Training purpose selection is required.
Training plan selection is required.
Welcome to the Projects, Departments and Budgets course. This course is designed for customers who want to allocate income and expenses to projects (or job sites) and/or departments and keep track of income and expense projections, also known as budgets for company, departmental and/or project accounts. You will learn how to set up company budgets, departments and projects, and how to allocate to departmental accounts or projects. You will also learn how to generate valuable reports for each of these features.
Course Outline:
- Budgets Setup
- Budget Updates and Imports
- Budget Reports
- Departments Setup
- Departmental Budgets
- Departments in Transactions
- Departmental Reports
- Projects Setup
- Project Budgets
- Project Allocation
- Project Reports
Materials for this course are provided via an electronic training book, which you will have access to 7 days prior to your course date. eBooks are provided by a third party vendor. By registering for this course you agree that an account for you will be set up with this third party vendor.