Changepoint 2015 eLearning - Budgeting in Changepoint

This series of lessons provides instruction on engagement management in Changepoint.

Introduction to engagements

Engagement management

Accessing engagements (4 min 2 Sec) LAUNCH
Creating an engagement - introduction (2 min 48 Sec) LAUNCH
Creating an engagement - General tab options (7 min 59 Sec) LAUNCH
Specifying limits for amounts and effort to be invoiced (2 min 46 Sec) LAUNCH
Audit tracking (2 min 8 Sec) LAUNCH
Defining contract information (3 min 58 Sec) LAUNCH
Editing an Engagement - Introduction (5 min 25 Sec) LAUNCH
Deleting an Engagement (2 min 17 Sec) LAUNCH
Copying an Engagement (6 min 22 Sec) LAUNCH

Entering billing information

Billing rates

Billing rates - Introduction (2 min 12 Sec) LAUNCH
Copying or updating billing rates from the billing office (3 min 22 Sec) LAUNCH
Inserting a billing rate (2 min 45 Sec) LAUNCH
Burden rates in engagements (1 min 12 Sec) LAUNCH
Editing a bill rate (3 min 0 Sec) LAUNCH
Deleting a bill rate (1 min 59 Sec) LAUNCH

Split billing

Split billing - Introduction (2 min 47 Sec) LAUNCH
Setting up split billing (2 min 56 Sec) LAUNCH
Editing split billing (2 min 37 Sec) LAUNCH
Setting up split billing for a product or a fixed-fee (3 min 36 Sec) LAUNCH
Editing split billing for a product or a fixed-fee (2 min 50 Sec) LAUNCH

Scheduling fixed fees

Creating a fixed-fee schedule - Introduction (1 min 48 Sec) LAUNCH
Creating a fixed-fee schedule (2 min 56 Sec) LAUNCH
Editing a fixed-fee schedule (1 min 51 Sec) LAUNCH
Deleting a fixed-fee schedule (1 min 57 Sec) LAUNCH
Adding recurring fixed-fee schedule items (6 min 6 Sec) LAUNCH
Setting up split billing for recurring fixed-fee schedule items (4 min 32 Sec) LAUNCH
Editing split billing for recurring fixed-fee schedule items (3 min 56 Sec) LAUNCH
Editing a fixed-fee schedule item (2 min 34 Sec) LAUNCH
Deleting a fixed-fee schedule item (2 min 4 Sec) LAUNCH

Adding products

Setting up revenue recognition rules

Revenue recognition - Introduction (5 min 5 Sec) LAUNCH
Setting revenue recognition rules for an engagement (6 min 1 Sec) LAUNCH
Setting revenue recognition rules for a fixed-fee deliverable (3 min 4 Sec) LAUNCH
Setting revenue recognition rules for a fixed-fee schedule item (3 min 1 Sec) LAUNCH
Setting up revenue recognition rules for a product (2 min 52 Sec) LAUNCH

Setting up milestones

Adding a milestone manually for a product or fixed-fee schedule (5 min 18 Sec) LAUNCH
Adding a milestone automatically for a product or fixed-fee schedule (3 min 37 Sec) LAUNCH
Editing a milestone for a product or fixed-fee schedule (3 min 35 Sec) LAUNCH

Specifying approvals

Controlling access

Setting up request processing rules

Setting up request processing rules (5 min 21 Sec) LAUNCH
Editing request processing rules (2 min 22 Sec) LAUNCH
Deleting request processing rules (2 min 26 Sec) LAUNCH
Specifying a request SLA for an engagement (5 min 17 Sec) LAUNCH
About request time calculations for invoicing (3 min 5 Sec) LAUNCH
About request SLA escalation (1 min 9 Sec) LAUNCH
Editing a request SLA for an engagement (3 min 30 Sec) LAUNCH
Deleting a request SLA for an engagement (2 min 7 Sec) LAUNCH

Work locations and work codes

Working with projected resources

ENGAGEMENT MANAGEMENT