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Commercial Management
Foundational Setup
Overview: Commercial Management for Major Projects
Commercial Management Setup
Establishing Your Project Work Breakdown Structure (WBS)
Commercial Management Setup
Building Your Resource Pool and Classifications
Commercial Management Setup
Configuring Team Member Charge and Cost Rates
Commercial Management Setup
Importing and Managing Timesheet Data
Commercial Management Setup
How to Reconcile Time from Home System
Commercial Management Setup
How to Import Expenses (The Administrator Workflow)
Commercial Management Setup
Method 1 - The Project-Based Approach
Setting Up the Finance Project and Programme Contract
Commercial Management Project
Adding Activities to Your Programme Contract
Commercial Management Project
Generating the Client Claim Value
Commercial Management Project
Creating the Client Invoice Document (Snapshotting Data)
Commercial Management Project
Running the Programme Invoice Report
Commercial Management Project
Managing JV & Subcontractor Invoicing
Commercial Management Project
Method 2 - The Contract-Based Approach
Configuring the Client Claim Template & Settings
Commercial Management Contracts
Managing Hybrid Claims (T&M and Lump Sum)
Commercial Management Contracts
Step-by-Step: Raising Your First Client Claim
Commercial Management Contracts
How to Fix and Finalise a Claim
Commercial Management Contracts
Advanced Reporting
Setting Up Estimate to Complete (ETC) and EAC
Commercial Management Reporting
Creating & Updating Resource Plans (Budget, Forecast & Snapshots)
Commercial Management Reporting
How to Update Project Milestones (Including Backdating Progress)
Commercial Management Reporting
Understanding Earned Value (EV) Reporting
Commercial Management Reporting
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