Corecon Training Videos (YouTube) - Getting Started Webinar Series

The following content is also covered in our Live Getting Started Webinar Sessions. Click here to view the current schedule.

Navigation, Data Entry Tips and Settings

• Basic Navigation
• Knowledge Base System
• Adding Users
• Adding Records and Information
• Alerts and Calendars

Contact Management

• Overview and Classifications
• Importing From Microsoft Excel - Basic
• Importing From Microsoft Excel - Advanced Options

Awarded Projects

• Project Settings
• Creating Projects
• Adding Companies to Project Directory

Client Contract Administration

• Contract Admin Settings and Overview
• Job Cost Codes Overview
• Prime Contract Overview
• Setup Job Cost Codes, Prime Contract, and Budgets Using An MS Excel File
• Change Order (CO)
• Prime Contract Invoice - Fixed Lump Sum

Procurement

• Procurement Settings and Overview
• Purchase Orders (PO)
• Bills
• Subcontracts
• SCOs
• Sub Invoices