Course Information

This half-day course is designed to introduce delegates to SDS Sequel and explain the key concepts and structure of the application.

Delegates will be able to create a project, import an appraisal and forecast their cashflows to a competent standard.

Pre-requisites

Those attending this course should have a basic understanding of the Windows environment and be comfortable with using a mouse.

Course Objectives

By the end of the course delegates will be able to:

• Understand the structure of a project
• Identify key benchmarks and traffic lights
• Manage importing and exporting of information
• Understand how to link external information
• Preview and run reports
• Update and re-forecast cashflows
• Import appraisals

Agenda:

Introduction

Project Explorer

• Creating a project
• Updating project name and dates
• Key dates
• Timesheets
• Project Summary
• Using Project Attributes
• Project Notes

Cashflow

• What is a cashflow?
• Creating a manual cashflow
• Account codes and how they are used in the cashflow
• Using cashflow attributes
• Cashflow navigation and editing
• Balancing the cashflow

Appraisals

• Importing appraisals
• Removing appraisals
• Updating appraisals
• Outturn NPV and loan position