Pre-conference

Training Courses

  • Pre-Conference Course Details

    The following courses are being offered during Pre-Conference Training on Wednesday, April 26 for an additional fee of $699. Please add these during your registration process if you would like to attend!
    Intended Audience: intermediate to experienced users

Unanet AEC CRM Courses

  • Unanet AEC CRM (Cosential)

    Administering the System

    In this course, you will review tasks specific to general administration of the system such as creating and modifying firm settings, value lists, records, dashboards, reports, templates, and workflows.
    Intended Audience: System Administrators
  • Unanet AEC CRM (Cosential)

    Using Publisher 4.0 with Adobe InDesign

    In this course, you will review tasks specific to the Publisher 4.0 module and InDesign, such as creating and uploading IDML templates and generating InDesign documents with your CRM data.
    Intended Audience: CRM Publisher Users
  • Unanet AEC CRM (Cosential)

    Using Publisher 4.0 with Microsoft Word

    In this course, you will review tasks specific to the Publisher 4.0 module and Word, such as creating and uploading templates and generating Word documents with your CRM data.
    Intended Audience: CRM Publisher Users

Unanet AE ERP Courses

  • Unanet AE ERP

    Administering the System

    In this course, you will review tasks specific to general administration of the system such as creating and modifying permissions, time, expenses, benefits, projects, reports, and dashboards. 
    Intended Audience: System Administrators

Unanet GovCon ERP Courses

  • Unanet GovCon ERP

    Administering the System

    In this course, you will review processes specific to general administration of the system and practice creating and modifying the configuration of the Admin Setup tables, including Accounting, Approval Groups, Expense, People, and Time.
    Intended Audience: System Administrators
  • Unanet GovCon ERP

    Closing the Fiscal Period

    In this course you will learn to improve the accuracy and speed of closing activities, by reviewing the critical path to performing the period-end close, including posting labor, expenses, invoices, and revenue, as well as calculating cost pools and generating financial reports to catch variances and errors.
    Intended Audience: Financial Managers
  • Unanet GovCon ERP

    Managing Project Resources

    In this course, you will create project plans and budgets using planning grids, monitor project progress, create one-button reports to analyze key project metrics that support a more efficient management of the project management lifecycle.
    Intended Audience: Project Managers / Planners
  • Unanet GovCon ERP

    Using Reporting and Analytics

    In this course, you will explore the primary avenues to report on data managed within the system. This will include existing reports accessed via the Reports Dashboard; using, designing, and creating custom ad hoc reports; and working with data categories and fields needed to develop and evaluate reports using Analytics ExpressView.
    Intended Audience: Project Managers, Financial Managers, System Administrators
  • Unanet GovCon ERP

    Using Analytics Studio for Project Management Reporting

    In this course, you will review project management using analytics. You will use the periodic JSR data object to create tabular, graphical, and pivoted data outputs, use conditional formatting and basic functions in Analytics Studio, and review the parameters involved. 
    Intended Audience: Project Managers, System Administrators