Participants will gain an overall understanding of the Job Cost modules in Greentree, learn about some recent features and options for setup and running the software. This is a hands-on course/workshop.
Course Objectives
On completion of this 1 day course, participants will:
- Understand how to set up jobs
- Understand the implications of the fields when maintaining jobs
- Understand the various ways of invoicing jobs
- Be able to change costs against jobs
- Understand the reporting options available for Job Cost
- Understand how other modules (e.g. Purchase Orders, Service Requests, Payroll) relate to jobs
- Understand when and how to close off jobs
- Understand the relationships between various job cost items e.g. Activity codes, Employees, Employee types
- Understand module control settings and their affect on the modules
- Be able to use some of the recent features of Greentree
*The course will be run on the Greentree demonstration software.
| PRE-REQUISITES | LOCATION | COST |
| It is essential that attendees have some basic familiarity with Greentree. | The training will be held in Endeavour’s Training rooms at L1, 96 New North Road Eden Terrace, Auckland or Courses can be held on request at our offices or yours. Contact us to find out more>> More information will be sent on confirmation of attendence. |
One day course $495+GST per attendee. This is payable in advance an invoice will be issued on registration.Courses held on request are negotiable based on the number of attendees. |
Training Schedule
Dates:
Auckland: Coming again in 2012
Christchurch: Coming again in 2012
Time: 9:30am – 4:00pm (Lunch will be provided)
Course Outline
- Over-view of screens and menus
- Simplify the creation of new Jobs (Templates)
- Allocation of costs and revenues (Activity Codes)
- Hints & Tips e.g. allow a change to the sell rate on a purchase order (Module Control settings)
- How to report on job a job managers effectiveness at managing variations (sub-Jobs)
- Setup multiple prices for labour and materials (Price books)
- Managing estimates and variations
- Invoicing, claim Schedules, pro-forma and managing WIP.
- Smart revenue recognition (calculate using wildcards)
- Spread recognised revenue (Pro-Rata)
- Recent Enhancements – Integration with MS Project (coming soon)
Questions?
Contact: Sonia Elliot
Phone: 09 308 0090
Email: training@endeavour.co.nz
