Durations : 5 Days
This tools gets everything you need to drive business results.
With Function Point, our customers improve their workflows and gain a clearer view into their profitability With a centralized system for project management, insights and accounting, you can confidently determine how many jobs you can take on and which jobs are turning the biggest profit.
Who should Attend :
- IT Manager
- Head of Divisions or Departments
- Project Manager
It is recommended, but not required, to have the following skills and knowledge before attending this course:
- Project management fundamental.
- Cloud application and cloud colaboration.
This course will provide students with the knowledge and skills :
- Basic Navigation
- How to Login to FP
- How to Add Notes to a Client Account
- Review of the FP CRM System
- Sales Pipeline Management
- Creating an Estimate & Adding a Job
- Using the Projects Module
- Creating Briefs in FP
- Using the FP Portal (Clients)
- Setting Up & Using the FP Portal
- Creating Schedules for Templates & Real Work
- Adding Schedules to Existing Jobs & Estimates
- Setting up FP Accountant
- Integrate with QuickBooks Online
- Adding an Expense
- Managing Simple Retainers
- Managing Robust Retainers