Class 4: Project Management

Course Overview
In this class, you will become familiar with the Project Management functions – budgeting, job cost tracking, Document Control, and job reports. This class should be taken with classes 1, 2 & 3 in sequence.

This course is designed for project executives, assistant project managers, controllers, accounting staff, and bookkeepers who will be involved with managing and tracking jobs for your company.

Agenda

• Creating a Client
• Creating a Job
• Creating a Budget
• Creating a Vendor
• Creating a Subcontract
• Creating a Purchase Order
• Discussion of Interconnection between Project Management and Accounting
• Change Orders: Prime only, Prime/Sub, Sub only, Internal only
• Releasing AR & AP Retention
• Job Reports: Subcontract reports, committed cost reports, job cost reports, job status reports, bonding reports
• Gantt Chart Scheduling – brief overview
• Document Control – brief overview: RFI’s, RFP’s, Transmittals, Submittals, Daily Field Reports, Punch Lists, Hot Lists, Project Work Center

Download Full Agenda Here

Please note: Each registration fee is valid for 1 login per person. This login information cannot be shared. If you will have multiple attendees connecting from separate computers, you must register and pay the fee for each attendee separately.