Reap a Harvest of Needed Data By Using Custom Fields in PJ T · 2018. 4. 14. · now inexpensive and easy to use. Cost-effective monthly plans are available from all the major mobile

November 2009News and Information for Users of Sage Timberline Office Software

•ReapaHarvestofNeededDataByUsingCustomFieldsinPJ................................... 1

•YourIdeasCouldResultInSoftwareImprovements..... 2

•ConcernedAboutGoingmobile?TheseFactsWillHelpYouDecide.................. 3

•UseCustomFieldsforAt-Your-FingertipsInfo....... 4

•“HowTo’s”forCreatingCustomFields..................... 5

•There’sAnEasyWayOutOftheAccountsPayableGridlock.............................. 6

•ASamplingofCustomFieldsPossibilities...................... 11

• TUGONLINEWEBEXTRAINING&OPENFORUMS........................ 12

Reap a Harvest of Needed Data By Using Custom Fields in PJ

by: Tom Moore

The Custom Fields feature in Sage Timberline Office gives you the opportunity to add additional fields

to your data entry screens to capture necessary data. (See the accompany-ing A Sampling of Custom Fields Pos-sibilities for what you can do on page 11). To unlock the true power of that tool, you need to update your Crystal Reports form templates and reports to display the information entered in your custom fields.

When creating custom reports and forms, you should always use Save As and give the file a new name. Then use Reports Manager and/or Project Management (PJ) Set-tings to tell PJ the new name of the report. This way, you always have the default version of the form to go back to if you run into problems or make any mistakes. Many users use the rule of an exclamation point plus their company name; the exclama-tion point causes the custom reports to sort alphabetically to the top of the list, and the company name clearly identifies the report. For example, I would open the PJ Submittal Log (CR).rpt and save my custom ver-sion as !Gray PJ Submittal Log (CR).rpt to show that this report is a Gray-ICE Builders report.

A key point is that when you add the Custom Fields data table to your report

structure, you must use a “left outer” link. If you don’t do this, your forms will be blank unless there’s data entered in your custom field. Usually you want the form to print no matter what and to display the custom field data if it’s there, not to cause the form to be blank if it’s not there! Another “gotcha” is to make sure to open your PJ data entry screen and enter some data in your new custom field before trying to preview it in your updated Crystal report—if there’s no data entered there, nothing will display.

When you’re updating form tem-plates, don’t forget to update both the “(T)” and the “regular” version of each form. (The “T” version runs when you press Print or Send from within Timber-line; the “regular” version runs when you select the document form from the Report menu.)

o Continued on page 10

Figure 1

November 2009 News and Information for Users of Sage Timberline Office Software

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www.ideascopeanywhere.com/sage-timberline

Click on the link, fill out this form and submit

TUGweb.com makes enhancement requests easy.

the TUG PulsePublished by the

Timberline Users Group, Inc.and sent to all members.

Board of DirectorsRobin Peterson, President

Natalie Allen, Vice President

Tom Moore, SecretaryJulie Brown, Treasurer

Patrick HughesMatt WeaverBrent Cato

Sharon HessongMike Suhovecky

Tim CookeDennis StejskalCharlie Auger

Erin-Todd Hansen

Publications CommitteeTom MooreEire StewartJulie BrownTim Cooke

Sharon HessongCarolyn Boettner, Editor

Maureen Connolly, Consultant

National AdministratorBoettner Business

ProfessionalsP.O. Box 697

Sylvania, OH 43560Phone: 419.885.9004

Fax: 419.885.9007

Toll Free: 800.884.4630

Web Site

As users we are often the first to see func-tions of Sage Timber-

line Office that could be improved. Sage Software welcomes our input, but many people aren’t aware of how to submit ideas. There are actually a few different ways you can send in an enhancement request:

• TUG web site: After signing in at TUGweb.com, go to Member-to-Member Benefits, Enhancement Request.

• From within Sage Tim-berline Office 9.6 soft-ware, update 6: In the Help menu of any mod-ule, go to Sage Timber-line Office on the Web, Submit Enhancement Request. This takes you to an easy-to-use form.

• Sage web site: Af-ter you sign in, clik on Self Service, Cus-tomer Service Re-quest, and fill out the form that appears. At the bottom is a drop down called Question Category where you can select Product Enhancement.

The more hits on a topic, the quicker it will escalate on enhancement priority lists. You want to be heard, and Sage is listen-ing. TUGweb.com makes enhancement requests easy.

Your Ideas Could Result inSoftware Improvements


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Concerned About Going Mobile?These Facts Will Help You Decide

by: JumpStart Wireless Corporation

Mobile data means success for many companies. But you may be among those who still have

unanswered questions about adopting the technology. With this article, we’ll help you address those concerns. You’ll see how mobile technology will mean success for you, too.

Mobile data software eliminates $1,000s of waste and inefficiencies each month. There are now dozens of customer examples and case studies demonstrating the value of the technol-ogy. Sage Timberline Office users with mobile staff are saving by eliminating data entry time and errors, transporta-tion costs to pick up and drop off work orders and time cards, and “phantom time” on time cards. Companies are increasing revenue from additional service calls and are getting critical information to field staff immediately.

But what about your concerns whether mobile data will fit into your organization? Can mobile data work within the unique challenges and concerns of your organization? Get the facts, and you’ll be persuaded.

Concern 1: The technology isn’t ready.Fact: Yes, it is.

“Can I really trust that this is going to work?”

Very powerful mobile devices are now inexpensive and easy to use. Cost-effective monthly plans are available from all the major mobile carriers.

Wireless coverage is getting better all the time. Many products are designed to work even where coverage is still spotty (or if you do lots of your work in basements). Your staff can continue to work, see their data, and do data entry when

their devices are out of coverage.

Concern 2: We don’t want to wait to see a return on our in-vestment.Fact: You’ll see an im-mediate re-turn on i n v e s t -ment.

Here’s a typical com-ment from a skeptical execu-tive:

“Even though it looks like we could be saving money by us ing mobile technology, I don’t want to spend the money. The econ-omy has been bad, and things are uncertain with how business is going. Why should I spend money now?”

If you knew that by spending money up front you’d save your organization $1,000s each month, would you make the investment? There’s no question that other companies like yours are already saving money.

First, look for a guarantee. Work with a company prepared to ensure that you get results.

Second, calculate your ROI. Pick a specific business process fraught with inefficiencies, i.e., time card processing or work order processing. Then work with a vendor to determine what your specific ROI could be. In particular, make sure you understand how long it

will take for your system to pay for itself with savings. Be conservative with your assumptions. Decide for yourself if the numbers are compelling.

Concern 3: Mobile tech-nology won’t really work for our com-pany.

Fact: Mobile data is working for a wide variety of compa-nies, especially construction and related industries.

Through-out your in-dustry, mo-bi le tech-nology is m a k i n g a differ-ence.

A s k around for

the names of compa-nies that have already launched

a mobile application. Call them and confirm that they are, in fact, meeting their expectations with mobile data.

Concern 4: My people won’t want to use it, especially field staff.Facts: Mobile applications are easy to learn and to use. Staff will welcome the convenience.

People are always resistant to change. That’s a fact of life. Making



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Property Management

Use Custom Fields for At-Your-Fingertips Info

Custom Fields. Those freebie shots at storing extra information can pack a powerful punch for Property

Management users. From storing the last parking lot slurry seal to creating an inquiry that gives CAM recovery clauses, custom fields can be a real boon for property managers.

The trick is to lay out the infor-mation you want to store in a logical format for the set-up process. If there is one downside to custom fields, it’s that once you’ve set them up, you can’t move, reorganize or change them. The size, type and location can’t be altered, although you can delete a custom field.

Here are some examples of custom fields for Property Management:

Property RecordEntity (Owner)Year BuiltType of ConstructionAMPS to BuildingHVAC CapacityFloorsParking SpacesSpaces/1000 sfDocksRoll Up DoorsClear HeightZoningSprinklered?Backflow Test DateFive-year Test DateOther AmenitiesLast Remodel DateLast Remodel CostLast Slurry SealLast Slurry CostLast Reroof Last Reroof CostLenderLoan Matures

With the above information, you can create a quick inquiry like the one shown in Figure 1 that can be used to answer broker calls in a flash.

A report can be created showing all the backflow and five-year tests that are upcoming in the next three months. Another report can help you budget for all the roof replacements that need to be performed in the next two or three years, or when the next slurry seal needs to be budgeted.

o Continues …

by: Eire StewartJ.P. DINAPOLI Companies

Figure 1

Figure 2

Figure 3

Figure 4


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Unit Record AMPS to UnitServer Room HVACSF of OfficeLast Remodel DateLast Remodel CostLast RepaintLast RecarpetTile Entry?Kitchen AmenitiesDedicated CircuitsFurnished?Cabled?PrivatesConference

Lease RecordInclude lease clause references and basic terms for:

CAM Mgmt FeeSpecial RightsTermination RightsTenant Maint ObligationsLL Maint ObligationsSublet/AssignParkingTenant AllowanceTenant Free-rent PeriodProperty TaxHaz Mat ObligationsLease Type (pick list)

From this you can create an inquiry that provides a quick “cheat sheet” for basic lease information, saving tons of time when trying to resolve billing issues or answering

1. ClickontheFilemenuandselect Company Settings,CustomFields.

2. Select the record to bemodified, then click Edit.Onlytherecordsusedwiththe current application areavailableinthelist.

3. Clickinthecustomfieldyouwant to change and clickChange,orclickAddtoaddanewcustomfield.

4. Changeorenterthedescrip-tionandanyothernecessaryoptions.

5. ClickOK.

6. Continuechangingoraddingcustomfields,orclickClosetoexit.

NOTE: When you add or change custom fields, you must upgrade data files before you can enter data in those custom fields.

“How To’s” For Creating

Custom Fields

tenant questions. (Figure 2)Custom fields can also be set in

a host of other tables. In records with tables, these fields will appear as ad-ditional columns on the entry grid. As an example, add custom fields to the Lease Options table for “Date Exer-cised,” “FMV Definition,” “Changes to Option,” and “Holdover Provisions.” (Figure 3) Now, at your fingertips, you have additional information that can be accessed while you’re on the phone negotiating with a tenant.

Lease Insurance is another table that custom fields can be added to. “Occurrence Limit,” “Aggregate Limit,” “Additional Insured,” and “Lease Provi-sion” are some handy fields that can be used to store necessary information. Having the limits and additional insured requirements stored makes it much easier for property managers to verify insurance certificates as they arrive without having to pull lease files.

Custom fields are available for a host of other records, too. (Figure 4) Fields can be added to the tables for Property Address and Tenant Address. As an example, if you have additional legal or notice addresses for specific tenants, a custom field can be added for “Notice/Default Requirements.” Custom fields are also available for Recurring Charges, Management Fees, and Manager/Broker.

If you’ve developed a slick or help-ful way to use custom fields for any of these records, TUG would love to hear from you.

TUG 2010 National Conference & WorkshopsGaylord Palms Resort & Convention CenterOrlando, Florida

May 16-19, 2010 More intocoming soon!


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by: Bernard Ross, Vice Operating ManagerCore Associates LLC, Sage Timberline Office Development Partner

Many Sage Tim-berl ine Off ice clients find that

approving accounts payable invoices is arduous and time con-suming, particularly those companies that still use manual ap-proval systems. Typi-cally these companies stamp each invoice when it arrives, add supporting documents to the invoice, and then manually distribute the invoice to the right person for approval. This process can be-come extremely labor intensive, especially when the approvers are out of the office.

To make matters worse, some companies have dozens of approvers and require more than one approval for some invoices. Or, companies have separate rules for different types of invoices. Losing track of invoices, unfortunately, happens far too often. Invoices inevitably get misplaced, and sometimes multiple copies of in-voices float through the organization. The approval process can seem like a never-ending logistical nightmare.

Keeping a tight rein on the flow of paper and information is critical, but it takes a great deal of time and effort, especially when you’re using a manual system. It’s no wonder that automating the approval process has become such a high priority for so many Sage Timberline Office users.

o Continues …

Figure 1 – TimberScan Batch-Oriented Workflow

Figure 2 – TimberScan Data Entry – Duplicate Invoice Warning

There’s an Easy Way Out ofThe Accounts Payable Gridlock


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The Paperless Approval SystemFortunately, many Sage Timberline

Office clients have found a way out of the invoice approval gridlock by using TimberScan: The Paperless Approval System. TimberScan automates every aspect of the invoice approval process. With TimberScan approval times are generally reduced by 50%, making the program a very efficient and cost-effective solution for most companies.

T i m b e r S c a n is designed ex-clusively for Sage Timberline Office to automate i ts A/P approval pro-cess. TimberScan uses built-in imag-ing technology to provide paperless invoice processing. Although going pa-perless is a major leap forward, the innovation that’s key to TimberScan’s success is its abil-ity to define each company’s unique business rules for routing invoices. The result is that even the most complex routing requirements are automated.

Most paperless systems are docu-ment-centric. Each scanned document requires a person to scan, categorize, code, route, and name it before moving to the next document. This is not the case with TimberScan. TimberScan is batch-oriented. All invoices are scanned as a batch and the coding is a separate batch process. Naming documents and routing are also automatically completed by the system. This batch processing allows for division of labor and increases efficiency. Figure 1 illus-trates the TimberScan workflow.

(NOTE: We also offer an alterna-tive workflow in which AP invoices are entered into Timberline, and Timber-Scan is only used to approve invoices and post images into the Timberline database.)

ScanningTimberScan automates the scan-

ning of invoices and supporting docu-ments. The system makes it easy to handle multi-page documents. Invoices automatically flow to the accounting department for coding. All supporting documents are scanned together. Af-ter scanning, invoices are categorized with a user-defined category and are associated with a job or a company/property code. Scanning is very easy and is usually handled by the person who opens the mail.

TimberScan also comes with an automated check scanning routine

that simplifies incorporation of the check as part of the invoice record. In addition, TimberScan works with recurring invoices and POs generated by the various Sage Timberline Office purchase order modules: Purchasing and Inventory (POIV), Residential Man-

agement (RM), and Service Management (SM).

Virtually all scan-ners support the TIFF format that Timber-Scan uses. The ideal scanner should have a good sheet feeder and the ability to scan

25–50 pages per minute. Photocopy m a c h i n e s w i t h these features can be used instead of a dedicated scanner.

CodingT i m b e r S c a n

acts as a separate pending invoice system. Invoices flow through Tim-berScan, and, once approved, they get posted directly into Timber l ine’s AP New File. There is

no need for importing, exporting, back-filling or scraping, and there’s never any duplicate data entry.

AP data entry in TimberScan works exactly as it does in Sage Timberline Office, including the warnings, error messages, and reminders, etc. (Figure 2). Even the List button performs the same functions as in Sage Timberline Office, listing vendors, commitments, jobs, cost codes, properties, GL account codes, and so on. Knowing how to do AP data entry in Timberline means you are 90% trained on TimberScan.

Besides all the data entry op-tions that are available in Timberline,

Figure 3 – Comments Added During Date Entry

Figure 4– TimberScan Date Entry – When Supporting Document Button is Selected


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There’s An Easy Way Out of the Accounts Payable Gridlocko Continued from page 7

TimberScan also adds the ability to view vendor history, send e-mails, put invoices on hold, and make comments (Figure 3).

Essentially, the approval process starts well before an invoice is received. Companies usually receive purchase orders, packing slips or tickets prior to an invoice’s arrival. TimberScan captures these preliminary documents, codes them, and allows the operator to select the relevant supporting docu-ments (Figure 4) during invoice entry.

Clicking on the Supporting Docu-ments button will list all documents relating to the vendor/job or vendor/property. With TimberScan, the ap-prover receives all the necessary documents to guarantee that invoices are correct and the goods and services are delivered.

Approving The approval screen is the same

as the data entry screen. However, TimberScan’s security features control the ability to code or to change coding.

The approver receives notification when new invoices are available.

The Notes feature will automati-cally pop up when the approver views an invoice (Figure 5).

The Hold in AP feature allows for approving invoices for cost, but not for payment. This is ideal for vendors who haven’t submitted their insurance certificates or lien waivers. TimberScan posts the invoice, but payment cannot be made until the invoice is approved in Timberline.

No Duplication of EffortWith TimberScan there’s never any

duplicate data entry. During the posting process, invoice images flow into Sage Timberline Office as attachments and can be viewed by running an inquiry.

The actual AP invoices and all sup-porting documents can be viewed in Timberline from the AP, GL, JC, or PJ modules.

ReportingUsers have given TimberScan’s re-

porting capabilities high praise because data can be pulled from both the Tim-berline and TimberScan databases. This provides for timely reporting, regardless of where the invoice is in the approval

process. These reports can be printed, viewed, saved as .pdf, or burned onto a CD. All the report menus have extensive filtering capabilities, and the program supplies pertinent information quickly and easily.

Reports can also contain copies of invoices and supporting documents that can be used to supplement customer billing, CAM billing, or loan draws. In addition to standard reports, Timber-Scan also includes a report that displays invoices by approver.

Powerful and ResponsiveTimberScan runs on the Micro-

soft® SQL database, making it a very

powerful and responsive system. It supports Microsoft® Terminal Server and Citrix® for remote users. Soon, TimberScan will have mobile capabili-ties so that invoices can be approved on cellular phones.

Implementing TimberScan is quick and easy. Check the TUGweb.com Bul-letin Board to view user comments. Our clients say that TimberScan is the easiest implementation they have ever experienced. Many were fully opera-

tional in a day. With more than 275 clients, encom-

passing more than 5,000 end users, TimberScan is the perfect paperless solution for automatic invoice approval routing, great reporting, and total con-trol of the approval process.

To see a demonstration of Tim-berScan, please contact your Sage Timberline Office Business Partner. If your Business Partner is not an au-thorized TimberScan representative, please contact Core Associates directly at 888-666-2673 ext. 101. To schedule a web-based demonstration, logon to: www.core-assoc.com/html/seminars.html.

Figure 5 – TimberScan Approval – Comments and Notes Automatically Pop Up


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the change to mobile technology will require the support of top management. Your company can also expect it will need thorough training and on-going support to implement the new process. But don’t be concerned; these changes are being done successfully every day.

First, look for ease of use. Having a mobile application that’s easy to use is critical. The user should be able to work step by step and focus in on a specific task without distractions. Small device screens can be designed with drop down menus and pick lists that enable users to easily navigate through their tasks. The mobile application should be a simple process, without extra clicks to get the job done.

Second, adopt the simplest appli-cation that will deliver your ROI. Don’t take on everything at once. Start with the simple, immediate issues and ad-dress those powerfully. Once those are handled, then you can take on other business processes. A common failure that companies have with mobile data is that they try to overdo before they’re ready.

Third, make sure you include your field staff in the project and let them help define the mobile application. Ideally, recruit one of the more senior or more respected field staffers to be on your design team. Their buy-in will help you win over the rest of the team.

Finally, have your team be clear where management stands in the matter: “This is where the company is heading, and everyone needs to have the new process succeed.” When your staff knows the direction the company needs to take, they will make it work.

Concern 5: It won’t integrate with Sage Timberline Office.Fact: Mobile technology is al-ready proven to work with and enhance Timberline.

As a Sage Timber-line Office user, you’ve already done exten-sive work building processes and sys tems to best man-age your b u s i -ness.

R i g h t n o w, t h o s e processes are built into paper forms that your field and office staff use to get data into and out of Timberline.

Look for mobile software that’s al-ready integrated with Timberline Office. Furthermore, you want software that can be customized to match the paper forms you currently use. These two steps are critical to a smooth transition to mobile/wireless technology.

Select a Sage Development Partner with a demonstrated ability to fully integrate into Timberline—multiple modules—and has customers who have successfully developed and de-ployed mobile applications. Have the Development Partner demonstrate this capability to you and check its customer references. Call the customers and con-firm that they’re meeting expectations.

Concern 6: Is this really the right time to get started?Fact: There’s no better time than now.

“Will mobile software really deliver on its promise?”

It is still a new technology and whether you’ll realize the intended

o Continued from page 3

Concerned About Going Mobile? value is a valid concern.You’ll learn more about mobile soft-

ware by get-ting started than you will

ever learn with a year of study.

Choose an expe-rienced, competent

Sage Development Partner who understands

your unique needs. Mobile solutions have a payoff you

cannot afford to miss!With fully trained staff and a

tested vendor, following the steps outlined above, you will have a prov-

en and reliable technology designed to eliminate errors and inefficiencies made in the field, reduce the manual effort required to process paperwork, and provide additional time for the field staff to generate more revenue—sav-ing you $1,000s each month.

About JumpStart WirelessAt JumpStart Wireless™ we are

experts in providing affordable, easy-to-use mobile/wireless solutions tailored to your specific needs. And, JumpStart Wireless is already integrated with Sage Timberline Office.

We are confident about the value mobile software will provide. We offer a money-back guarantee on our solu-tion. If you’re not completely satisfied with our wireless system after 60 days of consistent use, we will refund your money.

Stop wasting money on inefficient field operations. Get started NOW.

Contact us to find out more about the benefits of mobile data for your organization. 1-888-233-8132 or [email protected].

Copyright © 2009 JumpStart Wireless Corporation, All Rights Reserved.


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To show the process, we’ll walk through creating a field to track an architect’s RFI number. Then we’ll add that custom field to the RFI log.

Create Custom Field1. From PJ, select Custom Fields. (Figure 1)

2. Select Rfi.

3. Press Edit.

4. Press Add.

5. Name the field Architect Ref Number and set the Length to 15 characters. (Figure 2)

6. Press OK, and then press Close.

7. Press Yes to upgrade PJ Document File. Then press Yes and press Start.

8. Enter journal name as the “file name:” and press Save. Wait for file upgrade. (Figure 3)

Enter Data in Custom Fields9. From Timberline Desktop, select Tasks, Sage Timberline

Office, Project Management, Documents, RFIs.

10. Enter a Job Number and press Save.

11. Press Custom Fields.

12. Enter an architect RFI number.

13. Press OK to close the RFI Custom Fields window.

14. Press Save to save the RFI with custom field info.

Add Custom Field Data Table to RFI Log Report15. From Crystal Reports, select File, Open.

16. Select PJ RFI Log (CR).rpt.

17. Select Database, Database Expert. (Figure 4)

18. Expand Favorites.

19. Select PJD_DOCUMENT__RFI_CUSTOM_FIELDS.

20. Press > to move the table to the Selected Tables list. (Figure 5)

21. Click on the Links tab.

22. Click on the link between PJD_DOCUMENT__RFI and PJD_DOCUMENT__RFI_CUSTOM_FIELDS to highlight it. (Figure 6)

23. Click on the Link Options button. (Figure 7)

24. Select Left Outer Join.

25. Press OK.

26. In the Field Explorer, expand the Database Fields list.

27. Expand PJD_DOCUMENT__RFI_CUSTOM_FIELDS.

28. Add the field Architect Ref Number to the report.

29. Refresh Report (F5 key or lightning bolt icon or Report, Refresh Report Data).

o Continued from page 1

Reap a Harvest of Needed Data By Using Custom Fields in PJ

Figure 4

o Continues …

Figure 2

Figure 3


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Figure 5

A Sampling of Custom Fields Possibilitiesby: Tom Moore

In Project Management, custom fields can be set up so that they are linked to a whole job or to specific docu-

ment types. Here are some examples of custom fields that other TUG members have set up in PJ:

PJ – JobSub Pay App Due Date (date): Enter the day of the

month (25th? 15th?) that the subcontractor and vendor pay applications are due to your office on that particular job. Then print that field on your commitments.

Owner’s Job Number (text): Enter the number that your customer uses internally to track your project and print that number on all your PJ document forms.

Ready to Proceed and/or Ready to Closeout (checkbox): This is a box to indicate the status of the job, based on your internal approval process. (Is the job ready to go into the field? Is construction complete and it’s time for closeout?) You can create one or more checkboxes which the project manager can use to indicate status of the job.

PJ – RFIArchitect’s RFI Number (text): If the architect uses a

different RFI numbering scheme, or if you are not the only entity generating RFIs on the project, enter the number that the architect assigned to you for each specific RFI and print that on each RFI form.

PJ – Meeting MinutesAgenda (checkbox): If you’re using PJ Meeting Min-

utes to generate an agenda prior to the meeting, check the Agenda checkbox and update your form so that when you “send” the document, it says “agenda,” rather than “minutes,” at the top.

AB – CompanyNot eligible for additional work (checkbox/date/

text): Allow project managers to indicate if a sub or a vendor is overloaded or has quality issues to flag to the whole organization. That way your company knows it should not issue additional contracts to that sub or vendor until the issues are resolved.

Figure 6

Figure 7

Using Custom Fields is an impressive option in PJ. Re-member a few key points when creating your custom Crystal Reports so that you take full advantage of your custom fields:• Always rename your report or form. (Try the “!Compa-

nyName” trick.)

• When modifying forms, update both the “T” and “regular” versions.

• Use a Left Outer link when adding the custom fields data table.

• Before adding a newly created custom field to a report, enter some example data so you have something to view.


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DATE TOPIC

November 10-12, 2009Sage Summit

Atlanta, Georgia

December 10, 2009TUG Kansas City

Local Chapter [email protected]

December 17, 2009TUG Iowa Local Chapter Meeting

[email protected]

February 4, 2009TUG Albany Local Chapter Meeting

[email protected]

May 16-19, 20102010 TUG National Users Conference & Workshops

Orlando, Florida

April 26 - 29, 20112011 TUG National Users Conference & Workshops

Grapevine, Texas

Mon 11/2/2009 Upgrade 9.6Tues 11/3/2009 SubmittalsThurs 11/5/2009 Preparing for the Year-EndTues 11/10/2009 Drawing LogThurs11/12/2009 REAL ESTATE COMMITTEE & FORUM Fri 11/13/2009 Intermediate Assembly ConstructionMon 11/16/2009 Beginning ODBC 1: An introduction to ODBC covering basic

concepts and setup, using ODBC and mail merge to create letters, contracts and forms in Microsoft Word

Tues 11/17/2009 Custom LogsTues 11/17/2009 SERVICE MGMT COMMITTEE & FORUMThurs11/19/2009 CONSTRUCTION COMMITTEE & FORUM Mon 11/23/2009 Beginning ODBC 2: Setting up and using ODBC with Micro-

soft Excel, swapping data sources in Excel 2003 and using Microsoft Access to update Sage Timberline data.

Tue 11/24/2009 PJ COMMITTEE & FORUMWed 11/25/2009 ESTIMATING COMMITTEE & FORUM – 11:00 ESTMon 11/30/2009 IT COMMITTEE & FORUMTues 12/1/2009 Change Requests & Change Mgmt WorkflowThurs 12/3/2009 Q & A: Preparing 1099’sMon 12/7/2009 Intermediate ODBC 1: Working with Microsoft Query,

using parameters to automatically filter retrieved data, using common Excel 2003 functions to summarize and manipulate job cost data. Working with Microsoft Query, using parameters to automatically filter retrieved data, using common Excel 2003 functions to summarize and manipulate job cost data.

Tues 12/8/2009 Crystal for Change RequestsThurs12/10/2009 Q & A: Preparing W-2’sThurs12/10/2009 REAL ESTATE COMMITTEE & FORUMMon 12/14/2009 Intermediate ODBC 2: Tips and tricks for creating

dashboards using Microsoft ExcelTues 12/15/2009 Owner Change Orders + CrystalTues 12/15/2009 SERVICE MGMT COMMITTEE & FORUMThurs12/17/2009 CONSTRUCTION COMMITTEE & FORUM Tues 12/22/2009 Commitment Change Orders + CrystalMon 12/28/2009 IT COMMITTEE & FORUMTue 12/29/2009 PJ COMMITTEE & FORUMWed 12/30/2009 ESTIMATING COMMITTEE & FORUM – 11:00 ESTTue 1/5/2010 PJ Setup: Custom Descriptions, Custom Fields & DefaultsWed 1/7/2010 Entering Payroll Thru SM- SetupMon 1/11/2010 Advanced ODBC for Financials 1: Understanding GL

Account data storage, using ODBC and Excel to roll-up and consolidate financial statement data

Tue 1/12/2010 Using Address Book with PJThurs 1/14/2010 CONSTRUCTION COMMITTEE & FORUM Mon 1/19/2010 Advanced ODBC for Financials 2: Working with GL

Budget data, tips and tricks for replicating Financial Statement Designer functions and creating date sensitive financials.

Tues 1/19/2010 SERVICE MGMT COMMITTEE & FORUMTue 1/19/2010 PJ: Job Setup &* Workflow/Security RolesThurs 1/21/2010 How to Use Units in Financial StatementsMon 1/25/2010 IT COMMITTEE & FORUMTue 1/26/2010 PJ COMMITTEE & FORUMWed 1/27/2010 ESTIMATING COMMITTEE & FORUM – 11:00 ESTThurs 1/28/2010 How to Use Inquiries

All training sessions take place at 1:00 EST (unless otherwise stated) and last approximately one hour. To register,

email [email protected]. Just let her know which class(es) you would like to participate in. We’ll get you registered and email a confirmation along with connection information. These classes are free of charge and open to members only - one more benefit of belonging to the Timberline Users Group!

We are adding more sessions every day. Check the Training Calendar at www.TUGweb.com for an updated list. If you have any sug-gestions on sessions you would like to see, please email [email protected].

TUG ONLINE WEBEXTRAINING & OPEN FORUMS