Module 01: Introduction |
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Introduction |
|
00:02:00 |
|
When to Use Projects |
|
00:03:00 |
Module 02: Getting Started |
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Demo Company |
|
00:04:00 |
|
Tour of Screens |
|
00:07:00 |
Module 03: Setting up Staff |
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Adding Staff Cost Rates |
|
00:07:00 |
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Users and Permissions |
|
00:04:00 |
Module 04: Small Project Example |
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Introduction – Small Project |
|
00:01:00 |
|
Adding Projects |
|
00:04:00 |
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Adding Tasks & Estimated Costs |
|
00:09:00 |
|
Adding Time & Expenses |
|
00:05:00 |
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Sending a Time & Expenses Invoice |
|
00:06:00 |
|
Adding More Time & Expenses |
|
00:05:00 |
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Sending a Final Time & Expenses Invoice |
|
00:04:00 |
Module 05: Quotes |
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Introduction – Quotes |
|
00:01:00 |
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Creating & Assigning Quotes |
|
00:03:00 |
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Creating Quotes from Tasks & Expenses |
|
00:04:00 |
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Creating Quotes from Project Amounts |
|
00:02:00 |
Module 06: Products & Services |
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Introduction – Products & Services |
|
00:01:00 |
|
Adding Supplier Bills to Projects |
|
00:06:00 |
|
Adding Services to Projects |
|
00:07:00 |
|
Adding Untracked Inventory to Projects |
|
00:04:00 |
|
Adding Tracked Inventory to Projects |
|
00:06:00 |
Module 07: Invoicing |
|
Introduction – Invoicing |
|
00:01:00 |
|
Project Amount Invoices |
|
00:04:00 |
|
Deposit Invoices |
|
00:05:00 |
|
Tasks & Expenses Invoices |
|
00:05:00 |
|
Invoicing from Quotes |
|
00:07:00 |
Module 08: Reporting |
|
Measuring Task Performance |
|
00:05:00 |
|
Project Summary Report |
|
00:03:00 |
Module 09: Bigger Project Example |
|
Introduction – Bigger Project |
|
00:01:00 |
|
Bigger Project |
|
00:22:00 |
Module 10: Projects and Profit & Loss |
|
Projects and Profit & Loss |
|
00:03:00 |
Module 11: Thank You |
|
Thank You |
|
00:01:00 |
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