Discovering Master Data
Introducing the Admin Menu
Configuring Users
Managing Suppliers
Managing the Company Structure
Configuring Messaging
Managing Workflows
- Working with Activity Checklists17 min
- Managing Activity Items17 min
- Configuring Approval Groups16 min
- Configuring Decision Form Templates19 min
- Defining Alert Thresholds9 min
- Defining Escalation Thresholds10 min
- Navigating PMO Dashboard Thresholds6 min
- Navigating Visualizer Thresholds7 min
- Creating a Wizard16 min
- Quiz
Managing Financial Data
- Adding a Currency14 min
- Defining a Currency Conversion10 min
- Managing Expense Codes11 min
- Creating an Expense Type11 min
- Managing the General Ledger13 min
- Managing a General Ledger Account13 min
- Creating an Invoice Adjustment15 min
- Creating an Invoice Adjustment Group14 min
- Managing an Invoice Billing Schedule15 min
- Managing Task Codes12 min
- Creating Time Sheet Allotments16 min
- Exploring Unit Types7 min
- Quiz
Working with Rates
- Exploring the Basics of Rates10 min
- Defining the Types of Rates12 min
- Defining MSP Fees12 min
- Constructing a Rate18 min
- Creating Rate Categories11 min
- Creating Rate Components18 min
- Creating Rate Component Groups22 min
- Creating Rates27 min
- Creating Rate Groups14 min
- Working with Rate Grids27 min
- Managing a Rate Schedule41 min
- Defining Time Sheet Rate Groups5 min
- Exploring the Rate Change Matrix9 min
- Navigating a Rate Change Matrix Component7 min
- Uploading Rates14 min
- Quiz
Managing Workers
Managing the Configuration
- Configure an Advisor17 min
- Placing an Advisor on a Page7 min
- Creating a Category11 min
- Using Contextual Help14 min
- Configuring a Custom Field24 min
- Defining Custom Lookups23 min
- Configuring Custom Text11 min
- Managing Interview Events5 min
- Managing Invoice Tax Information14 min
- Defining a Job Code5 min
- Creating a Label Set12 min
- Managing the Home Page Layout15 min
- Updating List Views10 min
- Configuring Supplier Master Data14 min
- Defining Pick Lists30 min
- Creating a Question15 min
- Creating a Reason13 min
- Using Segmented Object Details17 min
- Configuring an XSL Template16 min
- Quiz
Accessing Past and Archived Data
Exploring Reports
Managing Integrations
- Integrating Data with SAP Fieldglass9 min
- Connecting Systems18 min
- Automating Integrations8 min
- Navigating Connector/Subscription Statistics4 min
- Downloading Data5 min
- Downloading Draft/Rejected Time Sheets4 min
- Downloading Rate Schedule Based Time Sheets12 min
- Navigating the Integration Audit Trail16 min
- Exploring a Subscription Activity4 min
- Uploading Data19 min
- Quiz
Using System Tools
Exploring the Configuration Manager
Discovering Master Data
Introducing the Admin Menu
Configuring Users
Managing Suppliers
Managing the Company Structure
Configuring Messaging
Managing Workflows
- Working with Activity Checklists17 min
- Managing Activity Items17 min
- Configuring Approval Groups16 min
- Configuring Decision Form Templates19 min
- Defining Alert Thresholds9 min
- Defining Escalation Thresholds10 min
- Navigating PMO Dashboard Thresholds6 min
- Navigating Visualizer Thresholds7 min
- Creating a Wizard16 min
- Quiz
Managing Financial Data
- Adding a Currency14 min
- Defining a Currency Conversion10 min
- Managing Expense Codes11 min
- Creating an Expense Type11 min
- Managing the General Ledger13 min
- Managing a General Ledger Account13 min
- Creating an Invoice Adjustment15 min
- Creating an Invoice Adjustment Group14 min
- Managing an Invoice Billing Schedule15 min
- Managing Task Codes12 min
- Creating Time Sheet Allotments16 min
- Exploring Unit Types7 min
- Quiz
Working with Rates
- Exploring the Basics of Rates10 min
- Defining the Types of Rates12 min
- Defining MSP Fees12 min
- Constructing a Rate18 min
- Creating Rate Categories11 min
- Creating Rate Components18 min
- Creating Rate Component Groups22 min
- Creating Rates27 min
- Creating Rate Groups14 min
- Working with Rate Grids27 min
- Managing a Rate Schedule41 min
- Defining Time Sheet Rate Groups5 min
- Exploring the Rate Change Matrix9 min
- Navigating a Rate Change Matrix Component7 min
- Uploading Rates14 min
- Quiz
Managing Workers
Managing the Configuration
- Configure an Advisor17 min
- Placing an Advisor on a Page7 min
- Creating a Category11 min
- Using Contextual Help14 min
- Configuring a Custom Field24 min
- Defining Custom Lookups23 min
- Configuring Custom Text11 min
- Managing Interview Events5 min
- Managing Invoice Tax Information14 min
- Defining a Job Code5 min
- Creating a Label Set12 min
- Managing the Home Page Layout15 min
- Updating List Views10 min
- Configuring Supplier Master Data14 min
- Defining Pick Lists30 min
- Creating a Question15 min
- Creating a Reason13 min
- Using Segmented Object Details17 min
- Configuring an XSL Template16 min
- Quiz
Accessing Past and Archived Data
Exploring Reports
Managing Integrations
- Integrating Data with SAP Fieldglass9 min
- Connecting Systems18 min
- Automating Integrations8 min
- Navigating Connector/Subscription Statistics4 min
- Downloading Data5 min
- Downloading Draft/Rejected Time Sheets4 min
- Downloading Rate Schedule Based Time Sheets12 min
- Navigating the Integration Audit Trail16 min
- Exploring a Subscription Activity4 min
- Uploading Data19 min
- Quiz
Using System Tools
Exploring the Configuration Manager
Knowledge quiz
It's time to put what you've learned to the test, get 6 right to pass this unit.