Videos for Project and Resource Managers

View videos about setting up work breakdown structures, accounts, billing, and resource planning.

To view the videos, click the links below.

Title	Description
Work Breakdown Structure Basics	Learn how to set up a work breakdown structure that reflects the project numbering system that you currently use.
Set Up Accounting	Learn the steps required to complete Accounting Setup. Using Vantagepoint to control project success means keeping project management consistent with your financial records. Accounting Setup provides the options to ensure project reporting is consistent with your company's financial reporting.
Set Up Resource Planning	Learn how to set up the resource planning module, including selecting options for entering and viewing project, opportunity, and resource plans.
Set Up Billing	Learn how to set up Billing, including selecting options for preparing and formatting client invoices and tracking revenue and taxes.
AR Review	Learn how to review accounts receivable data, by billing client, in the Firms hub. You can view invoice data at the summary or detail level, or add comments.
Contract Management	Learn about using Contract Management (in the Projects hub) to manage your firm's contracts and compensation, including estimated fees.
Resource Planning: Reschedule Plan and Assignment Dates	Learn how to change the resource assignment dates or duration for an entire plan or for a specific labor assignment.
Resource Planning: Reassign Resources	Learn how to change resource assignments for a project plan.
Resource Management: Reporting (On-Screen List Report)	Learn how to generate reports in Resource Management. You specify which resources are included, the level of the WBS for which you want to see data, and the columns displayed on the report.
Resource Management: Project View	Learn how to use Project View to review and update resource assignment hours, including estimate-to-complete (ETC) hours, for one or more projects.
Resource Management: Resource View	Learn how to use Resource View to review and update resource utilization percentages for employees and generic resources assigned to projects.
Resource Utilization by Organization Report	Learn how to use the Resource Utilization by Organization report to analyze employee utilization data.