Contact Us Register

Portal Computer Guidance Corporation

CGC Customer Portal

Training II

eCMS ERP for New Users

Training Program II—eCMS ERP New User Training

Fundamentals of eCMS v.4.2
Instructor: Darlene Moore, Client Success Consultant

Training Program Description:

Welcome to eCMS Enterprise Resource Planning (ERP), a technology used by leading construction companies, to manage their operations and resources. eCMS integrates all aspects of a business, including finance, accounting, operations and more. eCMS is designed to provide a single, unified view of all business processes and data. eCMS enables companies like yours to streamline their operations, improve efficiency, and reduce costs. eCMS is used by commercial contractors of all sizes and, from small businesses to large enterprises and from general contractors, heavy highway contractors to specialty contractors.

eCMS ERP New User Training ERP training provides individuals with the knowledge and skills to effectively use the eCMS system and its applications. This course covers topics such as system architecture, security, data management, and business process integration. It also offers hands-on experience with the eCMS ERP software, allowing users to gain a better understanding of how to use the system.

Key Learning Objectives:

Provide Effective-Relevant Training for both Accounting & Operations Users that lead to Success.  Discuss the importance of training, knowing the users and the method of training that works best for them.  Finally, emphasize the importance of starting early, being consistent, documenting, and making sure that training is 'on-going'. Upon completing this four-hour course, the user will have an understanding of how to:

Navigate within eCMS applications and features.

eCMS System Settings and Security:

    • Review System Defaults
    • eCMS Connect
    •  Application Properties & Session Management
    • System Preferences
    • Template Setup
    • UDC Setup
    • Security Setup (Users/Groups & XCIPIO)

eFORMs – What’s available for use or customization

 Accounts Payable: 

    • Review System Defaults
    • Create New Vendor
    •  Enter an AP Invoice
    • Create a Subcontract
    • Enter a Subcontract Progress Billing
    • Generate Reports
    • Inquiry

Accounts Receivable:

    • Review System Defaults
    • Create New Customer
    • Create Owner SOV
    • Enter Owner Contract & Misc. Billing and generate Sales Journal
    •  Post Cash Receipts
    • Generate Reports
    • Inquiry
  

General Ledger:

    • Review System Defaults
    • Make Journal Entries & Produce General Journal
    • Generate Financial Reports
    • Inquiry

Job Cost:

    • Review System Defaults
    • Enter JC Maintenance - Job Description Names
    •  Create a New Job and cost distribution records.
    • Forecast JC Budget & create an automatic Budget Transfer
    • Revenue Recognition
    • Generate Financial Reports
    • Inquiry

Purchase Orders: 

    • Review System Defaults
    • Create New Purchase Order
    • Enter PO Receipts
    • Process an AP Invoice for PO
    • Generate Reports
    • Inquiry

 

Delivery Method: Group-live, instructor-led, in a traditional classroom setting.

Location: The Phoenician Resort, Scottsdale, Arizona.

Who Should Attend: CFOs, Controllers, Project Managers, Payroll and Accounting Personnel, Administration and more.

Duration: 4 hours  (8:00 A.M. - 12:00 P.M. MST)

System Prerequisite: eCMS v.4.2 Environment.

User Prerequisite: Understanding the basics of business intelligence and eCMS data structure.   Have basic knowledge of how to navigate through the system, understand their role, and how they will use the system.

Advanced Preparation: No advanced preparation is required.

CPE Level: Advanced.

CPE Points: 3

Field of Study: Business Management and Organization.

 

Request a Demo