JUL 8, 2019
1:30 PM EST
Chart of Accounts
Customers & Vendors

FORMS

DOCUMENT MANAGEMENT

GO LIVE SEPT 1ST 2019

LEARN TO MANAGE YOUR BUSINESS WITH PREMIER

Construction Business Management Software You Can Trust

About the Training Process

Premier provides a 6-week training track. The first meeting is known as the Business Process Mapping meeting where we introduce you to our team and learn about your requirements and goals. Together we build a test company so your team can work through key processes and run reports with familiar data. We start off by uploading your chart of accounts, customers, vendors and a sample job estimate.

The main training plan is broken down into Accounting and Project Management tracks that walk you through common processes and valuable reports. These are online group sessions scheduled on Tuesday and Thursday approx. 45-minutes in length. At the end of each week, our trainers provide private 1:1 consults to test your team, answer any questions and share best practices. This is a proven model that will turn your team into Premier experts.

At Go Live, your team will start using the software with live, real data. We will copy your test company into a live company. Our trainers will meet with your administrator to ensure you understand the process.

ADMIN SESSIONS

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Easy to follow. Practical Examples. Live Webinar.

Private Consultation. Customize to your needs.

Manage. Analyze.
Forecast.

UPLOADS

JUL 9, 2019
1:30 PM EST
Customize Forms
Subs, POs, Checks, etc.

JUL 9, 2019
3:00 PM EST
Customize Folders
Upload Any Documents

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PROJECT SESSIONS

ACCOUNTING SESSIONS

PROJECT MANAGEMENT- GET STARTED
JUL 11, 2019 - 1:30 PM EST

JOBS & ESTIMATES
JUL 16, 2019 - 1:30 PM EST

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Introduction
Navigation
Top Accounting Reports

Terminology
Add Jobs, Alerts & Defaults
Upload Estimate & Documents

Introduction
Navigation
Job Dashboard

GROUP TRAINING SESSIONS

ACCOUNTS PAYABLE PROCESS
JUL 16, 2019 - 3 PM EST

AP Invoicing
AP Payment
Top AP reports

AUTOMATE COMMITMENTS
JUL 18, 2019 - 1:30 PM EST

Job Budget Control
Post and Email Subs & POs
Compliance Tracking
Job Dashboard

AP PAYMENT & CREDIT CARDS
JUL 18, 2019 - 3 PM EST

Types of Payment
AP Payment Processing
Generate Check Run
Common Questions

AP ELECTRONIC APPROVAL
JUL 23, 2019 - 3 PM EST

Workflow Configuration
Invoice Entry & Scanning
Routing & Approval Process
Approval Status Reports

PROGRESS BILLING
JUL 23, 2019 - 1:30 PM EST

Key Performance Indicators
Accounting Impact
Monitor Outstanding Items
Job Dashboard Review

AP HOLDBACK / RETAINAGE
JUL 25, 2019 - 3 PM EST

Default & Track Holdback
Release Holdback
Key Reports

JOB DASHBOARD
AUG 6, 2019 - 1:30 PM EST

Customize Customer Reports
Set up Fees
Bill Pending AP Invoices
Merge AP Invoice Back up

TIME ENTRY
JUL 30, 2019 - 3 PM EST

Payroll Set up
Time Entry Process
Calculate Fringes
Impact on Job Costing

COST PLUS BILLING
JUL 25, 2019 - 1:30 PM EST

Customize Billing Applications
Enter in % Complete
Change Order Impact
AR Invoice Process

CHANGE ORDER PROCESS
JUL 30, 2019 - 1:30 PM EST

Generate RFIs
Internal Change Orders
Budget Transfers
Customer Change Orders
Sub Change Orders

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TIME & MATERIAL BILLING
AUG 1, 2019 - 1:30 PM EST

Set up & Processing
Set Mark Up Codes & Mgmt Fees
Customize Customer Reports
Merge AP Invoice Back up

Customer Billing Process
AR Invoice Generation
Reverse AR Invoice & Billings
Cash Receipts & Reports

ACCOUNTS RECEIVABLE PROCESSING
AUG 1, 2019 - 3 PM EST

TOP PROJECT MANAGEMENT REPORTS
AUG 8, 2019 - 1:30 PM EST

Understand Why We Built the Reports
Deep Dive into Calculations
Key Questions PMs should be asking

Cash Receipt Process
Withhold & Release Retainage
Top AR Reports & Job Dashboard

AR CASH RECEIPTS AND RETAINAGE
AUG 6, 2019 - 3 PM EST

CONSTRUCTION DOCUMENTS
AUG 13, 2019 - 1:30 PM EST

Submittal Tracking
Daily Job Logs
Meeting Minutes
Punch/ Deficiency Lists

Process Overview
Reconciliation
Key Reports
Common Questions

BANK & PAYROLL RECONCILIATION
AUG 8, 2019 - 3 PM EST

PROJECT MANAGEMENT Q&A
AUG 20, 2019 - 1:30 PM EST

Top 5 Questions
Open Q&A
Best Practices Shared

5 Must Have Reports & Way
Monthly Review
Common Questions

TOP FINANCIAL REPORTS
AUG 13, 2019 - 3 PM EST

JOB FORECASTING
AUG 15, 2019 - 1:30 PM EST

Calculate Job Final Profit Accurately
Monthly Review Process
Anticipated Cost Worksheet
Transfer Budgets Easily

Top 5 Questions
Open Q&A
Best Practices Shared
Tips & Tricks

TOP ACCOUNTING Q&A
AUG 15, 2019 - 3 PM EST

PRIVATE 1:1 CONSULTS

ADMIN 1:1

PROJECT MANAGEMENT 1:1

ACCOUNTING 1:1

ADMIN

Data Uploads
Electronic Workflow
Document Folders

JOB & ESTIMATE (2 sessions)

Review - Job Structure, Defaults & Warnings
Test - Add Job & Upload Estimate

1

COMMITMENTS

Review - Compliances & forms
Test - Auto Generate Subs/POs

3

2

BILLINGS

Review - Billing Process & Forms
Test - Billing Process in Depth

4

CHANGE ORDERS

Review - Process & Forms
Test - ICO, PCO, CO, Sub CO

5

6

PM REPORTS / Q&A

Review - Top 5 Reports
Test - Job Dashboard & Impact

7

ACCOUNTS PAYABLE

Review - AP Process
Test - Enter & Post AP Invoice in Depth

TIME ENTRY (2 sessions)

Review - Time Entry Set up
Test - Employee Time & Process

8

AP PAYMENTS & HOLDBACK

Review - Payment & Holdback Process & Forms
Test - Quick Pay & Payment Run > Checks

9

10

HISTORY UPLOAD

Upload Historical Balances into Premier

AR & RECONCILIATION

Review - AP Process & Bank Set up
Test - Bank & Payroll Reconciliation

11

Process to Copy Test to Live Company
Discuss Opening Balances
Review O/S items
Go Live Checklist
Audit Test Company

GO LIVE

12

ACCOUNTING - GET STARTED
JUL 11, 2019 - 3 PM EST

SUB PAY APPLICATIONS (OPTIONAL - IF PURCHASED)
AUG 22, 2019 - 1:30 PM EST

Eliminate AP Data Entry & Scanning
Sub Pay App Process
Approval Status Tracking
Approval Overrides

HISTORY UPLOAD
AUG 20, 2019 - 3 PM EST

Procedures for Importing Historial Balances
Review Upload Templates