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.
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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 draft invoice annotation capabilities in Vantagepoint. This feature enables project managers to edit, share notes to, and update draft invoices from a biller. |
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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. |
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The employee card contains statistics about the employee in an easy to access format. This video introduces the employee card in the project plan. |
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Vantagepoint enables 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. |
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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. |
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This video demonstrates how to export labor, expenses, and consultant assignments to a comma-separated values (.csv) file. |
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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. |
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Vantagepoint enables you to use generic resources as placeholders. This video demonstrates how to use these generic resources for planning purposes. |
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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. |
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This video demonstrates planning expenses and consultants in Vantagepoint. |
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This video demonstrates the summary planning information in the Projects summary pane. |
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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. |