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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 Project Planning and Reporting – Thursday, October 5th, 1:00pm-4:00pm CT

Join the experts to explore project planning in Vantagepoint. This session is geared towards clients that do not own resource management but are interested in fully using the planning tools. This workshop will also investigate the new dashboards that provide at-a-glance information. Planning reporting will be reviewed – both in the reporting format as well as in the dashpart format. Those that should consider attending are partners, principals, project managers and project administrators.

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Vantagepoint Navigation, Searching & Reporting – Friday, October 8th, 1:00pm-4:00pm CT

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 Billing 101 – Thursday, October 14th, 1:00pm-4:00pm CT

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

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Vantagepoint Billing 102 – Thursday, October 21st, 1:00pm-4:00pm CT

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. You will learn how to create draft and final invoices, void invoices and write-off invoices as bad debt.

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Vantagepoint Billing Invoice Approvals – Thursday, October 28th, 1:00pm-4:00pm CT

This training session will guide you through the entire invoice approval process beginning with 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 ease your internal invoice process reviews from biller to project manager or project accountant.

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Vantagepoint Training Sessions Coming Soon:

Vantagepoint Proposals, Wednesday, November 3rd, 1:00pm-4:00pm CT
Vantagepoint Accounts Payable, Monday, November 8th, 1:00pm-4:00pm CT
Vantagepoint Project Planning and Resource Management
Vantagepoint Project Reporting and Dashboards
Vantagepoint Dashboard Administrator
Project Manager Best Practices
Journal Entries, Month-End and Financial Reporting
Vantagepoint CRM

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