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 |
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Learn how to set up a work breakdown structure that reflects the project numbering system that you currently use. |
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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. |
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Learn how to set up the resource planning module, including selecting options for entering and viewing project, opportunity, and resource plans. |
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Learn how to set up Billing, including selecting options for preparing and formatting client invoices and tracking revenue and taxes. |
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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. |
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Learn about using Contract Management (in the Projects hub) to manage your firm's contracts and compensation, including estimated fees. |
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Learn how to change the resource assignment dates or duration for an entire plan or for a specific labor assignment. |
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Learn how to change resource assignments for a project plan. |
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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. |
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Learn how to use Project View to review and update resource assignment hours, including estimate-to-complete (ETC) hours, for one or more projects. |
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Learn how to use Resource View to review and update resource utilization percentages for employees and generic resources assigned to projects. |
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Learn how to use the Resource Utilization by Organization report to analyze employee utilization data. |