Chapter 1: Controller

The Project Controller section is designed to give you a comprehensive, practical understanding of the main aspects of setting up and using the Project Controller module. In addition the chapter presents a holistic view of the Project suite.

Main Topics

• Project Series Features and Benefits
• Project Controller Overview and Roadmap
• Project Controller Implementation plan
• Account categories and task definitions
• Chart of Account and Flexible Key Maintenance
• Code Types and Code Files
• Contract Types and calculation methods
• Project Maintenance
• Maintaining Budgets
• Beginning balances
• Revenue Recognition
• Equipment and Resource Maintenance
• Integration with other Solomon modules
• Financial Transaction Transfer
• Period-end procedures

Labs: Definitions

• Account Categories/Project & Tasks definition
• Setup Account Categories
• Associate Account Categories with General Ledger Accounts
• Set up Project and Task structure
• Category report and GL transfer report

Labs: Project Controller Setup

• Controller Setup
• Code Type & Code File Maintenance
• Complete ID Maintenance
• Flexible Key Maintenance

Labs: Maintenance Screens

• Maintenance screens
• Employee Information
• Enter project and budget information
• Generate a project profile report

Labs: Transactions & Processes

• Enter Beginning Balances
• Enter project charges and print detail report

Labs: Advanced options

• Enter passwords
• Financial Transaction Transfer (FTT)
• Enter Project related vouchers
• Project Inquiries
• Close Project Controller for the period

After completing this chapter, students should be able to:

• Define projects, tasks, and account categories.
• Understand how Project Series transactions are created and recorded.
• Analyze project profitability.
• Set up the Project Controller module.
• Set up and assign employees to projects.
• Enter and revise project transactions.
• Configure advanced options for equipment and resources.
• Perform Financial Transaction Transfer.
• Close Project Controller for the period.

Chapter 2: Time & Expense for Projects

The Time & Expense for Projects training course is designed to give you a comprehensive, practical understanding of the main aspects of setting up and using the Time & Expense for Projects module.

Main Topics

• Transaction process flow
• Module strengths
• Audit trails
• Labor Pay types and costing methods
• Time & Expense Setup
• Time policies
• Overtime setup
• Maintaining employees
• Employee/Position rate maintenance
• Workers' Compensation and Union rates
• Timecard transactions & corrections
• Travel and expense setup
• Mobile Time & Expense setup
• Troubleshooting

Labs: Definition

• Design and set up the employee State ID and Labor Classification
• ID Maintenance
• Week Maintenance

Labs: Time & Expense Setup

• Setup the Time & Expense module

Labs: Employee and Resource Maintenance

• Enter employee information
• Enter employee position/rate maintenance
• Generate the employee report

Labs: Timecard transactions

• Enter a timecard
• Inquire on a timecard status
• Approve timecards
• GL Labor Posting

Labs: Timecard corrections

• Enter employee position/rate changes
• Enter and approve timecard corrections
• Generate the timecard report

Labs: Travel and expense transactions

• Complete Time and Expense setup
• Expense type maintenance
• Vendor maintenance
• Enter a travel and expense report

After completing this chapter, students should be able to:

• Define and implement employee labor costing methods
• Describe how labor and expense transactions flow to other modules
• Configure and set up Time & Expense for Projects
• Perform an assignment inquiry
• Enter, review, and approve a timecard
• Enter travel and expense transactions
• Print timecard reports and the employee utilization report

Chapter 3: Allocator

The Project Allocator training course is designed to give you a comprehensive, practical understanding of the main aspects of setting up and using the Project Allocator module.

Main Topics

• Allocator overview and process flow
• Audit trails
• Capabilities of Allocator
• Allocation process
• Indirect rate calculator
• Standard Rate Entry
• Troubleshooting

Labs: Allocator Setup

• Define rate types & rate keys
• Define the rate table hierarchy
• Configure the rates and allocation method

Labs: Allocation processor

• Run the allocation processor

Labs: Printing reports

• Generate Allocation Reports
• Create an Equipment ID

After completing this chapter, students should be able to:

• Set up the Project Allocator module
• Configure an allocation rate table definition and multi-level rate entry
• Complete allocation method setup
• Print reports and run inquiries

Chapter 4: Flexible Billings

The Flexible Billings training course is designed to give you a comprehensive, practical understanding of the main aspects of setting up and using the Flexible Billings module.

Main Topics

• Flexible Billings overview and process flow
• Module strengths
• Implementation worksheet
• Billing Policies
• Billing rules and invoice formats
• Costing methods
• Billing information maintenance
• Billing transaction load
• Sales tax processing
• Automatic invoice creation
• Construction billings
• Troubleshooting

Labs: Flexible Billings Setup

• Setup the flexible billings module
• Billing rule maintenance
• Invoice Format maintenance

Labs: Billing Information maintenance

• Defining projects as billable

Labs: Billing transactions and processes

• Load Billing records
• Adjust invoice amounts
• Review and print the invoice
• Post the invoice.

After completing this chapter, students should be able to:

• Setup and configure the flexible billings module
• Create a billing invoice
• Define a project as billable
• Make adjustments to invoices
• Enter percent completion
• Perform scheduled billings and revenue release
• Enter a construction billing invoice
• Print a billing report and perform inquiries

Appendix C: Case Study

This case study is a comprehensive lab that can be used to reinforce the learning that has occurred throughout the Project Series class. The Case Study is generally completed by students on their own after class.

Main Topics

• Project Setup
• Allocator and Flexible Billings Setup
• Transaction entry
• Account Category, Project and Contract configuration
• Allocator processing
• Flexible billing invoice creation and processing

After completing this appendix, students should be able to:

• Comprehensively understand the Project Series modules described in this courseware.
• Have more confidence in their ability to use Project Series in their company.