Summary | Training Modules

The Accubid ChangeOrder software product training lab is designed to equip busy project managers with the knowledge and skills they need to generate accurate change orders quickly and consistently using Accubid System's ChangeOrder programs. Instruction takes place in a classroom setting using a method that combines demonstrations with a high degree of hands-on practical exercises to reinforce learning. Class sizes are kept small to ensure a rich and rewarding learning experience.

Learning Objectives

Upon successful completion of training, participants will be able to:

• Effectively navigate the ChangeOrder program
• Navigate the item and common assembly databases
• Create new projects and CCN files
• Create and modify global and project defaults
• Accurately perform takeoff using available modes
• Competently work with takeoffs in the audit trail
• Understand the functions and features of the Extension screen
• Understand the closing screens and their functions (Direct Labor through Quoted Material)
• Understand the Totals screen
• Demonstrate the ability to create, review, and modify reports

Summary | Training Modules

Module 1 - Introduction to the ChangeOrder Program

• Schedule screen
• Navigating the ChangeOrder program

Module 2 - Understanding the Database

• Item and common assembly database
• Item database structure
• Database item fields
• Common assembly structure

Module 3 - Setting Up Defaults

• Create and modify global defaults
• Create and modify project defaults

Module 4 - Creating a New Project

• Creating and saving new projects

Module 5 - Takeoff Screen

• Takeoff workflow explained
• The breakdown area and selecting the takeoff breakdown
• Labor factor breakdown
• Creating a typical breakdown
• Performing takeoff with basic modes - item database, common assemblies, temporary assemblies, and temporary items
• Performing takeoff with specialized takeoff libraries

Module 6 - Audit Trail

• The audit trail
• Filtering the audit trail
• Modifying takeoffs in the audit trail
• Copying and pasting takeoffs
• Reassigning takeoff breakdowns
• Substituting items and assemblies

Module 7 - Extension

• Exploring the Extension screen
• Consolidated item view
• Re-extending the job
• Labor columns
• Locking values at extension
• Grouping and filtering the extension

Module 8 - Completing a Change Order

• Accounting for labor costs - direct and indirect
• Adding and modifying subcontractor quotes
• Adding and modifying general expenses
• Adding and modifying quoted material
• Creating unit prices
• Totals screen

Module 9 - Reports

• Report types - client and office
• Global default reports
• Project default reports
• Setting up reports