CRM in WORKBOOK This induction is for anyone that manages client relationships or new business. You will learn how to create and manage prospective clients, or client contacts, how to track your pipeline, and how to record client activity. For all lessons within this induction you will need to be on a desktop and have …
Deltek WorkBook Advanced Invoicing This induction is for Finance staff, Administrators, or anyone in a business whose process requires that they use a variety of invoice types. The induction will cover the common WorkBook tasks used by most people within a business. Content includes an overview of the different types of invoices in WorkBook and …
Deltek WorkBook New User Induction: the basics of finance This induction is for finance people or system administrators. You should complete the basic and PM inductions first to learn about standard WorkBook themes for new users. The induction will cover the daily finance tasks you may carry out in WorkBook. Content includes an overview of …
Deltek WorkBook Advanced Invoicing This induction allows Project Managers to learn more about the different invoicing types. The induction will cover the common WorkBook invoicing tasks used by most people within a business. Content includes an overview of the different types of invoices in WorkBook and interactive lessons on creating the different types of invoices. …
Deltek WorkBook : ADVANCED SCHEDULING This induction is for anyone who manages resources or time in a business. The induction will cover the tasks involved in creating and managing schedules across jobs and people. Content includes an creating and managing timelines, allocating people to jobs, navigating daily schedules, and reviewing resource capacity. For all lessons …
Deltek WorkBook Advanced Invoicing This induction is for Finance staff, Administrators, or anyone in a business whose process requires that they use invoicing types other than Invoice on account. The induction will cover the common WorkBook tasks used by most people within a business. Content includes an overview of the different types of invoice in …
The Net Revenue Forecast This induction is for finance and administration users within a business. You will learn what the Net Revenue Forecasting functionality is, how to best configure the NRF for your business, and how to manage weekly or monthly forecasting. For all lessons within this induction you will need to be on a …
Deltek WorkBook : ADVANCED SCHEDULING This induction is for anyone who manages resources or time in a business. The induction will cover the tasks involved in creating and managing schedules across jobs and people. Content includes an creating and managing timelines, allocating people to jobs, navigating daily schedules, and reviewing resource capacity. For all lessons …
Deltek WorkBook New User Induction: the basics of finance This induction is for finance people or system administrators. For new users, you should complete the basic and PM inductions first, to learn about standard WorkBook themes. The induction will cover the daily finance tasks you may carry out in WorkBook. Content includes an overview of …
Deltek WorkBook New User Induction: All things project management This induction is for people that need to create or manage jobs in WorkBook. You should have already completed the basic induction, before you start this course. The induction will cover all of the main WorkBook job management features, from setting up a job through to …
New User Induction – All Things Project Management Read More »
