Construction Management Billing

Lesson Plan - March 21 2023

By the end of the Construction Management Billing lesson, users will be able to perform the invoicing method in maestro* and its different characteristis and functionalities.

 

Unit CONSTMANAG01 - Preliminary Analysis and Configuration

 

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

This objective of this lesson is to clarify the needs, rquirements, and conditions to using the Construction Management Billing method in maestro*.

PREREQUISITES

  • General Ledger;
  • Project Management;
  • Security Management;
  • Document Management;
  • Cost Transactions.

OPTIONAL PREREQUISITES

  • Document Management.
  • Analysis;
  • Review the project costs structure;
  • General Settings (Contractual Billing module):
    • Cost Plus / Contruction Management
  • Discuss the current and future construction management billing process (strengths and weaknesses);
  • Perform the basic configurations required for implementation;
  • Make the decisions.

 

HOMEWORK

  • Reflect on the discussions.

30 min
  • Training document CONSTMANAG01

 

Pilot

 

Unit CONSTMANAG02 - Configurations - Construction Management Project

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

By the end of this lesson, the client and designated users will be able to define and set up the necessary parameters to using the functionalities linked to construction management projects in maestro*.

  • Define Project Templates;
  • Project Management;
  • Define Selling Rates for Bonuses;
  • Billing Groups;
  • Construction Management Contracts.
  • Review previous concepts and validate tasks completed as homework;
  • Explanation and completion of the different management windows linked to contruction management billing, according to the client's needs and system requirements, to automate data entry.

 

HOMEWORK

  • Finalize date entry.

1h
  • Training document CONSTMANAG02

Pilot

and/or

Super Users

 

Unit CONSTMANAG03 - Operations - Contruction Management Project 101

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

By the end of this session, le client and designated users will be able to use the functionalities linked to construction management projects in maestro* and to understand all processes linked to it.
  • Update settings according to the decisions the client has made;
  • Construction Management Invoice Preparation;
  • Construction Management Billing;
  • Cancel a Sale;
  • Print Invoices.
  • Review previous concepts and validate tasks completed as homework;
  • User training according to the process established at the time of the analysis;
  • Demonstration of the different options and ways to generate invoices.

 

HOMEWORK

  • Practice entering transactions and validate the discussed processes.

1.5h
  • Training document CONSTMANAG03
  • Integrated Tests

Pilot

and/or

Super Users

 

Unit CONSTMANAG04 - Operational Training - Construction Management Projects

Optional Session - Training of the client's employees with the implementation specialist

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

By the end of this session, le client and designated users will be able to use the functionalities linked to construction management projects in maestro* and to understand all processes linked to it.

 
  • Update settings according to the decisions the client has made;
  • Construction Management Invoice Preparation;
  • Construction Management Billing;
  • Cancel a Sale;
  • Print Invoices.
  • Review previous concepts and validate tasks completed as homework;
  • User training according to the process established at the time of the analysis;
  • Demonstration of the different options and ways to generate invoices.

 

 HOMEWORK

  • Practice entering transactions and validate the discussed processes

1.5h
  • Training document CONSTMANAG03

Pilot

Super Users

and/or

Users

 

Unit CONSTMANAG05 - Analysis and Inquiry

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

By the end of this lesson, the client will be able to view all construction management project data.

  • Billing Report;
  • Works in Progress.
  • Review previous notions and validate tasks completed as homework;
  • Validate and set up the reports and inquiries for construction management projects.

 

HOMEWORK

  • Validate the accuracy of the forms

1h
  • Training Document CONSTMANAG05

Pilot

Super Users

and/or

Users

 

Unit CONSTMANAG06 - Form Validation

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

By the end of this lesson the client will be able to use the construction management project forms set up to meet their needs.

  • Construction Management Billing.
  • Review previous notions and validate tasks completed as homework;
  • Validate and make the necessary changes to the Contruction Management Project forms.

 

HOMEWORK

  • Validate the accuracy of the forms.

To be determined

 

Pilot

 

Unit CONSTMANAG07 - Tests and Validation

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

By the end of this lesson, the customer and designated users will have carried out the tests and verifications to validate the configurations made beforehand, and will be able to attest to the adequacy of these configurations with the established processes.
  • Construction Management Invoice Preparation;
  • Construction Management Billing.
  • Review previous concepts and validate tasks completed as homework;
  • Assist with tests;
  • Validate transactions;
  • Validate reports and inquiries;
  • Review settings if needed;
  • Review processes if needed.

 

HOMEWORK

  • Complete Integrated Tests.

1.5h

Pilot

and/or

Users

 

Unit CONSTMANAG08 - Conclusion

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

By the end of this lesson, the client will have shown they have the possess the necessary knowledge and skills to using the functionalities linked to construction management projects in maestro*.

  • Validate learnings;
  • Review the security settings applied to the module.

 
  • Prepare the next training sessions according to the set plan.

30 min

Aquired competencies Form - CONSTMANAG

Pilot