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Onboarding

Videos related to basic platform features.

 

ESS - Existing E Time Users Registration without ESS Module

ESS - Employee Enrollment & Registration

Enterprise System - Basic Navigation and Data Entry

Enterprise System - Table vs Fullscreen Mode

Enterprise System - Batches

Enterprise System - Exporting and Importing Data

Enterprise System - Adding Notes and Attachments

Enterprise System - LiteEditor Tutorial Customizing Screens and Fields 1/4

Enterprise System - LiteEditor Tutorial Adding Fields to Screens 2/4

Enterprise System - LiteEditor Tutorial Adding New Custom Fields 3/4

Enterprise System - LiteEditor Tutorial Customizing Table Mode 4/4

Security - Assigning Users to Companies

Security - Creating a New User

Enterprise Security - Application Security Setup 1/3

Enterprise Security - Application Security Setup 2/3

Enterprise Security - Application Security Setup 3/3

Analytics Setup - Bulk Update Security

Role Based Security for Enterprise Logs and Queries

GL - Maintaining Accounts

GL - Entering Transactions

GL - Recurring Transactions

GL - Bank Reconciliation Part 1

GL - Bank Reconciliation Part 2

AP - Creating A Business Partner

Getting Started - Creating Vendors and Customers from Business Partners_Defaults

Getting Started - Creating Vendors and Customers from Business Partners_BasicCreation

Getting Started - Creating Vendors and Customers from Business Partners_BulkCreate

AP - Creating and Editing Vendors

AP - Entering a Manual Check against an Invoice

AP - Entering Multi Line Invoice

AP - Entering Simple Job Invoices

AP - Apply a Deposit to an Invoice

AP - Override Invoice Defaults

AP - Simple Expense Invoice

AP - Post Invoices

AP - Void Invoices

AP - Entering Debit or Credit Notes

AP - Basic Payment Process

AP - Additional Payment Selection Options

AP - Payment Processing - Other Options

AP - Undo Payment Run

AP - Recurring Entries - Setup 1/2

AP - Recurring Entries - Processing 2/2

AP Prepaid Deposit

AP - Recording Checks Not Related to an Invoice

AP - Retainage Release

AP - Changing Batch Post Dates

AP - Void Check

AP - Unprepare Checks

AP - Adjusting Invoice Distribution

AR - Entering a Basic Invoice

AR - Job Related Invoice

AR Detailed Invoices 1/2 - Maintain Non Stock Items

AR Detailed Invoices 2/2

AR - Voiding a Posted Invoice

AR - Enter Receipt against an Invoice

AR - Entering a Miscellaneous Receipt (No Invoice)

AR - Recording and Applying Deposits to a Receipt

AR - Voiding a Posted Receipt

AR - Recording a Debit/Credit Note

AR - Retainage Release

AR - Write Offs 1/2 Configuration and Settings

AR - Write Offs 2/2 Applying Writeoffs

Job Costing - Enterprise Job and Project Creation

Job Costing - Projects vs Jobs in CMiC

Job Costing - Assigning Cost Codes to Jobs Manually

Job Costing - Create and Assign Cost Code Templates

Job Costing - Creating Subjobs

JB - Creating Bill Code Mappings

JB - Creating Retainage Codes

JB - Defining Invoice Formats

SC - Compliance Tracking - Creating Compliance Codes

SC - Voiding Posted RFP

SC - Request for Payment

SC - Retainage Release

FIELD System - Project Contact Directory

FIELD System - Customizing FIELD Menu

FIELD Security -Set up System Security Roles in Field

FIELD Security - Set up PM Project Roles

FIELD System - Location Code Maintenance

FIELD System - Email Notification Settings

Field System - Treeview Navigation: Search, Project Details and Menu Editor

UDF - Create Custom Field

UDF - Apply Custom Field to Program

UDF - Add Custom Field as Classifier

Logs - Admin Log Configuration - Difference Between Set Log Default and Log Builder

Logs - Admin Log Configuration - Set Log Default

Logs - Bulk Actions

Logs - Grouping Pivoting

Logs - Sorting and Ordering

Logs - Search and Filtering

Logs - Saving State

Logs - Hiding Columns

Reviewers Table - Basics

Reviewers Table - Completing a Review

Reviewers Table - Parallel Reviewers

Reviewers Table - Creating and Managing Templates

Documents - Document Folder Security

Documents - Create Document Folder

Documents - Mapping Attachments to Document Folders

Documents Log - Managing Documents in CMiC

Documents Log - Thumbnail View

Submittals - Creating Submittals

Submittals - Attaching Documents to a Submittal

Submittals - Submittal Review Key Players Setup

Change Management - PCI Markup Rules Total Markup Flag - Circular Calcuation

Change Management - PCI Markup Rules by PCI Type

Meeting Minutes - Agenda Item Number

Issues - Creating Issues

Meeting Minutes - Printing the Meeting Minutes Report

Meeting Minutes - Creating and Completing Action Items in Meeting Minutes (Edited)

Meeting Minutes - Searching for Closed Meeting Items and Minutes

Meeting Minutes - Statuses

Meeting Minutes - Creating a Meeting

Meeting Minutes - Creating a Track

Meeting Minutes - Starting and Executing a Meeting

Meeting Minutes - Saving, Closing and Re-Opening a Meeting

Meeting Minutes - Creating the Next Meeting In a Track

Site Management - Daily Journals Overview

Outlook - Exporting CMiC System Calendar to Outlook

Outlook - Exporting CMiC Contacts to Outlook

Analytics - Getting Started With CMiC Analytics

Analytics - Building Basic Queries

Analytics - Building Drill Down Queries

Analytics - Running Analytics Queries

Analytics - Exporting and Printing Queries

Analytics - Building Card View Queries

Analytics - Catalog Builder Basics

Analytics - Catalog Builder Advanced

Dashboard Builder - Building Basic Dashboards

Dashboard Builder - Using Page Filters and Substitution Variables

Dashboard Builder - Calling Dashboards From Within Other Dashboards

Dashboard Builder - Understanding Dashboard Layouts