Construction Project Management – Timberline Training Descriptions

Techware Classroom Training – Course Descriptions

Sage Timberline & Master Builder Training Courses

Revenue
GL/AP/JC/PR
Service Management
Purchasing / Inventory
Estimating
Crystal Reports

Revenue

This class focuses on business decisions you'll make that affect your system's setup and implementation. It also gives participants hands-on experience with basic processing tasks that affect ongoing workflow, such as creating invoices, Quick Bill and contract change orders. Discuss topics ranging from designing your company's system controls according to your individual processing needs and the workflow processes used with the revenue products. Lab time and lecture with discussion will cover the Accounts Receivable, Contracts and Billing applications.

Accounts Receivable & Contracts

Follow the life of a contract to learn the integrated workflow process for Accounts Receivable and Contracts.

Entering a Manual Invoice in Accounts Receivable
Recording Cash Receipts
Tracking Correspondence Items
Adjusting Invoices
Billing Retainage
Posting Contracts and Entries
Tracking Change Order Request and Approve Change Orders
Aging Accounts Receivable Balances
Contracts – Closing the Month

Billing

Learn the workflow procedures for creating both cost based and contract based invoices.

Preparing and Entering Quick Bill Invoices and Formats
Generating WIP Information from Cost Transactions
Adjusting WIP Information
Generating Cost-Based Invoices
Entering Information to Create Contract-based Invoices
Creating Invoices
Synchronizing Billing Records Entries with Contract Items
Preview and Print Invoices

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General Ledger, Cash Management, Accounts Payable, Job Cost and Payroll Workflow

This class gives participants hands-on experience with basic processing tasks and repetitive setup options that affect ongoing workflow, such as setting up vendors, jobs and employees. Lab time and lecture with discussion covers the Concepts and Tools, Cash Management, General Ledger, Payroll, Accounts Payable, Job Cost applications.

Concepts and Tools

This class starts at the beginning with the nuts and bolts behind Timberline's concepts and tools to help you understand the basic structure of the software.

Timberline Concepts
Timberline Help
Timberline Tools
Company/ Data Folder Set up

General Ledger

Learn how your Gold applications interface with General Ledger to provide a detailed audit trail to original transaction activity.

General Ledger Overview
Record Entries
Post Entries
Recurring Entries
Error Correction
Period End

Cash Management

This segment of the class will outline the cash management options and help in daily operations of entering and posting transactions as well as reconciling your accounts.

Cash Management Overview
Entering Transactions and Posting
Reconciling
Moving Entries and Other Topics

Accounts Payable

Learn how to control your cash flow with the Gold Accounts Payable application. Begin with a discussion of invoice entry, and then cover the following topics:

Overview of Accounts Payable
Enter Invoices
Setting up Vendors
Posting Invoices
Selecting Invoices to Pay
Printing Checks
Recording Manual Checks
Error Correction
Additional Payroll Features
Period End
Retrieval Hierarchies

Job Cost

The Job Cost database gives you the information you need to track revenue, control costs and stay ahead of potential problems. Understanding how and where this information is stored is the key to accessing it for effective decision making. This session gives you an overview of job setup and commitment and change order entry, and also covers the following topics:

Overview of Job Cost Workflow
New Job Setup
Commitments
Change Orders
Entering Direct Costs
Posting Entries
Error Correction
Period End
Convert Jobs
Job File Management
Job Cost Retrieval Hierarchies

Payroll

Overview of Payroll
Entering Time
Setting up Employees
Processing Payroll
Enter Checks
Printing Checks
Posting Checks
Error Correction
Period End Considerations
Payroll Retrieval Hierarchies

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Service Management

This course will walk you through the steps to get your Service Management software setup to manage your facilities. We will then take you through the entire workflow process, from the time a call comes through to the dispatcher all the way to completion and follow up of the service call.

General Ledger, Products, Centers, Departments, Employees, Groups, Pay Types, Skills, Service Areas, Postal Areas, Customer Types, Payment Terms, Billing Accounts, Equipment, Equipment Classes, Equipment Types, Equipment Manufacturers, Services, Markup/Discount Tables, Rate Sheets, Taxes, Call Types, Problems, Repairs, Flat Rates, Fleet Maintenance, Vehicles, Expenses, System Options, Products, Work Orders, Sequence Numbers, Agreements, Average Costing Scenario,Preventive Maintenance – Add On, Masks, Sales Leads, Job Types, Sources, Dispositions, Marketing Lists, Inventory, Vendors, Trade Service Pricing, Parts – Maintain Parts, Standard Costs, Selling Prices, Units of Measure, Standard Stock Lists, Purchasing, Shipping Methods, Notes,Installing and Setting Up Paging, Installing the Paging Services, Using the Dispatch Board

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Estimating

Fundamentals & Smart Assemblies

he class will cover takeoff methods (quick, item and assembly), modifying estimates, graphical reporting, and database development. A comprehensive workbook and duplicate files of course work are provided for future reference.

Introduction & Overview
Set Up and Quick Takeoff
Assembly Takeoff
Estimate Totals and Addons
Create a Competitive Bid
Manipulate Estimates and Create Reports
Prepare the Database
Setup Items
Create Formulas
Build Smart Assemblies
Use Item Tables and Select Takeoff
Use Assembly Guide

Extended Edition

The class will cover setting up resources, crews and labor and equipment rate tables, creating WBS codes, WBS libraries, formula tables and intelligent assemblies. A comprehensive workbook and duplicate files of course work are provided for future reference.