June 26, 2017

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 [...]

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, [...]

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 [...]

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 [...]

Adding a Contact to Your “My Contacts” List in Changepoint

Part 34 - Adding a Contact to Your “My Contacts” List in Changepoint Changepoint enables you to add contacts to your personal contacts list for quick access. 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 [...]

Creating Task Assignments in Changepoint

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Part 33 – Creating Task Assignments in Changepoint In this lesson you will learn how to assign a resource to a task in Changepoint from within a project in the tree view and by using the project worksheet. See how in this short eLearning video: Read the “Advantages of e-Learning” article. Read more on Changepoint [...]

Escalating Requests in Changepoint

Part 32 – Escalating Requests in Changepoint Requests are escalated once certain conditions arise with the request. Request escalation can be based on “no response” or “no resolution” within the escalation time interval that is defined. See how in this short eLearning video below. Read the “Advantages of e-Learning” article. Read more on Changepoint e-Learning. [...]

Entering and Submitting Expenses in Changepoint

Part 31 – Entering and Submitting Expenses in Changepoint In the Expenses view in Changepoint, you can enter expenses, combine the expenses in an expense report, submit the expense report for approval and track the approval process before being reimbursed. See how in this short e-Learning video: Read the “Advantages of e-Learning” article. Read more [...]