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Winter 2021 — Smart Project Management

March 15-17, 2021  |  Online

Overview

Discover how you can manage more of the job from one central location for greater efficiency. Consultant Ryan Czaplenski will walk you through the features, tools and practices successful subcontractors and GCs use to integrate their project management and accounting with FOUNDATION.

  • Introduction to Project Management Module
  • Project Management Module Maintenance
  • Mobile Timecard Entry and Approval
  • Daily Job Cost Entries and Reporting
  • Project HQ Overview
  • Procore Integration

Why Attend:

  • Move from juggling multiple systems to tracking everything in one place.
  • Dive deeper into the Project Management Module and related system areas for extra training.
  • Jump into a free one-on-one troubleshooting session with our support bullpen.
  • Network with FOUNDATION contractors from across the U.S.

Takeaways

After participating in this conference, you should be able to apply:

  • conveniently enter and track job correspondence and documents
  • expertly manage job budgets, bidding and aging reports by job
  • create and track easy AIA and progress billings
  • optimize your Project Management Module setup
  • store job documents and pictures with the Document Imaging Module
  • keep in control of committed costs through the PO/Subcontract Module

Details

DATES:  March 15-17, 2021

DAILY SCHEDULE:  
10am-12pm – Presentation
12-1pm – Lunch break
1-3pm – Presentation
3-3:15pm – PM break
3:15-5pm – Q&A/Networking

WHO SHOULD ATTEND:  Project managers, assistant project managers, project admins and office managers would benefit from this course.

FEATURED PRESENTER:  Ryan Czaplenski

CPE CREDIT:  Up to 12 units

PROGRAM LEVEL:  Intermediate

PREREQUISITES/ADVANCED PREPARATION:  Attendees should be familiar with the Project Management Module and have access to multiple modules within FOUNDATION.

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Foundation Software, LLC. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: nasbaregistry.org

Questions / Cancellations / Complaint Resolution

Contact Deanna Nwosu at (800) 246-0800 x 7189 or events@foundationsoft.com.

Other Important Details

The delivery method of all classes listed above is "Group Internet Based," and the field of study falls under the classification of "Specialized Knowledge & Application."

Foundation Software Event Cancellation Policy

Refunds, minus a $50 administration fee, may be given for cancellations sent to events@foundationsoft.com before February 15, 2021. Cancellations between February 15, 2021, and March 14, 2021, may receive a 50% refund of registration fees paid. No refunds will be given for no-shows or cancellations the day of the event. Substitutions are available at any time for no additional cost.