Summary Tab

0:43

Update Opportunity Reminder

Set sales opportunity reminder from an Activity record linked to the opportunity

Update Group Fields on Quotes – Using Sections

1:01

Update a Funnel Step

Users update funnel steps that are assigned to them

2:12

Time Bill via the Resource Console

HR,

2:12

Time Bill Project Task or Sub Task v23.01

1:03

Time Bill From Project Task

Time bill against project task and sub-task

2:27

Time Bill from My Tasks

Users can start and stop their time bills from the My Tasks form. Time bill against a Project Task / Task Assignment, Service Call, Sales Opportunity.

1:45

Time Bill Against an Opportunity

Time billing accounts for time spent working on opportunities

3:04

Time Bill a Task from My Tasks

Time bill a project task from My Task List.

1:07

Start and stop time bills in the Resource Console

Start and stop time bills in the Resource Console scheduler grid

3:32

Set Up Quote Authorization Rules

Setup rules for the Quote Process: Authorize a Quote

2:27

Schedule a Task on the Resource Console

Drag and drop to schedule and assign a selected Task from the Resource Console. Result is a "Task Assignment" for a user for a given timeframe.

2:40

Schedule a Project Task

Schedule a Project Task or Sub Task from Project > Task tab grid (in edit mode or Extended Menu) or Task form

9:15

Sales Opportunity Form Key Fields

54:13

Sales Forecasting with Q360 v23.02

Sales,

Webinars

5:21

Sales Forecast Quick View

View Sales Forecast of active Sales Opportunity in grid with helpful visual color indicators to manage opportunities and filter results (by salesrep, value, % probablity to close, expected close dates...) .

3:32

Review and Post Time Bills

Review and post time bills

12:46

Resource Console Overview v24.01

General,

1:25

Resource Console Overview

A general overview of the Resource Console.

2:08

Quote Sections Split Line Items

8:47

Quote Sections End to End Flow

Quote Revisions

Quote Duplicate vs Copy

8:55

Q360 Demonstration Project Profit

Preview a demonstration of a project and its profit tab and usage around the data displayed, complemented with associated project profitability reports, including "Project WIP" and "Project Revenue/Cost Forecast" report

7:57

Q360 Demonstration Project Change Order

Preview a demonstration to create a change order and the impact on Project > Profit. Remove and/or add material/labor on a) an internal change order (impacts cost only), b) a customer change order (impacts revenue and cost).

60:06

Project Transition to Service and Closure v23.02

Projects,

Webinars

2:43

Project Task Grid Header Definitions

Review Project > Tasks: grid header definitions

3:09

Project Reports

Useful insight into the status and financial details for projects

2:45

Project Profit Tab v23.01

59:24

Project Management 23.01 Scheduling and Forecasting

Print a Quote

Print a Sales Quote Proposal

1:57

Post Project COGS and Revenue

Recognize all project costs and all the revenue earned to date

2:41

Navigate the Project Profit Tab

Analyze profitability for individual projects

7:52

Multi-currency FX impact on Quote, Order, Invoice

Multi-currency and foreign exchange ("FX") impact on Quote/Order (non-postings); and Invoice (posting)

4:08

Multi-currency FX impact on Project

Multi-currency FX impact on Project > Profit tab

1:01:14

MasterClass: Project Work in Process and Change Orders v23.02

55:49

MasterClass – Boost Sales Success with Q360 v23.02

Webinars

2:41

Mark Project as Substantially Complete

Mark Project as substantially complete sets project Status and Install finish date...

4:20

Mark Funnel Steps Complete

Mark a funnel step complete when the work for a step is complete

4:44

Managing Optional Flags on Quote Line Items

2:47

Manage Project Task Lists

Manage and monitor all tasks for a project

11:53

Manage Project Task List v23.01

3:02

Manage Equipment in the Material Grid

Manage and procure equipment for projects from the Material grid

2:17

Integration with GreatAmerica

Integration with GreatAmerica Financial Services: Setup and Use in Q360 Sales Quote Finance options

1:38

Email Options for Live Data Reports (Schedule LDRs) v23.01

1:02

Create Schedule of Values (SOV)

Create a Project Schedule of Values ("SOV"), a pre-requisite to subsequent step to invoice a Project SOV

1:14

Create Project Team Members v23.01

3:06

Create Internal Change Order (ICO) from Project Orders tab

Create internal change request (ICO) to project orders such as substitutions, additions, or removals from Project > Orders tab.

1:59

Create Internal Change Order (ICO) from Project Material tab

Create internal change request (ICO) to project orders such as substitutions, additions, or removals from Project > Material tab.

3:36

Create Customer Change Order (CCO) from Project Orders tab

Create customer requested change request (CCO) to project orders such as substitutions, additions, or removals from Project > Orders tab.

2:18

Create Customer Change Order (CCO) from Project Material tab

Create customer requested change request (CCO) to project orders such as substitutions, additions, or removals from Project > Material tab.

1:08

Create Closing Entry for Projects

Create a project closing GL journal and ensure there are no outstanding records

6:12

Create and Use Global Comments

General,

3:37

Create and Use Auto Add Rules with Quotes

2:39

Create and Process a Quote

Create a basic quote from a Sales Opportunity and process through first steps of sales workflow.

9:12

Create and Add a Quick List to a Quote

2:27

Create an Internal Admin Project

0:53

Create Activity Reminder – linked to Opportunity

Review sales opprtunity reminders and details from your task list

1:27

Create a Site

Track customer site specific details such as contacts, sales, service, projects, and accounting

3:05

Create a Service Contract from a Project

Projects,

Service Contract

Create a Service Contract from a Project ("Create a Warranty Service Contract")

2:31

Create a Sales Opportunity

Track opportunities and gain insight into related sales activities as it progresses through a sales funnel

3:30

Create a Project Task

Create tasks for project member to complete

4:15

Create a Project Sub-Task

Create project sub tasks from various locations in the system

2:20

Create a Project Invoice Task v23.01

2:25

Create a Project Invoice Task

Create a project task to invoice your project.

1:31

Create a Project Event

Create an event on Project and Task records to provide useful information

7:57

Create a Project

Create a project - 4 different ways: from Quote>Order>select Project Template; from Customer>Projects tab; from Project "copy" this project; from Project menu>Template List.

2:55

Create a Contact

Create and link contacts to customers, sites and other areas

3:00

Create a Company