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JAMIS Summit: Post-Conference Training Sessions

March 28 @ 8:00 AM - March 29 @ 5:00 PM

Post conference training sessions will be held on Wednesday March 28th and Thursday March 29th.

  • There will be 4 Post Conference Training Sessions. Each session will be 4 hours long and offer 4 CPE credits.
  • If you complete all 4 sessions over the two days of post conference, you can earn up to 16 CPE Credits.
  • There is limited availability for each course so you must select the courses you’ll be attending at the time of registration.

Morning Sessions

Business Planning Data Extraction and Analysis 

Data extraction and analysis of your company’s planning data to provide a path forward to reach your business goals. Instruction on data extraction from Business Planning via Dashboards, Inquiries and Reports. Review and source selections of the required data to maximize analysis efforts and provide various formats of this analysis for management review. Training will include multiple levels of selections for Plan Types: Budget, Forecast, Sandbox; WBS Levels: Contract, Invoice Rule, Billing Rule and Jobs; Resource Planning: Employee, Organizations, Company Wide.

Procurement Process Training 

Learn the process of entering and approving a Request, converting into a Requisition and creating Purchase Orders.  We will also cover the approval workflow, email notifications, attaching files the handling of “Rejections”.

Technical Data Structures and Integrations 
Review the Data structure of JAMIS Prime, share how to find and join sources and the use of Integration Scenarios.

ARM Reporting 
Become an expert at modifying and creating ARM reports.

Advanced Allocations and Actual Rates
Learn how to manage variety of Allocations.  You will also learn how to reconcile and troubleshoot Allocations.  Then you will learn how to analyze, reconcile and troubleshoot the Actual Rates.

Afternoon Sessions

Business Planning Data Extraction and Analysis 

Data extraction and analysis of your company’s planning data to provide a path forward to reach your business goals. Instruction on data extraction from Business Planning via Dashboards, Inquiries and Reports. Review and source selections of the required data to maximize analysis efforts and provide various formats of this analysis for management review. Training will include multiple levels of selections for Plan Types: Budget, Forecast, Sandbox; WBS Levels: Contract, Invoice Rule, Billing Rule and Jobs; Resource Planning: Employee, Organizations, Company Wide.

Purchase Order Processing Training  
Covers the various options for processing receipts, creating AP Bills, Returns and Adjustments. We will explore the advantages of each option.

Inquiries and Dashboards 
Learn how to manage, modify and create Inquires and discuss best practices for Dashboarding.

Technical Report Designer 
Learn how to create forms and reports using Report Designer.

Advanced Project Billing and Revenue
Review the Best Practices for Project Billing and Revenue and learn how to make changes and adjust, as well as how to troubleshoot Billing and Revenue errors.

Details

Start:
March 28 @ 8:00 AM
End:
March 29 @ 5:00 PM
Event Categories:
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Website:
https://summit.jamis.com/post-conference-training-courses/