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, manage workflows and keep track of consultants and contractors appointed to the scheme.

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 manage workflows
• Import consultants and contractors

Agenda:

Introduction

Project Explorer

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

Workflow

• Task properties panel
• Manipulating the screen
• Adding planned start and finish dates
• Using dependencies
• Completing tasks
• Adding Notes
• Adding and removing tasks
• Renaming tasks and workflows
• Using resources
• Using abstract timings

People

• Adding organisations
• Setting organisation attributes
• Placing orders
• Sending e-mails and letters to contacts

QuickReports

• Overview
• Project
• Workflow
• People

System Reports

• Budget Variance
• Action logs

Reports

• Importing
• Filtering
• Exporting
• Saving copies with filters
• Previewing
• Scheduling

Review

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