PA352: Managing Projects
Description: This course equips learners with the tools and knowledge required to effectively create and manage Projects within the Cardinal Financials application. This course provides overview information and step by step instructions on how to create/manage Detail Projects and overview information pertaining to the creation/management of Capital Outlay Summary Projects.
Estimated Duration for Total Course: 60 Minutes
Description: Provides logistics information for this course, the course objectives, and the course agenda.
Estimated Duration: 5:00 minutes
Description: Learn some overview information pertaining to Projects which serves as the foundation for effectively creating and managing Projects.
Estimated Duration: 5:00 minutes
Description: Enhance your knowledge about initiating the Project creation process on the General Information tab with this overview information and viewing the first in a series of tutorial videos providing detailed guidance and step by step instructions.
Estimated Duration: 10:00 minutes
4. Project Costing Definition and Manager Tabs
Description: Continue with the Project creation process and learn some overview information about the Project Costing Definition and Manager tabs. You will view another tutorial video providing instructions on how to complete the data entry on these tabs.
Estimated Duration: 6:00 minutes
5. Projects Tab
Description: The Project creation process continues and you will learn some overview information about the Projects tab and then watch another tutorial video providing instructions on how to complete the data entry on this tab.
Estimated Duration: 8:00 minutes
Description: Lets talk about tracking those expenditures. Here, you will learn about a critical part of the Project creation process. Specifically, you will get an overview of the Projects Distribution tab and a tutorial video with instructions on how to define the distributions for your Project.
Estimated Duration: 8:00 minutes
7. User Field, Rates, and Attachments Tab
Description: Continue with the Project creation process and learn some overview information about the User Field, Rates, and Attachment tabs.
Estimated Duration: 3:00 minutes
Description: With the general Project information entered, the Project creation process continues with defining the related Activities. Learn some overview information about the Project Activities tab and then watch the last tutorial video of this course which provides step by step instructions on how to complete the data entry on this tab.
Estimated Duration: 7:00 minutes
9. Capital Outlay Summary Projects
Description: Capital Outlay Summary Projects are created and managed by the Department of Accounts (DOA) General Accounting Department. Spend a few minutes here learning some overview information about these Summary Projects.
Estimated Duration: 3:00 minutes
10. Appendix and Course Completion
Description: Provides additional resource information, the survey, and a course completion slide.
Estimated Duration: 5:00 minutes