Training outline

Gathering Data for CN Import  (1 hour)

• Business Data Entry

• Contact Data Entry

• Employee Data Entry

• Parts & Colors Data Entry

Performing CN Installations  (3 hours)

• Server Installation

• Client Installation

• API Installation

• Email Service Configuration

Introduction to CN Projects  (2 hours)

• Project Identifiers

• Project Statuses

• Project Roles

• Project Labels

• Project Folders

Defining Labor Structure  (1 hour)

• Workdays, Hours per Day, Hours Per Week

• Labor Categories, Departments & Operations

• Employee Labor

Introduction to Task Development  (4 hours)

• Task Types

• Project Task Definitions

• Project Milestone Dates

• Project Status Triggers

Introduction to Phases (aka Work Orders)  (4 hours)

• Templates

• Task Definitions

• Milestone Dates

• Quantities

• Markers & UDCs

Time Keeping & Labor Records  (2 hours)

• CN Timeclock Application

• CN Android & iOS App

• Timeclock Records

• Exporting Labor Records

• Labor Reports

Parts Master  (1 hour)

• Categories

• Stock vs Inventory

• Colors

Introduction to Estimates  ( 4 hours)

• Estimate Structure

• Creating a Product Library

• Takeoffs

• Labor & Material Markups

• Process Estimates

Drawings, RFI, RFQ and Transmittal Management  (1 hour)

• Task Definitions

• Submission, Dates, & Revisions

• Creating Links

Contract Management  (1 hour)

• Schedule of Values

• Change Orders

• Project Invoices

• All Invoices

Purchasing & Inventory Management  (3 hour)

• Material Requests

• Process the MR Queue

• Parts Lists

• Purchase Orders

• Pick Tickets & Receiving

• Inventory Transactions

Project Costing  (1 hour)

• Labor & Material Budgets

• Reports

• Budget hours & Tasks

Manifests  (1 hour)

• Importing in Items

• Scan Actions

• Label Printing

Project Scheduling  (2 hours)

• Task Timeline

• Calendar Scheduling

• Employee Time Off