The February 2025 office hours covers the following topics: Unanet Resources RFP/RFQ Expected/Received Date Changes Opportunity Automation and Company Records Public/Private Company Type Company Industry/Sector Company Types - National Accounts Client Confidential Company? Power BI Updates and a deeper dive into Unanet Data that supports it Q&A

The February 2025 Marketing Training covers the following topics: Update Reporting Parameters to Include Parking Department How to use Publisher Batch Jobs Recently Asked Questions If I made a mistake to a new resume in Publisher, can I edit it without having to recreate a new document? Where do I put Client Quotes? How do I find an example of project completed in 2024 with a contract value of around $10M? How do I "activate" myself on a pursuit so my name shows up on the Power BI Pursuit Workload report?

The January 2025 office hours covers the following topics: Bid Job Number Creation and Limitations Export All Opportunities My Pipeline View Parent/Child opportunity creation best practices Q&A

The December 2024 Marketing Training covers the following topics: Updated Personnel LEED Certifications Updated Publisher Resume & Project Sheet Templates How to create a resume document in Publisher Document naming convention New Project & Personnel Fields Q&A Searching for Personnel with DBIA certifications

The September 2024 office hours covers the following topics: Upcoming TL GLT Opportunity Form How this impacts you What to be aware of Update Business Planning and Pipeline Power BI Report Q&A

The August 2024 office hours covers the following topics: New Date/Time Fields for Opportunities Quals Due Date/Time Job Walk Due Date/Time RFI Due Date/Time Proposal Due Date/Time Interview Due Date/Time Updated Proposal Close Out Status Field Upcoming Goals Revenue Projection Grid Exporting Process New Power BI Project and Business Partner Experience Reports

The August 2024 Marketing Training covers the following topics: Validating Submittal Type/Effort Level Reports Module New Project Reports Search Review Project Categories/Types Report Example: How do I run a report to find the total number of historical rehab projects? Project Grid Refresher Reviewing the new Power BI Project Experience Stats Dashboard

The June 2024 office hours covers the following topics: Opportunity Project Role Use and Impacts Self-Perform (child opportunity) Stage Automation – NEW FEATURE Upcoming changes to Client Types in Opportunities and Automation Recent and Upcoming Firm Org Changes Bay Area Bldg and SPD Changes SoCal Target Market Change Timberlab Updates/Changes Clarification on recent communications regarding Stage 12-On Owner Hold Mailchimp Updates (Swinerton Quarterly and Economic Outlook lists and campaign results) Out of date opportunities Power BI report and upcoming changes User stories, your input/feedback on how the system has removed friction for you or contributed to your success <span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span>

The May 2024 Marketing Training covers the following topics: Project/Personnel References and Testimonials How To: Add Project References and Testimonials How To: Add Personnel References and Testimonials How To: Search for Project References and Testimonials 00-TEMPLATE-Project References w/ Testimonials and/or Documents 00-TEMPLATE-Project References w/ Specific Testimonial Text (Use Boolean) Common Report Question – how to pull the current value of projects under contract 00-TEMPLATE-SB ALL DEPARTMENTS-Work In Progress Projects <95% Complete New Publisher Resume Guide Upcoming Maintenance/Fixes Project Address Verification Project Confidential Fields Q&A

The February 2024 Marketing Training covers the following topics: Marketing Staff Team Allocations & Pursuits Workload Dashboard Power BI Pursuits Submittal Dashboard New Microsoft Word Resume Template Personnel Contact References Updating Contacts Publishable Fields - Default Selections That Need Updating Critical Project Fields - Marketing Stats Power BI Dashboard coming soon Q&A &amp;amp;amp;lt;span class="fr-mk" style="display: none;"&amp;amp;amp;gt;&amp;amp;amp;amp;nbsp;&amp;amp;amp;lt;/span&amp;amp;amp;gt;&amp;amp;amp;lt;span class="fr-mk" style="display: none;"&amp;amp;amp;gt;&amp;amp;amp;amp;nbsp;&amp;amp;amp;lt;/span&amp;amp;amp;gt;