The March 2023 Marketing Training covers the following topics: Publisher Module - Why & How Grid Navigation Types of Documents You Can Generate Project Lists Project Profile/Sheets Resumes How to Use Templates How Generate Documents Best Practices

The January 2023 Marketing Training covers the following topics: Personnel Awards Project Awards Personnel References Project References

The January 2023 Forum covers the following topics:: Unanet Roadmap Best Practices with Confidential/NDA Companies Documents Section within Companies and Opportunity records.

The November 2022 Webinar Forum covers the following topics:: Business Planning Data Project Grid Updates Boomi JIP Changes Project List - Case Studies Q&A, as always

To create Resumes within the Publisher module, the first step is ensuring the Personnel record is set up correctly prior to using the Publisher module. After setting up the Personnel record, head over to Publisher to generate the Resume. How to Set Up Personnel Record for Resume Creation: How to Generate Resumes in Publisher:

The August 2022 Webinar Forum covers the following topics:  New Features/Processes New and enhanced Project Grid (0:30) Rebranding Activities/Call Logs to now be Events (10:00) Mobile app now includes Project lists and details (12:10) Automatic Revenue Distributions and Revenue Projections in Opportunity Records (14:50) Mission Critical Secondary Market designations (17:00) How To's and Best Practices Clients versus Owners in Unanet and CMiC Client versus Unanet Client (20:00) Owner's Rep Contacts & Affiliates (26:15) Project Address process in Unanet and Boomi/CMiC (28:35) Sub-Opportunities Process – The why we do it (30:55) Opportunity Process for jobs that are re-opened (35:15) Staff Team hours on Project records (37:55) Project Description Types (40:00) Publisher Module and ease of getting project sheets/project lists (42:30) Q&A (48:45)

The June 2022 Webinar Forum covers the following topics:  Recent Field Updates in Opportunities Module (00:10) Comments and Next Action Fields > merging to Time-Stamped Notes How to create Time-Stamped Notes Pre-Construction/Design Start and End Date Fields > turned off Opportunity Staff Team Updates (05:45) Identify Proposed Staff Team Members *Staff Needed* personnel record added for resource planning Report template for resource planning Staff added in Opportunities roll over into Projects module My Pipeline View in Opportunity Grid (15:55) Focuses on your own Opportunities  Opportunity Lifecycle Fields (18:00) Owned by project team Required for resource allocation (e.g., Marketing for proposals) Dates affect Dashboard widgets Automated fields for data analytics Planned Future Integrations and Power BI Data Initiative (22:55)   Digital Asset Management tool  Email Marketing Campaign tool  LaborChart and resources within pursuits Workday Phase II Power BI dashboards for Opportunities, Revenue, and Business Planning data Q&A (29:28)  How to add a time-stamped notes column in the Opportunity grid? (30:02) How do I handle adding an Architect Reference on a Project record if the Architect Contact and Company record is not yet in the database? (31:20) Best practice with miscellaneous descriptions (e.g., Consultant Team Contacts, Personnel Resumes) within the Project Module (33:28) Personnel Module - aggregated projects in the Performance Summary tab (36:48) What is the specific project name (e.g., SPD) designations within sub-projects? (41:58) Are sub-projects considered "Self-perform to Self" projects? How do you identify and associate various sub-projects to the main GC project? (44:40) Opportunity Project Address updates & Verify Address feature (50:10) Using Verify Address feature to validate Project Address and eliminate red flag symbols (e.g., apostrophes) (52:02) Company Record - Confidential/NDA field merge & Project Report results when answering "Yes" (54:09)

The May 2022 Webinar Forum covers the following topics:  New Opportunity Form (01:20) Myriad of ways to enter new opportunities Jumping to required fields Displaying tool tips Using search function Shrinking sections Parity between Outlook and Web Pipeline View in Web (06:10) Opportunity Grid (All Division Opps) vs. My Pipeline View (Your Opps) Use Cases & Functionality Setting up your preferences Unanet CRM for Mobile (14:50) Downloading Unanet CRM Mobile app. Refer to this guide for help. New custom filters in opportunities Associations within company records Opportunity Records and Grid Update (20:30) Similar Fields - Description, Next Action, Comments, Notes, Time-Stamped Notes Coming Future - next action and comment fields will be turned off and existing data will be merged into time-stamped notes. Q&A (23:30) Where can I access the recorded Cosential trainings? What is the best way to set up Controlling-Sub jobs? Regarding the project data audit, is "Resume Description" a mandatory field? What is the difference between closing and deleting Leads? Job Department is the only Firm Org required field. Division and Office field entries are not required as they are automatically populated based on what Job Department is selected.

This CRM training covers the following topics: Unanet CRM for Outlook How to get add-in Setting up preferences Searching for existing records (e.g., companies, contacts, leads, opportunities, etc) Adding new contacts - single click Associating emails to existing records Creating new call logs, leads, and opportunities directly from Outlook Unanet CRM on Web Platform Activities Dashboard  How to create new call logs Associations within company records - documents, contacts, call logs, etc Unanet CRM for Mobile Logging into Mobile app Basic navigation of the app  Landing home page Searching up companies & contacts Setting up filters

The March 2022 Webinar Forum covers the following topics: New Mobile App New Outlook Opportunity Form How to structure Precon and Multiphased Projects.