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Vantagepoint Training Programs Now Available Virtually

Previously available only in person, CCG is now making Vantagepoint Training Programs easier than ever to attend. Our in-depth training programs are available in virtual classrooms, eliminating travel time and expense.

Each program is three hours in length, including plenty of time for Q&A. CCG will contact you regarding $295/class pre-payment options after registration. Cancel up to 24 hours in advance for credit for future classes. Refunds unavailable.

The schedule will be updated as dates for programs become available. Sign up here for notifications.

Register for our Upcoming Courses 

Vantagepoint Navigation, Searching & Reporting, Tuesday, July 13, 9 am-12 pm CDT

Users learn how to navigate and search in Vantagepoint. Through guided instruction, users enter data into multiple field types, and use the built-in help system. Users learn the four levels of searching: global, quick find, standard and advanced. Each field type’s use, functionality, and purpose are covered, along with saving searches and using saved searches within hubs and reports.

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Vantagepoint Accounts Payable, Tuesday, July 20, 1-4 pm CDT

This session covers the use of vendor vouchers, disbursements, payables, and cash disbursements transactions. Accounts payable reporting for voucher detail history, outstanding payables and payment tracking are also covered. Users get firsthand experience with file creation and posting.

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Vantagepoint Accounts Payable Invoice Approvals, Thursday, July 29, 1-4 pm CDT

This session covers the use of AP Invoice Approvals for vendor invoices, including establishing approval workflows and settings with multi-level approvals or a single approver process. Entering, viewing, and tracking vouchers through the approval process are also covered. Users will have two logins to see the processes from the administrator and from the approver perspective.

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Vantagepoint Billing 101, Tuesday, August 10, 9am to 12pm CDT

This session demonstrates how to set up billing rates and terms for all project types. Projects can have billing terms set up at any of the three Work Breakdown Structure (WBS) levels. This session will review the detail and level you need to set up your projects’ billing terms to successfully invoice your clients.

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Vantagepoint Project Planning and Resource Management, Wednesday, August 11, 1-4pm CDT

Join the experts to explore project planning in Vantagepoint – the functionality, charts, and screens. See how populated plans enable the full usability of resource management. This tool is sorted by employee and with properly set up ratios (including the over/under percentages) your company can plan for future staffing needs. Planning reports as well as resource utilization reports will be covered. Those that should consider attending are partners, principals, project managers and project administrators. This training session is for firms that have purchased the Resource Planning module.

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Vantagepoint Project Resource Management, Reporting, Views and Dashboards, Friday, August 13, 1-4pm CDT

Join the experts in exploring project planning in Vantagepoint. There are valuable tools in the Resource Management module that allow project managers to see where their projects currently are and how their projects are trending. This session will cover resource management reports and how these reports can be set up to meet individual needs. Dashboard creation, views, and filters will also be reviewed. Partners, principals, project managers, and project administrators should consider attending. This training session is for firms that have purchased the Resource Planning module.

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Vantagepoint Billing 102, Tuesday, August 17, 9am-12pm CDT

This session will show you how to edit, adjust, transfer, and write off labor and expenses on a project prior to invoicing. The differences between Interactive Billing and Batch Billing will be discussed and shown. Learn how to create, draft, and finalize invoices, void invoices, and write off invoices as bad debt.

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Vantagepoint Navigation, Searching & Reporting, Tuesday, August 24, 9 am – 12 pm

In this class, users will learn how to navigate and search in Vantagepoint. Through guided instruction, users will enter data into the multiple field types, and use the built-in help system. Users learn the four levels of searching: global, quick find, standard and advanced. Each field type’s use, functionality and purpose are covered. Saving searches and utilizing these searches via the dashboard are also covered.

 

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Vantagepoint Project Planning, Reporting and Dashboards, Monday, August 30, 1-4pm CDT

Join the experts in exploring project planning in Vantagepoint. For clients that do not own resource management but are interested in fully using the planning tools, this workshop will also investigate new dashboards that provide at-a-glance information. Planning reporting will be reviewed – in both reporting format and dashpart format. Partners, principals, project managers, and project administrators should consider attending. This session is for firms that have not purchased the Resource Planning module.

 

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Vantagepoint Billing Invoice Approvals, Tuesday, August 31, 9am-12pm CDT

This training session will guide you through the entire invoice approval process – settings and workflow options, billing terms processing and steps, draft invoice reviews, submittals, edits, approvals, and tracking options. See the views and report options available right within the Vantagepoint database to facilitate your internal invoice process reviews – from biller to project manager and project accountant.

 

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Vantagepoint Training Sessions Coming Soon:

CRM
Project Planning and Resource Management, Thursday, August 11, 1-4pm
Project Reporting and Dashboards, Thursday, August 13, 1-4pm
Project Planning and Reporting, Thursday, August 30, 1-4pm
Journal Entries, Month-End and Financial Reporting
Proposals
Project Manager Best Practice

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