Video Library
DPS comes with a library of short videos focused on getting you up and running quickly. Each video is about five minutes long and focuses on a specific task or area. New videos are added regularly.
To view the videos:
- Click the links below, or
- Click on the toolbar.
For All DPS Users
| Title | Description |
|---|---|
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This video includes tips to help you successfully navigate, including how to add a record, use list view, select columns, use filters, and perform a simple search. The video also discusses hierarchies. |
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Use this video to learn how to complete and submit a timesheet using your computer or mobile device. |
For Business Development and Marketing Users
| Title | Description |
|---|---|
| Get Started with CRM for Administrators | Use this video to learn how to navigate through the hubs and set up labels and lists. The video also introduces the import process, which automates the data entry process. |
| Use Hubs for CRM | Use this video to learn about the hubs used by CRM users, and how to enter data into hubs manually, import data from outside sources, and quickly find or add a record. |
| Import Data for CRM | Use this video to learn how to separate CRM contacts from personal contacts, locate duplicates and remove them, and import contacts from outside sources. |
| Lead Qualification | Use this video to learn how to search for, create, qualify, and disqualify leads. |
| Outlook Integration | Use this video to learn how to use the Outlook add-in to integrate DPS and Microsoft Outlook. |
| Integration with Salesforce | Use this video to learn how to use the Salesforce Integration module to integrate Salesforce and DPS. Learn how to use existing Salesforce information to create projects in DPS, how to access and report on sales data in one place, and how to use Salesforce information to create estimates. |
For Project and Resource Managers
| Title | Description |
|---|---|
| Work Breakdown Structure Basics | Use this video to learn how to set up a work breakdown structure that reflects the project numbering system that you currently use. |
| Set Up Project Control | Use this video to learn how to set up projects, coordinate project activities, monitor project progress, process labor and expense transactions, charge direct and overhead costs to projects, track employee time, generate project reports, and maintain project budgets. |
| Set Up Resource Planning | Use this video to learn how to set up the resource planning module, including selecting options for entering and viewing project, opportunity, and resource plans. |
| Resource Management | Use this video to learn about using Resource Management to add and maintain resource assignments, construct opportunity plans, and review plans or resource assignments using a report format. This video explores the resource and project views as well as reporting, and provides an overview of the opportunity plan structure. |
| Set Up Billing | Use this video to learn how to set up billing, including selecting options for preparing and formatting client invoices and tracking revenue and taxes. |
For Accounting Users
| Title | Description |
|---|---|
| Set Up Accounting | Use this video to learn how to set up accounting processes. You will use the Settings area of the desktop application. |
| Set Up Time | Use this video to learn how to set up time tracking so that employees can enter, submit, and approve timesheets. |
| Set Up Expense | Use this video to learn how to set up expense report tracking so that employees can enter, submit, and approve expense reports. |
| Groups and Categories | Use this video to learn about time and expense groups and categories. |
| Set Up Billing | Use this video to learn how to set up billing, including selecting options for preparing and formatting client invoices and tracking revenue and taxes. |
For Administrators
| Title | Description |
|---|---|
| Activation Overview | Use this video to prepare for the activation process and learn about the information that you should gather before you begin. |
| Work Breakdown Structure Basics | Use this video to learn how to set up a work breakdown structure that reflects the project numbering system that you currently use. |
| Activate Organizations | Use this video to learn how to set up an organization structure that reflects how your enterprise is structured and to specify whether or not you need to track multiple companies. |
| Activate Multiple Currencies | Use this video to learn how to set up monetary currencies and to enter exchange rates for them. |
| Setup Overview | Use this video to prepare for the setup process and learn about the information that you should gather before you begin. |
| Set Up Hubs | Use this video to learn what hubs are, how to enter data into hubs manually, and how to quickly find or add a record. The video also introduces the import process, which automates the data entry process. |
| Get Started with CRM for Administrators | Use this video to learn how to navigate through the hubs and set up labels and lists. The video also introduces the import process, which automates the data entry process. |
| Import Data | Use this video to learn how to separate CRM contacts from personal contacts, locate duplicates and remove them, and import contacts from outside sources. |
| Set Up Labels and Lists | Use this video to learn how to set up a new custom label, edit an existing label, and edit lists and their drop-down values. |
| Set Up Project Control | Use this video to learn how to set up projects, coordinate project activities, monitor project progress, process labor and expense transactions, charge direct and overhead costs to projects, track employee time, generate project reports, and maintain project budgets. |
| Set Up Accounting | Use this video to learn how to set up accounting processes. You will use the Settings area of the desktop application. |
| Set Up Time | Use this video to learn how to set up time tracking so that employees can enter, submit, and approve timesheets. |
| Set Up Expense | Use this video to learn how to set up expense report tracking so that employees can enter, submit, and approve expense reports. |
| Groups and Categories | Use this video to learn about time and expense groups and categories. |
| Set Up Billing | Use this video to learn how to set up billing, including selecting options for preparing and formatting client invoices and tracking revenue and taxes. |
| Set Up Resource Planning | Use this video to learn how to set up the resource planning module, including selecting options for entering and viewing project, opportunity, and resource plans. |
| Integration with Salesforce | Use this video to learn how to use the Salesforce Integration module to integrate Salesforce and DPS. Learn how to use existing Salesforce information to create projects in DPS, how to access and report on sales data in one place, and how to use Salesforce information to create estimates. |
| Outlook Integration | Use this video to learn how to use the Outlook add-in to integrate DPS and Microsoft Outlook. |