Sprint 2021 User Conference Agenda
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TimeSuite Training Conference 2021
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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 session covering TimeSuite Web and Mobile mechanics, Notifications, and Scheduling. Quickly create Gantt and/or resource scheduleing from any grid. Geo Timecard integration with Daily Logs, and Geo Timecard Kiosk. Thursday Concepts Session 1: TimeSuite Roadmap over the 6 months. TimeSuite Project Management overview. Cost Control components. PO/Subcontract Approvals, Invoice Approvals, and Timecard Approvals Capturing, save and retrieve images. Email and unlimited storage concepts for photo and video attachments. New Card views that enhance users ability to view photos and videos. Friday Hands On Session 1: - Web CRM including Opportunities, Contacts and Tasks Management. Form Letter Creation/Generation, and meeting Invites. Calendar and Calendar Tasks. Notifications Definitions, Setup and Management. Form letter creation and management.Friday Concepts Session 1: 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. 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 Project Management, Web Mobile and Toolbox transactions including AP Invoices, Purchase Orders, Subcontracts, AR Invoices, Journal Entries, Manual Cash Disbursements, Manual Cash Receipts, Inventory Transactions and Fixed Asset Transactions.Thursday Concepts Session 2: Percentage of Completion reporting, and the various methods for projecting the profitability of projects within TimeSuite Web, Mobile and Toolbox, and TimeSuite Web.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 implantation. Efficiency 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, emailing AP invoices to your Drop-zone, emailing to other dropzones, 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, Plans and Annotations, Daily Logs, Specifications, Drawings, Task Management, Change Orders Control, Change Order Requests (CORs), Budgets, Punchlists, Contacts and Task Management. Emails, Email Responses, and Email Logs. Friday Hands On Session 3: Continue with Case Study. TimeSuite Web, Mobile and Toolbox Work Order options, Bidding options, Time and Material (Cost Plus) Billing, 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 TimeSuite Web Report Writer to modify and create reports and forms. Overview Crystal Reports used with Toolbox. Create customer landing pages, and reports (including photos and videos from daily logs) on the landing pages for customers.Thursday Concepts Session 4: Mobile Picture Uploads, and Mobile Offline Mode (no service). Economics for the Construction Industry nationwide. Email Image and PDF Generation/Attachment, Web Estimating with On-Screen Takoff. Geo Timecard integration with Daily Logs, and a new Geo Timecard Kiosk. Toolbox now has a 64 bit version that uses the latest release of Crystal Reports. TimeSuite Web and Mobile apps AP Invoices, POs, Subcontracts, AR Invoices, Progress Billiings, Cost Plus Billings, Change Order Control, Electronic Payments, ipad/Tablet/Phone Photo Attachments to Plans, Project Management Doc Control, Job Status' Cost Control/Reporting.Friday Hands On Session 4: Web, Mobile and Toolbox Timecard options. Timecard Approvals including Security Role Based Approvals. Other Role Based Security Options (including email images, crews, jobs, and approvals).Friday Concepts Session 4: Review the material presented in the online 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 roadmap for the next year.
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