About this course
This course is for any users of the PowerPlan Fixed Assets, Projects, or Cost Repository who wish to quickly reach an in-depth level of understanding of Work Order Estimates, Non-Unitization, and Unitization. Participants will see how transactions flow into the system, through Work Orders, and become Assets. We finish up with Exercises to help you view these concepts from a more practical view.
Topics:
- CCNC (Non-Unitization) and Missteps
- CCNC (Non-Unitization) Reports
- Charge Groups and Unit Items
- Linking Charge Groups to Unit Items
- Unitization Data Model
- Auto Unitization
- Manual Unitization
- Common Unitization Missteps
- Unitization Reports
- Exercises
Objectives:
At the end of this course, you will be able to:
- Describe the Work Order Estimate functionality within PowerPlan.
- Explain the concepts of Non-Unitization and Unitization.
- Describe common missteps for Non-Unitization and Unitization.
- Describe the different processes for Auto Unitization and Manual Unitization.
- Explain how dollars flow through the system for book purposes.
- Demonstrate the ability to use Reports and Queries to review information in the system related to Work Order Non-Unitization and Unitization.
Intended Audience:
New and Intermediate accounting users.
Additional Information:
Prerequisites: Attending the Fundamentals of PowerPlan Fixed Assets and Projects course.
Advanced Preparation: None
Program Level: Intermediate
Delivery Method: Group Live or Group Internet Based
CPE Credits = 5 credits possible (Accounting)
