Schedule of Sage Timberline Office Classes - California

The following is our Sage Timberline Office Software training class schedule for our California region. Our Sage Timberline classes feature authorized Sage Timberline curriculum, and are taught by Sage Timberline Certified consultants. Click on the Class Descriptions to view outlines of the courses. To assure quality and individual attention, class size is limited and reserved on first come, first serve basis. Course materials are provided for each class. Class hours are 9:00am-5:00pm unless otherwise indicated. Click on the class name to read more about a particular class.

Click here for directions and hotel information.

For class registration please call (925) 246-0321.

Payment

Payment is due with your registration in order to guarantee your seat. We accept Visa and MC for your convenience. Make checks payable to CIS Consulting Group. Mail your payment to:

CIS Consulting Group
2300 Clayton Rd.
Suite 1495
Concord, CA 94520

Cancellation Policy

No refunds will be issued for cancellations that occur after the Cancellation Date. In the event a class is cancelled due to weather or other problems, CIS will contact you immediately to reschedule training.

Need immediate training? Take a look at Anytime Learning.

Sage Timberline Office Workflow Class

Who Should Attend?

This 5-day class is designed for Sage Timberline Office Software clients who handle routine processing tasks. Typical attendees would include accounting managers, data entry operators or office managers who oversee daily operations.

What topics will be covered?

This class gives participants hands-on experience with basic processing tasks and repetitive setup options that affect ongoing workflow, such as setting up vendors, jobs and employees. Lab time and lecture with discussion covers Sage Timberline Office Software modules such as, Payroll, Accounts Payable, Job Cost, General Ledger, Accounts Receivable, Contracts and Billings applications.

Prerequisites

Prior to taking the class, clients should install Sage Timberline and familiarize themselves with the software by using the sample company data supplied with the Sage Timberline Office. Class evaluations show that clients who have worked with the Timberline sample data prior to class have consistently gained more from the training than those who haven't worked with it at all.

Sage Timberline Payroll

With an emphasis on time card entry and check processing, this session begins with a preview of the Sage Timberline Payroll workflow and includes the following topics:

• Entering time
• Setting up employees
• Processing, entering, printing and posting checks
• Automatic calculations
• Correcting errors
• Period end

Sage Timberline Accounts Payable

Learn how to control your cash flow with Sage Timberline's Accounts Payable application. It begins with a discussion of invoice entry, then covers the following topics:

• Entering and posting invoices
• Setting up vendors
• Selecting invoices for payment
• Printing checks
• Recording manual checks
• Correcting errors
• Period end
• Retrievals

Sage Timberline Job Cost

The Sage Timberline Job Cost database gives you the information you need to track revenue, control costs and stay ahead of potential problems. Understanding how and where this information is stored is the key to accessing it for effective decision making. This session gives you an overview of job setup and commitment and change order entry, and also covers the following topics:

• Setting up a new job
• Entering commitments
• Entering change orders
• Entering and posting direct costs and transactions
• Correcting errors
• Period end
• Retrievals

Sage Timberline General Ledger

Learn how your applications interface with Sage Timberline General Ledger to provide a detailed audit trail to original transaction activity. It also explains how information is stored and how to maintain accurate information . Topics include:

• Recording and posting entries
• Correcting errors
• Period end

Sage Timberline Accounts Receivable & Sage Timberline Contracts

Follow the life of a contract learning the integrated workflow process of Sage Timberline Accounts Receivable and Sage Timberline Contracts. Topics include:

• Record cash receipts
• Track change order requests and approved change orders
• Bill retainage
• Adjust invoices
• Track correspondence items
• Posting in Accounts Receivable & Contracts

Sage Timberline Billing

Learn the workflow procedures for creating both cost based and contract based invoices. Topics include:

• Generate WIP information from cost transactions
• Adjust WIP information
• Enter information to create contract-based invoices
• Create invoices
• Preview and print invoices

Sage Timberline Report Designer Training

This class focuses on the planning process for reports and inquiries, as well as on ways to create, modify and save simple designs in Sage Timberline Office. Participants will learn through a combination of lecture and hands-on activities. Lab time will give clients a chance to work with Timberline reports appropriate for their area of specialty, such as Timberline Job Cost or Timberline Property Management. Participants will also learn about the capabilities of the Timberline Financial Statement Designer, including step-by-step instructions on how to enter financial statement designs.

Sage Timberline Report Designer

The Sage Timberline Report Designer's flexibility lets you design custom Timberline reports that meet the needs of everyone you work with. This session gives you a comprehensive introduction to the reporting process, from planning to creation. Topics include: Sage Timberline data structure, planning for your Timberline reports, applying formulas, Timberline reports design concepts, using functions in Timberline reports, and managing custom Timberline reports.

Sage Timberline Inquiry Designer

Sage Timberline Inquiry Designer is the key to accessing your project accounting information on-screen, instantly. Learn how to create your own Timberline inquiries and modify existing ones to pinpoint exactly the information you need. You'll cover the following topics: Basic concepts, planning your Timberline inquiries, creating new Timberline inquiries, and modifying existing inquiries.

Sage Timberline Financial Statements

The Sage Timberline Financial Statement Designer makes it easy to present your financial information professionally. Learn how to point and click your way through everything from balance sheets and budget variance reports to twelve-month spreadsheets and entity comparison statements. Topics include: Basic concepts, creating custom Timberline financial statement designs, modifying existing designs, printing financial statements in Timberline, setting up statement groups, using prefixes, and layout tips.

Sage Timberline Estimating Extended

A course developed to discuss features found exclusively in Sage Timberline Estimating Extended. A prerequisite for this class is our Sage Timberline Estimating Fundamentals class, which covers the essential foundation of the Timberline Estimating software. This course teaches you how to set up resources, crews, labor and equipment rate tables, as well as WBS codes, WBS libraries and estimate adjustments.

Sage Timberline Estimating Advanced

An advanced course following where the Sage Timberline Estimating Fundamentals leaves off. This class is focused on covering advanced usage of the program including:

• Assembly and Model Takeoff - revisited
• Creating Templates for company use (Estimates, Reports, Spreadsheets, Totals)
• In-line creation of Items
• Setting up and maintaining a multi-estimator environment
• Using Sage Timberline Estimating Explorer to analyze Estimate data (basic overview)
• Advanced calculations using either Calculator, Digitizer or Eplan Takeoff
• Overriding database settings at the job level
• 2 Methods of Takeoff using On Screen Takeoff (OST) with Eplan and Assemblies
• Sending budgets to Sage Job Cost (Sage Timberline Accounting or Sage Master Builder)
• All Extended Features (Crews, WBS codes, WBS libraries, and Estimate Adjustments)
• On Screen Takeoff (OST) Introduction
• Setup OST for use with Eplan and Sage Timberline Estimating
• Master library setup for Conditions, Style Sets, Layers, Types, Etc.
• Adding drawings to a bid in On Screen Takeoff  (OST)
• Adding overlay images to existing drawings in On Screen Takeoff (OST) for revisions
• Creating job-specific conditions in On Screen Takeoff (OST)
• File structure and manipulation of Estimating Data and OST Data (Move, Copy, Rename, Delete, Backup, Restore)
• User topics will be covered with remaining time.

Please note: The Sage Timberline Advanced Estimating class uses many of the features of Sage Timberline Estimating Extended. Users of Sage Timberline Estimating Standard will not be able use all of the functions covered in the Timberline Advance Estimating class when running their purchased software.

Sage Timberline Estimating Fundamentals

This course is designed for all beginning Sage Timberline Estimating users. The course will cover:

• Timberline Estimating overview
• How to use Quick Takeoff to add items
• How to use Items Takeoff
• When and how to use assembly takeoff
• Create spreadsheet layouts and how to sort and manipulate your spreadsheet data
• Using the location estimates
• Working with estimate totals
• Customizing report options
• Re-pricing estimates
• Working with Address Book
• Merging estimates
• The interface with Sage Timberline Job Cost

Please note: This class is a prerequisite for Sage Timberline Estimating Advanced.

Sage Timberline Systems/Pervasive Database Engine

This course will cover:

• Sage Timberline 9.6.0 Release Installation and configuration
• Sage Timberline Office Database Concepts
• Data structure in Sage Timberline Office applications - Control files, gateway files, DDF's and data tables
• How Pervasive SQL V8/V9.6 and Sage Timberline Office work together
• Supported/recommended platforms and configurations
• Network configurations
• Network security concepts
• Terminal server networks and Sage Timberline Office
• Remote connectivity via Remote Desktop/Citrix and Terminal Services
• Data integration with ODBC - MS Access to Timberline data connectivity via DSN's
• Pervasive database engine basics
• Print drivers and Sage Timberline Office
• Sage System Verifier
• Data backup recommended techniques
• General Sage Timberline Office systems troubleshooting
• Pervasive troubleshooting tools:
• Pervasive Control Center
• Pervasive System Analyzer
• Pervasive Software Monitor Utility
• Performance monitoring
• Sage Timberline Office performance optimizing

Crystal Reports Beginner / Advanced

Learn how to design Sage Timberline Office reports using Crystal Reports. Create professional-looking reports; control what information appears on the report, and use formulas and functions to display information as your company needs to see it. Theauthorized training curriculum for this class includes step-by-step instructions for each activity, sample reports to compare results, and additional practice exercises you can do on your own to reinforce learning. You'll find the workbookto be a useful referencetool as you continue to work with Crystal Reports.

Beginning Crystal Report series includes the followingsessions:

• Getting Started with Crystal Reports
• Getting the Information You Want on Your Reports
• Organizing Report Information
• Using Special Functions and Fields to Optimize Reports
• Targeting Your Reports to Your Audience
• Accessing and Printing Reports from Sage Timberline Office

LearningObjectives - Afterparticipating in this course,you will be able to:

• Configuring a Timberline Data Source and connecting to your database with ODBC.
• Creating a report and selecting the data to include on the report.
• Sorting, grouping, and summarizing data.
• Using formulas and functions to show exactly the information you need, including functions specific to Sage Timberline Office.
• Refining the appearance of a report using formatting formulas, charts, and graphs.

This course is designed for Construction Accounting and Real Estate customers who are new to Crystal Reports but are familiar with Sage Timberline Office file structure, naming conventions, and terminology.  These concepts are covered in the Concepts and Tools booklet that came with your Sage Timberline Office software.

Advanced Crystal Reports series includes the following sessions:

• Linking tables with Crystal Reports
• Optimizing reports using sub-reports, and adding linking sub-reports
• On-demand sub-reports, combining unrelated sub-reports
• Multi-pass reporting, summaries
• Crystal and basic syntax
• Arrays, string formulas, drill down reports

Hotel and Directions

CIS Consulting Group
2300 Clayton Rd.
Suite 1495
Concord, CA 94520

BART

We are conveniently located right next to the Concord BART station. We are on the 14th floor of the tall brown brick building that is located across the BART station parking lot, about 100 yards from the BART station turnstiles.

From San Francisco

From San Francisco: Take Highway 80 East over the Bay Bridge to Highway 580 East Oakland. Stay in the right-hand lanes and exit onto Highway 24 East/Walnut Creek. Highway 24 East Walnut Creek will take you through the Caldecott Tunnel. Stay on highway 24 for 12 miles and exit on highway 680 North to Concord (left three lanes at the split). Stay on highway 680 North - Concord for 4 miles, then take highway 242. On highway 242, stay in the right lane and take the Clayton Road exit (first exit on Highway 242). Follow Clayton Road for 1 mile. 2300 Clayton Road is on the right (it is a tall brown brick building). There is parking at our building in an underground parking facility, which is located on the BART side, a few feet from the loading docks.

From Sacramento

From Sacramento: Take Highway 80 West to San Francisco for 41 miles. Take the Highway 680 South exit towards, Benicia/San Jose for 20 miles. Exit on Willow Pass Rd./Taylor Blvd. Turn left on Willow Pass Rd. Follow Willow Pass Rd for 1.5 miles and turn right on Colfax Street. Turn left onto Clayton Road and our building is on the right  (it is a tall brown brick building). There is parking at our building in an underground parking facility, which is located on the BART side, a few feet from the loading docks.

From Livermore

From Livermore: Take Highway 680 North - Walnut Creek to Highway 242 Concord. Take Highway 242 - Concord to the Clayton Road. exit. Follow Clayton Rd for 1 mile. 2300 Clayton Road is on the right (it is a tall brown brick building). There is parking at our building in an underground parking facility, which is located on the BART side, a few feet from the loading docks.

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