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.
Annotating Draft Invoices	Learn about draft invoice annotation capabilities in Vantagepoint. This feature allows project managers to edit, share notes to, and update draft invoices from a biller.
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.
Resource Planning: Employee Card	The employee card contains statistics about the employee in an easy to access format. This video introduces the employee card in the project plan.
Labor Planning: Soft and Hard Book Labor Assignments	Vantagepoint allows you to set tentatively scheduled labor resource assignments as soft booked and confirmed assignments as hard booked to help manage resource time and workloads. This video demonstrates how to use this feature.
Resource Planning: Capacity Calculation Setting	The Capacity Calculation setting helps administrators define how planned resources will be included or excluded from the scheduled and utilized calculations in Resource Planning. This video demonstrates how to use this setting.
Planning Data Export	This video demonstrates how to export labor, expenses, and consultant assignments to a comma-separated values (.csv) file.
Project Planning: Contract Tab	This video demonstrates the Contract tab. The data for this tab originates in Contract Management. The tab is read only except for notes and supports column selection, including newly added notes, project manager, and organization columns.
Resource Planning: Generic Resources	Vantagepoint allows the use of generic resources as placeholders. This video demonstrates how to use these generic resources for planning purposes.
Project Planning: Labor Code Planning	This video demonstrates how to add and delete labor codes and how labor codes are treated when there are changes to the work breakdown structure.
Project Planning: Expenses and Consultants Tabs	This video demonstrates planning expenses and consultants in Vantagepoint.
Planning Information in Projects	This video demonstrates the summary planning information in the Projects summary pane.
Create Schedule Dependencies	This video shows you the different methods for creating schedule dependencies on the Schedule tab of Project Planning. These methods allow you to identify predecessors and successors, select relationship types, and add lag/lead time for dependencies.