Course Description

By completing this course, you will learn how to use the advanced functionality of project accounting. The current version of the course is valid for Acumatica ERP 2022 R1 Update 3 or later.

Through the examples, you will learn how to perform the following tasks in Acumatica ERP:

Implementing two-tier change management
Capturing project overhead
Forecasting the budget by periods
Controlling the budget on document entry
Correcting pro forma invoices and actual income of projects
Accounting WIP costs in cost-plus projects
Configuring employee-specific and complex billing rates
Processing employee expenses paid with corporate cards
Configuring labor cost rates
Tracking employee work in projects

Before You Start

Training Materials

P200 TRAINING GUIDE

P200 FILES FOR TRAINING

Installations

Training Recordings

Session One

Session Two

Session Three

Session One

In this training, the following PowerPoint presentation has been used: P120 Project Billing and Change Management 2020 R1

Please note that this recording is based on the previous version of the P120 Project Billing and Change Management training guide, which you can download here: P120 Project Billing and Change Management 2020 R1. We decided to keep this recording here as some of the topics which were described in the video are now covered in the P200 Project Accounting Extended Scenarios training guide.

Session Two

In this training, the following PowerPoint presentation has been used: P120 Project Billing and Change Management 2020 R1

Session Three

In this training, the following PowerPoint presentation has been used: P120 Project Billing and Change Management 2020 R1

Additional Reference

Project Budget Forecasts

WIP Costs in Cost-Plus Projects

Expense Receipts with Corporate Cards

Approval of Projects and Project-Related Activities

Tracking Changes in Projects

Related Courses

Testimonials

The class was very informative and well laid out to teach the module.

Heath H.

Project Billing and Change Management

It was really nice seeing what a fully built and functional Project management system could do for us.

Thomas S.

Project Billing and Change Management

I liked that the examples were written in the guide, explained and shown.

Megan H.

Accounting for Projects

I am very excited about the EU training! The SweetLife instance and manuals seem wonderful so far.

Kimberly W.

Sales and Purchases

The material and guide were great.

Wendy P.

Basic System Configuration

Training Guide was well laid out with clear, easy steps to follow.

Jason M.

System Management and Self-Service Portal

It was an excellent experience. I am very satisfied with this course.

Alfred M.

S130 Data Retrieval and Analysis

The most effective part about the session was the practical examples and not just repeating what was written in the guide. So the real life examples were very helpful.

Marilize Z.

S130 Data Retrieval and Analysis

It is a well written fundamental course.

Kathryn W.

D200 Order and Inventory Management: Intermediate

Easy to follow and understand the way the course is laid out. I am just starting to get to know Acumatica much better

Noel P.

A150 Getting Started with Acumatica ERP

The instructor was thoroughly and reiterated the information to help it sink in

Lisa K.

D100 Inventory and Order Management Basics

I was very impressed that the full product - reconfigured with data was available The data was very well prepared