AnterraBI Video Training Series - All Modules

AnterraBI Video Training Series - All Modules

Prerequisites: AnterraBI Training Pathways by module - recommended courses & order

Audience: New and existing AnterraBI Users

Purpose:  The AnterraBI video training provides AnterraBI users with on-demand, self-paced education option.  New users can take the entire series for start-to-finish AnterraBI education.  Existing users can select ad hoc topics on specific features for a quick refresher.   The Overview sessions are 40 – 50 minutes.  The individual feature specific sessions are 5 – 10 minutes.  

01 New User Onboarding Training

Session 01-05: AnterraBI New User Login Email

Session 01-10: Using AnterraBI on Multiple Monitors

Session 01-15: AnterraBI New User Navigation

Session 01-20 AnterraBI Printing

05 Pivot Grid Training Sessions (All Modules)

Session 05-05: AnterraBI Saving Pivot Grid Views

Session 05-10: AnterraBI Showing and Hiding Columns on Pivot Tables

Session 05-15: AnterraBI Filtering Pivot Grids

Session 05-20: AnterraBI Creating Pivots and Exporting Grids to Excel

Session 05-25: AnterraBI Sorting Pivot Grids

Session 05-30: AnterraBI Pivot Grids - Managing Column Content

Session 05-35: AnterraBI Pivot Grids - Custom Fields and Formatting

10 Finance Module Training Sessions

Session 10-00: AnterraBI Finance Module Overview

Session 10-01-01: AnterraBI Account Mapping & Splitting

Session 10-03-01: AnterraBI Consolidation Group Mapping

Session 10-05-01: AnterraBI Statement Builder Overview

Session 10-05-02-01: ASB Statement Creation (existing row design with a new column template)

Session 10-05-02-02: ASB Row Design Creation

Session 10-05-02-03: ASB Report Formatting

Session 10-05-02-04: ASB Editing Existing Row Designs and Statements

Session 10-05-03-01: Adding AnterraBI Financial Statements to Menus

Session 10-10-01: AnterraBI Finance Widget Builder

Session 10-15-01: Cash Reporting Setup in AnterraBI

Session 10-20-01: AnterraBI Building Financial Dashboards

Session 10-25-01: GL Budget Upload to AnterraBI

20 Construction Module Training Sessions

Session 20-00: AnterraBI Construction Overview & Setup Training Session

Session 20-05: AnterraBI WIP Management

Session 20-10: AnterraBI WIP Reporting

Session 20-20-05: AnterraBI Job Forecasting Workflow Overview

Session 20-20-10: AnterraBI Job Forecast Hub Training with Job Level and Cost Type Level Forecast Cost at Complete

Session 20-20-15: AnterraBI Job Forecast Cost at Complete at the Cost Category Level

Session 20-25-05: AnterraBI S-Curve Forecasting Concepts and Setup

30 AR Collections Module Training Sessions

Session 30-00: AnterraBI AR Collections Module Overview Training Session

70 Security Training Series

Session 70-01: Security Overview Video

Session 70-02: User Groups and Role Assignment

Session 70-03: Setting Up an AnterraBI User in Admin

Session 70-04: Security Roles Menu

Session 70-05: User Menu Administration Training

Session 70-25: User & Menu Administration Training

    • Related Articles

    • AnterraBI Construction - Session 2 Video Training Series

      AnterraBI CONSTRUCTION MODULE - SESSION 2: Job Forecasting, WIP Management & S-Curves  Prerequisites: Construction Level 1 / Pivot Grid Training Audience: AnterraBI Construction Module Users   Purpose:  This Training Series provides a detailed look ...
    • AnterraBI Module Training Pathways for Users

      AnterraBI recommends the AnterraBI Admin and Module Champions attend training sessions first. This empowers the Champions to tailor the initial starting Dashboards & Pivot Grid Views to Company standards prior to all users attending training. ...
    • Troubleshooting Problems Data Sync to AnterraBI

      Some of the common reasons for the anterraDataCenter sync to stop running are as follows: The local or active directory account that is used by Windows Task Scheduler to run the data update has had its password changed. Your ERP system (Sage, ...
    • AnterraBI AR Collections Training

      Accounts Receivable Widgets When you first log in to the system, the widget dashboard will be your default home page. At any time you can go to Home > Dashboards & Widgets to access the dashboard. Adjusting Parameters - When you are on the dashboard, ...
    • Anterra BI™ Financial Widget Builder Training

      Start at the Widget Builder icon ​AnterraBI™ allows you to build virtually any graph, bar chart, or pie chart you want. You can create calculations based on your chart of accounts. To build a financial widget click on the Widget builder icon on the ...