March 25, 2017

Automatically Adding a Milestone for a Product or Fixed-fee Schedule

Part 44 – Automatically Adding a Milestone for a Product or Fixed-fee Schedule You can setup milestones automatically for a product or fixed-fee deliverable. 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 that [...]

Request Time Calculation for Invoicing in Engagements

Part 43 - Request Time Calculation for Invoicing in Engagements When an engagement is billable the time spent on requests associated with the engagement is also billable, depending on the request processing rules and the service level agreement. See how in this short eLearning video: Read the “Advantages of eLearning” article. Read more on Changepoint eLearning. According to trainingworld.com, [...]

Introduction to Engagements in Changepoint

Part 42 - Introduction to Engagements in Changepoint Engagements define the billing, contract information, split billing, revenue recognition and approval rules for customer projects in Changepoint. See 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. [...]

Setting Revenue Recognition Rules for an Engagement

Part 41 - Setting Revenue Recognition Rules for an Engagement In an engagement, you can set the specific conditions under which income becomes realized as revenue. See how in this short eLearning video: Read the “Advantages of e-Learning” article. Read more on Changepoint e-Learning. According to trainingworld.com, e-Learning can enhance information retention 25-60% over traditional classroom training. [...]

Displaying Budget Item Amounts in Different Currencies

Part 40 - Displaying Budget Item Amounts in Different Currencies You can choose to display budget item amounts in either the currency of the budget or the currency of the budget item, if the items have a different currency. See how in this short eLearning video: Read the “Advantages of e-Learning” article. Read more on Changepoint e-Learning. [...]

Associating a Request with a Budget Item

Part 39 - Associating a Request with a Budget Item You can associate requests that have been created for the engagement or project as supporting information for budget items. For example, if a change request increases the amount of a budget item, you can associate the change request to the budget item as a record of [...]

Setting Revenue Recognition Rules in Changepoint

Part 38 – Setting Revenue Recognition Rules in Changepoint When you set up a budget, the revenue recognition rules are automatically inherited from the associated initiative. However, you can change the rules for the budget and/or budget items individually. See how in the short eLearning video: Read the “Advantages of e-Learning” article. Read more on [...]

Editing a Budget Item in Changepoint

Part 37 – Editing a Budget Item in Changepoint In this lesson we will edit a fixed fee item and rebalance the schedule items. See how in the short eLearning video: Read the “Advantages of e-Learning” article. Read more on Changepoint e-Learning. According to trainingworld.com, e-Learning can enhance information retention 25-60% over traditional classroom training. [...]

Changepoint Budgeting – Replacing Amounts In Past Fiscal Periods With Actual Amounts

Part 36 – Changepoint Budgeting – Replacing Amounts In Past Fiscal Periods With Actual Amounts You can replace the amounts in past fiscal periods with actual amounts to obtain an estimate-at-completion amount, which is a combination of the actual amounts from past fiscal periods, and the budget amounts for future fiscal periods. See how in [...]

Introduction to Budgets in Changepoint

Part 35 Introduction to Budgets in Changepoint In this introductory lesson you will learn about the entities that budgets can be created from, the items that can be contained in a budget, generating budgets for future projects and engagements, and monitoring budget performance. See how in this short eLearning video: Read the “Advantages of e-Learning” [...]