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August 2022 Forum: New Features and How To's

Modified on: Tue, Feb 6 2024 7:46 AM

The August 2022 Webinar Forum covers the following topics: 


New Features/Processes

  1. New and enhanced Project Grid (0:30)
  2. Rebranding Activities/Call Logs to now be Events (10:00)
  3. Mobile app now includes Project lists and details (12:10)
  4. Automatic Revenue Distributions and Revenue Projections in Opportunity Records (14:50)
  5. Mission Critical Secondary Market designations (17:00)


How To's and Best Practices

  1. Clients versus Owners in Unanet and CMiC Client versus Unanet Client (20:00)
  2. Owner's Rep Contacts & Affiliates (26:15)
  3. Project Address process in Unanet and Boomi/CMiC (28:35)
  4. Sub-Opportunities Process ā€“ The why we do it (30:55)
  5. Opportunity Process for jobs that are re-opened (35:15)
  6. Staff Team hours on Project records (37:55)
  7. Project Description Types (40:00)
  8. Publisher Module and ease of getting project sheets/project lists (42:30)
  9. Q&A (48:45)




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