Lessons

1. Basic Terms

• 1.1. Basic Terms
• 1.2. Accruals, Types of Accruals
• 1.3. Payments and Management Reporting
• 1.4. Variables
• 1.5. Commission Fee

2. Creating and Setting Up a Project

• 2.1. Creation of a Project
• 2.2. Setting Up the Project Parameters
• 2.3. Projects Settings - Commission Fee Rates
• 2.4. Companies and Contractors
• 2.5. Copying a Project
• 2.6. Templates
• 2.7. Estimate Import from Excel
• 2.8. Linking the Project from the Scheduling Module
• 2.9. Deleting / Storing a Project

3. Basic Cost Estimate Operations

• 3.1. Types of Items and their Values
• 3.2. Data Importing from the Scheduling Module
• 3.3. Item Operations
• 3.4. Commission Fee View Modes
• 3.5. Setting the Cost Estimate View
• 3.6. Search and Filters in the Cost Estimate
• 3.7. Bulk Actions in the Cost Estimate
• 3.8. Cash Flow
• 3.9. Off-Balance Items
• 3.10. Updating Data from the Scheduling Module
• 3.11. Cost Limit Recording

4. Users

• 4.1. Add Users to a Project
• 4.2. Configuring Roles

5. Payments

• 5.1. Adding Payments
• 5.2. Manage the Payment List
• 5.3. Tags in Payments

6. Accruals

• 6.1. Adding and Editing an Accrual
• 6.2. Autocharge
• 6.3. Adding Shooting Day Costs

7. Reporting Parties

• 7.1. Reporting Party List
• 7.2. Adding Advance Report

8. Contracts and Certificates

• 8.1. Adding Contracts
• 8.2. Adding Certificates

9. Reports

• 9.1. Reconciliation Report
• 9.2. Expense Report
• 9.3. Debt Report
• 9.4. Daily Accruals Report
• 9.5. Accrued Costs (by days)

10. Rates and Payment

• 10.1. Rates and Payment