Candy Training Courses 2016

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1 Candy Training Courses 2016 ESSENTIAL CORE COURSES Construction Estimating & Valuations (C201) - 2 days A two-day course suitable for Estimators and Quantity Surveyors new to Candy. The course covers all aspects of the estimating system, bill creation, worksheets and resources. Other topics covered include, subcontract adjudication, pricing, mark up, valuations and allowable control. Construction Planning & Programming (C202) 2 days A two-day course suitable for Planners, Site Agents, Engineers, Contract Managers & Estimators new to Candy. Candidates produce a working program. This includes planning and controlling the project, recording the as-built program as well as managing the information from the design teams as required by the program. Effective reporting on the project status across all levels of management will be taught. By the course s end, candidates should be able to produce complete programmes to control a project. * Knowledge of the principles of planning and bar charts is required. Project Valuations & Cost Reporting (C203) 2 days A two-day course for Estimators, Quantity Surveyors, Site Engineers, Site agents, Contract Managers & Commercial Managers. The course is focused on the Post Tender aspects of the Project and covers estimating (review), post-tender checks, value engineering (re-modelling), correct coding structures, pricing and management of variation orders, management of subcontractor payments, valuations (with actual, claimed, paid and final quantities), generating resources and budget control, including cost uploads into the Candy Cost & Allowables module with the generation of key cost report information. Forecast Budget & Cash Flow (C301) 1 day A one-day course suitable for Estimators, Planners, Site Engineers, Contract Managers and Quantity Surveyors who are familiar with Candy Estimating and Planning. The course concentrates on the integration of Estimating and Planning to create forecasts, budgets and a more detailed cash flow analysis. The course also covers updating the program to generate the valuation quantities which are used to produce to-date budgets and remaining forecast budgets. * Candidates must have attended the Estimating (C201) or Valuations (C203) and Planning (C202) courses.

2 ADVANCED COURSES Candy Earned Value and Financial Forecasting (C401) 1 day A one-day course suitable for Estimators, Planners, Site Engineers, Project managers, Contract Managers and Quantity Surveyors who are familiar with Candy Estimating and Planning. This course is designed to assist a trained Candy user in the compilation of Earned value and Financial forecast analysis and reports. This will include the preparation of earned value management graphs, cost and allowable comparisons, forecasting of cost and allowable to completion. There will be references made to aspects like the linking between the estimate and program and the preparation cost worksheets for the forecasting of the cost to complete. Experience over and above the training in both Candy Estimating/Valuations and Candy Planning will most definitely be an added advantage to grasp the concepts that will be covered in the training. The course covers the basics about Candy Cost & Allowable Forecasting including bill and program linking methods, program and valuation preparation, linking, allowable and cost forecasts, program and valuation synchronisation, cost and allowable graphs and a more detailed cash flow analysis. * Candidates must have attended the (C203) & (C301) courses. Candy Advanced Estimating (C403) 1 day A one-day course suitable for Estimators that have completed the C201 course and are currently pricing their estimates in Candy. This course is designed to give the Estimator exposure to more of the estimating tools that are available in Candy. Tools that will not only speed up the pricing process but will also enhance the quality of the estimate. Some knowledge of Candy Planning will most definitely be an added advantage to grasp some of the concepts that will be covered in the training. The course covers advanced worksheet functions, global variables including switches, macro price codes, the indirects bill, alternate estimates and addendum merging. * Candidates must have attended the Estimating (C201) Quantity Take-off Workshop (C305) 1 day A one-day course suitable for Estimators and Quantity surveyors. The course handles all aspects of measuring on our Quantity Take-off software. The course covers the importing of drawings, measuring using the measuring tools, setting up measure folders and templates and also linking. Candy bill items to the measurements. The course also shows delegates how to measure progress quantities and how to handle drawing revisions. *Knowledge of basic measuring principles required Time Location (C404) - 1 day A one-day course suitable for Planners, Site Engineers, Contract Managers who are familiar with the Candy Planning. This course concentrates on the graphical representation of a program against axes of time and location. Time location is also known as Time Chainage, Sloping Barcharts, March Charts & Line of Balance, and are suitable for programs of hi-rise buildings, roads, pipelines, railway lines and mine shafts.

3 SPECIALISED IN HOUSE COURSES Quantity Surveyor Workshop (C302) - 1 day Suitable for Quantity Surveyors who submit the Client certificate and generate a monthly cost report. Aspects of checking the original tender, re-modelling, entering accounting codes for the cost reconciliation, as well as generating engineering and production information for site control are discussed. Planning Workshop (C303) - 1 day Suitable for Planners, Site Engineers, Contract Managers who are familiar with the Candy Planning but are not using its full potential. This course concentrates on controlling the project, managing the information required by the program, integration of the program with the estimate to provide forecasts and reporting on the state of the project. Filtering, recording as-built programs, information schedules, resource histograms, resource optimisation and pricing the program are covered in detail. INTRODUCTORY COURSES Materials Received (C103) - 1 day Suitable for site clerks involved in capturing delivery notes and other site costs. Reconciling the materials received to the head office ledger, generating reports for cost and bulk material reconciliation are covered in detail. Principles of Planning (C102) - 1 day Suitable for Planners, Site Engineers, Site Agents, Contract Managers and Estimators. The course covers definitions, objectives and philosophy of planning and programming, tender and project planning, short term programmes, precedence networks and practicals. Candidates will learn to draw and calculate a network, plot a bar chart, allocate resources and plot resource histograms. They will also develop a good understanding of the principles upon which Candy Planning is based. Principles of Estimating (C104) - 1 day Suitable for Estimators, Site Engineers, Site agents, Contract Managers and Quantity Surveyors. The course covers objectives, preparation, planning, analysing, finalising and submission of a tender. Candidates will learn to do a tender summary, kick-off meeting agenda and draft P & G s. Practically, candidates will calculate basic rates, worksheet calculations and splitting rates into resource groups. They will also develop a good understanding of the principles upon which Candy Estimating is based.

4 BuildSmart Training Courses 2016 BAM01 Advanced BuildSmart functions 1 Day An accounting staff member with more than just bookkeeping experience. Preferably some auditing level exposure but certainly an individual with high level accounting experience. Procurement workflow Ledger Code Groups ERFQ Automation Attributes User Defined Reports Multilanguage Reports BPM01 Procurement Administration & BPM02 Procurement - ½ Day A procurement officer with good procurement skills, preferably experienced in this process, but in addition needs to understand procurement for Contracts, Plant & Equipment and Stock. Identify Contacts Addresses Delivery Addresses Invoice To Addresses Administrator Roles Procurement Roles Suppliers Standard Conditions Users Allocation of Users to Organizations Approvers Approval Limits Requisition and PO prefix and suffixes Allocation of Delivery & Invoice To Addresses to Organizations Site Requisitions All aspects of site requisitions, format and purpose, placing from sites, use of PDA s. Standard Requisitions Allocation all aspects of allocation identification, Contracts, Plant, Overheads, Job Cards, Stock, Balance Sheet Adding contract items Special items Catalogue items

5 Bulk orders Discounts Submissions Approvals Cancellations Copy requisitions Approver processes Purchase Order Production Printing Supplier Access Advanced Shipping Notices Deliveries Site deliveries Office Deliveries Part deliveries GRN production Over deliveries Electronic Request for Quotes BAC01 Management Costing and Accounting 1 Day The Administrator or a senior accountant with good accounting skills as well as a thorough understanding of the interfaces between sites, plant, stock and balance sheet accounting. Capable of producing accurate and timeous reports, as well as period end reporting and postings. Identification of Administrator of the system Allocation of users and specific role per organization Use of the approvals settings Journal Approvers Sub Contractor Approvers Debtors Approvers Plant Management Approvers Period setup by organization Intercompany accounts structure VAT and other tax types (if applicable) Month end Procedures General Ledger Creditors Debtors Sub Contractors Plant & Equipment Yard Stock posting Standard Journals Stock Month End

6 Journals All aspects of journal production, submission, approval and posting Intercompany Journals Allowables Importation and comparison Cut off date(s) Ledger Reports Production and analysis Trial Balance Balance Sheet Income Statement Costing Reports Summary Detail Accruals BAC02 Creditors (Accounts Payable) Accounting - - ½ Day Normally a bookkeeper with an acceptable level of experience. Invoice Reconciliation from Purchase Orders Reconciliation parameters allowing changes to invoice value Request for Credit procedures Double Deliveries Double Invoicing Remittance Procedures Part payments On hold procedures Request for Credit release procedures Electronic Funds Transfers Creditors Payment Postings to Ledger Month end reconciliations and reports BAC03 Debtors (Accounts Receivable) Accounting - ½ Day A more senior person tasked with the production of client certificates, reconciliations with accounting skills Debtors Reconciliation Process Retentions and Advances Take on of opening balances Correcting opening balances Recon approval and posting

7 Debtor payment procedures Part payments Debtor Month end procedures Reports and reconciliations BAC04 Sub-Contractors Accounting - ½ Day Normally a bookkeeper with an acceptable level of experience, with additional training with respect to Retention and Variation Management. Sub Contractors Reconciliation Process Take on of opening balances Correcting opening balances Retentions & Advances Recon approval and posting Sub Contractors payment procedures Part payments Sub Contractors Month end procedures Reports and reconciliations BAC05 Fixed Asset Management - ½ Day Senior personnel, tasked with Asset Management including posting of depreciation and reconciling back to trial-balance. Adding assets to asset register Depreciation Tax Calculations Write-off s Descriptions of fixed asset master Maintenance of fixed asset master Post depreciation Edit finance Fixed asset journals Detailed reporting BPL 01 Plant Management 1 Day This person needs extensive experience in plant management and is normally a senior plant manager well acquainted with plant records, costing, and servicing and revenue production. Plant Default setup Plant Category determination Rates Categories Rate calculation

8 Revenue splits Override rates by Debtor/Contract Breakdown determination Penalties Formulas Job Card Divisional setup Prefixes Job Card Requisitions Workshop Costing and administration Labour Costing Setup Costing Process Plant Hire Requisitions Costing Invoice Production Posting Plant Based Hire Transaction processing Invoice Production Invoice Posting Detailed Plant Reporting BST01 Stores Management & BST02 Yard Stock - ½ Day Traditionally a store man with experienced in stock management. Stock Store determination Stock Master coding and setup Conversion units and conversion rates Daily stock transactions Stock deliveries from Purchase Orders Accrued stock process Stock Issues Stock Periods and Period Month Ends Stock hire rates determination - Master File Contract Overrides Debtor Overrides Yard stock take by site Opening balance transfers Daily transfer documents Missed documents Cut off dates Monthly posting

9 BPY01 Payroll Administrator - ½ Day Payroll administrators and clerks are normally already entrenched in organizations. Create new payroll Create new ED set Assigning users Creating a new Earning or Deduction Understanding Earning and Deduction formulas Understanding Costing Employee Data changes Tax Calculations BPY02 Payroll Beginner 1 Day Quick overview of the payroll How to log in Check processing dates and information Familiarise the menu Basic understanding of earnings and deductions settings and formulas Add new employee Link employee ED Input for current process period: o Capturing clock cards costing allocations o Capturing advise amounts o Capturing earnings and deductions o Processing annual / sick leave o Garnishees o Loans o Terminations o Transfer / Copy. Reinstate / Un-terminate o Rate changes o Calculate o Create EFT disks o Basic Reporting BPY03 IRP5/IT3 Submission Course - ½ Day Check setup for IRT5 submission Generate IRP5 / IT3 numbers Create the IRP5/IT3 disk Import into Easyfile Basic understanding of Easyfile Understanding of failure / warning errors, Problem solving

10 BTC 01 Technical - ½ Day An IT professional with good skills in IT and Database administration and communication technology. Installation of BS Software on machine Setting internet options Compatibility view settings Crystal reports viewer (V8) Upgrading users Crystal Reports Disabling add-on s on IE Disabling user account control settings Creating BS folder Regional Settings Setting up Mobile access on Android and IOS devices Candy and BuildSmart Integration ICMS Workshop (C304) 1 day The ICMS workshop covers the following aspects of integration between Candy and BuildSmart to help accurately manage your projects costs. - Candy Estimating integrates with BuildSmart Procurement The resource allowable from the Candy estimate is uploaded into BuildSmart procurement to ensure the materials Requisitioned and Purchased follow the resource Installation of BS Software on machine - Candy Cost & Allowables integrates with BuildSmart Cost Accounting The projects Accrued cost and Actual cost captured in BuildSmart s cost accounting system can be imported directly into Candy Cost & Allowables module. To-date Costs are then compared against allowable at a Cost and Task code level. This facilitates the process of identifying profit and loss areas not only for fixed costs such as Concrete, Sand, stone and cement but also for productive cost such as your Labour, Plant and subcontractors. - Candy Subcontract Management integrates with BuildSmart Subcontract reconciliations The Subcontract measures prepared in Candy are seamlessly uploaded into BuildSmart s subcontract reconciliation for the accurate processing of s/c payments in BuildSmart.

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