Full Training Courses

Missed a training session or need a refresher? Click the links below for recordings of our end-user training sessions. Stay tuned for additional videos coming soon to help ensure a smooth transition into the new system!

Time Entry

Learn how to enter your own time, manage time entry for your team, and review & approve time in CMiC.

Requisitions & POs

Learn how to create and manage requisitions, purchase orders (POs), and Purchase Order Change Orders (POCOs). This training guides users through the processes for initiating requests, issuing POs, and handling changes – ensuring efficient workflows.

Change Order Mgmt

Learn how to effectively manage Potential Change Items (PCIs) and Owner Change Orders (OCOs) in CMiC. This course also teaches how to create, track, and approve changes to project scope and costs.

Subcontracts

Learn to create and manage subcontracts, as well as handle Subcontract Change Orders (SOCOs). This course also covers the overall lifecycle of a Subcontract from creation to execution in CMiC.

Job Setup

Learn how to input opportunity information and follow the process for initiating job setup to ensure a seamless transition from opportunity to active project.

Document Mgmt

This session introduces team members in project management to the document management tools in CMiC, such as journals, drawings, submittals, RFIs, and meeting minutes.

Billing & AP

This training focuses on understanding billing and accounts payable (AP) from an operations perspective. Participants will explore different types of billing, including Time & Materials (T&M), Lump Sum, and Unit Price.

Forecasting & JCR

Learn where to enter forecasts, the primary columns to focus on, and how to include unapproved PCIs in forecast totals. This course also covers how forecasted figures integrate into the JCR for monthly reporting and reviewing the entry of production quantities.