Video Recordings
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February 2025: Office Hours
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
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February 2025: Marketing Training
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?
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January 2025 Forum: Office Hours
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
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December 2024: Marketing Training
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
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September 2024 Forum: Office Hours
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
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August 2024 Forum: Office Hours
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
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August 2024: Marketing Training
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
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June 2024 Forum: Office Hours
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>
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May 2024: Marketing Training
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
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February 2024: Marketing Training
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;lt;span class="fr-mk" style="display: none;"&amp;amp;gt;&amp;amp;amp;nbsp;&amp;amp;lt;/span&amp;amp;gt;&amp;amp;lt;span class="fr-mk" style="display: none;"&amp;amp;gt;&amp;amp;amp;nbsp;&amp;amp;lt;/span&amp;amp;gt;