Tutorials & Webinars

 

Our customer support team have developed the following tutorials and webinars to help users understand key aspects of the Project Solutions system you have been set up with.

Tutorials

These are great for training new users as they provide step by step visual training key areas.

 

Select from the following list to view further information on each specific tutorial and to view the actual tutorial itself.

*Under Construction - Apologies for any inconvenience.

 

 

V1 Project Accounting Overview

 


 

Navigation & Data Entry Techniques

 


 

 

 

Timesheet Entry

 


 

 

Absence Requests

 


 

 

Expense Entry

 


 

 

Purchase Order Entry

 


 

 

Purchase Invoice Entry

 

 

 

Report Filters

 

 

Project Rate Sets

 


 

 

Invoicing

 


 

Multi-Project Resourcing Tab

 


 

Multi-Project Resourcing > Scratchpad Pop-Up


 

 

 

Time & Budgets Overview

 


Navigation & Data Entry Techniques

 


 

 

 

Timesheet Entry

 


 

 

Absence Requests

 


 

 

Expense Entry

 


 

Purchase Invoice Entry

 

 

 

Report Filters

 

 

 

 

 

 

Webinars

These are recordings of previously delivered webinars, focused around understanding key benefits and processes.

 

 

Allocating fees and budgets

 

Fee Allocation - For Architects, Engineers and Quantity Surveyors

 


 

Allocating fees and budgets

 

Estimates - For Management, Marketing and IT Consultants

 


 

Management Dashboard

 

Snapshot reporting for key management decisions

 


 

 

 

 

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