Course Outline

Day One:

• Setting up a project
• Developing the contact directory
• Recording and distributing contract drawings 
• Accepting contracts & purchase orders 
• Creating material delivery tickets 
• Recording meeting minutes 
• Logging daily reports

Day Two:

• Tracking and status using submittals
• Generating rich text letters 
• Generating request and notice documents 
• Producing transmittals 
• Documenting issues 
• Defining the cost process

Day Three:

• Using the cost worksheet
• Distributing contracts/purchase order costs 
• Setting up requisitions 
• Managing changes 
• Recording progress for requisitions 
• Resolving issues 
• Customizing Expedition
  

At the completion of this course the student will be able to:

• Set up a project
• Develop a contact directory 
• Update contract drawing sets 
• Add contracts and purchase orders 
• Record material deliveries 
• Produce daily reports 
• Prepare meeting minutes 
• Log submittal items 
• Handle correspondence 
• Document issues 
• Track contracts and costs 
• Forecast budgets and commitments 
• Set up and progress payment requisitions 
• Manage the change process; use multiple rounds of negotiation
• Use reports for analysis 
• Resolve issues 
• Customize Expedition including Summary View & Layouts
• Utilizing tools for managing the contract.
• Use the all estimates feature
• Collect commitments to budget
• Define and apply standard mark-up
• Apply grouping to log screens
• Set up reports for analysis
• Use enhanced custom fields
• Apply language localization
• Define project center and views
• Create project with jumpstart wizard
• Use Microsoft Word for letter templates
• Create non-compliance notices