Training | Non Sequenced Sessions

Non Sequenced Sessions

Click here to schedule any of the training sessions listed below.

If a training slot is not available at a time that is convenient, please ask your project manager to work with you to find a time that works for you.

The non-sequenced training sessions below should not be scheduled until after the three sequenced training sessions are completed.

Training Session: Purchasing and Order Tracking

Time: 60 minutes

Intended For: System Administrators and any persons who will be involved in these activities

Areas Covered: Purchase orders, order tracking and pick lists

Training Goal:

1.Understand the purpose of "Flag Item to Order"

2.Understand how the various types of purchase order notes work

3.Learn how to create purchase orders

4.Understand the role of the Unacknowledged POs report

5.Learn how to enter order acknowledgments

6.Understand the Active Project Status View

Training Session: Client Deposits and Invoicing

Time: 60 minutes

Intended For: System Administrators and any persons who will be involved processing client deposits and or creating invoices

Areas Covered: Receiving client deposits and applying them to invoices

Training Goal:

1.Understand the how client deposits are calculated

2.Understand how how to receive and record deposits

3.Understand how to create invoices

4.Understand how to apply deposits to invoices

Training Session: Time Tracking

Time: 15 - 20 minutes

Intended For: System Administrators and any persons who will track their time

Areas Covered: Time sheets

Training Goal:

1.Understand the how to enter individual and weekly timesheets

2.Understand how to track time

This training session can be done in conjunction with the DesignSmart Companion session if that makes sense for your firm.

Training Session: DesignSmart Companion

Time: 20 - 30 minutes

Intended For: Designers

Areas Covered: DesignSmart Companion

Training Goal:

3.Understand the how to use the Companion

4.Understand how to enter components through the Companion

This training session should be scheduled after designers have learned to enter items and images in DesignSmart's Item Detail View and are familiar with the role of item templates.

Training Session: Tasks

Time: 15 - 30 minutes

Intended For: System Administrators and designers

Areas Covered: Tasks

Training Goal:

1.Understand the how to use add tasks and track them

This feature is usually self-taught via the User Guide, but training is available if required.

Training Session: Overture

Time : 60 minutes

Intended For: System Administrators and designers

Areas Covered: Overture client presentations and mood boards

Training Goal:

1.Understand the how to use the Finishes Module

Training Session: Finishes

Time : 15 - 30 minutes

Intended For: System Administrators and designers

Areas Covered: Finishes

Training Goal:

1.Understand the how to use the Finishes Module

This feature is usually self-taught via the User Guide, but training is available if required.