SESSION DESCRIPTIONS TUG National Users Conference.

Transcription

1 SESSION DESCRIPTIONS 2018 TUG National Users Conference

2 Track 1: Industry & Management Issues Industry Issues... 2 Track 2: Industry & Management Issues Information Technology A... 2 Track 3: Industry & Management Issues Information Technology B... 5 Track 4: Sage 100 Contractor Accounting/Misc Track 5: Sage 100 Contractor Project Management & Estimating... 8 Track 6: Sage 100 Contractor Alternate Track 7: Sage Estimating (300 CRE) Core Plus SQL Version General Estimating Track 8: Sage Estimating (300 CRE) Core Plus SQL Version Estimating Database Track 9: Sage Estimating (300 CRE) Core Plus SQL Version Integrated Solutions Track 10: Sage Estimating (300 CRE) Core Plus SQL Version Advanced Estimating Track 11: Sage 300 CRE Beginning User Sage 300 Financial Basics Track 12: Sage 300 CRE Beginning User Sage 300 Project Management Basics Track 13: Sage 300 CRE Experienced User Controllers Track 14: Sage 300 CRE Experienced User Accounting Track 15: Sage 300 CRE Experienced User Operations/Project Accounting Track 16: Sage 300 CRE Experienced User Developer/Property Manager Track 17: Sage 300 CRE Experienced User Specialty/Service Contractor Track 18: Sage 300 CRE Experienced User Payroll Track 19: Sage 300 CRE Experienced User Forecasting & WIP Reporting Track 20: Sage 300 CRE Experienced User In Depth Vendor Spotlights Track 21: Sage 300 CRE Fundamentals: Basics and Beyond Sage 300 Contracts & Billing Track 22: Sage 300 CRE Fundamentals: Basics and Beyond MyAssistant Track 23: Sage 300 CRE Fundamentals: Basics and Beyond Office Connector Track 24: Ask the Experts One-on-One Booth Track 25: Sage 300 CRE Reporting, SQL and ODBC/MS Applications TS Reporting (ID, RD, & FS) Track 26: Sage 300 CRE Reporting, SQL and ODBC/MS Applications Crystal Reports Track 27: Sage 300 CRE Reporting, SQL and ODBC/MS Applications Crystal Reports Track 28: Sage 300 CRE Reporting, SQL and ODBC/MS Applications ODBC & Microsoft Access Track 29: Sage or Other Vendor Sessions Sage Presentations Track 30: Sage or Other Vendor Sessions Vendor Presentations Track 31: Sage or Other Vendor Sessions Vendor Presentations Featured Vendor Breakfast Sessions & General Sessions **Note on session numbering: Sessions are numbered with the track number-timeslot. Track Numbers follow the top of the session grid, while the Timeslot numbers follow the left side of the grid. Please see the Session Grid for a visual. (Ex: The Information Technology Track A is Track 2, so an Information Technology Track A session held Wednesday from 4:00-5:30pm would be numbered as 2-8 in the session description) 1

3 Track 1: Industry & Management Issues Industry Issues 1-6 Women in Construction Panel Who Should Attend: Anyone wanting to discuss Women in the Construction Industry Learning Objectives/Description: In this lively session, you will hear from a panel of successful women working in the construction industry. We will discuss the challenges they have faced and how they have overcome them. Attendees will have the opportunity for a Q&A with the panelists, so bring your comments, questions and experiences to share. 1-7 Bridging the Gap: Operations & Accounting Working Together (1 of 2) Who Should Attend: CPA's, Owners, Controllers, Accounting and Project Managers Learning Objectives/Description: Project managers understand project management. Unfortunately, disconnect often exists between a project manager s knowledge and the information needed to prepare accurate financial statements. This two-part workshop offers hands-on learning for project managers, accounting personnel and company owners. Steve Kirschner, Kirschner & Associates, P.C., brings to life the real-world ways job cost systems affect profitability. Why do timely and accurate job projections matter? What should construction personnel know about financial statements? How do you overcome the knowledge and communication gap between operations and accounting? If there is a large invoice not in project cost-to-date, does reported profit go up or down? You may be surprised. Learn the answers to these questions and more. 1-8 Bridging the Gap: Operations & Accounting Working Together (2 of 2) See Sales & Use Tax Roundtable /Intermediate Who Should Attend: Anyone in charge of collecting and/or paying sales, use or other state regulated taxes in connection with buying, selling or using building materials for construction projects. Learning Objectives/Description: Sales and use taxes are confusing!! This will be an interactive roundtable discussion about best practices for tracking sales, use and other regulated state taxes. We will talk about the collection of, payment of and documentation of sales and use tax. Best practices for paying to the appropriate state agencies on time will be discussed. We will discuss how the software can be used to track these taxes. Our discussion will also include talking about the appropriate documentation to have in case of an audit Lien Waivers Roundtable /Intermediate Who Should Attend: CFO s, Controllers, Accounting Managers, and Subcontract Administrators Prerequisites and/or Advance Preparation: Knowledge of Subcontract and Lien Processes in Sage 300 CRE is helpful Learning Objectives/Description: Are you effectively tracking and managing Lien and Subcontractor activity? Join us to review the enhanced features in Sage 300 CRE. We ll open up for issues that companies experience so be sure to bring your questions! Track 2: Industry & Management Issues Information Technology A 2

4 2-1 Excel Tips and Tricks Lab (1 of 2) Version: MS Office 2013 Who Should Attend: Anyone interested in improving Excel skills Prerequisites and/or Advance Preparation: Basic Excel Knowledge Learning Objectives/Description: In this Lab we will explore different aspects of Excel. 2-2 Excel Tip and Tricks Lab (2 of 2) See Report Automation: Making Your Reports Run for You Who Should Attend: Any Sage 300 CRE or Sage 100 Contractor user who wants to discover ways to save time and money. Learning Objectives/Description: Everyone wants to save time and money, right? Automating reports is one way to do so. In this session, we will show you how easy it is to make your reports run for you using several software tools. We will give you the pros and cons of each and tips to decide which tool is right for you. You will see firsthand how easy automation setup can be along with a real-world example of how much money you can save. 2-4 Analytics: Extracting Data from Sage to define, Predict, and Improve Business Performance Who Should Attend: Learning Objectives/Description: Discover what your data can do in this informative session on Business Intelligence. We will look at emerging trends in BI that will show you how to leverage data strategically. This session will include several demonstrations in BI products. 2-5 Ask the IT Experts Panel Who Should Attend: Anyone Learning Objectives/Description: This session will feature a panel of IT professionals with a wide variety of experience and knowledge ready to discuss any IT related topic. We encourage attendees to bring IT related questions to our panel for discussion and solutions. If you do not have any IT related questions, you should still attend as these types of round-table sessions usually generate very informative discussions. 2-6 RMM Tools: The IT Support Staff You Should Be Hiring Who Should Attend: Anyone Learning Objectives/Description: In this session we will discuss what RMM (Remote Management & Monitoring) tools are and how they are vital to successful management of IT infrastructures. We will demonstrate how they can easily pay for themselves and how to pitch these tools to decision makers. This session will also include a LIVE DEMO of one of these RMM tools. 2-7 Cloud Computing: Who Owns Your Data and How to Protect It 3

5 Who Should Attend: Anyone who is concerned about Intellectual Rights regarding data ownership in a digital world. Learning Objectives/Description: Explore in a digital world with growing numbers of mobility devices how you could be risking the data you own and not even know it. What can you do to protect yourself and your data? Steps you can take to ensure that you are protecting your work product and your intellectual rights. 2-8 Disaster Planning & Recovery for the Real World Who Should Attend: Anyone Learning Objectives/Description: In this session we will discuss the components and the necessity of a Disaster and Recovery Plan (DRP). Industry standards and best practices will be presented and discussed; however, the scope of this session is how to apply these practices and standards to your real world environments while still making them successful. 2-9 Sage Security: What is It, How to Do It, and Managing It Who Should Attend: Anyone responsible for configuring security in Sage 300 CRE. This session will review security administration, the types of security available, as well as the nuts and bolts of setting up users and security permissions. The session will also cover best practices for anyone responsible for security administration. Learning Objectives/Description: Sage 300 Security Administration 2-10 Understanding the Sage Database Structure Who Should Attend: Anyone Learning Objectives/Description: In this session, you will learn the basic concepts of relational databases. We will show you how key fields link tables of data along with naming conventions, parent-child table relationships in your Sage 300 CRE database. We will also discuss the new Sage Replicator introduced in version 17.1 and how the SQL database can be used most effectively. If you write reports or extract data from Sage and struggle with knowing where to find the fields, this session is for you Business Continuity & Disaster Recovery Solutions Who Should Attend: Anyone Learning Objectives/Description: This session is a continuation of the Session 2-8 discussion (Attending Session 2-8 is not required). We will explore the wide variety of solutions on the market today. We will evaluate the Pros and Cons of each type and how to apply them to your particular IT infrastructure. We will also, provide some tips and tricks on how to justify their investment Choosing the Right Technology Partner Who Should Attend: Anyone responsible for working with or managing IT 4

6 Learning Objectives/Description: Now that technology has touched nearly every aspect of the business, it has become increasingly important that it be managed carefully and effectively. While many organizations have inhouse staff whose job it is to oversee that component of operations, it s also just as likely that managing the company s technology systems is just another hat worn by someone in the accounting department. If this scenario sounds familiar and you re considering utilizing an outside firm to provide support or management of your IT systems, then this session is for you. We ll discuss ideas and concepts that will be helpful when you re considering using an outsourced technology partner. Topics will include knowing what to look for, how to find the right resource, what to watch out for, etc Exploring Sage 300 SQL Replicator /Intermediate Who Should Attend: Anyone that wants to learn what Sage 300 SQL Replicator is and how it can benefit your organization Learning Objectives/Description: A new addition to the Sage 300 CRE product line is the Sage SQL Replicator. This tool can be used with your current Crystal Reports to enhance their performance. This tool is a prerequisite for the Sage Mobile Intelligence Reporting and Dashboarding tool. During this session, the following questions will be answered: What is SQL Replicator? How do you configure it? How to use it with existing Crystal reports? What are your configuration options? In addition, a non-technical discussion of how it works will also be provided Getting the Most Out of Microsoft Exchange & Outlook Who Should Attend: Anyone who wants to know more about Outlook and Exchange Prerequisites and/or Advance Preparation: Basic understanding of Outlook Learning Objectives/Description: has long been one of the most used tools in the business environment, with Microsoft s Exchange mail server and Outlook mail client serving as market leaders. In this session, we ll discuss how these tools work, and dive into some of the lesser known features and functions of them to show how they can make you more productive in your day-to-day tasks. Track 3: Industry & Management Issues Information Technology B 3-1 Cyber Security: Protecting Your Data from Server to End-Point (1 of 2) Who Should Attend: Anyone Learning Objectives/Description: In this 2-part session, our presenters will explore the topic of Cyber Security with a holistic approach. They will delve into all the vulnerable points of data access and how to mitigate the risk of data loss. From where the data is stored, along the path of access and transmission, to the point of creation and retrieval. Industry standards and best practices will be presented and discussed in an effort to help keep your data as safe as realistically possible. 3-2 Cyber Security: Protecting Your Data from Server to End-Point (2 of 2) See Personal Cyber Security: How Do I Protect Myself Online? Who Should Attend: Anyone interested in Personal Security 5

7 Learning Objectives/Description: Learn to protect yourself online and what to look for that could make you a victim. 3-6 Introducing SQL Server Management Studio Who Should Attend: Anyone who wants to know more about SQL Server. This is a beginner s class and great introduction to MS SQL. Prerequisites and/or Advance Preparation: Bring your "out-of-the-box" thinking cap and an open mind. Learning Objectives/Description: SQL Server Management Studio (SSMS) is a robust tool created by Microsoft to manage and query data in a SQL database. In this course, we will discuss the basics of database management, break down the sections of the SSMS screen, see examples of how and why to use each section, along with tips and tricks to make it all easier. If you are interested in learning about SQL, whether you use Sage 100, 300, or estimating, this is a great introduction and first step. 3-7 Getting to Know SQL Lab (1 of 2) Who Should Attend: Attend this session if you would like to know more about Microsoft SQL Learning Objectives/Description: Microsoft SQL is a powerful computer language used for relational database management. In this two-part lab, we will perform activities that will show how using SQL we can query, insert, update and modify data. We will create views and stored procedures in our activities that can be used with other programs for reporting and spreadsheets that will allow you to see your data in ways you never thought possible. Examples will be in both Sage 100 and Sage 300 CRE 3-8 Getting to Know SQL Lab (1 of 2) See Diving into the Deep End of SQL Lab Knowledge Level: Advanced Who Should Attend: This course is designed for Business Analysts, Report Writers, or anyone tasked with database management who has some knowledge of SQL Prerequisites and/or Advance Preparation: Basic SQL Querying or some knowledge of Microsoft SQL Learning Objectives/Description: In this session, we will dive into the deep end of SQL with more advanced functions, subqueries, and data manipulation. You will learn how to create a new table, populate the table with data, then modify and delete records. Next, I'll throw you a life jacket when we discuss troubleshooting techniques and how to diagnose bottlenecks in performance. This session will be jammed packed with information. Jump in, I hear the water is warm in Florida! 3-11 Writing SQL View for Use with Crystal and Excel Lab (1 of 2): See Writing SQL View for Use with Crystal and Excel Lab (2 of 2): See Introducing SQL Server Management Studio *repeat session*: See 9-14 Track 4: Sage 100 Contractor Accounting/Misc. 4-1 Sage 100 Contractor Tips & Tricks/Latest Program Enhancements 6

8 Version: 20.x Who Should Attend: Company Wide Users of Sage 100 Contractor Learning Objectives/Description: Now that the SQL Version of Sage 100 Contractor has been completed, Sage has begun adding some exciting new enhancements to the software! Attend this class to learn about them, as well as a "refresher" course on some of the basic system features and shortcuts. 4-2 Sage 100 Contractor Optimizing Accounts Payable to Advanced Version: 20.7 Who Should Attend: A/P Personnel Prerequisites and/or Advance Preparation: Accounts Payable Learning Objectives/Description: We will discuss several different areas of Accounts Payable that will help maximize its efficiency. Some topics that will be discussed will range from Accounts Payable basics that often get overlooked along with some more advanced options. 4-3 Sage 100 Contractor A Day in the Life of the Accounting Department Daily, Weekly, Month-End Procedures Version: 20.7 Who Should Attend: Accounting Learning Objectives/Description: Create an efficient routine for completing daily, weekly and month-end accounting procedures. We will go over the typical tasks that are completed in the accounting cycle and how to best use our SAGE tools to complete these tasks in an organized & timely manner. 4-4 Sage 100 Contractor Advancing Billing Part 1 Time & Materials Billing to Advanced Version: 20.7 Who Should Attend: Accounting, Project Management Learning Objectives/Description: In this class we'll explore the Time & Materials module in Sage 100 Contractor. We'll go through the setup procedures involved, process the billings, and discuss unique billing situations. 4-5 Sage 100 Contractor Advancing Billing Part 2 Progress Billing to Advanced Version: 20.7 Who Should Attend: Accounting, Project Management Learning Objectives/Description: In this class we'll explore the Progress Billing module in Sage 100 Contractor. We'll go through the setup procedures involved, process the billings, and discuss unique billing situations. 4-6 Sage 100 Contractor Way Beyond the Wizard Using Advanced Report Writer Tools Lecture to Advanced Version: 20.7 Who Should Attend: Users wishing to design ADVANCED reports using the Sage 100 Contractor Report Writer. Prerequisites and/or Advance Preparation: Knowledge of Form Design and Report Writer Basics. 7

9 Learning Objectives/Description: Taking full advantage of the powerful tools available within the Sage 100 Contractor Report Writer means going beyond the basics and using formulas, including SELECT,IF()THEN()ELSE(), but going even further with "popups" for dates, numeric values, and strings. A wide range of Report Writer tools will be explored, including filtering "tricks" and other tips to give you the reports you didn't think you could get. 4-7 Sage 100 Contractor Way Beyond the Wizard using Advanced Report Writer Tools Lab to Advanced Version: 20.7 Who Should Attend: Users wishing to design ADVANCED reports using the Sage 100 Contractor Report Writer. Prerequisites and/or Advance Preparation: Knowledge of Form Design and Report Writer Basics; preferably lecture on Advanced Tools Learning Objectives/Description: Becoming a MASTER using the Sage 100 Contractor Report Writer means using formulas but going even further with so many other tips and tricks. This LAB uses examples of the tools discussed in the lecture to Modify an existing basic report and enhance it with each example. The user will be creating the formulas, and using them, as well as other tricks in the report. 4-8 Sage 100 Contractor Payroll Issues & Solutions to Advanced Version: 20.7 Who Should Attend: Payroll Administrators Prerequisites and/or Advance Preparation: Knowledge of basic payroll entry and procedures Learning Objectives/Description: Payroll processing and reporting is a vital function in every company. In this class, we'll discuss various options available for some of the more unique situations that arise: Union & certified payroll, payroll calculations, using an outside payroll service, and overall best practices. 4-9 Sage 100 Contractor Accounting Best Practices Roundtable Version: 20.7 Who Should Attend: Accounting Learning Objectives/Description: Best Practices are a set of guidelines, ethics, or ideas that represent the most efficient or prudent course of action and in this class, we will discuss various best practices ranging from general ledger, AP/AR, job costing, and payroll. Bring your own company ideas for an open class discussion Sage 100 Contractor Form Design Lecture Version: 20.7 Who Should Attend: Users looking to learn the basic concept of form design Learning Objectives/Description: Learning the general concepts and basic customization is crucial to becoming successful at form design. This course will show how that can be achieved so you can then apply them in the Form Design Lab Sage 100 Contractor Form Design Lab Version: 20.7 Who Should Attend: Users looking to apply the basic concepts to create/modify forms 8

10 Prerequisites and/or Advance Preparation: Form Design Lecture Learning Objectives/Description: In this course, we will apply the concepts that were discussed in Form Design Lecture. This will enable you to streamline your process for preparing employee, vendor and subcontract documents Sage 100 Contractor Aatrix & HR Version: 20.7 Who Should Attend: Accounting/Payroll/HR Learning Objectives/Description: Are you prepared? Take this class and you will learn how you can utilize Aatrix within Sage for payroll reporting requirements and nearly every aspect of employee documentation Sage 100 Contractor Streamlining Service Receivables Version: 20.7 Who Should Attend: Anyone that uses the Service module. Customer Service Support, Dispatchers, Service Managers, Accounting team & CFOs Learning Objectives/Description: Learn how to use SAGE effectively to get the most out of your SAGE data. We will cover the basic set up of menu 11-2 & the dispatch board; create a call & dispatch a technician; track the dispatch time; purchase items for the call; use inventory; invoice the customer; the invoice; review the costs; and learn how to use the "Paperclip" for attachments. This will be a fast-paced session Sage 100 Contractor Capture, Review, & Approve Time Using Sage Service Operations (SSO) Version: 20.7 Who Should Attend: Anyone that uses SSO currently or is interested in using SSO to capture, review, & approve Time in the field Learning Objectives/Description: Become an expert at managing Time from the field - take a deep dive into Time Capture, Time Review, & Time Approval in SSO. Learn about the classic and new Time Review screens available. In this class, we will discuss setting up approval workflows and review, in detail, everything you need to know about managing Time in SSO. Track 5: Sage 100 Contractor Project Management & Estimating 5-1 Sage 100 Contractor Customizing Your Desktop Lab Version: 20.7 Who Should Attend: All users Learning Objectives/Description: How do you stay on top of it all? In this class we will learn ways to achieve that by performing the following: Dashboard customization, Adding Shortcuts, Creating Workflow, Setting up Alerts, and renaming and moving icons. 9

11 5-2 Sage 100 Contractor Budgets, Proposals, & Job Costing Version: 20.7 Who Should Attend: Accounting, Estimating, Owners, Project Managers Learning Objectives/Description: In this class we'll discuss basic concepts in job costing, gain an understanding of Cost Codes and Divisions and how they affect your budgeting, proposal and billing processes, and the importance of establishing defined job costing goals and plans. 5-3 Sage 100 Contractor Solid Subcontract Management Version: 20.7 Who Should Attend: Anyone interested in maximizing the benefits of the Subcontract module in Sage 100 Contractor Prerequisites and/or Advance Preparation: Basic understanding of Subcontracts Learning Objectives/Description: To learn the intricacies of Sage 100 Contractor Subcontractor Tracking Module to maximize profitability, avoid overcharges and manage committed costs from the estimate to the invoice. 5-4 Sage 100 Contractor Everything You Didn t Know You Need to Know About Setting Up Parts Version: 20.7 Who Should Attend: Anyone who needs to know how to set up parts for estimating, inventory, equipment, purchase orders or service receivables Prerequisites and/or Advance Preparation: Basic knowledge of Sage 100 Contractor helpful Learning Objectives/Description: To provide knowledge on the many uses of parts, the information parts can provide and how to use parts to receive the most benefit while utilizing Sage 100 Contractor 5-5 Sage 100 Contractor The Power of Proper Purchasing Version: 20.7 Who Should Attend: Anyone interested in maximizing the benefits of the purchase order module in Sage 100 Contractor Prerequisites and/or Advance Preparation: Basic understanding of Purchase Orders Learning Objectives/Description: To learn the intricacies of Sage 100 Contractor Purchase Order Module to maximize profitability, avoid overcharges and manage committed costs from the estimate to the invoice. 5-6 Sage 100 Contractor Time for a Change Change Order Management to Advanced Version: 20.7 Who Should Attend: Project Managers Company Owners Learning Objectives/Description: Time for a Change (Order)! Change work can either build up or ruin the profitability of a job. In this session, we'll discuss strategies for managing change work, various types of change orders, and best practices. 10

12 5-7 Sage 100 Contractor Managing Project Management Documents with Document Control Version: 20.7 Who Should Attend: Project Coordinators, Project Engineers & Project Managers Learning Objectives/Description: Learn how to use Document Control to manage & organize a project's documents. We will go through the process of creating a basic RFI & Submittal; receiving responses; creating a tracking log; using the "Alerts" and "Paperclip" tools; learn how to out of SAGE and how to save documents to your server. 5-8 Sage 100 Contractor Fact Checking Your Results: An In-Depth Analysis of Job Cost Reports /Intermediate Version: 20.7 Who Should Attend: Anyone interested in having a better understanding of how their projects are progressing or how profitable they have been through the analysis of the job cost reports. Prerequisites and/or Advance Preparation: General Understanding of Job Costing for Construction. Recommend printing out class materials before coming to class so can easily see the detail of the reports and take notes. It is often difficult to see the detail of the reports from the projector screen in the front of the class. Learning Objectives/Description: To determine what reports are available in Sage 100 Contractor and how to get the most benefit out those reports to analyze job profitability. 5-9 Sage 100 Contractor Powerful Tools in Basic Estimating Lecture to Advanced Version: 20.7 BASIC Estimating Who Should Attend: Estimators; BASIC estimating module Prerequisites and/or Advance Preparation: Sage 100 Contractor basic Estimating Grid Familiarity; Basic knowledge of Parts. Learning Objectives/Description: BASIC estimating is anything but basic! Explore the abundance of tools available, and know when to use Assemblies, Grids and Project values. What happens on the Bid Summary tab; and what taxes happen on the grid vs the Insurance, Tax and Bonding tab? Learn easy ways to update takeoff information by using the right tool for the job Sage 100 Contractor Powerful Tools in Basic Estimating Lab to Advanced Version: 20.7 BASIC Estimating Who Should Attend: Estimators; BASIC estimating module Prerequisites and/or Advance Preparation: Sage 100 Contractor Basic Estimating Grid Familiarity, Basic knowledge of Parts and Assemblies Learning Objectives/Description: In this lab, we will use the more advanced tools available in BASIC Estimating to go beyond simple line items, parts and assemblies. Advanced formulas, Grids, and Project Values will be used, as well as hands-on experience with the Insurance, Tax and Bonding Tab and the Bid Summary Tab Sage 100 Contractor Plan to Succeed with Scheduling to Intermediate Version: 20.7 Who Should Attend: Project Management 11

13 Learning Objectives/Description: Time is Money! Managing the Job Schedule can add dollars to the bottom line simply by increasing efficiency while helping with valuable reminders for employees, subs and other resources. We will cover all of the basics you need to get started 5-12 Sage 100 Contractor Project Life Cycle Putting it All Together (Panel Discussion with Q&A) to Advanced Version: 20.7 Who Should Attend: Accounting, Estimating, Project Management Learning Objectives/Description: Your company s job profitability is dependent on key components that have been explored in this year's TUG Conference tracks for Sage 100 Contractor: accurate estimates, efficient job production, accurate accounting, and ongoing project analysis. This round table session will provide opportunities for everyone to share best practices and discuss industry issues Sage 100 Contractor Getting the Most Out of Tracking Your Equipment Knowledge Level: All Version: 20.7 Who Should Attend: Anyone with the Equipment Module or possibly interested in adding the equipment module Learning Objectives/Description: How to set up/use/maintain the equipment module to get accurate job costing, accounting, and equipment cost information Sage 100 Contractor Protect What s Important with the Right Security Version: 20.7 Who Should Attend: IT, Owner, Controller Learning Objectives/Description: Protecting your data is now even more robust than ever with not just the Program Security, but now the NEW Database Administration. Whether you are a new user learning to secure your information, or a veteran user wondering "what happened to the Supervisor?" this class has a little something for everyone. Track 6: Sage 100 Contractor Alternate 6-1 Excel Tips & Tricks Lab (1 of 2) - See Excel Tips & Tricks Lab (2 of 2) - See SSO Forms Lab - See Steps to Becoming a More Profitable Construction Business - See SQL Server Management Studio - See

14 6-7 Collaboration Online Tools - Panel Discussion (1 of 2) - See Collaboration Online Tools - Panel Discussion (2 of 2) - See Sage 100 Contractor Roadmap - See Sales & Use Tax - See Sage 100 Contractor Roadmap - See Track 7: Sage Estimating (300 CRE) General Estimating 7-1 Estimating Fundamentals Workshop Lecture (1 of 3) Who Should Attend: Estimators Version: SQL Prerequisites and/or Advance Preparation: Before beginning this session, you should know how to perform basic takeoff and edit items in your estimate or database. Learning Objectives/Description: In this three-session interactive lecture/lab series we will focus on the basics and fundamentals of the Sage Estimating program. After completing this class, you will be able to create an estimate file and generate an estimate using all types of takeoff. You will also be able to set-up and use WBS codes for reporting and set-up a Totals Page with add-ons. 7-2 Estimating Fundamentals Workshop Lab (2 of 3) See Estimating Fundamentals Workshop Lab (3 of 3) See Sage Estimating Roadmap See Estimating Tips & Tricks (1 of 2) to Advanced Who Should Attend: Estimators and others wishing to expand their knowledge of the use of the estimating software Version: SQL Prerequisites and/or Advance Preparation: A working knowledge of Sage Estimating Learning Objectives/Description: A perennial conference favorite, in this interactive session we will explore the functionality of the estimating software with emphasis on real life tips and shortcuts. You will leave this session with new techniques to improve your estimating productivity and increase your estimating effectiveness. 7-8 Estimating Tips & Tricks (2 of 2) See Bid Management/Sage Construction Project Center (SCPC) Session Leader: Kelly Vaughn Who Should Attend: Companies in need of a solution to manage the Invitation to Bid process and Project Managers 13

15 Learning Objectives/Description: In this session, we will review Sage Bid Management and Sage Construction Project Center demo style to give you an idea of how this solution can work for your company. You will learn how Sage Bid Management can increase your efficiency of managing the Invitation to Bid Process. This solution will provide an easy to use online collaborative tool to minimize your risk, increase response rate from subcontractors, and visibility to site activity. Plus, store all pertinent project plan documents for quick download by subcontractors Estimating Reports Version: Taught in SQL, concepts the same in Pervasive Who Should Attend: Estimators Prerequisites and/or Advance Preparation: Attendees should understand the basics of WBS codes and general estimating practice. Learning Objectives/Description: Discover what reports are available in SAGE Estimating SQL, how to modify them and print out the information how you need to see it. We will cover all of the report settings, what they mean and how it effects how the information is displayed. Lean how to create the layouts and then save them so the reports can be used as a company standard. Track 8: Sage Estimating (300 CRE) Estimating Database 8-1 Database Setup/Editor/Management Workshop Lecture (1 of 3) to Advanced Version: SQL Who Should Attend: Intermediate and Advanced users who manage the Estimating database or who want to standardize the database Prerequisites and/or Advance Preparation: Basic understanding of the Estimating Database Learning Objectives/Description: In this three-session interactive lecture/lab series we will discuss the creation and organization of a new database and the modification of existing databases. We will explore the impact of database decisions on the estimating process and see how modifications to the database can enhance the speed and accuracy of the estimates and improve estimate reporting. We will learn how to use Database Editor, an application bundled with estimating, to quickly create new group phases, phases and items. You ll see how to make targeted and global modifications to the database to edit descriptions, correct units, update prices, or change any database field quickly. You ll see how to filter the items under review and to use layouts to view only the data you want to modify. If time is available, we will also explore creating assemblies and the formulas that are needed to make them function correctly. 8-2 Database Setup/Editor/Management Workshop Lab (2 of 3) See Database Setup/Editor/Management Workshop Lab (3 of 3) See Estimating Management Console (Security, Tree, Branches) Lecture Knowledge Level: Advanced Version: SQL Who Should Attend: Admins Learning Objectives/Description: Understand what the Management Console is and how you can use it to manage your Estimate files and more. When moving from Pervasive the change can be difficult for uses so we will cover how you can make the move easier discussing some of best practices and what is the best layout and folder 14

16 structure for your company. We will also cover tools and security, learn how to add security within the new SQL Management Console for each level from Administer to Jr. Estimator Formulas & Assemblies Lecture /Intermediate Version: Taught in SQL, concepts the same in Pervasive Who Should Attend: Estimators or database administrators - who develop, modify or improve their company s Sage Estimating Database Prerequisites and/or Advance Preparation: Before beginning this session, you should be familiar with your database setup and know how to perform basic takeoff Learning Objectives/Description: Formulas are used to dramatically speed up the takeoff process in Estimating, and without them, Assemblies and Models will not function. In this session you will learn how to create variables, use variables to create formulas, use functions in formulas and create and use formula tables Formulas & Assemblies Lab (1 of 2) /Intermediate Version: Taught in SQL, concepts the same in Pervasive Who Should Attend: Estimators or database administrators - who develop, modify or improve their company s Sage Estimating Database Prerequisites and/or Advance Preparation: Attend two lectures on Formulas and Assemblies Learning Objectives/Description: In this hands-on session you will apply the concepts learned in the lecture to build formulas, variables, formula tables and assemblies Formulas & Assemblies Lab (2 of 2) See 8-11 Track 9: Sage Estimating (300 CRE) Integrated Solutions 9-5 Electronic Takeoff etakeoff Dimension with Bridge Lecture (1 of 2) /Intermediate Version: SQL Who Should Attend: Anyone who is currently using, or interested in implementing, an integrated digital takeoff solution. Prerequisites and/or Advance Preparation: Attendees should understand the basic workflow of quantity takeoff, estimate creation, item and assembly input Learning Objectives/Description: Attendees will come away from this session with an overall understanding of how etakeoff Dimension & Bridge work together with Sage Estimating to provide an efficient integrated process. 9-6 Electronic Takeoff - etakeoff with Bridge Lab (2 of 2) /Intermediate Version: SQL Who Should Attend: Anyone who is currently using, or interested in implementing, an integrated digital takeoff solution. Prerequisites and/or Advance Preparation: Attendees should understand the basic workflow of quantity takeoff, estimate creation, item and assembly input 15

17 Learning Objectives/Description: This lab will build on the topics discussed during the previous lecture, allowing users the chance to get a better feel for how etakeoff Dimension & Bridge work together with Sage Estimating. 9-7 BIM 101 Version N/A Who Should Attend: Estimators, Estimating Managers Prerequisites and/or Advance Preparation: Attendees should understand the basic workflow of quantity takeoff, estimate creation, item and assembly input. Learning Objectives/Description: Attendees will come away from this session with an overall understanding of what BIM is, where it is headed and the impact it is having on Estimating and the construction industry. Questions and discussions are highly encouraged. 9-8 BIM 201 Integrated BIM Solutions with Sage Estimating Navisworks & Assemble Systems with etakeoff Bridge Lab Version: SQL Who Should Attend: Estimators, Estimating Database Managers Prerequisites and/or Advance Preparation: Attendees should understand the basic workflow of quantity takeoff, estimate creation, item and assembly input; a basic understanding of BIM is also helpful. Learning Objectives/Description: This lab session will provide you with the understanding of how to utilize the Navisworks etakeoff Bridge plug-in to perform quantity takeoff; and be able to integrate the calculated quantities into Sage Estimating. There will also be a demonstration of using Assemble Systems, with the etakeoff Bridge, as another integrated 5D Estimating solution. Discussions on other BIM Estimating Integrations will also be encouraged Estimating to Job Cost: Sage 100 Contractor and Sage 300 CRE Knowledge Level: All Version: SQL Who Should Attend: Persons tasked with the setup and/or use of the Estimating integration to Job Cost (both Sage 300 CRE or Sage 100 Contractor) Learning Objectives/Description: The integration within Sage Estimating can automate the creation of Budgets, Proposals and Change Orders in Sage 100 Contractor and Budgets in Sage 300 CRE. In this session we will go through the setup and workflow to accomplish the integration between the Estimating and accounting products. This session will be taught using the SQL version of Estimating SQL Server Management Studio Who Should Attend: Anyone who wants to know more about SQL Server. This is a beginner s class and great introduction to MS SQL. Prerequisites and/or Advance Preparation: Bring your "out-of-the-box" thinking cap and an open mind. Learning Objectives/Description: SQL Server Management Studio (SSMS) is a robust tool created by Microsoft to manage and query data in a SQL database. In this course, we will discuss the basics of database management, break down the sections of the SSMS screen, see examples of how and why to use each section, along with tips and tricks to make it all easier. If you are interested in learning about SQL, whether you use Sage 100, 300, or estimating, this is a great introduction and first step. 16

18 Track 10: Sage Estimating (300 CRE) Advanced Estimating 10-5 ODBC (Open Database Connectivity) for Estimating Lecture (1 of 2) Knowledge Level: Advanced Version: Pervasive Who Should Attend: Estimating power users and database administrators Prerequisites and/or Advance Preparation: Familiarity with making basic database changes using the core application and Database Editor; working knowledge of Microsoft Excel; basic familiarity with Microsoft Access will be helpful. Learning Objectives/Description: On occasion, users need to manipulate estimating database content that can be difficult or inefficient to access directly within the Estimating or Database Editor applications. This session will cover effective use of the Sage ODBC driver together with Microsoft Access and Excel to safely perform large scale changes your database content. After completing this class, you will be able to: Setup an initial data connection Identify data tables corresponding to relevant database content Effectively make large scale changes to database content using MS Access and MS Excel in conjunction with one another Understand necessary precautions to take when working with any data via ODBC methods Begin working with estimate file content using the ODBC driver 10-6 ODBC (Open Database Connectivity) for Estimating Lab (2 of 2) See Models Estimating Lab (1 of 2) /Advanced Version: SQL Who Should Attend: Estimating power users and database administrators Prerequisites and/or Advance Preparation: Experience using Quick, Item and Assembly Takeoff; Basic familiarity with building database formulas and assemblies Learning Objectives/Description: Take estimating to another level. This session is for those of you with complete databases who have mastered the use of assemblies. Models can be created to link assemblies to create a complete system or can be designed to estimate an entire project from base assumptions. You ll use the TUG database or a Sage 300 CRE sample database to develop models. If your own laptop has the models module, you can build models with your database. After completing this class, you will be able to: Understand the basic setup, use of questions, different inputs and operation of models Visualize how Sage Estimating brings it all together for detailed budget creation from limited information Build models during the lab session from the ideas and concepts presented in the preceding Models session Models Estimating Lab (2 of 2) See Crystal Reports for Estimating Lab (1 of 2) Knowledge Level: Advanced/Expert Version: SQL Who Should Attend: Estimating power users and database administrators Prerequisites and/or Advance Preparation: Experience using spreadsheet reports; basic understanding of the Sage ODBC driver in PSQL Estimating will be helpful 17

19 Learning Objectives/Description: After completing this class, you will be able to: Connect to estimating data and understanding the fundamental tables Extract the estimate project information, emulate the spreadsheet content and the totals page content Use sub-reports and shared variables Create reports that emulate WBS-sorted spreadsheet content, conditionally suppress records or sections based on specific criteria, and conditionally react to the existence or the absence of required fields Be able to develop a complete deliverable for any estimate you produce Crystal Reports for Estimating Lab (2 of 2) See Track 11: Sage 300 CRE Beginning User Financial Basics 11-1 Sage 300 CRE Concepts for Accountants and Project Managers Who Should Attend: All users new to Sage 300 CRE Learning Objectives/Description: This session is intended to help new and potential users get comfortable navigating the Sage 300 CRE product and using its various interfaces. During the session, the structure of the Sage 300 CRE databases will be explained, as well as how data is entered into the system using data entry screens and then accessed through inquiries and reports, all through Sage Desktop. The wide array of modules available and their functions will be reviewed, including the core Accounting modules, the Contracts and Billing modules used for revenue purposes, the Property Management module, and specialty modules such as Purchasing, Inventory, Service Management, Project Management, and Estimating. Additional applications, such as Sage Construction Anywhere, Sage MyAssistant and Office Connector will also be reviewed Using Sage 300 CRE Desktop Lab Who Should Attend: All users new to Sage 300 CRE Learning Objectives/Description: This hands-on lab session will allow users who are new to the Sage system to practice navigating around Sage 300 CRE Desktop, Sage 300 CRE modules, accessing data entry screens, viewing inquiries and running reports. In this session, we will practice the step-by-step instructions to access the My Tasks shortcuts and Job Overview reporting provided with Sage 300 CRE Desktop. After completing this class, you will be able to setup your own desktop and utilize it as a step by step procedures guide Running Reports & Inquiries + ID & RD Basics Who Should Attend: New users of the Sage 300 CRE software Learning Objectives/Description: This session is for new users of the Sage software and will demonstrate how to access reports and inquiries. We will review the reports types, report menu structure, and discuss how to condition reports to display only the data you want. We will review the Report Manager and discuss how to edit 18

20 the report menus. We will access standard inquiries and review how to drill down to more detail and how to display specific related information Cash Management Lab Who Should Attend: All users new to Sage 300 CRE Learning Objectives/Description: This class will cover module setup through reconciliation, including: Use Setup Assistant to set up the first bank account Use Setup Bank Account to create a second bank account Importing cleared checks Reconciling a bank account Use of Edit Register to enter misc entries How to enter transfers between bank accounts using Bank Transfers How to record EFT and ACH transactions How to setup credit card accounts 11-5 General Ledger Basics Lab Who Should Attend: Users new to the General Ledger (GL) module Controllers, managers and accountants Learning Objectives/Description: This hands-on lab session will give users an understanding of the flow of data through the General Ledger module, learn how to set up accounts, how to record, edit and delete entries. Review and print reports from the General Ledger. We will also discuss setting up budgets and how to add and edit budget data, Imports will not be covered in this class Accounts Payable Basics Lab Who Should Attend: Users new to the Accounts Payable (AP) module; Accounting personnel who are responsible for maintaining vendors, entering invoices and preparing payments, and preparing Form 1099s; Accounting Managers; Controllers. Learning Objectives/Description: This hand-on lab session will give you the fundamentals of the Accounts Payable (AP) module. After completing this class, you will know how to set up vendors and check forms, enter invoices, select invoices to pay, print checks, and record manual checks. We will demonstrate how simple customization to the invoice entry grid can make data entry easier and more meaningful. You will understand the application interfaces, period-end methods, and common reports Job Cost Job Setup Lab Who Should Attend: All Accounting Staff 19

21 Learning Objectives/Description: Setting up a job is the first step in tracking costs and profitability. Learn how you can use special fields to help you save time and effort when you manage a job. Job Central provides a quick and easy way to setup a job and its related contract items. Find out when to use this streamlined process and what it accomplishes. This session walks you through each step of the Job Central wizard, from entering general information and setting up the contract to creating a job structure and recording job estimates. This session is designed for anyone who performs initial job setup Job Cost Basics Lab (1 of 2) Who Should Attend: Users new to the Job Cost (JC) module - Accountants, Accounting Personnel, Controllers, Project Administrators who access JC, and Company Trainers Learning Objectives/Description: This hands-on lab session will cover job cost tasks, including: JC Settings Setup Jobs Setup Standard & Job Cost Codes/Categories including Extras Enter Commitments & Change Orders Enter Direct Costs Enter Misc. Worksheets 11-9 Job Cost Basics Lab (2 of 2) See Accounts Receivable Basics Lab Who Should Attend: Users new to the Accounts Receivable (AR) module; Accounting personnel who are responsible for maintaining customers, entering invoices and cash receipts, analyzing accounts receivable aging, and maintaining sales tax rates; Accounting Managers; Controllers. Learning Objectives/Description: This hands-on lab session will give you the fundamentals of the accounts receivable module. After completing this class, you will understand how Accounts Receivable is set up and why. We will demonstrate how simple customization to the application setup can make data entry easier and more meaningful. We will review the setup of customers and sales tax rates and demonstrate transaction workflow Error Correction AP & CM Lab Who Should Attend: Accounting personnel that work with AP or CM. Prerequisites and/or Advance Preparation: Familiarity with AP or CM Learning Objectives/Description: Learn how to correct common (and some not so common) errors in AP and CM. Track 12: Sage 300 CRE Beginning User Project Management Basics 12-1 Sage 300 CRE Concepts for Accountants and Project Managers: See Using Sage 300 CRE Desktop Lab: See