| A | B | C | D | |
|---|---|---|---|---|
1 | TimeSuite User Conference 2026 Agenda | |||
2 | Hands On | Lecture / Illustration | ||
3 | Start Time | End Time | Wednesday | |
4 | 8:30 AM | 11:30 AM | Navigation Mechanics • Web & Mobile navigation fundamentals • 23 features for navigation proficiency • Icons, filters, views, facilities, field level security | Navigation • (New) Dialog and Subgrid facilities • (New) Report Writer navigation and enhancements • (New) Contact/Customer/Vendor Logins and Grid Feed Facility |
5 | 11:30 PM | 1:00 PM | Lunch | |
6 | 1:00 PM | 2:45 PM | Web & Mobile Mechanics Deep Dive • Email tab features and enhancements • Email features and enhancements • (New) File folder facility • (New) Plan Sets features including compare slider • (New) Change Orders and COR features • (New) Geo Timecard visuals and navagation | Financial Accounting For the Construction Industry • Percentage of Completion reporting • Understanding indirect costs • Burden Utility allocation of over/under allocated indirects • Project budget row status projections (Drives Over/Unders) • SOC Log & Profit Projections • (New) Web Financials (including pivot columns for Departments, Divisions and Multi-Companies) |
7 | 2:45 PM | 3:00 PM | Break | |
8 | 3:00 PM | 5:00 PM | Percentage of Completion Walk Through • Utilize the Job Status grid to project profitability • Accrue Wages • Accrue Over Under Billings • Burden Utility-Reallocate Over/Under Indirects • Review tie outs • Overview reporting and resolutions for tie out issues | Advanced Financial Controls and AI • Bank recs & importing transactions/list records • Reoccurring transactions • POs, Subcontracts, AP Invoices • Approvals and Approval Notifications • (New) AI data scraping |
9 | Start Time | End Time | Thursday | |
10 | 8:30 AM | 10:00 AM | Transaction • POs, Subcontracts, AP Invoices • Approvals and Approval Notifications for transactions and timecards • (New) AI data scraping - AP Invoices (Hands on) • (New) Mobile off line,simi-off line modes • (New) Redesigned Mobile Geo Timecard (Currently the Alternate Timecard) • (New) Mobile Geo Timecards quick access to Work Orders, Daily Logs, Tasks, etc. (quick access to any Timecard dialog tab) • (New) Enhancements to mobile photos/videos/files to dropzones (receipts, packing slips, AP Invoices etc.) | Approvals & Industry Economics • Economics for the Construction Industry nationwide • Construction industry financials • Transaction approvals and notifications |
11 | 10:00 AM | 10:15 AM | Break | |
12 | 10:15 AM | 11:45 AM | CRM & Estimating • Opportunities, Contacts, Bid Packages, RFQs • (New) Significantly enhanced On-Screen Takeoff • (New) Compare plan set drawings with slider • Report Writer form letters and estimate templates • Property Management | Web Financials and Financial Modeling • (New) Financial Modeling Grid/Dialog (Top Down, Bottom Up, Breakeven) • (New) GL Budgeting Grid |
13 | 11:45 AM | 1:15 AM | Lunch | |
14 | 1:15 PM | 2:45 PM | Project Document Control and Field Production • RFIs, Submittals, Punch Lists, Daily Logs …(and more) • (New) PDF Editor within the report writer • (New) Capture items on work orders from the mobile app. • Capture daily field production using the mobile app. • Tracking field quantities production using the Production Grid • Geo Fences and Geo Breadcrumb features | Budgeting & Financial Analysis • How to ensure accurate financial reporting • How is the information used by my surety and bank? • Why I want to make money, and why only accurate reporting is sustainable. • POC concepts & financial health |
15 | 2:45 PM | 3:00 PM | Break | |
16 | 3:00 PM | 4:30 PM | Accounting and Custom Fields • Reoccurring Transactions (GL, AR, AP, PR, Inventory, Fixed Assets) • Creating transactions from the Bank Rec • (New) Bank Rec enhancements • (New) Custom Fields enhancements | Burden Utility Deep Dive and Credit Card/ACH • Indirect costs vs sales, general and administrative costs • Burden Utility burdening options • Matching estimating to accounting • Importing credit card transactions • ACH & Credit card processing |
17 | Start Time | End Time | Friday - Morning | |
18 | 8:30 AM | 10:00 AM | Scheduling & Billing • Gantt, Resource, Calendar, Dispatch Board • Colors and Labels (Calendars, Grids, Dialogs) • (New) Gantt enhancements • Job Progress & T&M/Cost+ Billing • (New) Draft AR Invoices using Estimates, Items List and T&M/Cost+ Grid | Closing the Period & Fraud Prevention • Accruals & indirect costs • Fraud awareness & controls |
19 | 10:00 AM | 10:15 AM | Break | |
20 | 10:15 AM | Noon | Timecards & Security • (New) Geo Timecards driven from tasks and/or work orders • Web, Mobile & Toolbox Timecard options • Record and column/field level security • Role-based security • Menu level security (read, write, manage views) • (New) 2FA - Two factor authentication - Web, Mobile, Desktop • Hands-on Q&A | Security, Roadmap & Open Forum • Role-based security • Menu level security (read, write, manage views) • Record and column/field level security • Product roadmap • Q&A |
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