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


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