March 26, 2017

steve.nixon@changepoint.com'

About Steve Nixon

Steve Nixon is a senior instructional designer with more than 20 years experience in creative direction and instructional design for Fortune 50 technology companies in Canada. He has been the recipient of several technical communication awards for developing information products to support large scale enterprise applications. At Changepoint, Steve leads the development of eLearning solutions and provides guidance to senior management on eLearning.

Changepoint Resource Management: The Resource Leveling Feature

Part 54 – Changepoint Resource Management: The Resource Leveling Feature Resource leveling in Changepoint is an optional feature that affects how the effort for task assignments is distributed over its duration. To learn more about resource management features in Changepoint, or how Changepoint can provide your organization with actionable insight for optimal business agility and [...]

The Project Planning Worksheet – Using the Gantt chart

Part 53 - The Project Planning Worksheet – Using the Gantt chart. The new project planning worksheet contains an editible Gantt chart view. Watch the video below for a full demonstration. To learn more about the new Project Planning Worksheet in Changepoint, or how Changepoint can provide your organization with actionable insight for optimal business agility [...]

Introducing Changepoint’s New Project Planning Worksheet

Part 52 - Introducing Changepoint’s new Project Planning worksheet – Using the Assign resources dialog box lesson. Changepoint’s new 2014 SP2 release provides access to the first phase of the new Project Planning Worksheet. This first release provides project managers an easy-to-use interface to quickly and efficiently create a basic project plan. The new worksheet is [...]

Batch Emailing Invoices in Changepoint

Part 51 – Batch Emailing Invoices in Changepoint If invoice batch mail settings have been defined in the engagement associated with invoices, you can email these invoices and credit notes in batches to the specified recipients. To learn more about invoicing in Changepoint, or how Changepoint can provide your organization with actionable insight for optimal [...]

Batch Invoicing in Changepoint

Part 50 - Batch Invoicing in Changepoint Instead of creating invoices one by one, you can create multiple documents at once, and approve, submit, and commit selected invoices and credit notes in batches. To learn more about invoicing in Changepoint, or how Changepoint can provide your organization with actionable insight for optimal business agility and performance, [...]

Approving Time in Changepoint

Part 49 - Approving Time in Changepoint Once resources submit time they have spent on tasks the time is then sent to a time approver for review. If you are a time approver you can either approve the time or return it to the resource with comments for further editing. Once the edits are made the [...]

Invoicing in Changepoint – Creating a Credit Note

Part 48 - Invoicing in Changepoint – Creating a Credit Note To correct an error in an invoice, you must create a credit note for the entire amount. You cannot create a credit note for a partial amount. When you create a credit note you can save it as a draft or submit it for approval. [...]

The Invoicing Process

Part 47 - The Invoicing Process At each step in the invoicing process, invoices are assigned a specific status. The approval process is defined by the specific workflow that is setup for individual organizations. Check out the process in the short eLearning video below. To learn more about the invoicing process, or how Changepoint can provide your organization with [...]

Engagement management – Setting up split billing in Changepoint

Part 46 - Engagement management – Setting up split billing in Changepoint When you set up split billing for an engagement you select companies and specify the percentage that each company will be invoiced. You can either specify the percentage manually as you select each company, or select all of the companies first and then select [...]

Setting up Revenue Recognition for a Fixed-Fee Deliverable

Part 45 - Setting up Revenue Recognition for a Fixed-Fee Deliverable You can set up revenue recognition rules for a fixed-fee deliverable in an engagement. Find out how in this short eLearning video: Read the “Advantages of eLearning” article. Read more on Changepoint eLearning. According to trainingworld.com, eLearning can enhance information retention 25-60% over traditional classroom training. With [...]