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Setup
Workflow
Revenue
Project Management
Estimating
Builder MT
Document Management
Report Designer
Crystal Reports
PO/IV
Service Management
Property Management
Equipment
Year End
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Charlotte, NC
Richmond, VA
Columbia, MD |
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CIS Consulting Group
provides award-winning
instruction on Sage
Timberline Office. An
important part of your
software investment,
hands-on classes provide
valuable instruction on
how to set up and use
the software to fit your
company's needs.
Ultimately, training
saves you money and
ensures your long-term
satisfaction. Never
stand for rushed or
abbreviated classes--
with abbreviated
results. At CIS you get
the best! Classes
begin at 8:30 and
typically last until 5.

Or call 704-393-0038
x1142.
*If you are looking for classes in the California area, please click here |
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Setup |
Price and Outline |
For new clients or
system administrators
new to
Timberline. Configure
General Ledger, Cash
Management, Job Cost, AP
and Payroll. No PR
module? Attend the first
two days only.
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May |
June |
July |
August |
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Charlotte, NC |
5/4-5/6 |
6/2-6/4 |
7/7-7/9 |
8/3-8/5 |
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Richmond, VA |
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Columbia, MD |
5/5-5/7 |
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7/7-7/9 |
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Workflow |
Price and Outline |
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Routine processing
including data entry,
recurring setup (i.e.
vendors, jobs, etc.) and
error correction. Attend
one day or several.
Day 1: Payroll Day
2: Accounts Payable
Day 3: Job Cost/Cash
Mgmt/General Ledger
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May |
June |
July |
August |
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Charlotte, NC |
5/10-5/12 |
6/9-6/11 |
7/13-7/15 |
8/11-8/13 |
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Richmond, VA |
5/18-5/20 |
6/22-6/24 |
7/20-7/22 |
8/17-8/19 |
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Columbia, MD |
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6/23-6/25 |
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8/17-8/19
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Revenue |
Price and Outline |
Accounts Receivable,
Contracts, Billing.
Includes contracts,
customers, invoices and
error correction. Day
1: AIA, Lump Sum, Quick
Bill Billing 2-Accounts
Receivable Day 3-Time
and Material Billing
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May |
June |
July |
August |
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Charlotte, NC |
5/24-5/26 |
6/28-6/30 |
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8/25-8/27 |
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Richmond, VA |
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Columbia, MD |
5/26-5/28 |
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7/21-7/23 |
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Project
Management |
Price and Outline |
For project managers and
administrators using the
Project Management
module.
Day 1: Submittals,
transmittals, RFI's,
logs, meeting minutes.
Day 2: Change
Management, including
Estimates, Contracts,
Purchase Orders and
Subcontracts.
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May |
June |
July |
August |
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Charlotte, NC |
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6/21-6/22 |
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8/23-8/24 |
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Richmond, VA |
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6/16-6/17 |
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8/12-8/13 |
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Columbia, MD |
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6/29-6/30 |
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8/25-8/26 |
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Estimating |
Price and Outline |
From database to
spreadsheets, takeoff to
reports. Includes Smart
Assemblies, Item Tables
and more. Attend one,
two or three days. Day
1: Estimating
Fundamentals
Day 2: Database
Fundamentals Day 3:
Extended.
Please call about
Buyout training.
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April |
May |
June |
July |
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Charlotte, NC |
4/28-4/30 |
5/18-5/20 |
6/23-6/25 |
7/21-7/23 |
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Richmond, VA |
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5/25-5/27 |
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7/28-7/30 |
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Columbia, MD |
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5/18-5/20 |
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7/14-7/16 |
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Builder MT
- Workflow Mgmt Suite |
Price and Outline |
Overall work process and
total system workflow.
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May |
June |
July |
August |
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Charlotte, NC |
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Richmond, VA |
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Columbia, MD |
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6/15-6/17 |
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8/10-8/12 |
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| Builder MT - Sales
Administrator |
Price and Outline |
Workflow Management
Sales Pricing Module &
Sales 1440 Administrator
components.
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May |
June |
July |
August |
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Charlotte, NC |
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Richmond, VA |
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Columbia, MD |
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| Builder MT - Sales
Representative |
Price and Outline |
All aspects of sales
representatives
workflow, from entering
customer prospects,
building home
configurations, to
printing finalized sales
contracts.
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May |
June |
July |
August |
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Charlotte, NC |
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Richmond, VA |
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Columbia, MD |
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Beginning
Report Designer |
Price and Outline |
Design reports,
inquiries and financial
statements. Attend one
or both days
Day 1: Report Designer
Day 2: Financial
Statement Designer &
Inquiry Designer
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May |
June |
July |
August |
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Charlotte, NC |
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6/17-6/18 |
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8/16-8/17 |
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Richmond, VA |
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Columbia, MD |
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6/7-6/8 |
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8/5-8/6
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Advanced Report Designer |
Price and Outline |
Focuses on functions.
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May |
June |
July |
August |
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Charlotte, NC |
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Richmond, VA |
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Columbia, MD |
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Crystal
Reports: Beginning |
Price and Outline |
Powerful graphical reports
with Crystal Reports for
Sage Timberline Office.
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May |
June |
July |
August |
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Charlotte, NC |
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6/7-6/8 |
7/19-7/20 |
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Richmond, VA |
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Columbia, MD |
5/13-5/14 |
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7/29-7/30 |
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Crystal Reports: Beyond
Basics |
Price and Outline |
For advanced CR users
for more in-depth
training
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May |
June |
July |
August |
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Charlotte, NC |
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Richmond, VA |
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Columbia, MD |
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Purchasing
and Inventory |
Price and Outline |
Configuration plus
routine processing, from
item setup to POs and
receipts.
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May |
June |
July |
August |
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Charlotte, NC |
5/27 |
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7/29 |
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Richmond, VA |
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Columbia, MD |
5/10 |
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7/12 |
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Service
Mgmt Workflow and Setup |
Price and Outline |
Software setup and daily
processing including
DBoards and work orders.
Day 1: Workflow Day 2:
Setup
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April |
May |
June |
July |
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Charlotte, NC |
4/7-4/8 |
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6/14-6/15 |
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Richmond, VA |
4/29-4/30
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Columbia, MD |
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5/11-5/12 |
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7/1-7/2 |
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Property
Management Workflow |
Price and Outline |
Day to day processing
for Real Estate /
Property Management,
including lease admin,
creating charges and
error correction. Please
call for assistance with
Residential Management
classes.
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May |
June |
July |
August |
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Charlotte, NC |
5/13 |
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7/16 |
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Richmond, VA |
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Columbia, MD |
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6/1 |
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8/27 |
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Equipment Cost |
Price and Outline |
Equipment interfaces,
data entry processes,
detailed steps for
setting up EQ Module
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Charlotte, NC |
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Richmond, VA |
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Columbia, MD |
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Year End |
Price and Outline |
1099's and W-2's,
closing the year,
archiving data for
efficiency.
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Charlotte, NC |
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Richmond, VA |
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Columbia, MD |
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