• June 24, 2020
    1:00 pm - 3:00 pm

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.


  • 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 cannot be shared.



This is an online class. You will receive a separate email with instructions on how to access the course 1-2 business days prior to the date of the class. You will need an internet connection and phone access to take this course.