2019 User Conference Agenda
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TimeSuite Training Conference 2019
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Agenda
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Start Time
End TimeThursday - Hands OnThursday - ConceptsFriday - Hands OnFriday - Concepts
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8:30 AM10:00 AMThursday Hands On Session 1: Hands on excercizes: Web, Mobile, Americus and Toolbox Timecards. Web and Mobile Calander/Scheduling. Web and Americus estimates, Web, Americus and Toolbox Job Status Projection adjustments.Thursday Concepts Session 1: TimeSuite's Roadmap over the past year. TimeSuite Project Management overview. Cost Control components. PO/Subcontract Approvals, Invoice Approvals, Capturing Images, saving and retrieving. Google email and storage concepts for web attachments. Friday Hands On Session 1: - Web Estimating and Budgeting. Web Change Order Request and Change Orders. Americus and Toolbox Change Orders. Friday Concepts Session 1: A) Budgeting and Financial Statement Analysis - Basic budgeting techniques and determining gross profit goals (Bottom Up, Top Down, and Break Even). How to check the health of your company. B) Job Schedules and Related Information - Covering what information is found on the industry required and recommended schedules and note disclosures. Percentage of Completion method of accounting concepts applied correctly (conservative and fair). How to ensure the information is correct, and how it correlates to the basic financial statements. How is the information used by my surety and bank? Why I want to make money, and why only accurate reporting is sustainable.
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10:00 AM10:15 AMBreakBreakBreak
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10:15 AM11:45 AMThursday Hands On Session 2: Web Job Budget Grid, RFIs, Submittals, Specifications, Plans and Annotations.Thursday Concepts Session 2: Percentage of Completion reporting, and the various methods for projecting the profitability of projects within Toolbox, Americus and TimeSuite Web. Job status projections for budget amounts, budget labor hours and budget quantities.Friday Hands On Session 2: Case Study. New Company setup, dialog options, grid options, web options, mobile options, reporting options, implementation options. Dynamic setup concepts, and changes available to you long after implentation. Efficienty audit concepts.Friday Concepts Session 2: Burden Utility Grid - Explore the options that the Burden Utility Grid provides. Accounting for projects in a way that matches your estimating process is essential. The Burden Utility Grid provides almost limitless burdening functionality. This session includes hands on exercises designed to help you become proficient with the use of this Grid.
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11:45 AM1:15 AMLunchLunchLunch
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1:15 PM2:45 PMThursday Hands On Session 3: Buyout, AP invoice, paychecks, accrued wages, over/under billings, percentage of completion financial statements. Fixed Assets Subsidiary: Equipment Depreciation Schedule. Equipment indirect pool concepts. Allocating equipment to the job via employee timecards, equipment transactions, automated depreciation entries, over/under allocation of Equipment costs, equipment utilization and calculated vs applied rates.Thursday Concepts Session 3: RFIs, Submittals, Web, Americus and Toolbox Change Order and Change Order Requests. Subcontracts and POs from the field. Utilizing TimeSuite's Web Based Project Management manage communicaton on your projects. Job email and employee email on the web and mobile apps.Friday Hands On Session 3: Continue with Case Study. Work Order options, Bidding options, Time and Material (Cost Plus) biling, progress billing.Friday Concepts Session 3: A) Bringing it all together - closing an accounting period and checking the reports using all of the skills you have learned at this conference, including accruing wages, adjusting over/under allocated indirect costs, and accruing Over/Under Billings. B) Fraud - Bring awareness to owners and management of the common fraud schemes, where it can occur, and how to prevent and detect (including specific TimeSuite Toolbox reports and functions).
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2:45 PM3:00 PMBreakBreakBreak
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3:00 PM4:30 PMThursday Hands On Session 4: Use Crystal Reports to modify and create reports. Crystal Reports Dashboards. TimeSuite specific training on Crystal Reports.Thursday Concepts Session 4: Economics for the Constrction Industry nationwideFriday Hands On Session 4: Timecard entry options and options for how to check payroll totals for varius taxes and adjustments. Friday Concepts Session 4: Review the material presented in the on-line webinars for month end, year end and cost control. Review cost control concepts for POs, Subcontracts and Labor hours. Tie your cost controls to your estimating and financial statements concepts. Review a list of accountability reporting options, and improve on that list through an open forum with conference attendees to share concepts and ideas. TimeSuite's raodmap for the next year.
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