May 24, 2017

Working With Portals

Part 7 – Working With Portals In Changepoint there are a number of ways you can customize your portal views. This provides you with a highly flexible workspace that can continually adapt to your changing needs. Read the “Advantages of E-Learning” article. Read more on Changepoint e-Learning. According to trainingworld.com, e-Learning can enhance information retention […]

How Efficiently Are You Managing Your Resources?

2012-psvillage-benchmark-report

The way a professional services organization manages and deploys its resources can have a significant impact on the business and its bottom line. Yet, according to a recent survey of industry professionals by PSVillage, more than 40% of PSOs surveyed (of all sizes) still operate their business without the benefit of an automated management system. […]

Creating a Negative Expense Entry

Part 6 – Creating a Negative Expense Entry You can correct an expense entry that has already been billed to a customer by entering a negative amount in a new expense. Here’s how: 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 […]

Creating a Comparison Scenario

Part 5 – Creating a Comparison Scenario You can create comparison scenarios and add items to, and remove them from these comparison scenarios to compare different combinations of what-if data in Changepoint. 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 […]

Pinning Tasks in the Changepoint Time Sheet

Part 4 – Pinning Tasks in the Changepoint Time Sheet Entering time in the time sheet can be time consuming, especially when you report time for the same tasks week in and week out. Fortunately there is a new feature in Changepoint 2012 that allows you to keep these items as default items in the […]

Bulk Editing in the Scenario Comparisons Worksheet

Part 3 – Bulk Editing in the Scenario Comparisons Worksheet Users of the scenario comparisons worksheet in Changepoint know it as a simple yet powerful tool for mining and comparing business data, but there is also a significant side benefit to this tool – the ability to bulk edit entity fields. Fields from engagements opportunities, […]

Using Favourites in Changepoint

Part 2 – Using favorites in Changepoint In Changepoint you can add favorites to the favorites menu to save time navigating to frequently visited items. The presentation below demonstrates how to use favorites. 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 […]

Using the Drag and Drop Method in the Changepoint Resource Management Worksheet

Part 1 – Using the drag and drop method in the Changepoint resource management worksheet In the resource management worksheet you can use the drag and drop method to reassign demand for task assignments. This provides a fast, easy method for reassigning effort for demand item rows in either fiscal or daily period cells. You […]