepoint Reports that are related to Customer Relationship Management or CRM.
Activity Reports |
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| What's New in Deltek PIM v21.0 - Clickguide | Duration: 1h Read Learn about the new features within Deltek PIM. Releases covered: v21.0 v20.1 v20.0 v19.2 v19.1 v19.0 v18.3 v2017 |
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| Ajera Series: Accounts Payable - Functional Reference Guide | Duration: 33m 15s Read Introduction to the features, functions and processing of Accounts Payable in Deltek Ajera. Topics: Introduction - 45s Read Vendor Types - 1m 30s Read Vendor Invoices - 15m 30s Read Vendor Payments - 15m Read Conclusion - 30s |
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| Deltek Vantagepoint CRM Series: Dashparts - Learning Video | Duration: 20m
Learn the dashparts specifically related to CRM and the other pre-built dashboards that are included with CRM.
Topics Covered Upcoming Milestones Dashpart My Activities Dashpart Pipeline Dashpart Project Fees Used Project Pipeline CRM Dashboards Business Development Active Pursuits Business Development Hit Rate Analysis |
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| Deltek Vantagepoint CRM Series: Dashparts - Learning Video | Duration: 20m
Learn the dashparts specifically related to CRM and the other pre-built dashboards that are included with CRM.
Topics Covered Upcoming Milestones Dashpart My Activities Dashpart Pipeline Dashpart Project Fees Used Project Pipeline CRM Dashboards Business Development Active Pursuits Business Development Hit Rate Analysis |
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| Ajera Series: Reports - Functional Reference Guide | Duration: 12m Read Introduction to the types, features and use of Standard Reports in Deltek Ajera. Topics: Introduction - 1m 30s Read Reports - 4m 15s Read Managing Reports - 5m 45s Read Conclusion - 30s Read |
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| Vision CRM Series: Processing Part 2 - Calendar, Reports, and Touch CRM - Recorded Session | In this 1.5-hour course, you will learn about Calendar functionality, the types of CRM reports and how they can be utilized, the features of Deltek Touch CRM, and how to configure CRM Alerts. This course is part of the Vision CRM series. [Keywords and Related Searches - training videos, clients, contacts, leads, marketing campaigns, opportunities, employees, projects, vendors, module types, crm customer, mailing labels, envelopes, newsletters, merge, activity, activities, text library, text libraries, employee assignments, opportunity, stage change, iphone, ipad, tablet, android, mobile, cell phone, hand held device] |
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| Deltek Vantagepoint CRM Series: Vantagepoint Connect for End Users with MS Outlook - Video | This learning video provides you with information on how to use Deltek Vantagepoint Connect integration with Microsoft Outlook on Office 365. Topics include: |
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| Deltek Vantagepoint CRM Series: Vantagepoint Connect for End Users with MS Outlook - Video | This learning video provides you with information on how to use Deltek Vantagepoint Connect integration with Microsoft Outlook on Office 365. Topics include: |
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| Ajera Series: Payroll Processing - Functional Reference Guide | Duration: 1h 20m Read Introduction to the setup and processing of Payroll in Deltek Ajera. Topics: Introduction and Effective Cost impacts - 4m 45s Read Payroll Processing and Effective Cost impacts - 4m 15s Read Considerations and Setup - 41m 15s Read In house Payroll - 17m 15s Read Outsource Payroll - 11m 30s Read Conclusion - 30s |
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| Costpoint Projects Series: Revenue Standards (ASC Topic) 606 in Costpoint - elearning | Learn about the Costpoint features designed to help companies utilize Revenue Standards (ASC Topic 606). Topics covered:
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| Deltek Vantagepoint CRM Series: Vantagepoint Connect for End Users with Gmail - Learning Video | Duration: 17m 13s Learn how to use Vantagepoint Connect with Gmail to track and record customer communications. Topics include: Features - 50s Contextual Pane - 1m 58s Create Contacts - 2m 20s Create Firms - 1m 5s Create Activity - 1m 32s Display Records Associated with an Email - 23s Contextual Pane Search - 2m Sync Contacts - 1m 55s Create Activity from Contact Email - 1m 8s Sync Calendar - 2m 49s |
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| Ajera Series: Bank Registers, Credit Cards and Reconciling - Functional Reference Guide | Duration: 29m 15s Read Introduction to Credit Card import, and reconciling Credit Card and Bank Registers in Deltek Ajera. Topics: Introduction - 30s Read Credit Card Import - 10m 30s Read Credit Card Workflow and Review - 9m Read Bank Accounts - 8m 45s Read Conclusion - 30s Read |
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| Vision for Project Manager Series: Touch Time and Expense and Touch CRM - Recorded Session | In this 1.5-hour course, you will learn to use Vision's mobile tools to access existing data and synchronize newly added data with Vision core and benefit from the Touch CRM and Touch Time & Expense apps features to quickly enter timesheet and expense report data when you are not in the office. This course is part of the Project Manager Series. [Keywords and Related Searches - training videos, features, PIN, login, opening screen, navigation, settings, change, logout, dropdown options, project selection, line details, units, copy, delete, save, submit, favorite, expense, reports, edit, receipts, time approval, summary, quick reference card, contacts, clients, opportunities, calendar, activity, notification, ipad, iphone, ios, android, cell phone, tablet, mobile device, app, URL, approve, reassign, re-assign, activities] |
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| Deltek Vantagepoint CRM Series: Vantagepoint Connect for MS Outlook User Setup and Installation Scenarios - Support Material | Online Support Article Setup of the Vantagepoint Connect functionality requires access to and re-configuration of settings in your company email application, which must be understood prior to enabling integration with Vantagepoint. This link will take you to an article in Deltek Online Help where these options and scenarios are explained. The method that is best to use depends on the configuration of your application and the preferences or requirements of your IT department. |
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| Deltek Vantagepoint CRM Series: Vantagepoint Connect for MS Outlook User Setup and Installation Scenarios - Support Material | Online Support Article Setup of the Vantagepoint Connect functionality requires access to and re-configuration of settings in your company email application, which must be understood prior to enabling integration with Vantagepoint. This link will take you to an article in Deltek Online Help where these options and scenarios are explained. The method that is best to use depends on the configuration of your application and the preferences or requirements of your IT department. |
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| Ajera Series: Inquiry Basics - Functional Reference Guide | Duration: 5m 15s Read Introduction to the features and functions of Inquiry in Deltek Ajera. Topics: Introduction - 30s Read Inquiries - 1m 45s Read Standard Inquiries - 2m 30s Read Conclusion - 30s Read |
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| Vision Touch Time and Expense Approval - Self-Paced Learning | Duration: 20m Learn how to use the features and functions of Touch Time & Expense for approving timesheets and expense reports in Deltek Vision. Topics covered: Objectives- 30s Touch Time & Expense Approval overview - 2m 12s Timesheet Approval - 7m 45s Employee Expense Report Approval - 7m 5s FAQs - 45s Summary - 35s Conclusion - 15s |
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| Deltek Vantagepoint CRM Series: Vantagepoint Connect Setup for Administrators with Gmail - Learning Video | This learning video is intended to provide administrators with the information they need to setup Vantagepoint Connect with Gmail. We’ll demonstrate the steps and requirements needed for setting up Vantagepoint Connect for Gmail by creating a custom Google App within the Google Cloud Platform. Topics Covered: Create Custom Google App Role Security Configure Connection for Each User Install the Custom Google App in User Gmail Accounts |
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| Ajera Series: Table Widgets - Functional Reference Guide | Duration: 24m 45s Read Introduction to the overview and configuration of Table Widgets in Deltek Ajera. Topics: Introduction- 2m 30s Read Table Widgets General Overview - 4m 30s Read Design Mode - 6m 45s Read Creating a new Table Widget- 10m 30s Read Conclusion - 30s |
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| Costpoint Billing Series: Overview - Billing Process Flows - Learning Video | Learn about the basic process flows in Billing for Costpoint, covering the Billing Process Flow overview, the sources of Billable Transactions and its destination, and the critical ingredients to the Billing Process recipe. Topics covered:
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| Ajera Series: Chart Widgets - Functional Reference Guide | Duration: 6m 30s Read Introduction to the overview and configuration of Chart Widgets in Deltek Ajera. Topics: Overview - 45s Read Converting from Table to Chart Widget- 1m 30s Read Creating New Chart Widget- 3m 45s Read Conclusion - 30s Read |
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| Deltek Vantagepoint CRM Series: CRM Processing - Infographic | This guide gives you quick reference information about CRM functionality Topics Covered Calendar Activities Contacts Marketing Campaigns |
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| Deltek Vantagepoint CRM Series: CRM Processing - Infographic | This guide gives you quick reference information about CRM functionality Topics Covered Calendar Activities Contacts Marketing Campaigns |
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| Deltek Vantagepoint CRM Series: CRM Processing - Infographic | This guide gives you quick reference information about CRM functionality Topics Covered Calendar Activities Contacts Marketing Campaigns |
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| Vision Billing Series: Pre-Billing - Recorded Session | In this 1-hour course, you will learn how to discuss pre-billing functions, describe pre-billing process flow and screens, enumerate the steps in running a draft invoice, and enumerate the steps in generating an Unbilled Detail and Aging Report. This course is part of the Vision Billing series. [Keywords and Related Searches - training videos, batch billing, final invoice, invoice number, assigned invoice number, previously run batches] |
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| Deltek Vantagepoint CRM Series: SF330 Proposals - Learning Video | Duration: 37 mins 29s This learning video provides you an overview of the Business Process Flow of SF330 Proposals in Deltek Vantagepoint. The video walks you through the steps to create an SF330 Proposal, run the Proposal Log to link an SF330 Proposal to a Project, and merge a completed SF330 Proposal from Vantagepoint into a Microsoft Word Template. Topics Covered: Create SF330 proposal, Process Flow & Role Security - 27m 31s |
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| Deltek Vantagepoint CRM Series: SF330 Proposals - Learning Video | Duration: 37 mins 29s This learning video provides you an overview of the Business Process Flow of SF330 Proposals in Deltek Vantagepoint. The video walks you through the steps to create an SF330 Proposal, run the Proposal Log to link an SF330 Proposal to a Project, and merge a completed SF330 Proposal from Vantagepoint into a Microsoft Word Template. Topics Covered: Create SF330 proposal, Process Flow & Role Security - 27m 31s |
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| Ajera Series: Monthly Reconciliation - Functional Reference Guide | Duration: 15m Read Introduction to workflow and processes for Monthly Reconciliation in Deltek Ajera. Topics: Introduction - 1m 30s Read Reconciling Control Accounts - 7m 30s Read Evaluating the Month - 5m 30s Read Conclusion - 30s Read |
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| Deltek Vantagepoint CRM Series: SF330 Pre-Setup Checklist - Infographic | Duration: 10 min read This infographic provides a list of data items and settings that should be configured in Deltek Vantagepoint before you begin creating your SF330 Proposal. This data can be used to auto-populate the SF330, saving you time and helping to ensure the accuracy of the information on your SF330. |
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| Deltek Vantagepoint CRM Series: SF330 Pre-Setup Checklist - Infographic | Duration: 10 min read This infographic provides a list of data items and settings that should be configured in Deltek Vantagepoint before you begin creating your SF330 Proposal. This data can be used to auto-populate the SF330, saving you time and helping to ensure the accuracy of the information on your SF330. |
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| Ajera Series: Year End Reconciliation and Review - Functional Reference Guide | Duration: 22m Read Introduction to workflow and processes for Year End in Deltek Ajera. Topics: Introduction - 3m 45s Read Reconciling Control Accounts - 11m Read Closing the fiscal year - 2m Read Government Forms - 4m 45s Read Conclusion - 30s Read |
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| Vision Billing Series: Interactive Billing Part 1 - Without Invoice Approval Processing - Recorded Session | In this 2-hour course, you will learn how to describe the interactive billing process flow and enumerate the actions that users can perform during interactive billing. This course is part of the Vision Billing series. [Keywords and Related Searches - training videos, invoice approval, processing, employee realization, fee allocation, credit memos, billing retainage, invoicing, billing session options, billing extension, transfer labor, write off, write-off, invoice number, accept invoice, accepting invoice, batch billing, release holds, held transactions, reprint invoice, re-print invoice, delete invoice, edited invoice, upload invoice, email invoice, billing status] |
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| Deltek Vantagepoint CRM Series: Introduction to CRM - Quick Reference Guide | Duration: 12 Min read Learn how to utilize the commonly used features and functions of CRM in Deltek Vantagepoint, including useful terminology. Topics covered: Introduction to CRM - 4 Min read CRM Processing and Hubs - 4 Min read CRM Reporting, Dashparts and Touch - 4 Min read |
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| Deltek Vantagepoint CRM Series: Introduction to CRM - Quick Reference Guide | Duration: 12 Min read Learn how to utilize the commonly used features and functions of CRM in Deltek Vantagepoint, including useful terminology. Topics covered: Introduction to CRM - 4 Min read CRM Processing and Hubs - 4 Min read CRM Reporting, Dashparts and Touch - 4 Min read |
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| Ajera Series: Client Prepayments - Learning Videos | Duration: 15m Learn about Entering, Applying and Un-Applying Prepayments in Ajera as well as creating Refunds to Clients for Overpayments. Topics covered: Introduction, Overview, Benefits and Risks - 3m Entering a Prepayment - 3m 9s Applying a Prepayment Tab - 2m 37s Un-Applying a Prepayment - 1m 59s Refunding to a Client - 3m 11s Conclusion - 1m 4s |
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| Deltek Vantagepoint CRM Series: SF330 Source Document - Quick Reference Guide | Duration: 30 Min read This Quick Reference Guide includes a screenshot of each of the forms within the SF330 Proposal. Each of the data blocks will list the source of the data that auto-populates into that data block, which could include a Hub, a Setting, Preferences or manual data entry into the field. This is especially helpful when troubleshooting your SF330 Proposal. |
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| Deltek Vantagepoint CRM Series: SF330 Source Document - Quick Reference Guide | Duration: 30 Min read This Quick Reference Guide includes a screenshot of each of the forms within the SF330 Proposal. Each of the data blocks will list the source of the data that auto-populates into that data block, which could include a Hub, a Setting, Preferences or manual data entry into the field. This is especially helpful when troubleshooting your SF330 Proposal. |
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| Vision Billing Series: Interactive Billing Part 2 - With Invoice Approval Processing - Recorded Session | In this 1.5-hour course, you will learn to enable Invoice Approvals on the applications; the steps of processing Invoice Approval, running Refresh Billing Extensions, and looking up Invoice Review; the walkthrough of the Interactive Approvals function; and to print the Invoice Approval Report. This course is part of the Billing Series. [Keywords and Related Searches - training videos, alerts, submittal, comments, applications, update fees, batch, reporting default terms, accounts receivable, AR security setting, tab, general, sorting, grouping, layout, draft invoice, final invoice, accept invoice, alerts, reject invoice, batch billing, ar comment review, ar comment update] |
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| Deltek Vantagepoint CRM Series: Mobile/Touch App for CRM Processing - Learning Video | Duration: 21m 32s Learn about features and functionality of Vantagepoint CRM that are available within the Deltek Touch/Mobile App. Topics Covered: • Introduction – 57s • Install, Setup, Navigation and User Settings – 4m 14s • Hubs – 24s • Contacts and Lead Qualification – 7m 46s • Firms – 1m 25s • Projects – 2m 4s • Activities – 4m 16s |
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| Ajera Series: Client Receipts and Credit Memos - Learning Video | Duration: 10m Learn about Entering, Applying Client Receipts and Miscellaneous Receipts in Ajera as well as creating Credit Memos. Topics covered: Introduction, Overview, Benefits and Risks - 4m 6s Entering a Client Receipt - 58s Entering a Miscellaneous Receipt - 1m 31s Creating a Credit Memo - 1m 58s Summary, Recap and Conclusion - 1m 6s |
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| Deltek Vantagepoint CRM Series: Mobile/Touch App for CRM - Quick Reference Guide | Learn about features and functionality of Vantagepoint CRM that are available within the Deltek Touch/Mobile App. Topics Covered:
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| Vision Billing Series: Invoice Template Editor - Recorded Session | In this 1-hour course, you will learn how to discuss the benefits of using the invoice template editor, describe the different tabs within the Invoice Template Editor application, enumerate the steps in using Invoice and Purchasing images self-service function, and recall the steps in creating a new invoice template and assigning them to projects. This course is part of the Vision Billing series. [Keywords and Related Searches - training videos, creating new invoice templates, accounting process, billing process, purchasing images, company logo, upload image, signature line, invoice margins] |
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| Deltek CRM for Vantagepoint Mobile/Touch App - Support Material | Duration: 60m read Deltek CRM for Vantagepoint is a mobile application that enables you to view, add, and edit firm (clients and vendors), contact, activity, and opportunity information for Deltek CRM from your touch screen device. This course offers separate guides for the Android and iOS applications, and both contain detailed information and instructions on how to use various features of the Deltek CRM app for the selected operating system. |
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| Deltek Vantagepoint CRM Series: Custom Proposals Introduction - Learning Video | Duration: 22mins 30s
Learn about the features and functions of Custom Proposals, including how to create new proposals, export proposals, and save proposals as templates.
Topics Covered:
Overview and Composition - 1m 14s Process Flow - 2m 4s Custom Proposals Screen Demonstration - 6m 29s Create New Proposal - 5m 25s Export & Save as Template - 5m 40s |
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| Deltek Vantagepoint CRM Series: Custom Proposals Introduction - Learning Video | Duration: 22mins 30s
Learn about the features and functions of Custom Proposals, including how to create new proposals, export proposals, and save proposals as templates.
Topics Covered:
Overview and Composition - 1m 14s Process Flow - 2m 4s Custom Proposals Screen Demonstration - 6m 29s Create New Proposal - 5m 25s Export & Save as Template - 5m 40s |
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| PIM Project Accounting: Purchasing v20.0 - Self Paced Learning | Duration: 40m Learn about the Purchase Order Processing (POP) module available within Deltek PIM Project Accounting. Topics covered: Purchase Order Entry - 4m38s Purchase Order Approval - 2m26s Purchase Invoice Entry - 6m28s Purchase Credit Note Entry - 3m24s Purchase Invoice Line Approval - 3m44s Purchase Order Advanced - 3m46s Purchase Invoice Approval - 4m22s Purchase Order Send for Approval - 1m Review Questions - 2m |
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| Ajera Standard Workflow Overview - Infographic | Duration: 4m Read Learn about the overall workflow involved in using Deltek Ajera. Topics covered: Setup Ajera Setup Projects Creating Entries Invoices and Payroll Receiving money from Clients |
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| Vision for Project Manager Series: Budgets and Project Review - Recorded Session | In this 2-hour course, you will learn to create budgets in Vision and demonstrate how to quickly compare budgets to actual costs to help you stay on track. This course is part of the Project Manager Series. [Keywords and Related Searches - training videos, building the planned project budget, strategies, advantages, settings, budgeting decisions, worksheet, phase, labor, expense, costs, summary, WBS, procedures, revenue, WBS1, WBS2, validation, review, actuals, direct, billing, profit, source, compare, update percent, job to date, accounts receivable, AR grid, profitability, performance, KPI, key performance indicators, guidelines, budget validation,EAC, ETC, estimate to complete, estimate at completion, WBS tree, compensation, invoice comments] |
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| Deltek Vantagepoint Projects Series: Projects Lifecycle and Essential Information - Learning Video | Understand the key steps of the Project Lifecycle and how they relate to each other, as well as learning where to find and track essential project-related information in Deltek Vantagepoint. A downloadable copy of the Lifecycle chart referred to throughout this course is available under the "Resources" tab. Topics Covered:
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| Ajera Charts of Accounts - Infographic | Duration: 8m Read Learn about setting up GL Accounts and working with the Chart of Accounts window in Deltek Ajera. Topics covered: General Overview Creating a new Account Department allocation of accounts |
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| Ajera Charts of Accounts - Infographic | Duration: 8m Read Learn about setting up GL Accounts and working with the Chart of Accounts window in Deltek Ajera. Topics covered: General Overview Creating a new Account Department allocation of accounts |
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| Deltek Vantagepoint Projects Series: Projects Lifecycle Flowchart - Infographic | Duration: 4 min read
This flowchart shows some of the most common routes of progress that users of Deltek Vantagepoint may follow when setting up and managing a Project, from the beginning of the engagement with the customer to the eventual close of the project. |
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| Ajera Series: Beginning Balances - Self-Paced Learning | Duration: 20 m Learn how to input your Beginning Balances into Deltek Ajera. Topics covered: Introduction - 50s Trial Balance - 1m 48s Bank Accounts - 2m 13s Vendor 1099 Paid - 1m Open Vendor Invoices - 2m 41s Unpaid Client Invoices - 2m 31s Prepayments - 1m 8s Unbilled WIP - 2m 13s Payroll - 2m 45s Conclusion - 29s |
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| Ajera Series: Beginning Balances - Self-Paced Learning | Duration: 20 m Learn how to input your Beginning Balances into Deltek Ajera. Topics covered: Introduction - 50s Trial Balance - 1m 48s Bank Accounts - 2m 13s Vendor 1099 Paid - 1m Open Vendor Invoices - 2m 41s Unpaid Client Invoices - 2m 31s Prepayments - 1m 8s Unbilled WIP - 2m 13s Payroll - 2m 45s Conclusion - 29s |
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| Costpoint Billing Series: Progress Payments - Self-Paced Learning | Duration: 46 min Learn about the Progress Payment Billing and Delivery Invoices functionality in Costpoint, covering how to set up and execute the 1443 billing and then how to print and post the bill. Topics covered: Setup for Progress Payments and Delivery Invoices - 10m49s Processing for Progress Payments and Delivery Invoices - 10m30s Printing and Posting for Progress Payments and Delivery Invoices - 18m |
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| Project Creation - Video | This video explains and demonstrates the main concepts and steps involved in creating new Projects in Deltek Vantagepoint.
Topics include: · Security & Access to Create Projects - 2m 7s · New Projects Overview & Charge Type - 1m 59s · Project Stage - 28s · How to Create a Project - 36s · Project Number - 1m 49s · Create Project Manually - 1m 34s · Create Project from Existing Project - 31s · Create Project from Template - 30s · Project Work Breakdown Structure - 3m 34s · Demonstration of all Project Creation methods - 7m 20s |
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| Vision Accounting and Accounts Payable Series: Info Centers - Recorded Session | In this 1.5-hour course, you will learn how to Describe Accounting and AP Processing business process flows, enumerate Info Centers related to Accounting and AP, and discuss Accounting and AP elements in the different Info Centers. This course is part of the Vision Accounting and Accounts Payable Processing series. [Keywords and Related Searches - training videos, projects info center, accounts, employees, vendors, clients, work breakdown structure, wbs, chart of accounts, pwp, vendor review, account group names, tables, p-w-p, job cost, target ratio, template,units, account groups, ] | ||
| Ajera Standard Users: Direct Personal Expense and Overhead Review - Self-Paced Learning | Duration: 25m Learn how to calculate, use and the importance of DPE and Overhead in Deltek Ajera Topics covered: Preliminary Questions and Introduction- 1m 13s Defining DPE and OH and Profitability- 1m 12s Methods for Calculating DPE and OH - 1m 43s Calculating DPE and OH using fixed percentages explanations - 1m 20s Setting DPE and OH for the Company - 1m 2s DPE and OH general review and distribution - 4m 21s Using Costs as the base of calculating DPE and OH - 4m 14s Using Hours as the base for calculating DPE and OH - 4m 54s DPE and OH Review and Best Practices - 3m 36s Conclusion - 56s |
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| Ajera Standard Users: Direct Personal Expense and Overhead Review - Self-Paced Learning | Duration: 25m Learn how to calculate, use and the importance of DPE and Overhead in Deltek Ajera Topics covered: Preliminary Questions and Introduction- 1m 13s Defining DPE and OH and Profitability- 1m 12s Methods for Calculating DPE and OH - 1m 43s Calculating DPE and OH using fixed percentages explanations - 1m 20s Setting DPE and OH for the Company - 1m 2s DPE and OH general review and distribution - 4m 21s Using Costs as the base of calculating DPE and OH - 4m 14s Using Hours as the base for calculating DPE and OH - 4m 54s DPE and OH Review and Best Practices - 3m 36s Conclusion - 56s |
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| Deltek Vantagepoint Projects Series: Managing Project Numbers - Learning Video | Learn how to format the project number structure, change an existing project number and schedule the format change of project numbers, as well as reformatting the project numbering structure by using the Key Convert utility.
Topics include: Project Number Formats Integration with PIM Best Practises with Project Numbers Manual vs Automatic Numbering Regular vs Overhead Project Numbering Pre-Award Project Numbering Changing Project Numbers When Awarded Changing Project Numbers With Key Convert Changing Project Numbers While Project Is In Use |
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| Ajera Standard User Series: Effective Cost - Self-Paced Learning | Duration: 15m Learn about the setup, use and workflow for using Effective Cost in Deltek Ajera. Topics covered: Preliminary Questions- 1m 20s Effective Cost Setup and Basics- 3m 32s Effective Cost Workflow Details- 3m 49s Billing with Effective Cost- 2m 22s Multi - Company impacts from Effective Cost and Overall Ledger Impact - 1m 29 s Conclusion - 48s |
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| Ajera Standard User Series: Effective Cost - Self-Paced Learning | Duration: 15m Learn about the setup, use and workflow for using Effective Cost in Deltek Ajera. Topics covered: Preliminary Questions- 1m 20s Effective Cost Setup and Basics- 3m 32s Effective Cost Workflow Details- 3m 49s Billing with Effective Cost- 2m 22s Multi - Company impacts from Effective Cost and Overall Ledger Impact - 1m 29 s Conclusion - 48s |
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| Deltek Vantagepoint Projects Series: Promotional Project - Learning Video | Learn all about promotional projects in Deltek Vantagepoint, determine options and security access rights you would need when creating them, generate reports that include or exclude promotional projects, cost transfer options, and how to close promotional projects.
Topics include: Promotional Projects Definition |
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| Costpoint Pools Series: Introduction to Allocation Mechanisms - Learning Video | This learning video covers the an overview for the four allocation mechanisms within Costpoint: cost pool, service center, multi-job allocation and project transfer. This is part 1 of 3 related titles for Pools: Allocation Mechanisms.
Topics covered: Service Center Cost Pool Multi-Job Allocation Project Transfer |
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| Vision Accounting and Accounts Payable Series: AP Processing Part 1 - Recorded Session | In this 1-hour course, you will learn how to enumerate AP processes that users can perform in Vision, discuss Vendor Review functionality, recall the steps in reviewing vouchers using Vendor Review, and list the steps in attaching supporting documents to AP vouchers. This course is part of the Vision Accounting and Accounts Payable Processing series. [Keywords and Related Searches - training videos, transactional document management, tdm, filestream, transaction document, file administration, upload] | ||
| Deltek Vantagepoint Projects Series: Overhead Project - Video | This learning video covers how to create, edit, and manage Overhead projects, including utilizing the autonumbering features, generating reports excluding Overhead projects, and analyzing performance using the Project Review screen. Topics Covered:
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| Costpoint Pools Series: Service Center - Learning Video | This learning video covers details about the Service Center. This is part 2 of 3 related titles for Pools: Allocation Mechanisms.
Topics covered: Service Center Overview Special Accounts and Requirements Base Set Up Mode Options Manage Cost Pools Manage Unit Usage |
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| Deltek Vantagepoint Projects Series: Project Form - Video |
Duration 38m This Learning Video covers the Projects area of the Projects Hub - also known as the Project Form - and how you can use it to enter, manage, and edit the essential management and accounting data for your projects. Topics Covered:
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| Costpoint Pools Series: Cost and Hours Based Pools - Learning Video | This learning video reviews the information necessary to implement Cost and Hours Based Pools This is part 3 of 3 related titles for Pools: Allocation Mechanisms.
Topics covered: Cost Pools Overview Important Tables Primary Control Screens and Subtasks Financial Statement Reclass Wild Cards Hours Based Pools |
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| Vision Accounting and Accounts Payable Series: AP Processing Part 2 - Recorded Session | In this 1.5-hour course, you will learn to perform the AP processes in Deltek Vision, how to process automatic and manual payment and determine payment type, the walkthrough of the features of bank reconciliation function, and the steps to void a payment and payment review. This course is part of the Accounting and Accounts Payable Series. [Keywords and Related Searches - training videos, effects, electronic funds transfer, EFT, wire transfer, direct debit, summary view, reconcile a bank statement, print checks, remittance, ACH, NACHA, pre-note, pre-notification, opening balance, closing balance, check review, payment type] | ||
| Deltek Vantagepoint Projects Series: Entering and Using Project Budgets - Video | Learn how to use the Budget Worksheet to enter and review labor, expense, and consultant budgets for your projects. The course also explains the advantages that come from the correct use of the Budget Worksheet, as well as the consequences of improper budgeting. Topics Covered: Budget Overview and Strategies for Maintaining Control Budget Settings and Labor Options Labor Codes Budget at Billing and Cost Rate Percent Complete Budget Summary at Billing and Cost Copy Budget Project Structure Reports and Project Review |
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| Vision Accounting and Accounts Payable Series: AP Processing - Infographic | Duration: 5m Read Learn about the processes and workflow involved in Accounts Payable in Deltek Vision. Topics covered: AP Processes Voucher Lookup Attach documents to an AP Voucher Payment Processing Bank Statement Reconciliation Void Payments | ||
| Deltek Vantagepoint Projects Series: Project Initiation - Setting up the Project for Success - Learning Video | Duration: 21 mins This video shows you how to set up a project in Deltek Vantagepoint to be as successful as possible, and takes you through all the steps from winning the work to final delivery. This video is a recording of a live webinar presentation. Topics include:
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| Deltek Vantagepoint Resource Planning Series: Settings and Options - Learning Video | Learn how to use the Resource Planning settings in defining how you want to enter and view project plans, calculate planned amounts, and manage resource assignments.
Topics Covered:
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| Deltek Vantagepoint Resource Planning Series: Settings and Options - Learning Video | Learn how to use the Resource Planning settings in defining how you want to enter and view project plans, calculate planned amounts, and manage resource assignments.
Topics Covered:
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| Vision Accounting and Accounts Payable Series: Transaction Center - Recorded Session | In this 1.5-hour course, you will learn how to describe the transaction processing flowchart, list the steps for processing a transaction in Vision, review creating a transaction entry file, define implicit and explicit postings, discuss the steps in creating a recurring transaction entry, and review transaction files posting. This course is part of the Vision Accounting and Accounts Payable Processing series. [Keywords and Related Searches - training videos, transaction posting, cash receipts, transaction file, ap voucher, ap disbursement, recurring transactions, transaction lists, posting log, automatic posting, implicit, explicit, reoccurring, cash disbursement, voucher lookup, reverse lines] | ||
| Ajera Series: Navigation and General Workflow in Ajera - Recorded Session | In this 1-hour course, you will learn about the Ajera workflow, navigation, common terminology and concepts, tools available for support and government compliance. [Keywords and Related Searches - recorded session, online video, training video, basic, terminology, basic concepts, browser requirements, login, setup, tools, support, government compliance, project command center, time and expenses, billing rate tables, expense reports, invoices, payroll, project lifecycle, prepayment, DPE, learning center, manage column, project workflow, project lifecycle, lifecycle] |
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| Ajera Series: Navigation and General Workflow in Ajera - Recorded Session | In this 1-hour course, you will learn about the Ajera workflow, navigation, common terminology and concepts, tools available for support and government compliance. [Keywords and Related Searches - recorded session, online video, training video, basic, terminology, basic concepts, browser requirements, login, setup, tools, support, government compliance, project command center, time and expenses, billing rate tables, expense reports, invoices, payroll, project lifecycle, prepayment, DPE, learning center, manage column, project workflow, project lifecycle, lifecycle] |
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| Deltek Vantagepoint Resource Planning Series: Labor Categories, Employee Fields, and Generic Resources - Learning Video | This learning video covers setting up a labor category, identifying the key Employee Hub fields that can be used for Resource Planning purposes, and creating a generic resource.
Topics Covered:
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| Deltek Vantagepoint Resource Planning Series: Labor Categories, Employee Fields, and Generic Resources - Learning Video | This learning video covers setting up a labor category, identifying the key Employee Hub fields that can be used for Resource Planning purposes, and creating a generic resource.
Topics Covered:
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| PIM Core Certification Exam | Duration: 1h 30m The Deltek Professional PIM Core Certification validates skills within the PIM product suite. Successful completion of the Certification exam is required to receive the Professional Certification. A candidate who passes the Deltek PIM Core Certification exam has demonstrated proficiency within multiple areas of Deltek PIM. To receive Deltek PIM Core Certification, you must pass the knowledge based exam. Topics covered: PIM Fundamentals Series PIM Outlook Add-In Series PIM Document Management Series |
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| Vision Accounting and Accounts Payable Series: Transaction Centers - Infographic | Duration: 9m Read Learn about the use of the Transaction Center in Deltek Vision. Topics covered: Transaction Processing Flowchart Transaction file Reminders Automatic Postings AP Voucher Payment Types Transaction Posting Ledger Effects Transaction Posting Summary | ||
| Deltek Vantagepoint Resource Planning Series: Projects Hub Navigation and Fields - Learning Video | Learn about the fields and options that are available within Projects Hub. Topics Covered:
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| Deltek Vantagepoint Resource Planning Series: Projects Hub Navigation and Fields - Learning Video | Learn about the fields and options that are available within Projects Hub. Topics Covered:
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| Deltek Vantagepoint Resource Planning Series: Navigation, Actions Bar, and Plan Settings - Video | Duration: 23m This learning video explains how to use the Action menu within the Plan form of the Projects Hub in performing basic planning tasks. Topics covered:
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| Deltek Vantagepoint Resource Planning Series: Navigation, Actions Bar, and Plan Settings - Video | Duration: 23m This learning video explains how to use the Action menu within the Plan form of the Projects Hub in performing basic planning tasks. Topics covered:
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| Vision Accounting and Accounts Payable Series: Utilities - Recorded Session | In this 2-hour course, you will learn how to discuss Accounting and AP Utilities functionality, enumerate Accounting and AP Utilities, and briefly describe how each utility is used. This course is part of the Vision Accounting and Accounts Payable Processing series. [Keywords and Related Searches - training videos, accounting periods, fiscal period, project closeout, locked transaction files, key conversions, ap voucher history, 1099 initialization, vendor key conversion, search and replace, open accounting periods, change accounting periods, undo posting, incomplete posting, search & replace, initialize 1099, key convert, key format, unpost, un-post, un-do, unlock, open new period, change period, paid this year, paid last year] | ||
| Deltek Vantagepoint Resource Planning Series: Contract Tab - Learning Video | Duration: 4min 50s This learning video covers the overview of the Contract tab within the Plan form of the Projects Hub. Topics covered: Contract Tab Overview - 1m 1s Grid Settings - 1m 25s Demonstration - 2m 10s |
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| Deltek Vantagepoint Resource Planning Series: Contract Tab - Learning Video | Duration: 4min 50s This learning video covers the overview of the Contract tab within the Plan form of the Projects Hub. Topics covered: Contract Tab Overview - 1m 1s Grid Settings - 1m 25s Demonstration - 2m 10s |
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| Vision Accounting and Accounts Payable Series: Employee Costing Methods - Infographic | Duration: 8m Read Learn about the different ways to calculate Cost for Employees in Deltek Vision. Topics covered: Fixed Hourly Rate Adjusted Salaried Job Costing Direct Personnel Expense Rate Cost Rate Tables | ||
| Ajera Series: Security and Setup - Recorded Session | In this 2-hour course discusses the ways to set up security and other areas in the Setup Column in Ajera to achieve consistent results in Ajera. [Keywords and Related Searches - recorded session, online video, training video, contacts, employee, vendor, company preferences, clients, setup] |
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| Costpoint Business Intelligence Series: New UI Changes - Learning Video | This course focuses on the updates for Cognos Analytics with Watson 11.2.4, including navigational and content list updates. Topics covered:
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| Deltek Vantagepoint Resource Planning Series: Schedule Tab - Learning Video | Duration: 3 mins This learning video focuses on how to use the Schedule tab to view and shift scheduled resources. Topics covered: Schedule Shift Overview - 32s Shift Schedule Demonstration - 2m 08s |
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| Deltek Vantagepoint Resource Planning Series: Schedule Tab - Learning Video | Duration: 3 mins This learning video focuses on how to use the Schedule tab to view and shift scheduled resources. Topics covered: Schedule Shift Overview - 32s Shift Schedule Demonstration - 2m 08s |
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| Deltek PIM Finance and Accounting Certification | Duration: 1h 30m The Deltek Professional PIM Finance & Accounting Certification validates skills within the PIM product suite. Successful completion of the Certification exam is required to receive the Professional Certification. A candidate who passes the Deltek PIM Finance & Accounting Certification exam has demonstrated proficiency within multiple areas of Deltek PIM. To receive Deltek PIM Finance & Accounting Certification, you must pass the knowledge based exam. Topics covered: PIM Fundamentals Series PIM Timesheet and Expenses Series PIM Absence Series PIM Project Accounting Series |
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| Vision Accounting and Accounts Payable Series: Consultant Accruals - Clickguide | Duration 45 m read This guide covers the features, benefits, configuration, workflows and reports related to Consultant Accruals in Deltek Visionns related to the configuration, use and processing of the Purchasing Module in Deltek Vision. Topics include: Consultant Accrual Reporting Consultant Accrual Configuration Consultant Accrual Workflow Consultant Accruals | ||
| Costpoint Business Intelligence Series: Cognos Analytics with Watson v11.2.4 Feature Enhancement - Quick Reference Guide | Duration: 10min read Learn about the new features in Cognos Analytics v11.2.4. This is the supporting technology in Business Intelligence; these features were introduced for use in the latter period of Costpoint v8.1 and early into v8.2. Topics covered:
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| Deltek Vantagepoint Resource Planning Series: Labor Tab - Video | This learning video covers the overview of the Labor tab within the Plan form of the Projects Hub. This also includes a demonstration of the actions you can perform within the Labor tab.
Topics covered: Labor Tab Screen Grid Settings Add / Adjust Hours Reschedule Date Plan Assigning Resources Analysis Tool Employee Card |
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| Deltek Vantagepoint Resource Planning Series: Labor Tab - Video | This learning video covers the overview of the Labor tab within the Plan form of the Projects Hub. This also includes a demonstration of the actions you can perform within the Labor tab.
Topics covered: Labor Tab Screen Grid Settings Add / Adjust Hours Reschedule Date Plan Assigning Resources Analysis Tool Employee Card |
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| Vision Accounting and Accounts Payable Series: Advanced Concepts Part 1 - Recorded Session | In this 1-hour course, you will learn about basic concepts of Overhead Allocation, Project Budgeting and Review, Labor Cross Charges, and Organizational Reporting. This course is part of the Vision Accounting and Accounts Payable Processing series. [Keywords and Related Searches - training videos, overhead allocation, project budgeting, review, labor cross charges, organizational reporting, percent complete, % complete, Xcharge] | ||
| Costpoint Business Intelligence Series: What's new in 11.1.7 - Functional Reference Guide | This covers the new features of Cognos Analytics v11.1.7 which is the underlying application of Costpoint Business Intelligence v8.0 release.
Topics covered: General Reporting Dashboards and Stories Data Modeling Artificial Intelligence (AI) | ||
| Deltek Vantagepoint Resource Planning Series: Expenses and Consultants Tabs - Video | Duration: 20m Learn about the different functions of the Expense and Consultant tabs. Topics covered:
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| Deltek Vantagepoint Resource Planning Series: Expenses and Consultants Tabs - Video | Duration: 20m Learn about the different functions of the Expense and Consultant tabs. Topics covered:
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| Vision Accounting and Accounts Payable Series: Advanced Concepts Part 2 - Recorded Session | In this 1.5-hour course, you will learn about basic concepts of Revenue Generation and Consultant Accruals, Recall the steps in running Revenue Generation and Consultant Accruals, and review Processing Approval Workflows for Absence Requests and AP Invoice. This course is part of the Vision Accounting and Accounts Payable Processing series. [Keywords and Related Searches - training videos, ar review, approvals, Rev Gen, revenue method, upset limit] | ||
| PIM Defect Management SSRS Reporting - Infographic | Duration: 2m read Learn about the Defect Management Project Band within Deltek PIM. Topics covered: Defect Management Reporting Process Searching & Filtering Selecting Results Generating Reports |
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| Deltek Vantagepoint Resource Planning Series: Units Tab - Video | Learn how to add and manage units on the Units tab in Project Planning. Topics Covered:
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| Deltek Vantagepoint Resource Planning Series: Units Tab - Video | Learn how to add and manage units on the Units tab in Project Planning. Topics Covered:
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| Costpoint Business Intelligence Series: Managing Your Costpoint Business Intelligence Content (Basics) - Functional Reference Guide | Duration: 30min read This Functional Reference Guide will provide step-by-step guidance for understanding, managing, and securing your Business Intelligence content in Deltek's Multitenancy Cloud Environment. Topics covered: Business Intelligence Overview Add, Arrange, Copy, and Moving Folders Add Permissions to a Folder for a Standard Deltek Group Production Library Folder Securing Folders using Standard Deltek Object Security Groups Moving Custom Objects to Folder Structures |
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| Ajera Series: Entering Consultant Entries In Ajera - Infographic | Duration: 8m Read Learn about creating Consultant entries through Vendor Invoices in Deltek Ajera. Topics covered: Consultant Vendor Type Consultant Activities Consultant entry in a Vendor Invoice Commitment Management use in Consultant Vendor Invoices |
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| Vision Accounting and Accounts Payable Series: Advanced Concepts - Infographic | Duration: 12m Read Learn about Advanced AP concepts in Deltek Vision. Topics covered: Overhead Allocation Project Budgeting Labor Cross Charges Organizational Reporting Revenue Generation Cycle Consultant Accruals Approval Workflows | ||
| PIM Populating & Completing Milestones - Infographic | Duration: 5m read Learn about the Milestones feature within Deltek PIM. Topics covered: Accessing Milestones Populating Milestones Completing Milestones |
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| Deltek Vantagepoint Resource Planning Series: Resource View and Project View - Learning Video | Duration: 22mins Learn the different features and functions of the Resource View and Project View for Resource Planning in Deltek Vantagepoint. Topics covered: Introduction - 1m 8s Resource View Settings, Options, and Search - 2m 47s Select Resource and Add Assignment - 2m 57s Update, Reschedule and Delete Assignments - 3m 7s Project View - 1m 7s Demonstration and Utilization Review - 10m 22s |
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| Deltek Vantagepoint Resource Planning Series: Resource View and Project View - Learning Video | Duration: 22mins Learn the different features and functions of the Resource View and Project View for Resource Planning in Deltek Vantagepoint. Topics covered: Introduction - 1m 8s Resource View Settings, Options, and Search - 2m 47s Select Resource and Add Assignment - 2m 57s Update, Reschedule and Delete Assignments - 3m 7s Project View - 1m 7s Demonstration and Utilization Review - 10m 22s |
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| Overview of Costpoint Business Intelligence - Clickguide | This clickguide is intended for all new users of Costpoint Business Intelligence to learn the key features that all users should know before starting with Costpoint BI. This will provide an overview of Costpoint BI as well as instructions on how to navigate, view BI content (reports and dashboards), interact with content and subscribe to reports. [Keywords and Related Searches - elearning, online course, online learning, cp8, dashboard, parameters, manage dashparts, my workflow approvals, manage mydesktop, cer, cognos analytics 11.1.5, data models, smart ai for resource management, new contracts reports] |
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| Vision Accounting and Accounts Payable Series: Frequently Asked Questions - Clickguide | Duration 30 m read This guide gives you the answers to the most common questions related to Accounting and Accounts Payable in Deltek Vision. Topics include: Form 1099 Vouchers Bank Statements GL Reconciliation | ||
| PIM Milestones Administration - Infographic | Duration: 5m read Learn how to configure Milestones within Deltek PIM. Topics covered: Adding a new Milestone Link Milestones to Classifications Milestone Security |
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| Deltek Vantagepoint Resource Planning Series: Schedule Dependencies - Learning Video | Learn how to create schedule dependencies between work breakdown structure (WBS) levels. Topics Covered:
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| Deltek Vantagepoint Resource Planning Series: Schedule Dependencies - Learning Video | Learn how to create schedule dependencies between work breakdown structure (WBS) levels. Topics Covered:
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| Costpoint Business Intelligence Series: Dashboards End User Training - Learning Video | Duration: 13 min Learn about the Cognos Analytics dashboard for End Users available in Costpoint Reports and Analytics - Business Intelligence. Topics covered: Filters and Tabs - 4m12s Visualizations - 1m Drill through and drill down - 3m18s Insights and other tips - 1m |
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| Deltek Vision Year End Series: Processing Form 1099 - Learning Video | Duration: 12 m Learn about the 1099 process and how to generate the 1099 MISC and the 1099 NEC form in Deltek Vision Topics covered: Introduction - 23s Objectives- 14s Overview - 18s Benefits - 16s Create User - 4m5s Risks - 21s 1099 process flow - 31s 1099 initialization - 1m 29s 1099 processing - 31s 1099 work file - 42s Verifying payments - 1m 38s Edit the work file - 41s Print Form 1099 - 41s Electronic filing - 41s 1099 demonstration - 2m 12s Summary - 9s Conclusion - 25s | ||
| Deltek Vantagepoint Resource Planning Series: Resource Planning Reports - Video | Learn how to generate different resource planning reports available in Deltek Vantagepoint.
Topics covered:
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| Deltek Vantagepoint Resource Planning Series: Resource Planning Reports - Video | Learn how to generate different resource planning reports available in Deltek Vantagepoint.
Topics covered:
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| Vision Interactive Billing: Draft Invoice Billing Session Options - Learning Video | Duration: 13m Learn about Billing Session Options in Deltek Vision. Topics covered: Introduction, Overview, Benefits and Risks - 1m 52s Billing Session Options Window - 3m 51s Batch Billing Main Tab - 4m 22s Update Fees Tab - 1m 8s Unbilled Detail and Aging Report - 1m 46s Conclusion - 28s |
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| Deltek Vantagepoint Resource Planning Series: Resource Management Reports - Video | Duration: 5min Learn about how to use the different reports found under the Resource Management hub in Deltek Vantagepoint. Topics covered:
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| Deltek Vantagepoint Resource Planning Series: Resource Management Reports - Video | Duration: 5min Learn about how to use the different reports found under the Resource Management hub in Deltek Vantagepoint. Topics covered:
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| Vision Interactive Billing: Finalize and Post Invoices - Learning Video | Duration 5 m This video describes the processes involved in finalizing (accepting) and posting invoices in Deltek Vision. Topics include: Overview, Benefits and Risks to Finalizing and Posting an invoice - 3m 47s Finalizing an invoice demo - 1m 48s Posting an invoice demo - 41s Conclusion - 28s |
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| PIM Project Administration Tools for Defect Management and Observations - Infographic | Duration: 2m read Learn about the Defect Management and Observations feature within Deltek PIM. Topics covered: Setup Bulk Edit Edit Specific Records Edit Defect Records in PIM Observations Bulk Edit Observations |
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| Costpoint Business Intelligence Series: List Reports from Creation to Publication - Learning Video | This learning video is targeted to Business Intelligence Report Authors and is focused on authoring List Reports. Users will explore the List Report and discuss instances where it could be used.
Topics covered:
List Report Overview |
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| Vision Interactive Billing: How to Reprint, Void and Create a Credit Memo - Learning Video | Duration: 12m Learn how to Reprint or Void a Final Invoice and how to create a Credit Memo in Deltek Vision. Topics covered: Introduction, Overview, Benefits and Risks - 4m 30s Reprint a Final Invoice - 46s Void a Final Invoice - 2m 6s Process a Credit Memo - 2m 53s Summary & Conclusion - 1m 17s |
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| Deltek Vantagepoint Resource Planning Series: Revenue Forecast for End Users - Learning Video | Duration: 19mins 8s This learning video is intended to provide you with the information on how to create Revenue Forecast. You will learn about the module requirements, how to enable, create, export, and report on Revenue forecasts, as well as the process for recording ETC revenue amounts. This also covers settings for defining the store currency using multicurrency environment. Topics Covered: Requirements, Benefits & Methods - 2m 42s Enabling Revenue Forecast - 35s Check Out Plan - 1m 5s Column Values & Contract Information - 2m 30s Job To Date (JTD) values, Backlog and WBS - 1m 34s Forecast Date Handling - 1m 7s ETC revenue - 3m 7s Reschedule - 1m 22s Reporting - 1m 29s Exporting and Multicurrency - 1m 45s |
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| Deltek Vantagepoint Resource Planning Series: Revenue Forecast for End Users - Learning Video | Duration: 19mins 8s This learning video is intended to provide you with the information on how to create Revenue Forecast. You will learn about the module requirements, how to enable, create, export, and report on Revenue forecasts, as well as the process for recording ETC revenue amounts. This also covers settings for defining the store currency using multicurrency environment. Topics Covered: Requirements, Benefits & Methods - 2m 42s Enabling Revenue Forecast - 35s Check Out Plan - 1m 5s Column Values & Contract Information - 2m 30s Job To Date (JTD) values, Backlog and WBS - 1m 34s Forecast Date Handling - 1m 7s ETC revenue - 3m 7s Reschedule - 1m 22s Reporting - 1m 29s Exporting and Multicurrency - 1m 45s |
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| Costpoint Business Intelligence Series: Report Headers and Footers - Learning Video | Learn about how to set up report headers and footers within Business Intelligence. Topics covered: |
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| Vision Interactive Billing: Edit and Upload an Invoice - Learning Video | Duration: 7m This video demonstrates the process on how to edit an invoice outside of Vision and upload the edited copy to Vision. Topics covered: Introduction, Overview, Benefits and Risks - 1m 47s Edit an Invoice - 2m 5s Upload an Invoice - 54s Summary & Conclusion - 1m 10s |
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| Ajera Projects and Scheduling Series: Scheduling Employees on Projects with Schedule Manager in Ajera - Learning Video | Duration: 21 m Learn about scheduling employees using the Schedule Manager in Deltek Ajera. Topics covered: Introduction- 34s Objectives - 23s Benefits and Risks - 1m 21s Scheduling Demonstration - 17m 41s Summary - 29s Conclusion - 32s |
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| Ajera Projects and Scheduling Series: Scheduling Employees on Projects with Schedule Manager in Ajera - Learning Video | Duration: 21 m Learn about scheduling employees using the Schedule Manager in Deltek Ajera. Topics covered: Introduction- 34s Objectives - 23s Benefits and Risks - 1m 21s Scheduling Demonstration - 17m 41s Summary - 29s Conclusion - 32s |
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| Deltek Vantagepoint Resource Planning Series: Revenue Forecast for Administrators - Learning Video | Duration: 10mins 14s This learning video provides the information about setting up Revenue Forecast that is specific to your role as an administrator. You will learn about the setup requirements, Revenue Forecast methods, period setup recommendations, role security settings, project settings, as well as multi-currency with Revenue Forecast. Topics Covered: Set up Methods, Requirements, and Periods - 2m 44s Security Settings - 2m 57s Project Settings - 1m 53s Multi-currency - 24s |
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| Deltek Vantagepoint Resource Planning Series: Revenue Forecast for Administrators - Learning Video | Duration: 10mins 14s This learning video provides the information about setting up Revenue Forecast that is specific to your role as an administrator. You will learn about the setup requirements, Revenue Forecast methods, period setup recommendations, role security settings, project settings, as well as multi-currency with Revenue Forecast. Topics Covered: Set up Methods, Requirements, and Periods - 2m 44s Security Settings - 2m 57s Project Settings - 1m 53s Multi-currency - 24s |
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| Vision Interactive Billing: Email Invoices - Learning Video | Duration: 5m This video demonstrates the process of how to setup and produce an email for invoices to project stakeholders through Deltek Vision. Topics covered: Introduction, Overview, Benefits and Risks - 1m 16s How to email Stakeholders - 1m 39s Summary & Conclusion - 37s |
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| Ajera Projects and Scheduling Series: Reviewing Project and Scheduled hours by Employee in Ajera - Learning Video | Duration: 10m Learn how to view the hours budgeted, scheduled and entered by employees to projects and also see if non-budgeted employees have entered time to those projects using the Schedule Manager in Deltek Ajera. Topics covered: Introduction - 50s Objectives - 24s Benefits - 39s Role settings - 21s Risks - 57s Demonstration of reviewing hours in the Schedule Manager- 4m 57s Summary - 38s Conclusion - 45s |
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| Ajera Projects and Scheduling Series: Reviewing Project and Scheduled hours by Employee in Ajera - Learning Video | Duration: 10m Learn how to view the hours budgeted, scheduled and entered by employees to projects and also see if non-budgeted employees have entered time to those projects using the Schedule Manager in Deltek Ajera. Topics covered: Introduction - 50s Objectives - 24s Benefits - 39s Role settings - 21s Risks - 57s Demonstration of reviewing hours in the Schedule Manager- 4m 57s Summary - 38s Conclusion - 45s |
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| Deltek Vantagepoint Resource Planning Series: Introduction to Resource Planning - Infographic | Duration: 8m Read This guide gives you quick reference information about Resource Planning Topics Covered Overview Project Summary pane Project Level Summary Settings |
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| Deltek Vantagepoint Resource Planning Series: Introduction to Resource Planning - Infographic | Duration: 8m Read This guide gives you quick reference information about Resource Planning Topics Covered Overview Project Summary pane Project Level Summary Settings |
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| PIM Skills and Training Series: How to Enter your Skills (v2016 & 2017) - Infographic | Duration: 1m read Learn about the Skills and Training module within Deltek PIM. Topics covered: Accessing Skills Records Entering new skills Entering new qualifications |
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| Costpoint Business Intelligence Series: Drill-Through Reporting - Learning Video | This course covers the concepts and features of a drill-through report and the overall process of creating a drill-through report. Topics covered: |
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| Vision Interactive Billing: Batch Billing Final Invoices - Learning Video | Duration: 5m This video demonstrates the process of how to setup and process Batch Billing of Invoices in Deltek Vision. Topics covered: Introduction, Overview, Benefits and Risks - 1m 25s Batch Billing Demo - 1m 3s Summary & Conclusion - 52s |
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| Ajera Projects and Scheduling Series: Using the Distribute Hours function in Schedule Manager in Ajera - Learning Video | Duration: 13m Learn about using the Distribute Hours function in the Schedule Manager in Deltek Ajera. Topics covered: Introduction - 43s Objectives- 12s Benefits - 45s Points to keep in mind when distributing hours - 20s Risks - 56s� Demonstration of using the Distribute Hours function in Schedule Manager - 8m 20s Summary - 37s Conclusion - 33s |
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| Deltek Vantagepoint Management Information and Planning Series: Increase Business Insights - Learning Video | Duration: 7m Using Dashboards to gain a clear overview of the performance of your business. Topics covered: Dashboard Overview and Viewing the Pipeline - 2m52s Creating Outstanding Amounts - 4m8s |
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| Costpoint Business Intelligence Series: Visualizations - Learning Video | This course covers the requirements and prerequisites in creating visualizations, concepts and features of visualizations, and the overall process of creating a visualization. Topics covered: |
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| Vision Interactive Billing: Assign Invoice Numbers - Learning Video | Duration: 5m This video demonstrates how to manually assign Invoice Numbers during an interactive billing session in Deltek Vision. Topics covered: Introduction, Overview, Benefits and Risks - 1m 43s Manually assign invoice numbers Demo - 2m 11s Summary & Conclusion - 1m |
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| Ajera Projects and Scheduling Series: Using the Reporting Tools for Budgets and Schedules in Ajera - Learning Video | Duration: 10m Learn how to use reporting options to view budgeted hours vs. actual hours in Deltek Ajera. Topics covered: Introduction - 43s Objectives - 14s Benefits - 26s Budget Variance report orientation - 20s Risks - 29s Demonstration of using the Budget Variance report - 6m 13s Summary - 51 s Conclusion - 34s |
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| Ajera Projects and Scheduling Series: Using the Reporting Tools for Budgets and Schedules in Ajera - Learning Video | Duration: 10m Learn how to use reporting options to view budgeted hours vs. actual hours in Deltek Ajera. Topics covered: Introduction - 43s Objectives - 14s Benefits - 26s Budget Variance report orientation - 20s Risks - 29s Demonstration of using the Budget Variance report - 6m 13s Summary - 51 s Conclusion - 34s |
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| Deltek Vantagepoint Management Information and Planning Series: Increase Utilisation - Learning Video | Duration: 13m How to track incoming pipeline revenue and spread utilisation efficiently amongst your employees. Topics covered: Creating Utilization Dashboards - 2m30s YTD Utilization chart - 1m36s Hours Spread Chart - 1m44s Employee Utilization Chart - 1m18s Standard Resource View - 4m46s |
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| Costpoint Business Intelligence Series: Crosstab Report Creation - Learning Video | This course covers the concepts and features of a crosstab report, specifications, and the overall process of creating a crosstab report. Topics covered: |
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| Vision Performance Management (VPM) Dashboards - Portal | The Vision Performance Management (VPM) Dashboards Portal consists of three different components: Overviews, Demonstrations and Guided Practice. The VPM module turns your Vision data into powerful interactive Vision web dashparts that graphically illustrate results against company, project, staff, and profit center benchmarks and that can be used intuitively by staff members in your firm. VPM Dashboards employs the very powerful Tableau Desktop authoring tool to allow you to modify existing Deltek-delivered, standard dashboards for use in Vision as web dashparts or to author and publish your own completely customized dashboards in Vision. During the guided practice in this session, you will learn how to use the Visualization reporting component of VPM, configure the Analysis Cubes to facilitate your report authoring requirements and use the standard Vision Performance Management Tableau Desktop dashboards delivered by Deltek. You will also begin to learn how to build your own custom dashboards using the Tableau Desktop authoring software to further meet your company’s unique business analytics reporting needs. |
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| Deltek Vantagepoint Management Information and Planning Series: Manage Incoming Pipeline - Learning Video | Duration: 14m19s Get an overview of your incoming pipeline, incoming revenue and client profitability. Topics covered: Overview and Create Dashboard - 1m26s Incoming Pipeline Dashboard - 3m04s Client & Top Pursuits Dashboard - 6m30s Winning & Losing Business Dashboard - 3m5s |
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| Deltek Vantagepoint Standard Reporting Series: Delivered Standard Reports - Video |
Topics Covered:
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| Deltek Vantagepoint Standard Reporting Series: Delivered Standard Reports - Video |
Topics Covered:
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| Costpoint Business Intelligence Series: Scheduling and Subscriptions - Learning Video | Learn about how to create and view schedules and subscriptions within Business Intelligence. Topics covered: |
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| Vision User Fundamentals: Vision Learning Portal | The Vision Learning Portal consists of different groupings of short videos that contain training related to all aspects of using Deltek Vision. Topics include: User Fundamentals Time & Expense Configuration Time and Expense Processing Billing Configuration Billing Processing Accounting and Accounts Payable Customer Relationship Management Reporting Tools iAccess Basics Resource Planning Asset Management | ||
| Ajera Project Manager Pathway Series: Project Command Center and Accounts Receivable - Recorded Session | In this 1.5-hour course, you will get an overview of the Project Command Center and how the project setup, billing type, billing rate table and invoice format interact to create the Client Invoice. [Keywords and Related Searches - recorded session, online video, training video, invoice adjustment, plan, snapshot report, progress report, plan report, billing types, time and expense billing, time & expense, billing, fee billing, setup projects, project templates, project setups, budget, billing review, ar, accounts receivable, wbs, work breakdown structure] |
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| Ajera Project Manager Pathway Series: Project Command Center and Accounts Receivable - Recorded Session | In this 1.5-hour course, you will get an overview of the Project Command Center and how the project setup, billing type, billing rate table and invoice format interact to create the Client Invoice. [Keywords and Related Searches - recorded session, online video, training video, invoice adjustment, plan, snapshot report, progress report, plan report, billing types, time and expense billing, time & expense, billing, fee billing, setup projects, project templates, project setups, budget, billing review, ar, accounts receivable, wbs, work breakdown structure] |
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| Costpoint Business Intelligence Series: Dataset Creation and Processing - Learning Video | Duration: 12min This learning video will guide you on how to create your first datasets in Costpoint Business Intelligence. Topics covered: Sources of data - 1min Data Sets vs Framework Manager - 2m 26s Security Considerations - 45s Dataset Creation - 7min 13s |
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| Deltek Vantagepoint Purchasing Series: Purchase Orders - Learning Video | This course provides a general overview of the Deltek Vantagepoint Purchasing application and the full workflow, from creating to reviewing, printing, and closing orders. Topics Covered:
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| Costpoint Business Intelligence Series: Uploading Excel Data - Learning Video | Duration: 6min This learning video will walk you through how to upload excel data to Costpoint Business Intelligence. Topics covered: Details to consider when uploading excel data - 1min Demonstrations on uploading excel data in Business Intelligence via Upload Files and Quick launch and creating a sample dashboard - 3min 15s |
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| Vision Purchasing Series: Overview and Configuration - Recorded Session | In this 2-hour course, you will learn the functionality and workflow of the purchasing application; how to apply the recommended solutions security level access, configure general and company Purchasing options, and execute the steps in entering items for Purchasing into the database; and the steps in setting up purchasing alerts. This course is part of the Purchasing Series. [Keywords and Related Searches - training videos, tab, business process flow, configuration, checklist, role, general, menu, record, access, rights, system settings, item categories, U/M, reason, quality, print, company, accounts, ship, bill, clauses, buyer, vendor responses, approval workflows, organization, master, alerts, requisition, price quote, PR, RFQ, unit of measure, approvers, bill-to, ship-to] | ||
| Deltek Vantagepoint Purchasing Series: Blanket Purchase Orders - Learning Video | Learn about the process for creating and releasing Blanket Purchase Orders in Deltek Vantagepoint. Topics Covered:
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| Costpoint Business Intelligence Series: Developing Calculations - Learning Video | Duration: 10 min Learn more about how to develop calculations within Business Intelligence. Topics covered: Types of Calculations - 1m 15s Layout Calculations - 3m 41s Query Calculations - 4m 8s |
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| Ajera Project Manager Pathway Series: Schedule Manager - Recorded Session | In this 1-hour course, you will learn how to use the Schedule Manager in conjunction with the Project Command Center in Ajera to schedule employees on projects, manage schedules, and analyze project performance and employee workload. [Keywords and Related Searches - recorded session, online video, training video, budgeted hours, available hours, project hours, time & expense, budget variance report,inquiry, widget, phase resource, task, project, scheduling employees, work schedule] |
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| Deltek Vantagepoint Reporting Series: Standard and Favorite Reports - Quick Reference Guide | Duration: 8 minute read. Learn about the set up and configuration of Standard and Favourite reports in Deltek Vantagepoint, including useful terminology. Topics covered: Creating Favourite Reports - 4 Min read Delivered Standard Reports - 4 Min read | ||
| Deltek Vantagepoint Reporting Series: Standard and Favorite Reports - Quick Reference Guide | Duration: 8 minute read. Learn about the set up and configuration of Standard and Favourite reports in Deltek Vantagepoint, including useful terminology. Topics covered: Creating Favourite Reports - 4 Min read Delivered Standard Reports - 4 Min read | ||
| Deltek Vantagepoint Reporting Series: Standard and Favorite Reports - Quick Reference Guide | Duration: 8 minute read. Learn about the set up and configuration of Standard and Favourite reports in Deltek Vantagepoint, including useful terminology. Topics covered: Creating Favourite Reports - 4 Min read Delivered Standard Reports - 4 Min read | ||
| Costpoint Business Intelligence Series: Smart Artificial Intelligence Assistant - Learning Video | Duration: 10 min Learn about the steps on how to access and use the Smart Artificial Intelligence Assistant throughout Business Intelligence. Topics covered: What is Smart Artificial Intelligent (AI) Assistance? - 1m47s Demonstration of Smart AI features - 6m24s |
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| Vision Purchasing Series: Processing Part 1 - Purchase Requisition and Request for Price Quote - Recorded Session | In this 1-hour course, you will learn to create a Purchase Requisition, which includes providing general, shipping, comments, and cost distribution information; approve a Purchase Requisition; create and approve a request for price quote; and use the Price Request Response dialog in selecting a Vendor. This course is part of the Purchasing Series. [Keywords and Related Searches - training videos, general tab, line detail, shipping, notes, cost distribution, comments, vendors, toolbar, report, list, detail, view, progress, PR, RFQ] | ||
| Costpoint Business Intelligence Series: Authoring for Smart AI - Learning Video | Duration: 1hr This learning video will provide a deep dive into each of the underlying Data Modules provided with our Smart AI offering to have a better understanding of the data and are better prepared to author your own content. This currently covers Resource and HR Management. Topic covered: Smart AI Overview - 3m Resource Management: Major Structure Components - 2m 36s Supporting Details - 2m 35s Dashboard Authoring Tool - 6m 37s Utilization Calculation -2m 38s Summary and Dashboard Sample - 1m 6s Human Resource Management: Employee Basic Info - 1m 47s Demographics - 10s Hire/Termination Info � 2m 3s Employee Certifications and Degrees - 23s Employee Lab Info - 43s Employee Skills and UDEF - 1M 12s Headcount - 5m 2s Relative Time - 3m 20s Visualizations - 4m 5s Summary and Dashboard Sample - 53s |
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| Deltek Vantagepoint Purchasing Series: Purchase Order Approvals - Learning Video | Learn about the process for approving purchase orders in Deltek Vantagepoint. Topics Covered:
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| Ajera Project Manager Pathway Series: Closing Your Projects - Recorded Session | This 1.5-hour course provides an overview of steps to take during setting up and managing of a project to make closing your projects easier. [Keywords and Related Searches - recorded session, online video, training video, over-contract wip entries, moving entries, clear wip, project command center, restrict resources, entry status, pcc, close project, cap wip] |
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| Ajera Project Manager Pathway Series: Closing Your Projects - Recorded Session | This 1.5-hour course provides an overview of steps to take during setting up and managing of a project to make closing your projects easier. [Keywords and Related Searches - recorded session, online video, training video, over-contract wip entries, moving entries, clear wip, project command center, restrict resources, entry status, pcc, close project, cap wip] |
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| Deltek Vantagepoint Purchasing Series: Purchase Items - Learning Video | Duration: 7mins 36s Learn the different Item Types, Categories, and Tabs used in Purchasing. Topics Covered: Item Types - 1m 8s Item Categories - 48s General Tab - 56s Vendors Tab - 20s Inventory Tab - 20s Purchase Items Demonstration - 3m 5s | ||
| Costpoint Business Intelligence Series: Report Expressions - Infographic | Duration: 15min read This printable document provides information on the sections and icons that may be available in an Expression pop-up box. Topics covered: Types of Expression boxes Details of the Expression boxes (Name, Available Components, Expression Definition, Information, and Toolbar) |
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| Vision Purchasing Series: Processing Part 2 - Purchase Orders, Receiving, and Vouchers - Recorded Session | In this 1.5-hour course, you will learn to manage and process different Purchase Order tasks; how to receive goods and services and create back orders; and how to receive a Vendor Invoice and create a Voucher from a Purchase Order. This course is part of the Purchasing Series. [Keywords and Related Searches - training videos, toolbar, general tab, agreement, shipping, comments, line items, notes, cost, distribution, billing, clauses, default, progress, change order, approval, printing, release blanket PO, show committed expense, close, PR, RFQ, PO, receiving, blanket order, service order, goods, receipt, back order, backorder] | ||
| Deltek Vantagepoint Purchasing Series: Item Review - Learning Video | Learn how to view the details of your inventory and non-inventory items on Purchase Requisitions, Requests for Price Quotes and Purchase Orders, using the Item Review application.
Topics Covered:
Item Review Overview
Browser Functionality
Desktop Functionality
Security Access Rights | ||
| Costpoint Business Intelligence Series: Models Overview - Support Material | Duration: 30min read Learn more about the overview of the Deltek provided framework models in Costpoint Business Intelligence. Topics covered: Terminology Row Security Framework Models Opening and navigating packages |
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| Deltek Vantagepoint Purchasing Series: Purchase Requisitions - Learning Video | Learn how to create, approve, print, and review the Purchase Requisition Form in Deltek Vantagepoint. Topics Covered: Access and Create a Purchase Requisition | ||
| Costpoint Business Intelligence Series: Post Installation and Configuration Guide for On-premises Users - Support Material | Duration: 60 min read This guide will walk you through the initial setup of Costpoint Business Intelligence so your environment is secured before you allow users into Costpoint Business Intelligence to run and create reports and dashboards and leverage the built-in security features. Topics covered: Overview Business Intelligence Security Map the Costpoint CER User Groups to Cognos User Groups Customize Capability Permissions Customize Secured Feature Permissions Add Everyone and Assign Read Access to the Team Content Folder Copy the Smart AI Folder to Company Content Validate User Groups Add the Deltek Theme to Cognos Analytics Install ExtendTime.zip Extension Check Extensions |
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| Ajera Reporting Series: Standard Reports and Report Views - Learning Video | Duration: 27 m Learn about using Standard Reports and creating Report Views in Deltek Ajera. Topics covered: Introduction and Overview - 57s Benefits and Risks - 58s Getting to Reports and Toolbar Options - 7m 9s Help Resources - 2m 10s Filtering Options - 1m 52s Customize Options - 2m 31s Exporting Reports- 1m 57s Report Views - 4m 17s Summary and Conclusion- 58s |
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| Vision Purchasing Series: Reporting and Purchase Template Editor - Recorded Session | In this 1.5-hour course, you will learn to create a Vision Purchase Template that can be used to generate a Purchase Order and request for price quote forms and manage the different Purchasing reports. This course is part of the Purchasing Series. [Keywords and Related Searches - training videos, assigning, buyers, vendors, editor screens, general tab, image, order detail info, signature, Misc, assignment, blanket purchase orders, form request for price quote, requisition, item by vendor, open, cost distribution, detail, status, received, vouchered, columns, grid, toolbar, PR, RFQ, PO, upload] | ||
| Deltek Vantagepoint Purchasing Series: Purchase Receiving - Learning Video | Learn how to enter, modify, reject, and review receipt records using the Receipt Form of the Purchasing module in Deltek Vantagepoint.
Topics Covered: Receiving Form Receipt Grid Quality Codes Excess Receiving Project Review | ||
| Costpoint Business Intelligence Series: Cloud Setup Guide - Support Material | Duration: 60min read This guide is used after you receive administrative rights to Costpoint BI and will walk you through the initial setup of Costpoint BI so your environment is secured before you allow users into Costpoint BI to run and create reports and Dashboards and leverage the built-in security features in Costpoint Business Intelligence. Topics covered: Overview Copy the Smart AI Folder to Company Content Validate User Groups Hidden Analysis Packages and Dashboards Have Users Run and Validate Reports Troubleshooting |
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| Vision Purchasing Series - Frequently Asked Questions | Duration 30 m read This guide gives you the answers to the most common questions related to the configuration, use and processing of the Purchasing Module in Deltek Vision. Topics include: Purchasing Reports Purchasing Processing Purchasing Configuration Purchasing Workflow | ||
| Ajera Series: Schedule Manager - Self Paced Learning | Duration: 57m Learn about the use of Schedule Manager in Deltek Ajera to include Scheduling employees, interaction with the Manage Tab in the Project Command Center, and using the Distribute Hours function for creating Schedules. Topics covered: Overview- 1m Read Setup Security and Preferences for Schedule Manager - 8m 12s Add Resources in the PCC and in Schedule Manager - 4m 30s Read View Budget and Scheduled Hours by Project and Employee - 25m 48s Distribute Remaining Hours by Week - 8m 15s Reporting for Budgets and Schedules - 8m 15s What Schedule Manager will not do - 30s |
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| Ajera Series: Schedule Manager - Self Paced Learning | Duration: 57m Learn about the use of Schedule Manager in Deltek Ajera to include Scheduling employees, interaction with the Manage Tab in the Project Command Center, and using the Distribute Hours function for creating Schedules. Topics covered: Overview- 1m Read Setup Security and Preferences for Schedule Manager - 8m 12s Add Resources in the PCC and in Schedule Manager - 4m 30s Read View Budget and Scheduled Hours by Project and Employee - 25m 48s Distribute Remaining Hours by Week - 8m 15s Reporting for Budgets and Schedules - 8m 15s What Schedule Manager will not do - 30s |
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| Deltek Vantagepoint Purchasing Series: Purchase Reports - Video | Learn about the different standard purchasing reports available and how they can be used to monitor and manage past and current purchase activities. Topics Covered: Browser and Desktop Access | ||
| Costpoint Business Intelligence Series: Administrator Setup Guide - Support Material | This guide is used after you receive administrative rights to Costpoint BI and will walk you through the initial setup of Costpoint BI so your environment is secured before you allow users into Costpoint BI to run and create reports and Dashboards and leverage the built-in security features in Costpoint Business Intelligence. Topics covered: |
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| Ajera Series: Client Invoices - Recorded Session | In this 1.5-hour course, you will learn client invoicing workflow, how to work within client invoices to make needed changes and how to identify AR reports, AR inquiries and AR widgets. [Keywords and Related Searches - recorded session, online video, training video, invoice list, wip status, ar, reports, ar inquiries, ar widgets accounts, billing rate, aging report, adjustments deposits, credit memos, prepayment reports, prepayments, standard inquiries, marketing projects, overhead projects, split transaction, invoice adjustment, voided deposit, deposits, refund, cash receipt forecast] |
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| Ajera Series: Client Invoices - Recorded Session | In this 1.5-hour course, you will learn client invoicing workflow, how to work within client invoices to make needed changes and how to identify AR reports, AR inquiries and AR widgets. [Keywords and Related Searches - recorded session, online video, training video, invoice list, wip status, ar, reports, ar inquiries, ar widgets accounts, billing rate, aging report, adjustments deposits, credit memos, prepayment reports, prepayments, standard inquiries, marketing projects, overhead projects, split transaction, invoice adjustment, voided deposit, deposits, refund, cash receipt forecast] |
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| Vision for Project Manager Series: Invoices, Reporting and Dashparts - Recorded Session | In this 2-hour course, you will learn to use search, layout, column selection and options to design reports specific to your needs and add these reports to the dashboard for quick and easy access. This course is part of the Project Manager Series. [Keywords and Related Searches - training videos, invoice, template editor, general tab, images, project info, section, totals and signature, AR aged, unbilled detail & aging, project earnings, project progress, top/bottom performers, calculated field, selection criteria, executive, system, web, dashparts, top client, top project, logo, billing phases, billing status, KPI, top performers] |
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| Deltek Vantagepoint Billing Processing Series: Billing Terms - Video | Duration: 35 minutes Learn about functions and the steps in setting up the Billing Terms within Deltek Vantagepoint. Topics Covered:
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| Deltek Vantagepoint Billing Processing Series: Billing Terms - Video | Duration: 35 minutes Learn about functions and the steps in setting up the Billing Terms within Deltek Vantagepoint. Topics Covered:
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| Costpoint Business Intelligence Series: Authoring Business Intelligence Dashboards - Learning Video | This 12-minute learning video will guide you on how to create your first Cognos Analytics Dashboard available in Costpoint Reports and Analytics - Business Intelligence. Topics covered: Dashboard creation and setup - 1m 27s Visualization - 2m 25s Filters - 1m 37s Fields, Columns, and Calculation Editor - 7m |
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| Costpoint Business Intelligence Series: Framework Manager vs Data Modules - Functional Reference Guide | This covers the introduction to the features of Framework Manager and Data Modules. This guide will outline the key differences between the tools which will help you decide when to use Framework Manager and Data Modules going forward.
Topics covered:
Overview
Measures and Filters
Navigation Paths
Artificial Intelligence (AI)
Data Groups and Cleaning
Reports Source | ||
| Deltek Vantagepoint Billing Processing Series: Billing Terms and Setup for Fixed Fee Projects - Video | Learn about invoicing Fixed Fee Projects using the Fees tab and the options within the Sub-Level Terms tab of Billing Terms.
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| Deltek Vantagepoint Billing Processing Series: Billing Terms and Setup for Fixed Fee Projects - Video | Learn about invoicing Fixed Fee Projects using the Fees tab and the options within the Sub-Level Terms tab of Billing Terms.
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| Vision Payroll Series: Payroll Configuration Part 1 - Payroll Overview and General Payroll Configuration - Recorded Session | In this 2-hour course, you will learn the payroll processing flow and payroll application and, the steps in setting up security roles for a payroll administrator or user and configuring the payroll processing options. This course is part of the Payroll Series. [Keywords and Related Searches - training videos, benefit hours, pay hours, frequency, timesheet hours, recommended menu options, tab, general, record access, accounting, access rights, module, checks, FICA, Other Pay Setup, pre-tax, withholding, codes, user defined rules, tax, locale, form, contribution, rate table, HR, human resources, qtr, w2 quarter, w-2 quarter, accrual, employer, medicare, HSA, 401K, 125, cafeteria, federal, state, gross wages, deductions, matching, safe-harbor] |
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| Ajera Series: Invoice Formatting and Customization - Recorded Session | In this 2-hour course, you will learn how to use the built in features of Invoice Formats to set up modified invoice formats in Ajera - add a custom text header and footer, customize column headings, include signature lines, subtotals, supporting details and many other common options. [Keywords and Related Searches - recorded session, online video, training video, invoices, standard formats, custom invoice designer, custom invoice, invoice format, custom] |
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| Ajera Series: Invoice Formatting and Customization - Recorded Session | In this 2-hour course, you will learn how to use the built in features of Invoice Formats to set up modified invoice formats in Ajera - add a custom text header and footer, customize column headings, include signature lines, subtotals, supporting details and many other common options. [Keywords and Related Searches - recorded session, online video, training video, invoices, standard formats, custom invoice designer, custom invoice, invoice format, custom] |
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| Deltek Vantagepoint Billing Processing Series: Billing Groups - Learning Video | Duration: 5m30s Learn about the setup and usage of Billing Groups within Deltek Vantagepoint. Topics Covered: • Billing Groups Overview - 50s • Steps to Create a New Billing Group - 31s • Demonstration - Setup a Billing Group - 1m 56s • Demonstration - Billing Groups in Interactive Billing and Projects Hub - 1m 11s • Demonstration - Generate an Invoice - 37s |
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| Deltek Vantagepoint Billing Processing Series: Billing Groups - Learning Video | Duration: 5m30s Learn about the setup and usage of Billing Groups within Deltek Vantagepoint. Topics Covered: • Billing Groups Overview - 50s • Steps to Create a New Billing Group - 31s • Demonstration - Setup a Billing Group - 1m 56s • Demonstration - Billing Groups in Interactive Billing and Projects Hub - 1m 11s • Demonstration - Generate an Invoice - 37s |
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| Costpoint Reports and Analytics Series: Finance Manager Dashboard - Infographic | Get familiar with the Finance Manager Dashboard feature available in Costpoint Reports and Analytics. This printable guide defines the dashboards capability and displays various dashparts with high level information. This is part of the Reports and Analytics series. [Keywords and Related Searches - print out, cheat sheet, quick reference, cp8, drill down, ar over 30 days, open billing, projects over x funding, labor utilization, ar current] |
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| Costpoint Reports and Analytics Series: Organization Manager Dashboard - Infographic | Learn how to use the Organization Manager Dashboard feature available in Costpoint Reports and Analytics. This printable guide defines the dashboards capability and displays various dashparts with high level information. This is part of the Reports and Analytics series. [Keywords and Related Searches - print out, cheat sheet, quick reference, cp8, drill down, ar over 30 days, open billing, projects over x funding, labor utilization, ar current] |
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| Vision Payroll Series: Payroll Configuration Part 2 - Direct Deposit, Pay Rate Table, and Benefit Accrual - Recorded Session | In this 1.5-hour course, you will learn to configure direct deposits, how to associate payroll information with employees, and pay rate tables. It also includes discussions on benefit accrual configuration. This course is part of the Payroll Series. [Keywords and Related Searches - training videos, grid, social security numbers, withholding codes, employer contribution, tax locale, reference, types, project, info center, time analysis, accrual schedule, HR, human resources, ss#, nacha, ach, checking account, savings account, pay type, ovt pct, ovt2 pct, overtime percent, OT%, pre-accrue, carry over limit, unemployment] |
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| Ajera Series: Client Receipts - Recorded Session | In this 1-hour course, you will learn the client receipt workflow, the different types of client receipt operations and client receipt reports, inquiries and widgets. [Keywords and Related Searches - recorded session, online video, training video, receipts, prepayments, refunds, miscellaneous receipts, accounts receivable, ar, credit memo ] |
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| Ajera Series: Client Receipts - Recorded Session | In this 1-hour course, you will learn the client receipt workflow, the different types of client receipt operations and client receipt reports, inquiries and widgets. [Keywords and Related Searches - recorded session, online video, training video, receipts, prepayments, refunds, miscellaneous receipts, accounts receivable, ar, credit memo ] |
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| Deltek Vantagepoint Billing Processing Series: Interactive Billing - Learning Video | Duration: 18 mins
Learn about the setup and usage of Interactive Billing within Deltek Vantagepoint.
Topics Covered:
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| Deltek Vantagepoint Billing Processing Series: Interactive Billing - Learning Video | Duration: 18 mins
Learn about the setup and usage of Interactive Billing within Deltek Vantagepoint.
Topics Covered:
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| Deltek Vantagepoint Billing Processing Series: Group Billing - Learning Video | Duration: 5 mins
Learn about the setup and usage of Group Billing within Deltek Vantagepoint.
Topics Covered:
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| Deltek Vantagepoint Billing Processing Series: Group Billing - Learning Video | Duration: 5 mins
Learn about the setup and usage of Group Billing within Deltek Vantagepoint.
Topics Covered:
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| Vision Payroll Series: Payroll Processing - Recorded Session | In this 2.5-hour course, you will learn the difference between an automatic and manual payroll processing run; how to review employee payroll information, modify pay hours, specify other pay amounts, and override a withholding for an employee; and the steps in processing a check run including printing checks, assigning check numbers, and posting payroll. This course is part of the Payroll Series. [Keywords and Related Searches - training videos, checklist, methods, screens, employee review, GL, FICA, AP Voucher, journal, posting log, direct deposit, bonus, tax implications, adjustment, payroll, payment, expense, void, W2, W3, state ID, electronic filing, quarterly processing, quarter, Qtr, w-2, w-3, 940, 941, HR, human resources, regular hours, overtime, ovt, pay hours, time hours, other pay, job cost variance, reprint, re-print check, bank account, net to gross, check margins] |
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| Ajera Series: Entering Receipts Client Receipt and Prepayments - Infographic | Duration: 6m Read Learn how to enter Receipts and Prepayments in Deltek Ajera. Topics covered: Entering Client Receipts Entering Prepayments |
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| Ajera Series: Entering Receipts Client Receipt and Prepayments - Infographic | Duration: 6m Read Learn how to enter Receipts and Prepayments in Deltek Ajera. Topics covered: Entering Client Receipts Entering Prepayments |
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| Deltek Vantagepoint Billing Processing Series: Batch Billing - Video | Learn about Batch Billing, how to run it, email invoices, and how to finalize invoices using Batch Billing in Deltek Vantagepoint.
Topics Covered: · Running Batch Billing · Emailing Invoices · Finalizing Invoices · Accepting Invoices through Batch Billing |
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| Deltek Vantagepoint Billing Processing Series: Batch Billing - Video | Learn about Batch Billing, how to run it, email invoices, and how to finalize invoices using Batch Billing in Deltek Vantagepoint.
Topics Covered: · Running Batch Billing · Emailing Invoices · Finalizing Invoices · Accepting Invoices through Batch Billing |
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| Ajera Series: Accounts Payable - Recorded Session | In this 1.5-hour course, you will learn how to enter and change Vendor Invoices and the workflow related to recurring Vendor Invoices. You will also learn about purchase orders, paying vendor invoices and vendor reports. [Keywords and Related Searches - recorded session, online video, training video, vendor, vendor credits, vendor invoices, purchase orders, paying vendor, vendor reports, vendor payments, vendor types, accounts payable, ap] |
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| Ajera Series: Accounts Payable - Recorded Session | In this 1.5-hour course, you will learn how to enter and change Vendor Invoices and the workflow related to recurring Vendor Invoices. You will also learn about purchase orders, paying vendor invoices and vendor reports. [Keywords and Related Searches - recorded session, online video, training video, vendor, vendor credits, vendor invoices, purchase orders, paying vendor, vendor reports, vendor payments, vendor types, accounts payable, ap] |
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| Deltek Vantagepoint Billing Processing Series: Invoice History - Learning Video | Duration: 10 mins
Learn how to email, reprint, create a credit memo, and void invoices using the Invoice History tab.
Topics Covered: · Overview - 1m · Email invoices - 16s · Reprint Final Invoices - 22s · Credit Memos - 1m 5s · Void Invoice - 1m 50s · Delete Invoice - 40s · Invoice History Demonstration - 3m 51s |
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| Deltek Vantagepoint Billing Processing Series: Invoice History - Learning Video | Duration: 10 mins
Learn how to email, reprint, create a credit memo, and void invoices using the Invoice History tab.
Topics Covered: · Overview - 1m · Email invoices - 16s · Reprint Final Invoices - 22s · Credit Memos - 1m 5s · Void Invoice - 1m 50s · Delete Invoice - 40s · Invoice History Demonstration - 3m 51s |
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| Vision Payroll Series: Payroll Reports and Utilities - Recorded Session | In this 2-hour course, you will learn the options and selection criteria for Payroll reports, the steps in previewing and printing Payroll reports, the different Payroll reports that you can generate for your organization, and the different payroll utilities and its functions. This course is part of the Payroll Series. [Keywords and Related Searches - training videos, startup application, views, configure, security, types, customizing, records, HR, human resources, 940, 941, unemployment, tax worksheet, insurance, quarterly, 401, 125, cafeteria, withheld, w2 quarter, qtr, benefit year, undo posting, unpost, un-post, un-do, key convert, key conversion, history loading] |
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| Deltek Vantagepoint Billing Processing Series: Employee Realization - Learning Video | Duration: 7min 45s Learn about the Employee Realization, how to set up the feature, difference between Invoice Frequency and Period Frequency, processing Employee Realization, and generating reports with Employee Realization. Topics Covered:
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| Deltek Vantagepoint Billing Processing Series: Employee Realization - Learning Video | Duration: 7min 45s Learn about the Employee Realization, how to set up the feature, difference between Invoice Frequency and Period Frequency, processing Employee Realization, and generating reports with Employee Realization. Topics Covered:
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| Ajera Series: Recurring Vendor Invoices - Self Paced Learning | Duration: 15 min Learn about the Setup, Creation and Paying of Recurring Vendor Invoices in Deltek Ajera. Topics covered: Role Settings - 30 s Setting Up Recurring Vendor Invoices- 5 m 30 s Create Recurring Vendor Invoices - 2 m 40 s Paying Recurring Vendor Invoices - 5 m 15 s |
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| Ajera Series: Recurring Vendor Invoices - Self Paced Learning | Duration: 15 min Learn about the Setup, Creation and Paying of Recurring Vendor Invoices in Deltek Ajera. Topics covered: Role Settings - 30 s Setting Up Recurring Vendor Invoices- 5 m 30 s Create Recurring Vendor Invoices - 2 m 40 s Paying Recurring Vendor Invoices - 5 m 15 s |
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| Vision Payroll Series: Frequently Asked Questions - Clickguide | Duration 30 m read This guide gives you the answers to the most common questions related to the configuration, use and processing of Payroll in Deltek Vision. Topics include: Payroll Reports Payroll Processing Payroll Configuration |
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| Deltek Vantagepoint Billing Processing Series: Setting Up Invoice Approval - Learning Video | Duration: 6 mins This video will give you more information on setting up and establishing Invoice Approvals. Topics Covered: Overview and Enabling Approvals - 1m 12s Establishing Approval Process - 51s Assigning Approval process - 21s Identifying Key Employees - 25s Demonstration: Enable, Setup and Define Invoice Approval Process - 2m 39s |
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| Ajera Series: Bank Registers, Credit Cards, and Reconciling - Recorded Session | In this 1.5-hour course, you will learn the importance of regular reconciliation of your bank register along with the proper way to reconcile a credit card register in Ajera. You will also know more about the processes involved with working in a bank register and a credit card register. [Keywords and Related Searches - recorded session, online video, training video, entries, workflow, register, statement, pay, credit card provider, closing statement period, credit card import log, credit card vendor, bank account setup, account, reconcile, bank reconciliation report] |
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| Ajera Series: Bank Registers, Credit Cards, and Reconciling - Recorded Session | In this 1.5-hour course, you will learn the importance of regular reconciliation of your bank register along with the proper way to reconcile a credit card register in Ajera. You will also know more about the processes involved with working in a bank register and a credit card register. [Keywords and Related Searches - recorded session, online video, training video, entries, workflow, register, statement, pay, credit card provider, closing statement period, credit card import log, credit card vendor, bank account setup, account, reconcile, bank reconciliation report] |
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| Deltek Vantagepoint Billing Processing Series: Submitting Invoice for Approval - Video | Duration: 6 mins |
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| Vision Project Planning and Resource Management Series: Initial Setup Considerations - Recorded Session | This covers the ten main attributes to consider when initially creating Plans in Vision. This is part of the Vision Resource Management Series. [Keywords and Related Searches - print out, cheat sheet, quick reference, plan number, cost, billing, both cost and billing, rates, generic resources, provisional rate, labor, labor category, labor codes, labor rate, resources, resource management, planning, plans, numbering system, activity codes, budget method, budgeting method, budget type, units, expense tables, expense category, top down, top-down, percent complete, % complete, formulas] |
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| Deltek Vantagepoint Billing Processing Series: Approving Invoices - Learning Video | Duration: 8m 29s Learn about the approval applications used and the process involved in approving invoices in Deltek Vantagepoint. Topics Covered: Overview - 1m 5s Invoice Approval & Draft Invoice Approval - 1m 8s Approval Delegation - 27s Demonstration: Approving Invoices- 3m 49s |
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| Costpoint Materials Management Series: Supplier Portal - Clickguide | Duration: 15 min read Learn about the Supplier Portal functionality available in Costpoint. It includes the Purchase Order Communications flow chart that illustrates each roles: Admin, Buyer and Supplier/Subcontractor. Topics covered: Email notifications Purchase Order Communication Admin Actions Buyer Actions Supplier Actions Purchase Order Workflow |
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| Vision Project Planning and Resource Management Series: Initial Considerations in Creating Plans - Recorded Session | In this 2-hour course, you will learn about initial considerations and different ways to create project plans in Vision. This course is part of the Vision Project Planning and Resource Management series. [Keywords and Related Searches - training videos, pprm, task dependencies, lag, lead, float, accordion calendar, schedule tab, FS relationship, predecessors, MS project] |
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| Ajera Series: Payroll Processing - Recorded Session | In this 2-hour course, you will learn about the effective cost, setup payroll from beginning to end, and payroll processing. You will also know more about reviewing and editing paychecks, paying employees and generating direct deposits, outsourcing payroll accruals, and reviewing applicable payroll reports. [Keywords and Related Searches - recorded session, online video, training video, payroll, in-house payroll, outsource payroll, third-party payroll, adp, quickbooks, paychecks] |
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| Deltek Vantagepoint Billing Processing Series: Invoice Digital Markup - Learning Video | Duration: 19m 43s This learning video covers enabling and setting up Digital Invoice Markup, and walks you through the steps in adding digital markups in Draft Invoice Approvals. Topics Covered: Overview and Key Terms - 54s Benefits, Roles and Process Flow – 2m 30s Invoice Approval Setup - 54s Enabling Digital Markup - 2m 37s Using the Annotation Tool for Review and Digital Mark Up – 8m 50s Finalizing Invoices – 2m 30s |
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| Costpoint Materials Management Series: Supplier Portal Overview for Payer - Clickguide | Duration: 15 min read Learn about the functions and options in the Payer in Supplier Portal for Costpoint. This course provides the information on the three main use cases for the Supplier Portal Invoicing Capabilities. Topics covered: Invoice Management Use Cases Supplier Portal Overview for Payer |
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| Deltek Vantagepoint Billing Processing Series: Refresh Billing Extensions - Learning Video | Duration: 8 mins Learn about the steps involved in running a Refresh Billing Extension in Deltek Vantagepoint. Topics Covered: Overview - 1m 1s Reporting Default Terms - 41s When to Perform a Refresh - 41s Steps Required to Refresh Billing Extensions - 1m 30s Demonstration: Running a Refresh - 3m 33s |
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| Vision Project Planning and Resource Management Series: Plan Templates, Security, and Plan Settings - Recorded Session | In this 2-hour course, you will learn how to discuss how to create a Template Plan as a starting point in creating new plans, explain discuss the different ways you can grant or restrict access to Planning users, break down Planning Configuration based on your needs, and identify Planning Configuration Forms. This course is part of the Vision Project Planning and Resource Management series. [Keywords and Related Searches - training videos, pprm, accordion calendar, planning grids, wbs mapping, summary grids, accounting calendar] |
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| Ajera Series: Financial Statement Designer - Recorded Session | In this 1.5 -hour course, you will learn the step by step instructions for its properties and options as well as window elements Financial Statement Design toolbar, Workbook Properties and Content List options. [Keywords and Related Searches - recorded session, online video, training video, designer toolbar, financial statement, designs, statement groups, worksheet, workbook properties, balance sheet group, reports, financial reports, FSD] |
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| Ajera Series: Financial Statement Designer - Recorded Session | In this 1.5 -hour course, you will learn the step by step instructions for its properties and options as well as window elements Financial Statement Design toolbar, Workbook Properties and Content List options. [Keywords and Related Searches - recorded session, online video, training video, designer toolbar, financial statement, designs, statement groups, worksheet, workbook properties, balance sheet group, reports, financial reports, FSD] |
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| Deltek Vantagepoint Billing Processing Series: Invoice Template Editor -Learning Video | Learn how to create custom invoice templates for your billing invoices using the Invoice Template Editor.
Topics Covered: Invoice Template Editor Form Tabs Preview Template Add Images Assign Templates to Projects Assign Templates within Billing Terms |
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| Deltek Vantagepoint Billing Processing Series: Invoice Template Editor -Learning Video | Learn how to create custom invoice templates for your billing invoices using the Invoice Template Editor.
Topics Covered: Invoice Template Editor Form Tabs Preview Template Add Images Assign Templates to Projects Assign Templates within Billing Terms |
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| Ajera Series: Inquiry Basics Conditions and Links - Recorded Session | In this 1.5-hour course, you will go through step-by-step exercises that show you how to filter data in inquiries provided in Ajera by setting conditions on an inquiry, linking one inquiry to another and setting conditions on links between inquiries. [Keywords and Related Searches - recorded session, online video, training video, inquiry table layout, inquiry toolbar, standard inquiries, general process, custom inquiries, client invoice, condition, security setup, database] |
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| Ajera Series: Inquiry Basics Conditions and Links - Recorded Session | In this 1.5-hour course, you will go through step-by-step exercises that show you how to filter data in inquiries provided in Ajera by setting conditions on an inquiry, linking one inquiry to another and setting conditions on links between inquiries. [Keywords and Related Searches - recorded session, online video, training video, inquiry table layout, inquiry toolbar, standard inquiries, general process, custom inquiries, client invoice, condition, security setup, database] |
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| Vision Project Planning and Resource Management Series: Overview of Creating Plans and Processes - Recorded Session | In this 2-hour course, you will learn how to discuss the steps in creating a Project Plan, identify WBS structure based on organizational need, and discuss the steps in converting an iAccess plan to a Vision plan. This course is part of the Vision Project Planning and Resource Management series. [Keywords and Related Searches - elearning, online course, online learning, resource planning, project management, iaccess, resources, budget calculator, pprm] |
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| Deltek Vantagepoint Billing Processing Series: Billing Processing Overview - Learning Video | Duration: 5m26s Learn about billing processes, workflow options, and type of billing tables. Topics Covered: Benefits - 50s Features - 2m 45s Billing Business Process Flow - 1m18s |
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| Deltek Vantagepoint Billing Processing Series: Billing Processing Overview - Learning Video | Duration: 5m26s Learn about billing processes, workflow options, and type of billing tables. Topics Covered: Benefits - 50s Features - 2m 45s Billing Business Process Flow - 1m18s |
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| Costpoint Materials Management Series: Routings and Production Control - Recorded Session | This 1-hour course focuses on how to identify and perform the Routings' sequence of steps, execute various Engineering Change Notices (ECNs) procedures, and define the important screen parts of Compute Material Requirements and Manufacturing Order. This course is part of the Materials Management Series. |
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| Deltek Vantagepoint Billing Processing Series: Labor Billing Tables - Learning Video | Duration: 29m39s Learn about the setup and configuration of Labor Billing Rate Tables to calculate billing rates on invoices, billing extensions on project reports and billing and cost rates in Resource Planning. Topics Covered: Labor Billing Tables Overview - 2m 47s Labor Rate Tables - 6m 39s Labor Category Billing Tables - 7m 47s Labor Code Billing Tables - 7m 29s Labor Override Billing Tables - 4m 23s |
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| Deltek Vantagepoint Billing Processing Series: Labor Billing Tables - Learning Video | Duration: 29m39s Learn about the setup and configuration of Labor Billing Rate Tables to calculate billing rates on invoices, billing extensions on project reports and billing and cost rates in Resource Planning. Topics Covered: Labor Billing Tables Overview - 2m 47s Labor Rate Tables - 6m 39s Labor Category Billing Tables - 7m 47s Labor Code Billing Tables - 7m 29s Labor Override Billing Tables - 4m 23s |
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| Costpoint Materials Management Series: Engineering Change Notices (ECN) - Recorded Session | This 1-hour course focuses on the Engineering Change Notices and how to to identify and process modifications to design and processing information. It also provides examples for how to use ECN to add new parts, add a revision, replace a BOM and add a routing step, and how to obsolete a part. This course is part of the Materials Management Series. |
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| Ajera Series: Inquiry Formulas - Recorded Session | In this 1.5-hour course, you will learn how to use basic formulas to customize your Ajera inquiries. You will explore SQL functions that enables you to acquire more focused information in your inquiries. You will be shown how to filter amount columns using field criteria in a formula, use a string function to parse through a data field and use key fields in link columns. [Keywords and Related Searches - recorded session, online video, training video, advanced formulas, structured query language, sql, basic syntax, inquiry, reporting, report, queries] |
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| Ajera Series: Inquiry Formulas - Recorded Session | In this 1.5-hour course, you will learn how to use basic formulas to customize your Ajera inquiries. You will explore SQL functions that enables you to acquire more focused information in your inquiries. You will be shown how to filter amount columns using field criteria in a formula, use a string function to parse through a data field and use key fields in link columns. [Keywords and Related Searches - recorded session, online video, training video, advanced formulas, structured query language, sql, basic syntax, inquiry, reporting, report, queries] |
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| Deltek Vantagepoint Billing Processing Series: Expense Billing Tables - Learning Video | Duration: 14m14s Learn about the setup and configuration of Expense Billing Rate Tables to calculate billing rates on invoices, billing extensions on project reports and billing and cost rates in Resource Planning. Topics Covered: Types of Expense Billing Tables - 30s Expense Account Billing Tables - 4m 45s Expense Category Billing Tables - 4m 13s Expenses by Vendor Billing Tables - 4m12s |
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| Deltek Vantagepoint Billing Processing Series: Expense Billing Tables - Learning Video | Duration: 14m14s Learn about the setup and configuration of Expense Billing Rate Tables to calculate billing rates on invoices, billing extensions on project reports and billing and cost rates in Resource Planning. Topics Covered: Types of Expense Billing Tables - 30s Expense Account Billing Tables - 4m 45s Expense Category Billing Tables - 4m 13s Expenses by Vendor Billing Tables - 4m12s |
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| Costpoint Materials Management Series: Inventory - Recorded Session | This 2-hour course focuses on the Inventory module, its controls, and the various types of inventory transactions that can be performed within the Costpoint Materials Inventory Module. This course is part of the Materials Management Series. |
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| Deltek Vantagepoint Billing Processing Series: Managing Retainers - Video | Learn how to set up and apply retainers, and which situations they should be used in. Topics Covered:
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| Vision Project Planning and Resource Management Series: Overview of iAccess in Vision - Recorded Session | In this 2.5-hour course, you will learn how Vision Planning integrates with iAccess for Vision to make it possible for you to manage complex projects through an alternative, streamlined application. iAccess for Vision offers real-time planning, budget, invoice, and reporting statistics that are optimized to follow planning best practices. This course is part of the Vision Project Planning and Resource Management series. [Keywords and Related Searches - elearning, online course, online learning, pprm, project management workspace, evm implementation, invoice review approvals, ipad, tablet, info button, i bubble, generic resources, shift hours] |
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| Deltek Vantagepoint Billing Processing Series: Billing Terms - Quick Reference Guide | Duration: 16 Min read Learn how to utilize features and functions of Billing Terms in Deltek Vantagepoint, including useful terminology. Topics covered: Billing Topics Overview - 2 min read Access Billing Terms - 2 min read Setup for Fixed Fee Projects - 1 min read How Fee is Determined - 3 min read Fee Invoice Posting - 2 min read Billing Billing Groups - 2 min read Supporting Documents in Interactive Billing - 4 Min read |
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| Deltek Vantagepoint Billing Processing Series: Billing Terms - Quick Reference Guide | Duration: 16 Min read Learn how to utilize features and functions of Billing Terms in Deltek Vantagepoint, including useful terminology. Topics covered: Billing Topics Overview - 2 min read Access Billing Terms - 2 min read Setup for Fixed Fee Projects - 1 min read How Fee is Determined - 3 min read Fee Invoice Posting - 2 min read Billing Billing Groups - 2 min read Supporting Documents in Interactive Billing - 4 Min read |
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| Costpoint Materials Management Series: Sales Order Entry - Recorded Session | This 2-hour course focuses on the Sales Order module, its controls, order entry and invoicing, and issuing and shipping transactions that can be performed within the Costpoint Materials Sales Order Module. This course is part of the Materials Management Series. |
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| Vision Project Planning and Resource Management Series: Overview of iAccess in Vision - Infographic | Duration: 3m Read Learn about the use of iAccess in Deltek Vision. Topics covered: iAccess Employee Workspace iAccess Timesheets iAccess Expense Reports iAccess Project Management Workspace |
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| Deltek Vantagepoint Accounting Series: Firms Hub - Learning Video | Duration: 9m 8s This learning video focuses on the Firms Hub section of Deltek Vantagepoint, and provides information on the tabs related to Accounting and AP processes. Topics Covered: • Firms Hub Tabs - 1m 2s • Contacts Tab - 18s • Vendor Tab, Vendor Review and PWP - 1m 50s • Voucher Review - 15s • Project Template - 32s • Firms Hub Demonstration: Client Records and Vendor Types - 4m 42s | ||
| Deltek Vantagepoint Accounting Series: Firms Hub - Learning Video | Duration: 9m 8s This learning video focuses on the Firms Hub section of Deltek Vantagepoint, and provides information on the tabs related to Accounting and AP processes. Topics Covered: • Firms Hub Tabs - 1m 2s • Contacts Tab - 18s • Vendor Tab, Vendor Review and PWP - 1m 50s • Voucher Review - 15s • Project Template - 32s • Firms Hub Demonstration: Client Records and Vendor Types - 4m 42s | ||
| Deltek Vantagepoint Accounting Series: Employees Hub - Learning Video | Duration: 13m 15s This video covers features and tabs that are relevant to Accounting functionality, in the Employees Hub in Deltek Vantagepoint. Topics Covered: Hubs Overview - 2m 30s Employees Hub Tabs: Overview and Contact Details - 1m 12s Details Tab & Accounting Tab - 1m Job Costing & Cost Rate Calculation - 2m 42ss Absence Accruals & Direct Deposits Grids - 1m 19s Time & Expenses Tab - 56s Employees Hub and Key Fields Demonstration - 2m 33s | ||
| Deltek Vantagepoint Accounting Series: Employees Hub - Learning Video | Duration: 13m 15s This video covers features and tabs that are relevant to Accounting functionality, in the Employees Hub in Deltek Vantagepoint. Topics Covered: Hubs Overview - 2m 30s Employees Hub Tabs: Overview and Contact Details - 1m 12s Details Tab & Accounting Tab - 1m Job Costing & Cost Rate Calculation - 2m 42ss Absence Accruals & Direct Deposits Grids - 1m 19s Time & Expenses Tab - 56s Employees Hub and Key Fields Demonstration - 2m 33s | ||
| Costpoint Labor Series: Overview and Controls - Learning Video | Duration: 8min This learning video will walk you through on how to navigate to the primary control screens relevant to the initialization of the Costpoint Labor module. Topics covered: Overview and Benefits - 4m Process Flow - 3m 8s |
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| Vision for Project Manager Series: Planning with iAccess - Recorded Session | In this 1.5-hour course, you will learn to enter a Project Plan data in iAccess without the use of the Project Planning module. This course is part of the Project Manager Series. [Keywords and Related Searches - training videos, benefits, workspaces, plans, management, dashpart, process flow, conditions, settings, configure, start, end, grid, labor, add resources, generic, hours, billing, cost, publish, graphs, employee timesheet, review, reports, progress, summary, ipad, tablet, info button, i bubble, generic resources, shift hours, convert plan, create, summary view, calendar view, published, budget source, ETC, EAC, estimate to complete, estimate at completion] |
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| Deltek Vantagepoint Project-based and Batch Accounting Overview - Video | This video introduces important key concepts for Deltek Vantagepoint regarding project-based accounting and batch-based accounting concepts. Topics Covered:
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| Deltek Vantagepoint Project-based and Batch Accounting Overview - Video | This video introduces important key concepts for Deltek Vantagepoint regarding project-based accounting and batch-based accounting concepts. Topics Covered:
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| Costpoint Labor Series: Employee Setup - Learning Video | Duration: 23min This learning video will guide you about the new employee setup, and setting up the salary information in the Labor module. Topics covered: Setting up an Employee - 9mins Setting up the Salary Information - 11mins |
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| Deltek Vantagepoint Accounting Series: Projects Hub - Learning Video | This learning video introduces the different account-related functionalities of the Projects Hub in Deltek Vantagepoint.
Topics Covered: · Project Hub Sections & Tabs · Overview & Work Breakdown Structure Levels · Accounting Tab · Contract Management: Compensation Tab · Project Template · Projects Hub Demonstration | ||
| Deltek Vantagepoint Accounting Series: Projects Hub - Learning Video | This learning video introduces the different account-related functionalities of the Projects Hub in Deltek Vantagepoint.
Topics Covered: · Project Hub Sections & Tabs · Overview & Work Breakdown Structure Levels · Accounting Tab · Contract Management: Compensation Tab · Project Template · Projects Hub Demonstration | ||
| Costpoint Labor Series: Employee Attributes - Learning Video | Duration: 18min This learning video will guide you on how to configure the Employee Attributes relevant to the Costpoint Labor module. Topics covered: Timesheet Periods - 5m 30s Work Schedules - 4m 46s General and Project Labor Categories - 4m 48s Workers' Compensation Codes - 1m 53s |
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| Ajera Series: Year End Reconciliation and Review - Recorded Session | In this 2-hour course, you will learn how to simplify year-end closing and increase your confidence with year-end procedures. You will be walked through all the steps required for year-end closing, including printing W-2s and 1099s. You will also learn Control Account reconciliation followed by methods to reconcile In-house payroll if needed. We will also show you the importance of backup schedules, data integrity, DPE and Overhead and cover reports that can be used on a yearly basis to insure profitability and peak employee utilization. [Keywords and Related Searches - instructor led class, training, year-end, reconciliation, government reporting, w 2, w-2, 1099, close year, year end] |
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| Ajera Series: Year End Reconciliation and Review - Recorded Session | In this 2-hour course, you will learn how to simplify year-end closing and increase your confidence with year-end procedures. You will be walked through all the steps required for year-end closing, including printing W-2s and 1099s. You will also learn Control Account reconciliation followed by methods to reconcile In-house payroll if needed. We will also show you the importance of backup schedules, data integrity, DPE and Overhead and cover reports that can be used on a yearly basis to insure profitability and peak employee utilization. [Keywords and Related Searches - instructor led class, training, year-end, reconciliation, government reporting, w 2, w-2, 1099, close year, year end] |
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| Vision Project Planning and Resource Management Series: Resource Management and Reports - Recorded Session | In this 2-hour course, you will learn the resource management options and the function of generic resource assignments, designate hard and soft booking, hot to navigate and describe the different functions of the Resource Utilization tool, the Project Planning reports available and the steps in generating a Project Planning Report. This course is part of the Project Planning and Resource Management Series. [Keywords and Related Searches - training videos, toolbar, select resources, search results, panel, view by, organization, legend, change hours, employee, copy, move, availability, grid, labor plan, EVT, summary, actuals, forecast, planned, requirements, analysis, list, performance, schedule, organization, hard booked, soft booked, under utilized, generic assignments, generic resource, change assignment, move hours, re-assign, reassign, planning analysis] |
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| Deltek Vantagepoint Accounting Series: Overhead Allocation - Learning Video | Duration: 15 mins Learn the basic concepts, the different setup methods, and the steps on how to run an Overhead Allocation in Deltek Vantagepoint. Topics Covered: What is Overhead? - 32s Benefits and Overview - 1m 37s Settings - 13 Overhead Allocation Setup - 4m 53s Run Overhead - 3m 54s Reconciling and Processing Overhead Allocation - 1m 59s | ||
| Deltek Vantagepoint Accounting Series: Overhead Allocation - Learning Video | Duration: 15 mins Learn the basic concepts, the different setup methods, and the steps on how to run an Overhead Allocation in Deltek Vantagepoint. Topics Covered: What is Overhead? - 32s Benefits and Overview - 1m 37s Settings - 13 Overhead Allocation Setup - 4m 53s Run Overhead - 3m 54s Reconciling and Processing Overhead Allocation - 1m 59s | ||
| Costpoint Labor Series: Labor Costing Attributes - Learning Video | Duration: 51min This learning video will provide you knowledge on the Labor Costing Attributes. This also includes discussions on how to work on Pay Types and Allowances, and setting up Wage Determination and Overtime Controls. Topics covered: Overview - 16m Pay Types - 8m 34s Allowances - 6m 16s Wage Determination - 10m 40s Overtime Controls - 9m 20s |
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| Ajera Reconciliation Troubleshooting: Trial Balance - Recorded Session | In this 1-hour course, you will learn the most common items that may cause Trial Balance reconciliation problems, and how to troubleshoot a non-balancing Trial balance in Ajera. [Keywords and Related Searches - recorded session, online video, training video, non-balancing, sub-ledger, ledger, gl, general ledger, troubleshoot] |
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| Ajera Reconciliation Troubleshooting: Trial Balance - Recorded Session | In this 1-hour course, you will learn the most common items that may cause Trial Balance reconciliation problems, and how to troubleshoot a non-balancing Trial balance in Ajera. [Keywords and Related Searches - recorded session, online video, training video, non-balancing, sub-ledger, ledger, gl, general ledger, troubleshoot] |
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| Vision Advanced Series: Data Import - Recorded Session | In this 1.5-hour course, you will learn to configure Security relating to Data import, import General Journal Transactions using the Standard Data Import, update and import Employee Records and import Project Records using Advanced Data Import. This course is part of the Advanced Series. [Keywords and Related Searches - training videos, role, security, record access, accounting, actions, depreciation, text file, field mapping, transaction center, entries, precautions, allow updates, results, error report, journal entry, journal entries, validation, validate, utility, utilities, JE, delimiter, delimited, Excel, CSV, TXT, batch, salary, salaries, input table, pay rate, job cost rate, project, data dictionary] |
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| Deltek Vantagepoint Accounting Series: Overhead Allocation by Organization - Learning Video | Duration: 12mins This learning video covers basic concepts of Overhead Allocation by Organization method and shows Overhead Allocation by Organization Setup Methods. Topics Covered: Overview of Overhead by Organization - 3m 38s Individual Organization Setup - 1m 46 Distribute to Operating Organization - 2m 7s Methods, Basis, Rates and Variance Project - 1m 37s Running Overhead Allocation - 46s Reporting and Reconciling - 1m 21s | ||
| Deltek Vantagepoint Accounting Series: Overhead Allocation by Organization - Learning Video | Duration: 12mins This learning video covers basic concepts of Overhead Allocation by Organization method and shows Overhead Allocation by Organization Setup Methods. Topics Covered: Overview of Overhead by Organization - 3m 38s Individual Organization Setup - 1m 46 Distribute to Operating Organization - 2m 7s Methods, Basis, Rates and Variance Project - 1m 37s Running Overhead Allocation - 46s Reporting and Reconciling - 1m 21s | ||
| Vision Billing Series: Knowledge Check - Support Material | Duration: 26m Use this interactive Knowledge Check to test your understanding of Billing in Vision |
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| Costpoint Labor Series: Labor Posting and Reporting - Learning Video | Duration: 36min This learning video will help you learn about the posted and unposted timesheets, how to configure and manage the correcting of timesheets, and the three types of special timesheets. Topics covered: Manage Correcting and Posting timesheets - 12mins 3 special timesheets (Autopay, Reversing, and Retroactive - 12mins Reports, Inquiries and Printing of Timesheets - 11mins |
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| Deltek Vantagepoint Accounting Series: Labor Cross Charges - Learning Video | Duration: 18mins Learn how to process labor cross charges in Deltek Vantagepoint. Topics Covered:
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| Deltek Vantagepoint Accounting Series: Labor Cross Charges - Learning Video | Duration: 18mins Learn how to process labor cross charges in Deltek Vantagepoint. Topics Covered:
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| Costpoint Labor Series: Timesheets - Learning Video | Duration: 45 mins This learning video focuses on the Costpoint Labor Timesheet. It is intended for users who manage their organization’s labor and timesheet processes. Topics covered: Overview - 2m |
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| Vision Accounting and Accounts Payable Series: Knowledge Check - Support Material | Duration: 26m Use this interactive Knowledge Check to test your understanding of Accounting and Accounts Payable in Vision | ||
| Ajera Reconciliation Troubleshooting: Cash Account - Recorded Session | In this 1-hour course, you will learn the most common items that may cause Cash Balance reconciliation problems, as well as troubleshooting a non-reconciling Cash accounts in Ajera. [Keywords and Related Searches - recorded session, online video, training video, non-balancing, sub-ledger, ledger, gl, general ledger, troubleshoot, cash account] |
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| Ajera Reconciliation Troubleshooting: Cash Account - Recorded Session | In this 1-hour course, you will learn the most common items that may cause Cash Balance reconciliation problems, as well as troubleshooting a non-reconciling Cash accounts in Ajera. [Keywords and Related Searches - recorded session, online video, training video, non-balancing, sub-ledger, ledger, gl, general ledger, troubleshoot, cash account] |
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| Deltek Vantagepoint Accounting Series: Employee Costing Methods - Infographic | A quick guide to the different methods and features of Employee Costing (including Provisional Cost, and Adjust Salaried Job Cost), the steps in enabling Cost Rate Tables, the three types of Cost Rate Tables in Deltek Vantagepoint (Labor Rate, Labor Category, and Labor Code), and the usage of Effective Dates and Cost Rate Overrides. Topics Covered: Job Costing Information Employee Costing Methods Types of Cost Rate Tables | ||
| Costpoint Leave Series: Leave Processing - Learning Video | Duration: 40 min This learning video focuses on processing leave and accruals usage and creating leave payout timesheets. It is intended for users who manage their organization’s labor and leave processes. Topics covered: Compute Leave Accruals - 5m 54s Manage Leave Edit Table - 6m 28s Post Leave Accruals - 8m 42s Manage Employee Leave - 10m 42s |
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| Vision CRM Series: Knowledge Check - Support Material | Duration: 26m Use this interactive Knowledge Check to test your understanding of using the CRM Module in Vision |
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| Vision Expense Configuration and Processing Series: Knowledge Check - Support Material | Duration: 26m Use this interactive Knowledge Check to test your understanding of Expense configuration and processing in Vision | ||
| Ajera Reconciliation Troubleshooting: Accounts Receivable - Recorded Session | In this 1 -hour course, you will learn the most common items that may cause Accounts Receivable reconciliation problems, and learn how to troubleshoot non-reconciling accounts Receivable in Ajera. [Keywords and Related Searches - recorded session,online video, training video, ar, reconciliation, accounts receivable, gl, ledger, sub ledger ] |
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| Ajera Reconciliation Troubleshooting: Accounts Receivable - Recorded Session | In this 1 -hour course, you will learn the most common items that may cause Accounts Receivable reconciliation problems, and learn how to troubleshoot non-reconciling accounts Receivable in Ajera. [Keywords and Related Searches - recorded session,online video, training video, ar, reconciliation, accounts receivable, gl, ledger, sub ledger ] |
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| Deltek Vantagepoint Accounting Series: Revenue Generation - Learning Video | Duration: 33mins 38s This learning video covers the basic concepts of the Revenue Generation module in Deltek Vantagepoint, including setup, reporting, and a demonstration of how to use the tool to calculate your Revenue Recognition Topics Covered:
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| Deltek Vantagepoint Accounting Series: Revenue Generation - Learning Video | Duration: 33mins 38s This learning video covers the basic concepts of the Revenue Generation module in Deltek Vantagepoint, including setup, reporting, and a demonstration of how to use the tool to calculate your Revenue Recognition Topics Covered:
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| Vision Project Planning and Resource Management Series: Knowledge Check - Support Material | Duration: 26m Use this interactive Knowledge Check to test your understanding of Project Planning and Resource Management in Vision |
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| Costpoint Leave Reconciliation - Self-Paced Learning | Duration: 40 min Learn about Leave Reconciliation functionality in Costpoint, including Reconciling Leave by Account, Reconciling Leave by Employee, the processing steps and descriptions for each method, how the system computes realized gains and losses when Multicurrency is enabled and the other system calculations for other leave information. Topics covered: Reconciliation Leave by Account - 6m06s Reconciliation Leave by Employee - 22m30s Realized Gains/Loses and Other Calculations Explained - 5m |
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| Deltek Vantagepoint Accounting Series: Bank Reconciliation - Learning Video | Duration: 25m 37s This learning video covers the overview of Bank Reconciliation as well as its features and functions. Topics Covered: Overview - 43s Bank Code vs GL Account - 1m Bank Reconciliation Form and Tabs - 11m 10s Bank Entries - 5m Bank Reconciliation Report - 1m 8s Close Statement - 2m 57s | ||
| Deltek Vantagepoint Accounting Series: Bank Reconciliation - Learning Video | Duration: 25m 37s This learning video covers the overview of Bank Reconciliation as well as its features and functions. Topics Covered: Overview - 43s Bank Code vs GL Account - 1m Bank Reconciliation Form and Tabs - 11m 10s Bank Entries - 5m Bank Reconciliation Report - 1m 8s Close Statement - 2m 57s | ||
| Vision Purchasing Series: Knowledge Check - Support Material | Duration: 13m Use this interactive Knowledge Check to test your understanding of Purchasing in Vision. | ||
| Costpoint Leave Series: Leave Setup - Learning Video | Duration: 48 min This learning video will focus on the setup for the Costpoint's Leave module and is intended for users who configures their organization’s labor and leave systems. Topics covered: Leave Process Flow - 2m 2s Accounting for Leave Pay - 3m 25s Leave Setup demonstration - 5m Leave Setup Checklist - 2m 39s Leave Balance Ceiling Methids - 1m 48s Leave Accrual Method Codes - 4m 12s Leave Controls - 4m 54s Leave Types - 5m 7s Leave Codes - 9m 23s Assigning Leave to Employees - 3m 36s Reconcile Leave Balances 2m 24s |
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| Ajera Reconciliation Troubleshooting: Prepayment - Recorded Session | In this 1-hour course, you will learn the most common items that may cause Prepayment account reconciliation problems, as well as troubleshooting a non-reconciling Prepayment account in Ajera. [Keywords and Related Searches - recorded session, online video, training video, non-balancing, sub-ledger, ledger, gl, general ledger, troubleshoot] |
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| Ajera Reconciliation Troubleshooting: Prepayment - Recorded Session | In this 1-hour course, you will learn the most common items that may cause Prepayment account reconciliation problems, as well as troubleshooting a non-reconciling Prepayment account in Ajera. [Keywords and Related Searches - recorded session, online video, training video, non-balancing, sub-ledger, ledger, gl, general ledger, troubleshoot] |
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| Deltek Vantagepoint Accounting Series: Set Up and Run Bank Reconciliation Import - Learning Video | Learn the features and functions of the Import tab, the bank setup, and the Bank Reconciliation import process in Deltek Vantagepoint.
Topics Covered:
· Import Tab and Bank Setup
· File Format and Date Handling
· Matching Rules
· Connecting Your Bank Accounts using Plaid
· Import Transactions
· Import Bank Statement
· Errors Report
· Import History
Undo Import | ||
| Deltek Vantagepoint Accounting Series: Set Up and Run Bank Reconciliation Import - Learning Video | Learn the features and functions of the Import tab, the bank setup, and the Bank Reconciliation import process in Deltek Vantagepoint.
Topics Covered:
· Import Tab and Bank Setup
· File Format and Date Handling
· Matching Rules
· Connecting Your Bank Accounts using Plaid
· Import Transactions
· Import Bank Statement
· Errors Report
· Import History
Undo Import | ||
| Vision Time Series: Knowledge Check - Support Material | Duration: 19m Use this interactive Knowledge Check to test your understanding of Entering and Processing Timesheets in Vision |
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| Costpoint Payroll Series: Direct Deposit Setting and Manage Deductions - Learning Video | Duration: 22 min Learn about the Configure Direct Deposit Settings and Manage Deductions and what is required for each screen. Topics covered: Configure Direct Deposit Settings - 5m23s Manage Deductions - 15m09s |
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| Deltek Vantagepoint Accounting Series: Process Imported Bank Reconciliation Items - Learning Video | Learn about the features and functions of Bank Reconciliation related to imported items.
Topics Covered: · Matched Transactions · Import Tab · Clear Matched Transactions · Match Imported Records from Bank Feed · Create Receipt | ||
| Deltek Vantagepoint Accounting Series: Process Imported Bank Reconciliation Items - Learning Video | Learn about the features and functions of Bank Reconciliation related to imported items.
Topics Covered: · Matched Transactions · Import Tab · Clear Matched Transactions · Match Imported Records from Bank Feed · Create Receipt | ||
| Vision User Fundamentals Series: Knowledge Check - Support Material | Duration: 22m Use this interactive Knowledge Check to test your understanding of User Fundamentals in Vision | ||
| Ajera Reconciliation Troubleshooting: Accounts Payable - Recorded Session | In this 1-hour course, you will learn the most common items that may cause Accounts Payable reconciliation problems, and troubleshooting a non-reconciling accounts payable in Ajera. [Keywords and Related Searches - recorded session, online video, training video, ap, non-balancing, sub-ledger, ledger, gl, general ledger, troubleshoot, ap account] |
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| Ajera Reconciliation Troubleshooting: Accounts Payable - Recorded Session | In this 1-hour course, you will learn the most common items that may cause Accounts Payable reconciliation problems, and troubleshooting a non-reconciling accounts payable in Ajera. [Keywords and Related Searches - recorded session, online video, training video, ap, non-balancing, sub-ledger, ledger, gl, general ledger, troubleshoot, ap account] |
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| Vision Tips and Tricks - Self-Paced Learning | Duration: 1h Learn about the use of components that will make things easier in Deltek Vision. Topics covered: Accessing Vision and the Support site - 3m 45s User options - 4 m Dashboard - 3m 40s Touch CRM and Touch Time & Expense - 8m 15s List View and other Grids - 3m 10s iAccess- 6m Reporting - 5m 25s General Accounting - 4m 30s Emails - 2m 30s Searches and Lookups - 2m 35s Time & Expense - 3m 30s User Defined Components - 2m 10s Transaction Center - 2m 10s Potpourri - 7m |
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| Deltek Vantagepoint Accounts Payable Series: AP Process Flow and Automatic Payments - Learning Video | Duration: 26m 23s Learn about AP payment processing using an Automatic payment run in Deltek Vantagepoint Topics Covered: • AP Process Flow - 1m 20s • Payment processing - 4m 32s • Automatic Run Type - 1m 18s • Vendor Review - 32s • Printing Checks - 3m 22s • Vendor Hub Demonstration - 3m 44s • Automatic Payment Run Demonstration - 11m 5s | ||
| Deltek Vantagepoint Accounts Payable Series: AP Process Flow and Automatic Payments - Learning Video | Duration: 26m 23s Learn about AP payment processing using an Automatic payment run in Deltek Vantagepoint Topics Covered: • AP Process Flow - 1m 20s • Payment processing - 4m 32s • Automatic Run Type - 1m 18s • Vendor Review - 32s • Printing Checks - 3m 22s • Vendor Hub Demonstration - 3m 44s • Automatic Payment Run Demonstration - 11m 5s | ||
| Costpoint Payroll Series: New Employee Setup - Self-Paced Learning | Duration: 40 min Learn about the employee life cycle in Costpoint from recruitment to termination. This covers the process for the following: setup of basic information, salary information, and payroll details for a new employee, employee information update, and termination. Topics covered: New Employee Setup - 28m53s Employee Information Update - 4m57s Employee Termination - 2m |
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| Ajera Reconciliation Troubleshooting: Work In Progress (WIP) - Recorded Session | In this 1-hour course, you will learn most common items that may cause WIP reconciliation problems, and how to troubleshoot non- reconciling WIP accounts in Ajera. [Keywords and Related Searches - recorded session, online video, training video, non-balancing, sub-ledger, ledger, gl, general ledger, troubleshoot, work in progress] |
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| Ajera Reconciliation Troubleshooting: Work In Progress (WIP) - Recorded Session | In this 1-hour course, you will learn most common items that may cause WIP reconciliation problems, and how to troubleshoot non- reconciling WIP accounts in Ajera. [Keywords and Related Searches - recorded session, online video, training video, non-balancing, sub-ledger, ledger, gl, general ledger, troubleshoot, work in progress] |
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| Deltek Vantagepoint Accounts Payable Series: Printing Checks - Learning Video | Learn about the AP check printing process after creating an automatic or manual payment run in Deltek Vantagepoint. Topics Covered: Effects of Posting Payment Processing Posting Logs Print Vendor Payments | ||
| Deltek Vantagepoint Accounts Payable Series: Printing Checks - Learning Video | Learn about the AP check printing process after creating an automatic or manual payment run in Deltek Vantagepoint. Topics Covered: Effects of Posting Payment Processing Posting Logs Print Vendor Payments | ||
| Costpoint Payroll Series: Configure Payroll Settings - Learning Video | Duration: 17 min Learn about the primary control screens that needs to be configured and initialized in the Costpoint Payroll module. Topics covered: Payroll Setup - 44s Configure Payroll Settings - 14m25s |
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| Deltek Vantagepoint Accounts Payable Series: Manual Payment Processing - Learning Video | Duration: 7m 8s Learn about AP payment processing using a manual payment run in Deltek Vantagepoint. Topics Covered: • Manual Run Type - 52s • Select Vouchers to Pay & Partial Payments - 1m 7s • Manual Process Demonstration - 4m 35s | ||
| Deltek Vantagepoint Accounts Payable Series: Manual Payment Processing - Learning Video | Duration: 7m 8s Learn about AP payment processing using a manual payment run in Deltek Vantagepoint. Topics Covered: • Manual Run Type - 52s • Select Vouchers to Pay & Partial Payments - 1m 7s • Manual Process Demonstration - 4m 35s | ||
| Ajera Reconciliation Troubleshooting: Salaries Payable - Recorded Session | In this 1-hour course, you will learn the most common items that may cause Salaries Payable account reconciliation problems. It also covers reconciling your salaries payable account and troubleshooting a non- reconciling salaries payable account in Ajera. [Keywords and Related Searches - recorded session, online video, training video, non-balancing, sub-ledger, ledger, gl, general ledger, troubleshoot] |
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| Ajera Reconciliation Troubleshooting: Salaries Payable - Recorded Session | In this 1-hour course, you will learn the most common items that may cause Salaries Payable account reconciliation problems. It also covers reconciling your salaries payable account and troubleshooting a non- reconciling salaries payable account in Ajera. [Keywords and Related Searches - recorded session, online video, training video, non-balancing, sub-ledger, ledger, gl, general ledger, troubleshoot] |
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| Deltek Vantagepoint Accounts Payable Series: AP Reporting and AP Voucher Entry - Learning Video |
Topics Covered:
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| Deltek Vantagepoint Accounts Payable Series: AP Reporting and AP Voucher Entry - Learning Video |
Topics Covered:
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| Costpoint Payroll Series: Employee Life Cycle, Setup, and Information - Learning Video | Duration: 19 min Learn about the employee life cycle in Costpoint from recruitment to termination, and setup the basic employee information. Topics covered: Employee Life Cycle - 4m09s New Employee Setup - 1m Employee Information - 12m47s |
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| Deltek Vantagepoint Accounts Payable Series: AP Electronic Funds Transfer - Learning Video | Duration: 8m 37s Learn about the AP Electronic Funds Transfer (EFT) process to pay your vendors electronically in Deltek Vantagepoint. Topics Covered: • Overview - 28s • EFT Setup - 21s • Initial Test EFT Transfer - 1m 40s • EFT Summary View - 30s • Processing EFT Payments - 1m 14s • Create Payment Run, Process EFT and Bank Settings - 5m 53s | ||
| Deltek Vantagepoint Accounts Payable Series: AP Electronic Funds Transfer - Learning Video | Duration: 8m 37s Learn about the AP Electronic Funds Transfer (EFT) process to pay your vendors electronically in Deltek Vantagepoint. Topics Covered: • Overview - 28s • EFT Setup - 21s • Initial Test EFT Transfer - 1m 40s • EFT Summary View - 30s • Processing EFT Payments - 1m 14s • Create Payment Run, Process EFT and Bank Settings - 5m 53s | ||
| Costpoint Payroll Series: Employee Information Update and Termination - Learning Video | Duration: 13 min Learn about the steps on how to update the employee's information and how to terminate an employee. Topics covered: Employee Update Information - 6m05s Employee Termination - 5m18s |
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| Ajera Series: Introduction to Add-on CRM for Ajera - Infographic | This infographic summarizes the discussion on Introduction to CRM, and includes an overview of CRM hubs, CRM module types, and features. [Keywords and Related Searches - Infographic, cheat sheet, quick reference, print, CRM, hubs] |
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| Ajera Series: Introduction to Add-on CRM for Ajera - Infographic | This infographic summarizes the discussion on Introduction to CRM, and includes an overview of CRM hubs, CRM module types, and features. [Keywords and Related Searches - Infographic, cheat sheet, quick reference, print, CRM, hubs] |
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| Deltek Vantagepoint Accounts Payable Series: AP Void Payment - Video | Duration: 4m 24s Learn about the steps involved in voiding AP payments and checks in Deltek Vantagepoint. Topics Covered: Overview & Steps Required - 1m 38s Voiding Payments Demonstration - 2m 15s |
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| Deltek Vantagepoint Accounts Payable Series: AP Void Payment - Video | Duration: 4m 24s Learn about the steps involved in voiding AP payments and checks in Deltek Vantagepoint. Topics Covered: Overview & Steps Required - 1m 38s Voiding Payments Demonstration - 2m 15s |
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| Costpoint Payroll Series: New Employee Payroll Setup - Learning Video | Duration: 21 min Learn about the Employee Payroll Setup that includes demonstrations for Taxes, Deductions, Contributions, and Bank Infor subtasks/screens. Topics covered: Employee Payroll Setup - 52s Tax Details - 6m20s Employee Deductions - 5m05s Employee Contributions - 2m21s Direct Deposit - 6m32s |
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| Ajera Series: Processing in Add-on CRM for Ajera Part 1 - Infographic | This infographic summarizes the discussion on CRM Processing Part 1, and focuses on the following CRM hubs: Opportunities, Firms, Employees, and Boilerplates. [Keywords and Related Searches - infographic, print out, cheat sheet, quick reference, CRM, Customer Relationship Management, hubs, boilerplates, firms, employees, opportunities] |
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| Ajera Series: Processing in Add-on CRM for Ajera Part 1 - Infographic | This infographic summarizes the discussion on CRM Processing Part 1, and focuses on the following CRM hubs: Opportunities, Firms, Employees, and Boilerplates. [Keywords and Related Searches - infographic, print out, cheat sheet, quick reference, CRM, Customer Relationship Management, hubs, boilerplates, firms, employees, opportunities] |
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| Deltek Vantagepoint Accounts Payable Series: Payment Review - Learning Video | Duration: 7m 33s Learn about the steps involved in reviewing AP vendor payments in Deltek Vantagepoint. Topics Covered: Payment Review Overview - 23s Lookup AP Payments - 53s AP Payment Review Screen - 46s AP Payment Review Process - 4m 59s | ||
| Deltek Vantagepoint Accounts Payable Series: Payment Review - Learning Video | Duration: 7m 33s Learn about the steps involved in reviewing AP vendor payments in Deltek Vantagepoint. Topics Covered: Payment Review Overview - 23s Lookup AP Payments - 53s AP Payment Review Screen - 46s AP Payment Review Process - 4m 59s | ||
| Costpoint Payroll Series: Manage Pay Periods and Paycheck Settings - Learning Video | Duration: 11 min Learn about the functions available for the Manage Pay Periods and Configure Paycheck Settings screens. Topics covered: Manage Pay Periods - 5m21s Configure Paycheck Settings - 3m48s |
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| Ajera Series: Processing in Add-on CRM for Ajera Part 2 - Infographic | This infographic summarizes the discussion on CRM Processing Part 2, and focuses on the following CRM hubs: Contacts, Marketing Campaigns, and Activities. The calendar feature is also included in this infographic. [Keywords and Related Searches - infographic, print out, cheat sheet, quick reference, CRM, Customer Relationship Management, hubs, contacts, marketing, activities] |
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| Ajera Series: Processing in Add-on CRM for Ajera Part 2 - Infographic | This infographic summarizes the discussion on CRM Processing Part 2, and focuses on the following CRM hubs: Contacts, Marketing Campaigns, and Activities. The calendar feature is also included in this infographic. [Keywords and Related Searches - infographic, print out, cheat sheet, quick reference, CRM, Customer Relationship Management, hubs, contacts, marketing, activities] |
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| Deltek Vantagepoint Accounts Payable Series: AP Reconciliation and Reports - Learning Video | Duration: 3m 39s Learn how to compare the balance between your sub ledger and general ledger in Deltek Vantagepoint. Topics Covered: File Reconciliation - 1m 23s Voucher Ledger - 16s Trial Balance - 18s General Ledger Reconciliation - 1m 6s | ||
| Deltek Vantagepoint Accounts Payable Series: AP Reconciliation and Reports - Learning Video | Duration: 3m 39s Learn how to compare the balance between your sub ledger and general ledger in Deltek Vantagepoint. Topics Covered: File Reconciliation - 1m 23s Voucher Ledger - 16s Trial Balance - 18s General Ledger Reconciliation - 1m 6s | ||
| Costpoint Payroll Series: Salary Details - Learning Video | Duration: 13 min Learn about the Salary Details subtask of the Manage Employee Information screen. Topics covered: Salary Information - 9m10s HR Information - 2m31s |
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| Ajera Advanced User Series: Formulas for Inquiries and Widgets - Recorded Session | This 45 minute recorded session focuses on CRM basics such as overview, CRM types, and functionality. This course is intended for CRM users, and personnel who maintain and manage CRM for the organization. [Keywords and Related Searches - recorded session, training, CRM, hubs] |
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| Ajera Advanced User Series: Formulas for Inquiries and Widgets - Recorded Session | This 45 minute recorded session focuses on CRM basics such as overview, CRM types, and functionality. This course is intended for CRM users, and personnel who maintain and manage CRM for the organization. [Keywords and Related Searches - recorded session, training, CRM, hubs] |
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| Deltek Vantagepoint Accounts Payable Series: AP Invoice Approvals - Video | This learning video covers enabling and setting up AP Invoice Approval, creating an AP Invoice, using the approval actions, creating an AP Voucher from the approval, and posting the approved AP Voucher.
Topics Covered:
Setup and Enable AP Invoice Approval
Create AP Invoice
AP Invoice Notes
Approval Actions
Approval Progress
Create AP Voucher
Delete AP Invoice
Post Approved AP Voucher | ||
| Costpoint Payroll Series: Employee and Tax Controls - Learning Video | Duration: 30 min Learn about the important screens for Employee and Tax Controls that are necessary to set up your employees for payroll. Topics covered: Employee Controls - 10m43s Tax Controls - Federal Taxes - 7m18s Tax Controls - State Taxes - 6m24s Tac Controls - Local Taxes - 4m |
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| Deltek Vantagepoint Accounts Payable Series: AP Voucher Review - Learning Video | Duration: 6m 37s Learn how to use the Voucher Review screen to search for and view posted vouchers in Deltek Vantagepoint. Topics Covered: Overview - 46s Detailed Line Items - 1m 1s Supporting Document - 44s Voucher Review Demonstration - 3m 32s | ||
| Deltek Vantagepoint Accounts Payable Series: AP Voucher Review - Learning Video | Duration: 6m 37s Learn how to use the Voucher Review screen to search for and view posted vouchers in Deltek Vantagepoint. Topics Covered: Overview - 46s Detailed Line Items - 1m 1s Supporting Document - 44s Voucher Review Demonstration - 3m 32s | ||
| Costpoint Payroll Series: Garnishments - Self-Paced Learning | Duration: 60 min Learn about the different types of potential garnishment, and how to navigate the following applications: Manage Deductions, Manage Garnishment Recipients, Manage Federal Tax Levy Exemptions, Manage Minimum Wage, Manage State Support Order Rules, and Manage Employee Garnishments. Topics covered: Manage Garnishment Recipients - 2m49 Manage Federal Tax Levy Exemptions - 2m04s Manage minimum Wage - 1m27s Manage State Support Order Rules - 2m55s Manage Employee Garnishments - 38m07s |
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| Deltek Vantagepoint Accounting Series: Transaction Center Overview - Learning Video | Duration: 4m 50s This learning video provides an overview of Transaction Center and its options for processing transactions. Topics Covered: Transaction Center Overview - 36s Processing Overview - 20s Menu Selections - 1m 7s Transaction Processing Flowchart - 18s Navigating the Transaction Center - 1m 32s | ||
| Deltek Vantagepoint Accounting Series: Transaction Center Overview - Learning Video | Duration: 4m 50s This learning video provides an overview of Transaction Center and its options for processing transactions. Topics Covered: Transaction Center Overview - 36s Processing Overview - 20s Menu Selections - 1m 7s Transaction Processing Flowchart - 18s Navigating the Transaction Center - 1m 32s | ||
| Costpoint Payroll Series: Garnishments Types and Applications - Learning Video | Duration: 14 min Learn about the types of potential garnishments and navigate thru the garnishment applications (Manage Deductions, Manage Garnishment Recipients, Manage Federal Tax Levy Exemptions, and Manage Minimum Wage). Topics covered: Garnishment Types - 5m28s Manage Garnishment Recipients - 3m23s Manage Federal Tax Levy Exemptions - 2m04s Manage Minimum Wage - 1m28s |
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| Ajera CRM Integration and Setup Portal | The training videos contained in the Portal are related to Ajera CRM/CRM Plus, not the Simple CRM that can be used with Ajera. It is not intended for Ajera users who also use DPS or Deltek Vantagepoint as a CRM source (training can be found in the DLZ for these under other Ajera courses). This training has three recorded walkthroughs, designed to be completed at your own pace. The first course covers Ajera CRM Integration Setup specifically, walking you through an orientation of the Integration Tab, followed by tips for integration. The second course covers the general workflow used in Integrating Ajera and the Ajera CRM. Finally we offer the CRM Orientation course, which will allow you to become familiar with the areas of the Ajera CRM. These videos are best viewed in Internet Explorer or Edge Browsers. The completion time may vary per user. [Keywords and Related Searches: Ajera CRM, CRM, Integration, CRM Integration, CRM Overview, Ajera CRM Overview, CRM Plus, Customer Relationship Management, support materials] |
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| Vision Master Certification Exam | Duration: 2h The Deltek Professional Vision Master Certification Exam validates skills within the Vision product suite. Successful completion of the Certification exam is required to receive the Certification. Deltek Training is not required to be certified. Passing the exam confirms you have practical application knowledge required to be a Deltek Vision Master Certified User. | ||
| Deltek Vantagepoint Accounting Series: Creating Transaction Files - Learning Video | Duration: 12m 22s This learning video explains how to create different types of transaction files, set control totals, and establish recurring transactions in Transaction Entry. Topics Covered: Transaction Settings - 24s Transaction Entry & Toolbar - 1m 57s AP Vouchers - 19s AP Disbursements - 37s Cash Receipts - 18s Recurring Transactions - 55s Demonstration: Creating Transactions - 6m 59s | ||
| Deltek Vantagepoint Accounting Series: Creating Transaction Files - Learning Video | Duration: 12m 22s This learning video explains how to create different types of transaction files, set control totals, and establish recurring transactions in Transaction Entry. Topics Covered: Transaction Settings - 24s Transaction Entry & Toolbar - 1m 57s AP Vouchers - 19s AP Disbursements - 37s Cash Receipts - 18s Recurring Transactions - 55s Demonstration: Creating Transactions - 6m 59s | ||
| Costpoint Payroll Series: Manage State Support Order Rules and Manage Employee Garnishment - Learning Video | Duration: 18 min Learn about the types of potential garnishments and navigate through the garnishment applications (Manage State Support Order Rules and Manage Employee Garnishment). Topics covered: Manage State Support Order Rules - 4m17s Manage Employee Garnishment - 12m |
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| Vision Certification with Accounting Exam | Duration: 2h The Deltek Professional Vision Certification with Accounting Exam validates skills within the Vision product suite. Successful completion of the Certification exam is required to receive the Certification. Deltek Training is not required to be certified. Passing the exam confirms you have practical application knowledge required to be a Deltek Vision with Accounting Certified User. | ||
| Deltek Vantagepoint Accounting Series: Transaction Lists - Learning Video | Duration: 3m 20s This learning video explains what a Transaction List is and covers how to view or print a Transaction List report. Topics Covered: Transaction List Overview & Contents - 54s Review and Print a Transaction File from a list - 2m 6s | ||
| Deltek Vantagepoint Accounting Series: Transaction Lists - Learning Video | Duration: 3m 20s This learning video explains what a Transaction List is and covers how to view or print a Transaction List report. Topics Covered: Transaction List Overview & Contents - 54s Review and Print a Transaction File from a list - 2m 6s | ||
| Costpoint Payroll Series: Multi-State Taxes - Learning Video | Duration: 21 min Learn about the functions for Multi-State Taxes available in the Payroll Module. Topics covered: Manage Pay Periods - 1m31s Manage State Taxes - 1m Manage Reciprocal State - 3m10s Manage employee Information - 2m13s Labor - Timesheet Defaults - 2m10s Multi-State Residency Computation - 6m21s Compute and Print Payroll - 2m30s |
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| Vision Certification with Customer Relationship Management Exam | Duration: 1h30m The Deltek Professional Vision Certification with Customer Relationship Management (CRM) Exam validates skills within the Vision product suite. Successful completion of the Certification exam is required to receive the Certification. Deltek Training is not required to be certified. Passing the exam confirms you have practical application knowledge required to be a Deltek Vision with Customer Relationship Management (CRM) Certified User. | ||
| Deltek Vantagepoint Accounting Series: Posting Transaction Files - Learning Video | Duration: 6m 25s This learning video explains how to post transactions and print or preview a Posting Log. Topics Covered: Transaction Posting Overview - 27s Automatic Posting and Effects on General Ledger - 58s Posting Log Process including Print & Preview - 1m 33 Demonstration: Create and post a Transaction File - 3m 2s | ||
| Deltek Vantagepoint Accounting Series: Posting Transaction Files - Learning Video | Duration: 6m 25s This learning video explains how to post transactions and print or preview a Posting Log. Topics Covered: Transaction Posting Overview - 27s Automatic Posting and Effects on General Ledger - 58s Posting Log Process including Print & Preview - 1m 33 Demonstration: Create and post a Transaction File - 3m 2s | ||
| Costpoint Payroll Series: Multi-State Taxes - Self-Paced Learning | Duration: 15 min Learn about the tax calculation processes for employees who work in more than one state during a pay cycle. It is intended for users who process employee withholding taxes for their organizations. Topics covered: Manage State Taxes - 1m05s Manage Reciprocal State Taxes - 1m57s Manage Pay Periods - 1m03s Manage Employee Taxes - 2m14s |
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| Deltek Vantagepoint Accounting Series: Time and Expense Posting - Video | This learning video covers the functions of the Time and Expense Posting feature including posting timesheets and expense reports, reversing incorrect timesheets, and scheduling the posting of timesheets, expense reports, and reversed timesheets.
Topics Covered:
Feature Overview
Timesheet and Expense Report Tabs
Timesheet Corrections Tab |
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| Deltek Vantagepoint Accounting Series: Year-End Resources - Infographic | Details of the resources which are available to assist Vantagepoint customers with Year-End processes and functionality. This course is a link to online material that requires an account with Deltek Support to access. The material contains guidance on Benefit Accrual, Accounting, Payroll, W2, and 1099 forms, as well as checklists and advice on all aspects of Year-End procedures available within Deltek Vantagepoint. | ||
| Costpoint Year-End Series: Closing the Payroll Year - Learning Video | Learn about how to close the payroll year, which includes the steps needed before closing the payroll year, what is involved with specifically closing the payroll year, and what necessary actions are required after closing the payroll year. Topics covered:
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| Ajera Master Certification Exam | Duration: 1h30m The Deltek Professional Ajera Master Certification Exam validates skills within the Ajera product suite. Successful completion of the Certification exam is required to receive the Professional Certification. Deltek Training is not required to be certified. Passing the exam confirms you have practical application knowledge required to be a Deltek Ajera Certified User. |
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| Deltek Vantagepoint Utilities Series: Utilities Overview and Period Setup - Learning Video | Duration: 21m Learn about the Utilities menu items and how to set up periods, add a new period, change an active accounting period, and access the Posting Log Review report. Topics Covered:
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| Deltek Vantagepoint Utilities Series: Utilities Overview and Period Setup - Learning Video | Duration: 21m Learn about the Utilities menu items and how to set up periods, add a new period, change an active accounting period, and access the Posting Log Review report. Topics Covered:
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| Ajera Core Certification Exam | Duration: 1h30m The Deltek Professional Ajera Core Certification Exam validates skills within the Ajera product suite. Successful completion of the Certification exam is required to receive the Certification. Deltek Training is not required to be certified. Passing the exam confirms you have practical application knowledge required to be a Deltek Ajera Core Certified User. |
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| Deltek Vantagepoint Utilities Series: Transactions, Search and Replace, Key Conversions, and Project Closeout - Learning Video | Learn how to use the different utilities in Deltek Vantagepoint to perform maintenance tasks in your database. Topics Covered:
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| Deltek Vantagepoint Utilities Series: Transactions, Search and Replace, Key Conversions, and Project Closeout - Learning Video | Learn how to use the different utilities in Deltek Vantagepoint to perform maintenance tasks in your database. Topics Covered:
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| Costpoint Year-End Series: Creating W-2s - Learning Video | This learning video will guide you through the steps and best practices surrounding the W-2 creation process. Topics covered:
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| Deltek Vantagepoint: Converting from Quickbooks to Deltek Vantagepoint - Clickguide | Duration: 30 Min read This guide covers converting from Quickbooks to Deltek Vantagepoint, discusses the fundamental differences between QuickBooks and Deltek Vantagepoint, and defines the initial steps to prepare your current information for the system change. Topics covered: Introduction to Vantagepoint System Comparisons Preparing for Migration Process Flow | ||
| Deltek Vantagepoint: Converting from Quickbooks to Deltek Vantagepoint - Clickguide | Duration: 30 Min read This guide covers converting from Quickbooks to Deltek Vantagepoint, discusses the fundamental differences between QuickBooks and Deltek Vantagepoint, and defines the initial steps to prepare your current information for the system change. Topics covered: Introduction to Vantagepoint System Comparisons Preparing for Migration Process Flow | ||
| Deltek Vantagepoint: Converting from Quickbooks to Deltek Vantagepoint - Clickguide | Duration: 30 Min read This guide covers converting from Quickbooks to Deltek Vantagepoint, discusses the fundamental differences between QuickBooks and Deltek Vantagepoint, and defines the initial steps to prepare your current information for the system change. Topics covered: Introduction to Vantagepoint System Comparisons Preparing for Migration Process Flow | ||
| Deltek Vantagepoint: Converting from Quickbooks to Deltek Vantagepoint - Clickguide | Duration: 30 Min read This guide covers converting from Quickbooks to Deltek Vantagepoint, discusses the fundamental differences between QuickBooks and Deltek Vantagepoint, and defines the initial steps to prepare your current information for the system change. Topics covered: Introduction to Vantagepoint System Comparisons Preparing for Migration Process Flow | ||
| Deltek Vantagepoint Workflow Series: User Initiated and Scheduled Workflows - Learning Video | Duration: 68m 19s Learn about different types of Workflows, particularly User Initiated and Scheduled Workflows. You will be able to learn how to define conditions and perform various actions available based on these types of Workflows. Topics Covered: Workflow Overview - 5m 57s Workflow Table - 3m 57s Conditions - 2m 58s Actions - 21m23s Demonstration - 31m 45s |
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| Deltek Vantagepoint Data Management Series: Importing Employees, Contacts, and Firm Hub Records - Learning Video | Duration: 17m08s Learn about importing Employees, Contacts, and Firm records into Deltek Vantagepoint. Topics covered: Considerations, Risks & Benefits, Requirements - 2m22s Security Settings - 2m18sm Importing and Reviewing records - 11m55s |
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| Deltek Vantagepoint Data Management Series: Importing Employees, Contacts, and Firm Hub Records - Learning Video | Duration: 17m08s Learn about importing Employees, Contacts, and Firm records into Deltek Vantagepoint. Topics covered: Considerations, Risks & Benefits, Requirements - 2m22s Security Settings - 2m18sm Importing and Reviewing records - 11m55s |
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| Deltek Vantagepoint Data Management Series: Importing Journal Entry Transactions - Video | This course covers importing Journal Entry transactions through the Desktop Data Import utility.
Topics covered: Considerations, Risks & Benefits File Requirements Security Settings Importing and Reviewing Journal Entries Reviewing, Printing, and Posting Entries
Duration: 14m |
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| Deltek Vantagepoint Data Management Series: Importing Journal Entry Transactions - Video | This course covers importing Journal Entry transactions through the Desktop Data Import utility.
Topics covered: Considerations, Risks & Benefits File Requirements Security Settings Importing and Reviewing Journal Entries Reviewing, Printing, and Posting Entries
Duration: 14m |
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| Deltek Vantagepoint Data Management Series: Importing Journal Entry Transactions - Video | This course covers importing Journal Entry transactions through the Desktop Data Import utility.
Topics covered: Considerations, Risks & Benefits File Requirements Security Settings Importing and Reviewing Journal Entries Reviewing, Printing, and Posting Entries
Duration: 14m |
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| Deltek Vantagepoint Data Management Series: Importing Project Hub Records - Video | Duration: 15 mins |
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| Deltek Vantagepoint Data Management Series: Importing Project Hub Records - Video | Duration: 15 mins |
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| Deltek Vantagepoint Process Server - Learning Video | Duration: 6m22s Learn about using the Process Server and the Profile Editor. Topics Covered: Process Server Overview - 37s Allow Priority in Security Roles - 47s Scheduling a Large Report to the Process Server - 2m 22s Creating a Profile - 1m51s Summary - 18s |
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| Deltek Vantagepoint Security Series: Security Overview - Learning Video | Duration: 9m 30s Learn about the basics of Security, User Password, and Settings management. Topics Covered: Stages of User Access - 2m 20s Security Business Process Flow - 36s Security Terminologies - 2m 41s Getting Started with Deltek Vantagepoint - 25s Changing Your Password - 1m 7s Security Settings - 1m 23s |
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| Deltek Vantagepoint Security Series: Security Overview - Learning Video | Duration: 9m 30s Learn about the basics of Security, User Password, and Settings management. Topics Covered: Stages of User Access - 2m 20s Security Business Process Flow - 36s Security Terminologies - 2m 41s Getting Started with Deltek Vantagepoint - 25s Changing Your Password - 1m 7s Security Settings - 1m 23s |
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| Deltek Vantagepoint Security Series: Roles Overview - Video | Duration: 14min Learn about Roles, and how you can add, edit or delete them in Deltek Vantagepoint. Topics Covered: Overview - 1m 7s Example - 50s List View - 1m 52s New Roles - 43s Detail View - 1m 14s Roles Form - 45s Create, Edit, Copy and Delete Role - 6m 24s |
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| Deltek Vantagepoint Security Series: Roles Overview - Video | Duration: 14min Learn about Roles, and how you can add, edit or delete them in Deltek Vantagepoint. Topics Covered: Overview - 1m 7s Example - 50s List View - 1m 52s New Roles - 43s Detail View - 1m 14s Roles Form - 45s Create, Edit, Copy and Delete Role - 6m 24s |
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| Deltek Vantagepoint Security Series: Roles Overview Tab - Learning Video | Duration: 21mins Learn about the settings found on the Overview tab of Roles Security. Topics Covered: Overview and Menu Items - 1m 39s Role Access to Menu Items - 3m 33s Enable/Disable All & Role Types - 6m 17s Save Rights, Process Queues, Record Access and Options 7m 1s Lookup Limit Override & Enable Search Across Hubs - 1m 5s |
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| Deltek Vantagepoint Security Series: Roles Overview Tab - Learning Video | Duration: 21mins Learn about the settings found on the Overview tab of Roles Security. Topics Covered: Overview and Menu Items - 1m 39s Role Access to Menu Items - 3m 33s Enable/Disable All & Role Types - 6m 17s Save Rights, Process Queues, Record Access and Options 7m 1s Lookup Limit Override & Enable Search Across Hubs - 1m 5s |
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| Deltek Vantagepoint Security Series: Roles Record Access Tab - Learning Video | Duration: 16min Learn about the Roles: Record Access Tab screen, the sections available for this screen and the functionality that comes with it. Topics Covered: Record Access Overview - 47s Record Access Tab - 2m 30s Record Level View: Employees and Projects - 1m 8s Application Record Access - 5m 7s Project Access and Creation Rights, Options and Approval Workflow Record Access - 5m 32s |
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| Deltek Vantagepoint Security Series: Roles Record Access Tab - Learning Video | Duration: 16min Learn about the Roles: Record Access Tab screen, the sections available for this screen and the functionality that comes with it. Topics Covered: Record Access Overview - 47s Record Access Tab - 2m 30s Record Level View: Employees and Projects - 1m 8s Application Record Access - 5m 7s Project Access and Creation Rights, Options and Approval Workflow Record Access - 5m 32s |
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| Deltek Vantagepoint Security Series: Roles Accounting Tab - Learning Video | Duration: 16 mins Learn about the settings found on the Roles Accounting tab of Roles Security. Topics Covered: Roles Accounting Tab Setup Security Access and Transaction Types - 4m 36s Billing Security and Miscellaneous Options - 8m 40s Payroll Security Options - 1m 6s MultiCompany Security - 56s |
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| Deltek Vantagepoint Security Series: Roles Accounting Tab - Learning Video | Duration: 16 mins Learn about the settings found on the Roles Accounting tab of Roles Security. Topics Covered: Roles Accounting Tab Setup Security Access and Transaction Types - 4m 36s Billing Security and Miscellaneous Options - 8m 40s Payroll Security Options - 1m 6s MultiCompany Security - 56s |
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| Deltek Vantagepoint Security Series: Roles Planning Tab - Learning Video | Duration: 5min Learn about the settings found on the Planning tab of Roles Security to establish a user role's access rights to several project planning functions. Topics Covered: Roles Planning Overview - 20s Planning tab Sections - 38s Planning Tab Demonstration - 3m 30s |
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| Deltek Vantagepoint Security Series: Roles Planning Tab - Learning Video | Duration: 5min Learn about the settings found on the Planning tab of Roles Security to establish a user role's access rights to several project planning functions. Topics Covered: Roles Planning Overview - 20s Planning tab Sections - 38s Planning Tab Demonstration - 3m 30s |
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| Deltek Vantagepoint Security Series: Roles Access Rights Tab - Learning Video | Duration: 9min Learn about the settings found on the Access Rights tab of Roles Security. Topics Covered: Overview - 20s Access Rights Sections - 1m 1s Access Rights Tab Demonstration - 7m 15s |
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| Deltek Vantagepoint Security Series: Roles Access Rights Tab - Learning Video | Duration: 9min Learn about the settings found on the Access Rights tab of Roles Security. Topics Covered: Overview - 20s Access Rights Sections - 1m 1s Access Rights Tab Demonstration - 7m 15s |
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| Costpoint Accounting Series: Entering Vendor Labor on Purchase Order - Infographic | This focuses on the process of Vendor Labor Vouchers within the Purchase Order and provides the steps on how to enter it to the system. This is part of the Accounting Series. [Keywords and Related Searches - print out, cheat sheet, quick reference, voucher line, glc, plc, vendor labor, effective billing date, labor details, timesheet hours] | ||
| Deltek Vantagepoint Security Series: Users - Learning Video | Duration: 23m 43s Learn about the creation of Users and User Settings in Deltek Vantagepoint. Topics Covered: Users Overview - 51s Security Log in - 32s Security Settings - 1m 9s User Creation Methods - 2m 2s Generate Users - 1m 54s New Users Screen - 5m 3s Manually Add Users - 2m 1s Copy User Profile - 1m 45s List View and Grid Settings - 1m 20s Toolbar Actions - 26s Line Options - 48s Enable/Disable Logins - 45s User Screen Demonstration - 2m 8s |
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| Deltek Vantagepoint Security Series: Users - Learning Video | Duration: 23m 43s Learn about the creation of Users and User Settings in Deltek Vantagepoint. Topics Covered: Users Overview - 51s Security Log in - 32s Security Settings - 1m 9s User Creation Methods - 2m 2s Generate Users - 1m 54s New Users Screen - 5m 3s Manually Add Users - 2m 1s Copy User Profile - 1m 45s List View and Grid Settings - 1m 20s Toolbar Actions - 26s Line Options - 48s Enable/Disable Logins - 45s User Screen Demonstration - 2m 8s |
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| Deltek Vantagepoint Security Series: Password Policies - Learning Video | Duration: 8m 33s Learn about Deltek Vantagepoint's Password Policies functionality with Windows Integrated Security, and how to establish password policies for your organization. Topics Covered: • Overview - 24s • Password Policies Screen - 53s • Password Policies Fields - 2m 37s • Demonstration: Establishing Password Policies - 2m 19s • Windows Integrated Security - 54s |
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| Deltek Vantagepoint Security Series: Password Policies - Learning Video | Duration: 8m 33s Learn about Deltek Vantagepoint's Password Policies functionality with Windows Integrated Security, and how to establish password policies for your organization. Topics Covered: • Overview - 24s • Password Policies Screen - 53s • Password Policies Fields - 2m 37s • Demonstration: Establishing Password Policies - 2m 19s • Windows Integrated Security - 54s |
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| Deltek Vantagepoint Security Series: Security Settings Reports - Learning Video | Learn about security settings, reports and audit trails in Deltek Vantagepoint. Topics Covered: • Overview - 51s • Role Summary Report – 1m 02s • User Accounts Report – 1m 01s • Field Security Report – 53s • Demonstration: Security Settings Report – 2m 02s • Settings Adut Trail Overview – 1m 37s • Audit Purge Utility – 1m 54s • Demonstration: Settings Audit Trail – 4m 40s |
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| Deltek Vantagepoint Security Series: Security Settings Reports - Learning Video | Learn about security settings, reports and audit trails in Deltek Vantagepoint. Topics Covered: • Overview - 51s • Role Summary Report – 1m 02s • User Accounts Report – 1m 01s • Field Security Report – 53s • Demonstration: Security Settings Report – 2m 02s • Settings Adut Trail Overview – 1m 37s • Audit Purge Utility – 1m 54s • Demonstration: Settings Audit Trail – 4m 40s |
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| RESTful API Guide for Deltek Vantagepoint - Support Material | The RESTful Service for Deltek Vantagepoint empowers customers and vetted partners and third parties to build custom applications that interact with Vantagepoint. The Vantagepoint API provides broad coverage of the Vantagepoint solution, including access to information stored in configuration, the hubs, and access to transaction-related functions.
The reference documentation does not cover all scenarios or roles. Permission and client data will differ based on modules and integrations that interact with Vantagepoint. Mock examples complete with requests, responses, and parameters are provided for general understanding. For advanced assistance, please talk to your Deltek Consultant. |
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| Costpoint Year-End Series: Accounts Payable and 1099s - Learning Video | This Learning Video will go through the 1099 process. It provides details on what is necessary for a vendor and a voucher to be included in the 1099 creation process. Topics covered:
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| Deltek Vantagepoint Master Certification Exam | Duration: 1h 30m The Deltek Professional Vantagepoint Master Certification Exam validates skills within the Vantagepoint product suite. Successful completion of the Certification exam is required to receive the Professional Certification. Completion of specific Deltek training courses is not required to be certified. Passing the exam confirms you have practical application knowledge required to be a Deltek Vantagepoint Certified Master User. Open the course page to view information that will help you prepare for the exam, which includes criteria and conditions for taking the exam, study suggestions, sample questions, and more. Once you have read and understood the accompanying information, you can start the exam whenever you are ready. |
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| Costpoint Accounts Receivable Series: From Start to Finish - Infographic | Duration: 5 min read Learn about the information required or displayed in the subtasks under Manage Customer and Manage Accounts Receivable History, and also covers the steps in recording and clearing unknown invoices. Topics covered: Customers Subtask Recording an Unknown Invoice Clearning the Unknown Invoice Accounts Receivable History Subtask |
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| Deltek Vantagepoint Accounting Certification Exam | Duration: 1h 30m The Deltek Professional Vantagepoint Accounting Certification Exam validates your skills within the Accounting area of the Vantagepoint product. Successful completion of the Certification exam is required to receive the Professional Certification. Completion of specific Deltek training courses is not required to be certified. Passing the exam confirms you have practical application knowledge required to be a Deltek Vantagepoint Certified Accounting User. Open the course page to view information that will help you prepare for the exam, which includes criteria and conditions for taking the exam, study suggestions, sample questions, and more. Once you have read and understood the accompanying information, you can start the exam whenever you are ready. | ||
| Deltek Vantagepoint Customer Relationship Management (CRM) Certification Exam | Duration: 1h 30m The Deltek Professional Vantagepoint Customer Relationship Management (CRM) Certification Exam validates skills within the CRM Module of the Vantagepoint product suite. Successful completion of the Certification exam is required to receive the Professional Certification. Completion of specific Deltek training courses is not required to be certified. Passing the exam confirms you have practical application knowledge required to be a Deltek Vantagepoint CRM User. Open the course page to view information that will help you prepare for the exam, which includes criteria and conditions for taking the exam, study suggestions, sample questions, and more. Once you have read and understood the accompanying information, you can start the exam whenever you are ready. |
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| Costpoint Fixed Assets Series: Fixed Assets Controls - Learning Video | Learn about configuring the setup screens for Costpoint Fixed Assets module. This includes setting up property types, classifications codes, and various depreciation methods.
Topics covered:
Process Flow
Control Applications |
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| Deltek Vantagepoint Resource Planning Certification Exam | Duration: 1h 30m The Deltek Professional Vantagepoint Resource Planning Certification Exam validates skills within the Resource Planning Module of the Vantagepoint product suite. Successful completion of the Certification exam is required to receive the Professional Certification. Completion of specific Deltek training courses is not required to be certified. Passing the exam confirms you have practical application knowledge required to be a Deltek Vantagepoint Certified Resource Planning User. Open the course page to view information that will help you prepare for the exam, which includes criteria and conditions for taking the exam, study suggestions, sample questions, and more. Once you have read and understood the accompanying information, you can start the exam whenever you are ready. |
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| Deltek Vantagepoint Design and Build Series: Activation - Support Material | This portal contains additional support materials to help you prepare for your Design and Build Activation meetings. |
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| Deltek Vantagepoint Design and Build Series: Setup - Support Material | Online Help Articles This portal contains additional support materials to help you prepare for your Design and Build Setup meetings. |
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| Deltek Vantagepoint Design and Build Series: Hubs and Projects Setup - Support Material | Online Help Articles This portal contains additional support materials to help you prepare for your Design and Build Hubs and Projects Setup meetings. |
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| Costpoint Multicurrency - Functional Reference Guide | Duration: 40min read Learn about how to setup and initialize the Multicurrency, identify how Multicurrency interacts with A/P, Billing and A/R and how to process unrealized gains/losses. Topics covered: Currency Setup - 1m read Configure Company - 2m read Multicurrency Setup - 7m read Exchange Rate Setup - 10m read General Ledger - 1m read Accounts Payable - 5m read Accounts Receivable - 2m read Cash Management - 1m read Billing - 2m read Processing - 7m read Reporting - 2m read | ||
| Deltek Vantagepoint Design and Build Series: CRM - Support Material | Online Help Articles This portal contains additional support materials to help you prepare for your Design and Build CRM meetings. |
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| Deltek Vantagepoint Quickbooks Series - Quick Reference Guide | Duration: 8 Min read Learn about the Quickbooks Integration with Deltek Vantagepoint, including useful terminology. Topics covered: Initial Setup Pre-requisites Checklist - 4 Min read Records and Transactions - 4 Min read |
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| Deltek Vantagepoint Quickbooks Series - Quick Reference Guide | Duration: 8 Min read Learn about the Quickbooks Integration with Deltek Vantagepoint, including useful terminology. Topics covered: Initial Setup Pre-requisites Checklist - 4 Min read Records and Transactions - 4 Min read |
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| Deltek Vantagepoint Quickbooks Series - Quick Reference Guide | Duration: 8 Min read Learn about the Quickbooks Integration with Deltek Vantagepoint, including useful terminology. Topics covered: Initial Setup Pre-requisites Checklist - 4 Min read Records and Transactions - 4 Min read |
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| Deltek Vantagepoint Design and Build Series: CRM Custom Proposals - Support Material | Online Help Articles This portal contains additional support materials to help you prepare for your Design and Build CRM Custom Proposals meetings. |
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| Costpoint Extensibility Self-Paced Learning | Duration: 2 hours 45 min Learn about the key features of Costpoint Extensibility, how to create extension using the Extensibility Designer, and the best practices in creating a design, setting up configuration, and testing of an extension. Topics covered: Defining Extensibility - 11m50s Extensibility Use Cases - 12m47s Building an Extension to Add Field to an Application - 42m49s Adding a Validation to an Application - 19m08s Creating an Extension to Send an Email - 14m18s Best Practices and Keys to Success - 40m01s Promoting Extensions to Test/Production - 13m39s |
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| Deltek Vantagepoint Design and Build Series: CRM Service Requests - Support Material | Online Help Articles This portal contains additional support materials to help you prepare for your Design and Build CRM Service Requests meetings. |
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| Costpoint Planning - Functional Reference Guide | Duration: 45m read This guide covers the overview of the Planning Domain in Costpoint, information on the Project Budgeting Reports, Organization Budgeting Reports, how to generate the Rate and Processing Reports, and the steps on how to generate the Plug Processing Reports. Topics covered: Planning Domain Overview Organization Budgeting Project Budgeting Resource Planning and Administration |
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| Deltek Vantagepoint Design and Build Series: Chart of Accounts Setup - Support Material | Online Help Articles This portal contains additional support materials to help you prepare for your Design and Build Chart of Accounts Setup meetings. |
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| Deltek Vantagepoint Design and Build Series: Data Migration - Support Material | This portal contains additional support material to help you prepare for your Design and Build Data Migration meetings. |
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| Costpoint Planning Series: Administration and Administration Reports - Self-Paced Learning | Duration: 30 min Learn about Planning Security Setup, Administration Utilities, the Org and Project Budgeting Controls and the reports generated for administrators. Topics covered: Administration - 25m Administration Reports - 2m |
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| Costpoint Planning Series: Jump start your AOP using Project Budgets (Traditional Method) - Self-Paced Learning | Duration: 1 hour and 30 minutes. This scenario-based training for the Costpoint Planning Series will guide you through the Annual Operating Budget (AOP) using the Planning Organization Budget when the configuration is set for Traditional Method for Org Budget Revenue. [Keywords and Related Searches - elearning, online learning, online course, sbt, mass upload project budget, compute forward rates, labor analysis, non-labor analysis, p&l, profit and loss, fiscal year, project budget process, outlook forecast, pop, period of performance] |
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| Deltek Vantagepoint Improving Cash Flows By Reducing DSO Series: Calculate and Interpret Your Days Sales Outstanding - Self-Paced Learning | Duration: 60 Min In this 1-hour Enhanced level course, you will learn to use Deltek Vantagepoint reports to calculate Days Sales Outstanding (DSO) as well as to make decisions regarding your company's current cash flow situation. Additionally, you will learn how to compare your DSO to the industry averages. This is 1 of 7 courses within the series. |
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| Deltek Vantagepoint: Accurately Assess Project Profitability Using Consultant Accruals - Self-Paced Learning | Duration: 50 min In this Enhanced level course, you will learn about the Consultant Accruals feature in Deltek Vantagepoint and how it can affect your assessment of project profitability. Topics Covered: Available methods of calculating Consultant Accruals Implications of using the feature Roles impacted by the use of the feature Benefits and compromises Examples of the effects Billing vs. Supress Billing of Accrued Amounts Restrict, reverse, and write off Accrual Amounts Creation of Saved Options Considerations before enabling Discontinue use of the feature | ||
| Costpoint Planning Series: Create Employee Requisition from Planning New Business Budgets - Video | This scenario-based training for Costpoint Planning Series will guide you through creating a Job Requisition from the New Business Budget, Advanced Search function. Topics covered:
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| Costpoint Planning Series: Earned Value Management - Learning Video | This learning video will guide you through the steps to use and understand the planning earned value functionality. Topics covered:
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| Deltek Vantagepoint Online Help | Deltek Vantagepoint Online Help provides help for all features across the application. This service can also be found and launched from the Help link ( shown as the "?" icon ) within the Vantagepoint user interface, and it provides you with comprehensive online help for all functionality across all areas of the product. It includes a built in search, plus a section on how to get the most out of using Online Help. You can also review the Release Notes for the Vantagepoint product, to see what the latest features and enhancements are. |
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| Costpoint Planning Series: Earned Value Management - Self-Paced Learning | Duration: 30min This scenario-based training for Costpoint Planning Series will guide you through the Planning's Earned Value Management capability. Topics covered: Update Project Progress % Calculate Earned Value Use the Earned Value Status Report to analyze the results |
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| Costpoint 8 Planning Series: Project Budgeting - Self-Paced Learning | Duration: 30 min Learn about Project/Budget EAC Flow Chart, how to create a budget, the Project Estimate at Completion (EAC) and the Revenue Setup in Costpoint 8. Topics covered: Project Budget/EAC Flow Chart - 3m Creating a Budget - 17m Revenue Setup - 3m Project Estimate at Completion (EAC) - 3m |
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| Costpoint Planning Series: Project Budgeting Reports - Self-Paced Learning | Duration: 30 min Learn about the Project Budgeting Reports available in Costpoint Planning, including the Project Budgeting Parameter Glossary. Topics covered: Project budgeting Parameter Glossary - 5m Project Budgeting: Reports - 20 |
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| Costpoint Planning Series: New Business Budgeting - Functional Reference Guide | Duration: 30 min Learn about how the new business budgeting works in the Planning domain for Costpoint. Topics covered: New Business Budgeting Updated Menu Structure and Labeling Functionality Creating New Business Budgeting and Subtasks |
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| Costpoint Planning Series: Organizational Budgeting - Self-Paced Learning | Duration: 25 min Learn about the process of creating it by a traditional and integrated method, the outlooks, and the controls and utilities functional screens. Topics covered: Traditional Method - 6m Integrated Method - 8m Creating an Outlook - 1m Controls and Utilities - 5m |
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| Costpoint Planning Series: Organization Budgeting Reports - Self-Paced Learning | Duration: 25 min Learn about Org Budgeting Parameter Glossary, Profit and Loss Reports and Charts, and the Labor and Non Labor Reports. Topics covered: Org Budget Reports Parameter Glossary - 5m Profit and Loss Reports - 5m Profit and Loss Charts - 1m Profit and Loss: Other Reports - 3m Labor Analysis Reports - 5m Non-Labor Analysis Reports - 2m |
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| Costpoint Planning Series: Rate Processing/Reports - Self-Paced Learning | Duration: 10 min Learn about the steps on how to generate the Rate and Processing Reports. Topics covered: Rate Processing Reports - 7m |
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| Costpoint Planning Series: Plug Processing and Reports - Self-Paced Learning | Duration: 10 min Learn about the steps on how to generate the Plug Processing Reports. Topics covered: Plug Processing and Reports - 5m |
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| Costpoint Planning Series: Importing Budgets from Excel - Learning Video | Duration: 10min
Learn about the requirements and process for importing budgets from excel into Costpoint Planning.
Topics covered:
Overview - 1m |
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| Costpoint Contract Management Series: Contract Management Overview - Support Material | In this portal you will find a collection of assets designed to assist you in your knowledge of Contract Management. Topics covered: Contract Management Contracts Customer, Vendor and Employee Contract Management to GovWin IQ Integration Opportunities Org Conflict of Interest Subcontracts |
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| Costpoint Contract Management Series: Customer, Vendor, and Employee Information Overview - Self Paced Learning | Duration: 30 min Learn about the features and functionalities available in the Customer, Vendor, Employee Information screen of the Costpoint Contract Management, including the definition and the steps to set up, maintain, approve prospective vendors and customers. Topics covered: Customer, Vendor, and Employee Overview - 25m |
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| Costpoint 8 Contract Management Series: Data Flow Between Modules - Clickguide | Duration: 10 min read Learn about how data flows between the different modules within the Deltek Contracts domain when creating new records. Topics covered: Opportunity to a Contract Opportunity/Contract to a Subcontract FAR/Supplemental Clauses and Provisions from a Contract to a Subcontract |
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| Costpoint 8 Contract Management Series: Opportunity and Contract Project Initialization - Clickguide | Duration: 30 min read Learn about the process for the Opportunity and Contract Project Initialization available in Costpoint Contract Management. This includes steps on entering data and the Project Initialization setup both for the Opportunity and Contract and has the details on how to view the project reports linked for both Opportunity and Contract. Topics covered: Opportunity Project Initialization Contract Project Initialization Alternate Projects |
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| Costpoint 8 Contract Management Series: Opportunities Overview - Self-Paced Learning | Duration: 25 min Learn about the features and functionalities available in the Manage Opportunities screen of the Costpoint Contract Management, including the definition and the steps to create new opportunities. Topics covered: Opportunities Overview - 20m read |
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| Costpoint 8 Contract Management Series: GovWin IQ Integration Overview - Self-Paced Learning | Duration: 15 min Learn about the process and steps to import opportunity records from GovWin IQ into Costpoint 8. Topics covered: GovWin IQ Opportunity Integration Overview - 7m GovWin IQ Vendor Integration Overview - 5m |
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| Costpoint Contract Management Series: Contracts Overview - Self Paced Learning | Duration: 30 min Learn about the features and functionalities available in the Manage Contracts screen of the Costpoint Contract Management, including the definition and the steps to create a new contact record. Topics covered: Contracts Overview - 27m |
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| Costpoint Contract Management Series: Subcontracts Overview - Self Paced Learning | Duration: 25 min Learn about the features and functionalities available in the Manage Subcontracts of the Costpoint Contract Management, including the definition and the steps to create a new subcontract record. Topics covered: Subcontracts Overview - 20m |
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| Costpoint Contract Management Series: Modifications for Contracts and Subcontracts - Clickguide | Duration: 25 min read Learn about how the Modifications entered for Contracts, Subcontracts, and Projects are related and the flow between these three areas. Topics covered: Contract Modifications Subcontract Modifications |
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| Costpoint Contract Management Series: Contract Management Improvements - Clickguide | Duration: 15 min read Learn about the important new features and improvements available in Contract Management for Costpoint 8. It covers the changes made for the Contracts and Opportunities team tab, how this connects with Planning, also introducing the new application for Lead and Contacts. Topics covered: Contracts and Opportunities Updates Connecting with Planning Leads and Contacts |
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| Costpoint Contract Management Series: Org Conflict of Interest - Self Paced Learning | Duration: 20 min Learn about the features and functionalities available in the Manage Organizational Conflict of Interest (OCI) of the Costpoint Contract Management, including the definition and the steps to create a new OCI record. Topics covered: Org Conflict of Interest - 15m |
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| Costpoint Materials Management Series: Supplier Portal Overview for Buyer - Clickguide | Learn about the functions and options in the Buyer in Supplier Portal for Costpoint. This feature allows buyers to access purchase orders linked to their suppliers, and enables companies to streamline communications between their purchasing department and their suppliers, vendors, and subcontractors. Topics covered:
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| Costpoint Administrator Series: User Interface Profiles - Learning Video | Duration: 8mins Learn more about the User Interface Profiles (also known as UI Profiles) and Navigation Banners, and how they are used by Administrators of Costpoint. Topics covered: Defining UI Profiles - 1m 2s Requirements to Modify Screens - 1m Steps in Creating a UI Profile - 1m 3s Introduction to Navigation Banners - 1m 9s Steps in Creating a Navigation Banner - 1m 47s Predefined Navigation Banners - 27s |
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| Costpoint GovCon Cloud Moderate (GCCM) Overview - Functional Reference Guide | Duration: 30min read This functional reference guide covers the basic information and introduction of Costpoint's GovCon Cloud Moderate (GCCM) feature. Topics covered: GCCM Environment Overview Personas in the GCCM offering Preparing for Implementation Encryption Practices Active Directory (AD) Manager Accessing Dev Tool/TOAD/Framework Manager |
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| Costpoint Administrator Series: Managing Roles in Costpoint - Support Material | Duration: 30min read This guide provides information on the Manage Functional Roles application. This screen is used to create, manage, and track functional roles used in different areas in Costpoint. Topics covered: Manage Project Roles CRM & Contracts Subcontractor Module Time & Expense |
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| Costpoint Administrator Series: Workspace Customization - Infographic | Duration: 5 min read Learn about the Basic Screens, a new defined UI Profile function available in Costpoint. This provides the paths to access and sample screens wherein this feature is used. Topics covered: User Profile - Basic Screens |
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| Costpoint SaaS Series: Customer Administrator - Recorded Session | This 2-hour course covers the activation of a SaaS Customer Administrator account, setup of cloud portal users, system maintenance and outage monitoring, use of the Customer Support Center, and the submission of support cases and service requests. This course is part of the SaaS Series. |
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| Converting from Quickbooks to Costpoint - Self-Paced Learning | Duration: 30 min Learn about converting from Quickbooks to Costpoint by defining the fundamental differences between QuickBooks and Costpoint Topics covered: System Comparisons - 8m49s Preparing for your Migration - 5m41s Costpoint Best Practices - 13m27s |
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| Costpoint Administrator Series: Improvements to Costpoint Approval Workflow - Clickguide | Duration: 15 min read Learn about the improvements to Costpoint's Approval Workflow (NEW) functionality and its main features. It covers the four basic setup screens, Approval Roles, Rejection Codes, Approval Workflow Email Messages, and Approval Workflow Models, and the steps in setting up a new approval workflow. The new updates are interspersed while describing the setup process. Topics covered: Existing Generic Features Enhancements Basic Setup Screens Approval Workflow Setup Revisions Export/Import |
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| Costpoint Payroll Series: Compute Payroll - Learning Video | This learning video focuses on the payroll computation process from timesheet to paycheck. It is intended for users who manage the payroll for their organization.
Topics covered: Update Excess Life Deductions Activate Pending Employee Bank Info Compute Payroll Manage Payroll Records Print Payroll Edit Report Create ACH Bank File Print ACH File Report Print Payment Advices Print Paychecks |
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| Costpoint Certification with Accounts Payable Exam | Duration: 1h 30m The Deltek Professional Costpoint Accounts Payable Certification Exam validates skills within the Costpoint product suite. Successful completion of the Certification exam is required to receive the Professional Certification. Deltek Training is not required to be certified. Passing the exam confirms you have practical application knowledge required to be a Deltek Costpoint Certified User. | ||
| Costpoint Certification with Billing and Accounts Receivable Exam | Duration: 1h 30m The Deltek Professional Costpoint Billing and Accounts Receivable Certification Exam validates skills within the Costpoint product suite. Successful completion of the Certification exam is required to receive the Professional Certification. Deltek Training is not required to be certified. Passing the exam confirms you have practical application knowledge required to be a Deltek Costpoint Certified User. | ||
| Costpoint Certification with General Ledger Exam | Duration: 1h 30m The Deltek Professional Costpoint General Ledger Certification Exam validates skills within the Costpoint product suite. Successful completion of the Certification exam is required to receive the Professional Certification. Deltek Training is not required to be certified. Passing the exam confirms you have practical application knowledge required to be a Deltek Costpoint Certified User. | ||
| Costpoint Certification with Expense Exam | Duration: 1h 30m The Deltek Professional Costpoint Certification with Expense Exam validates skills within the Costpoint product suite. Successful completion of the Certification exam is required to receive the Professional Certification. Training is not required to be certified. Passing the exam confirms you have practical application knowledge required to be a Deltek Costpoint Certified User. | ||
| Costpoint Certification with Labor, Leave, and Payroll Exam | Duration: 1h 30m The Deltek Professional Costpoint Labor, Leave, and Payroll Certification Exam validates skills within the Costpoint product suite. Successful completion of the Certification exam is required to receive the Professional Certification. Deltek Training is not required to be certified. Passing the exam confirms you have practical application knowledge required to be a Deltek Costpoint Certified User. | ||
| Costpoint Certification with Manufacturing Exam | Duration: 1h 15m The Deltek Professional Costpoint Certification with Manufacturing Exam validates skills within the Costpoint product suite. Successful completion of the Certification exam is required to receive the Professional Certification. Deltek Training is not required to be certified. Passing the exam confirms you have practical application knowledge required to be a Deltek Costpoint Certified User. | ||
| Costpoint Certification with Procurement Exam | Duration: 1h 15m The Deltek Professional Costpoint Certification with Procurement Exam validates skills within the Costpoint product suite. Successful completion of the Certification exam is required to receive the Professional Certification. Deltek Training is not required to be certified. Passing the exam confirms you have practical application knowledge required to be a Deltek Costpoint Certified User. | ||
| Costpoint Certification with Projects Exam | Duration: 1h 30m The Deltek Professional Costpoint Projects Certification Exam validates skills within the Costpoint product suite. Successful completion of the Certification exam is required to receive the Professional Certification. Deltek Training is not required to be certified. Passing the exam confirms you have practical application knowledge required to be a Deltek Costpoint Certified User. | ||
| Costpoint Time & Expense Master Certification Exam | Duration: 2h The Deltek Professional Costpoint Time & Expense Master Certification Exam validates skills within the Costpoint product suite. Successful completion of the Certification exam is required to receive the Professional Certification. Training is not required to be certified. Passing the exam confirms you have practical application knowledge required to be a Deltek Costpoint Certified User. | ||
| Costpoint Master Certification Exam | Duration: 2h The Deltek Professional Costpoint Master Certification Exam validates skills within the Costpoint product suite. Successful completion of the Certification exam is required to receive the Professional Certification. Deltek Training is not required to be certified. Passing the exam confirms you have practical application knowledge required to be a Deltek Costpoint Certified User. | ||
| Costpoint Materials Management Master Certification Exam | Duration: 2h The Deltek Professional Costpoint Materials Management Master Certification Exam validates skills within the Costpoint product suite. Successful completion of the Certification exam is required to receive the Professional Certification. Deltek Training is not required to be certified. Passing the exam confirms you have practical application knowledge required to be a Deltek Costpoint Certified User. | ||
| Costpoint Certification with Time Exam | Duration: 1h 30m The Deltek Professional Costpoint Certification with Time Exam validates skills within the Costpoint product suite. Successful completion of the Certification exam is required to receive the Professional Certification. Training is not required to be certified. Passing the exam confirms you have practical application knowledge required to be a Deltek Costpoint Certified User. | ||
| Costpoint Accounts Payable - Functional Reference Guide | Duration: 45m read This guide covers how to set up of the Accounts Payable Voucher, and Vendor Control applications, identify the primary process flow associated with an Accounts Payable transaction and identify the purpose of establishing a default Accounts Payable and Cash Account. Topics covered: Controls Vendor Setup Entering CP Vouchers Inquiry and Reports | ||
| Costpoint Administrator - Functional Reference Guide | Duration: 45m read This guide covers the basic processes that an administrator executes in Costpoint, particularly setting up new users and user groups, granting and restricting access to applications screens, setting up process queues and servers, creating and executing process macros, and customizing application screens using a UI Profile. Topics covered: System Administrator Security Job Management User Interface |
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| Costpoint Accounts Receivable - eLearning | This guide covers configuring and setting up the Accounts Receivable control screens, entering customers, and setting up and computing finance charges on invoices. It delves into how to enter and post Cash Receipts, including Unknown Cash Receipts, and the various Accounts Receivable Reports. Topics covered:
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| Costpoint Accounts Receivable - eLearning | This guide covers configuring and setting up the Accounts Receivable control screens, entering customers, and setting up and computing finance charges on invoices. It delves into how to enter and post Cash Receipts, including Unknown Cash Receipts, and the various Accounts Receivable Reports. Topics covered:
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| Costpoint Billing - Functional Reference Guide | Duration: 60m read This guide covers Billing functions in Costpoint, the procedures for setting up the Project Billing Info screen, know the difference between Employee Work Force screens, and time and material formulas. Topics covered: Overview and Billing Process Flow Accounts Receivable Customer Module Initialization and Controls Project Work Force Time and Material Billing Billing Formats |
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| Costpoint Business Intelligence Series: Administrator Overview of Smart AI - Functional Reference Guide | Duration: 30 min read Learn more about the Smart AI capability in Costpoint Business Intelligence. This functional reference is intended for Administrators. Topics covered: Copying the Smart AI folder to Company content Refresh Data Sets Explore Dashboards Customize and Schedule Jobs Adding filters to Data Set Performance Stats Security Data Module Smart AI Performance |
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| Costpoint Business Intelligence Series: End User Overview of Smart AI - Functional Reference Guide | Duration: 30 min read Learn more about the Smart AI capability in Costpoint Business Intelligence. This functional reference is intended for End Users. Topics covered: Overview - AI Assistant Smart AI for Executives Smart AI for HR Smart AI for Planning Smart AI for Projects Smart AI for Procurement Explorations - Creating your own Visualizations with the AI Assistant |
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| Costpoint Contract Management - Functional Reference Guide | Duration: 45m read This guide covers the Contract Management feature and functionality in Costpoint. This clickguide will walk you through the contract, subcontract, opportunities, GovWin IQ Integration, and Customer, Vendor, and Employee overview and modifications, also the opportunity/contract project initialization. Topics covered: Contract Modifications Subcontract Modifications Opportunity Project Initialization Contract Project Initialization |
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| Costpoint Fixed Assets - Functional Reference Guide | Duration: 60m read This guide covers configuring the setup screens, how to enter a fixed asset record and how to auto-create a fixed asset from an accounts payable/purchase order voucher, how to compute depreciation, close the fixed asset accounting period, reconcile the fixed assets to the general ledger, and utilize the various reports. Topics covered: Fixed Assets Controls Fixed Assets Management Fixed Assets Deprecation Fixed Assets Reports |
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| Costpoint Fundamentals - Functional Reference Guide | Duration: 40m read This guide covers how to navigate on the system specifically the login protocol, do lookups and queries, and basic table manipulations. This clickguide will also cover the role of the fiscal year in a Costpoint transaction. Topics covered: Login Protocols and Security Basic Navigation Data Lookup and Retrieval Using Tables Understanding Fiscal Periods Screen Parameters Managing Records Printing Reports Posting Transactions Exiting Costpoint | ||
| Costpoint Human Resources - Functional Reference Guide | Duration: 60m read This guide covers all the Employee areas that are affected by Human Resources such as controls, information, salary, and termination. This will also focus on different Personnel areas to include, Controls, Education, Skills and Training, and Personnel Actions and the setup and configuring of benefits to include benefit providers, coverage options and various necessary tables for coverage and premium rates by age and salary. Topics covered: Compensation Personnel Affirmative Action Deferred Compensation Benefits |
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| Costpoint Labor - Functional Reference Guide | Duration: 30m read This guide covers how to navigate to the primary control screens relevant to the initialization of the Costpoint Labor module, and how to configure the Employee and Labor Attributes relevant to the module. Topics covered: Overview Labor Controls Employee Setup Timesheets Posting and Correcting Timesheets |
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| Costpoint Leave - Functional Reference Guide | Duration: 20m read This guide covers the details on the leave processing flow, Process Leave and Accruals Usage, and create Leave Payout Timesheets. It also includes the two leave pay accounting methods, enumerate the different leave balance ceiling methods and leave accrual method codes, navigate the application screens relevant to the Leave setup, and how to configure the leave control screens. Topics covered: Leave Setup Leave Processing |
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| Costpoint Materials Management - Functional Reference Guide | Duration: 90m read This guide covers the work centers, document management processes, setup and maintenance of controls, various Bills of Material reports, and the manufacture and engineering of Bills of Material. This also covers the Inventory module, its controls, and the various types of inventory transactions that can be performed within the Costpoint Materials Inventory Module. Topics covered: Bill of Material Engineering Change Notices Inventory Purchase Order Controls Product Definition Purchase Requisitions Controls Routings and Production Control Sales Order Entry |
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| Costpoint Payroll - Functional Reference Guide | Duration: 60m read This guide covers the primary control screens that must be configures to initialize the Costpoint Payroll module, and how to navigate and configure screens relevant to initialization under the following application groups: Payroll Controls, Employee Controls, and Federal/State/Local Taxes. This clickguide also covers the employee life cycle in Costpoint from recruitment to termination, the different types of potential garnishment, and how to navigate the following applications: Manage Deductions, Manage Garnishment Recipients, Manage Federal Tax Levy Exemptions, Manage Minimum Wage, Manage State Support Order Rules, and Manage Employee Garnishments. Topics covered: Compute Payroll Employee Garnishment Multi-State Taxes Reports and Inquiries |
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| Costpoint Projects - Functional Reference Guide | Duration: 60m read This guide covers the key considerations when designing project structures and defines the steps in setting up projects. This also covers the project transaction validation mechanisms, and define the steps when creating new projects by replicating existing ones. Topics covered: Project Structure Overview Manage Project User Flow Project Transaction Validation Revenue and Ceilings Time and Materials |
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| Costpoint Time and Expense - Functional Reference Guide | Duration: 90m read This guide covers Costpoint Time & Expense 10 Administrators who create user profiles for timesheets and expense reports and users who access it from a mobile device. Topics covered: Login Protocols and Security Basic Navigation Data Lookup and Retrieval Using Tables Understanding Fiscal Periods Screen Parameters Managing Records Printing Reports Posting Transactions Exiting Costpoint |
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| Costpoint Time and Employee Self Service - Functional Reference Guide | Duration: 60m read This guide covers the main areas available for Costpoint Employee Self Service. This clickguide includes details on the process workflow of the Standard Implementation Progression, Benefits Review and Setup, and how to configure the Employee Self Service views functionality. Topics covered: Process Workflow Benefits Review and Setup Basic Costpoint Configuration for ESS Basic Employee Self-Service Configuration ESS Employee Views and Functionality |
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