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Sage Timberline Office & Crystal Course Descriptions

Cancellation Policy
Classes are subject to cancellation if minimum attendance requirements, as determined by Engle Systems Group, are not met.

 
  Sage Timberline Office 9.2 Release Training

The 9.2 release of Sage Timberline Office has been tested and approved! New features include Change Management revisions, new Billing features, AP Quick Checks, expanded PR Check Stubs, and much more.

If you are ready to make the leap, we suggest that you attend Engle’s 9.2 Release Training. You will learn everything you need to know to upgrade. See the newest features, understand the impact to your custom reports, and plan your data upgrade with confidence!


Dates

Event

Per
Student

Call us!
Sage Timberline Office 9.2 Release Training $ 295.00

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Sage Timberline Home


Estimating Fundamentals (and Smart Assemblies)
This three-day in-depth course is designed for all beginning Estimating users. Topics include takeoff methods (quick, item and assembly), modifying estimates, graphical reporting and database development. A comprehensive workbook and duplicate files of course work are provided for future reference. This class is a prerequisite for Extended Precision clients.

Dates

Training Class

Per
Student

Aug. 6-8
Estimating--
Fundamentals / Smart Assemblies
$ 995.00

Oct. 1-3
Estimating--
Fundamentals / Smart Assemblies
$ 995.00

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Estimating Extended
The Extended class includes the three-day Fundamentals session plus a two-day Extended features session that covers how to set up resources, crews, labor and equipment rate tables, WBS codes, WBS libraries and estimate adjustments. Smart Assemblies is not a prerequisite, but highly recommended.


Dates

Training Class

Per
Student

Aug. 6-8
Aug. 13-14
Estimating--
Extended--Session 1 [Fundamentals]
Extended--Session 2
$1,595.00

Oct. 1-3
Oct. 8-9
Estimating--
Extended--Session 1 [Fundamentals]
Extended--Session 2
$1,595.00

Model Estimating
This class will cover model takeoff topics including model interviews and model generation, display options, disconnecting from questions, and regenerating a model after modifications. Also included in this course is a comprehensive look at creating and formatting models that contain items, assemblies, images, numeric questions, look-up questions, text questions, yes/no questions, and Q-formulas. A comprehensive workbook and duplicate files of course work are provided for future reference.


Dates

Training Class

Per
Student
Contact us! Model Estimating $350.00

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Buyout
This class covers the basic workflow of Buyout, as well as how Buyout works with other Sage Timberline Office applications, such as Estimating, Job Cost, and Address Book. Gain solid skills to create and send quotes, enter vendor prices, select vendors, and issue purchase orders. Plus, learn how to export commitments, use standard prices, and update estimates.


Dates

Training Class

Per
Student
Contact us! Buyout $350.00

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Purchasing and Inventory
This class provides an overview of Purchasing and Inventory basics, as well as site, data folder and item database setup. We’ll also discuss purchase order and change order entry, receipt and invoice entries, and purchasing tools. And we’ll take a closer look at the stock and physical inventory tasks and the inventory tools included with the Inventory module.


Dates

Training Class

Per
Student
Contact us! Sage Timberline Office
Purchasing and Inventory
$ 465.00

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Revenue for Construction
This course provides training for implementing and using the Accounts Receivable, Contracts and Billing applications. Focusing on setup and workflow, you’ll be able to apply and test what you’ve learned through actual hands-on activities. Recommended attendees are accounting managers or implementation coordinators, who are authorized to make setup decisions for your company as well as people responsible for daily operations.


Dates

Training Class

Per
Student
Contact us! Sage Timberline Office --
Revenue for Construction
$ 855.00

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Setup for Construction
This class focuses on setup decisions you'll make to ensure your Sage Timberline Office accommodates your company's business practices. You'll learn about setup options and complete a set of Setup Decision Worksheets to help you through the setup process after training. Using a combination of lecture, discussion, and hands-on activities, you'll cover the Standard Edition General Ledger, Job Cost, Accounts Payable, and Payroll applications.


Dates

Training Class

Per
Student
Contact us! Timberline Office --
Setup for Construction
$ 1,155.00

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Workflow for Construction
The class is designed for accounting managers, operators, and anyone who needs to understand routine processing tasks in the Job Cost, Accounts Payable, General Ledger, Payroll, Accounts Receivable, Contracts and Billing applications. With an emphasis on processing, only repetitive setup tasks (such as employee, vendor, job and account setup) and those that impact ongoing workflow are covered. Plenty of lab time is included to work through typical processing issues while an instructor is available to assist and answer questions. This class is a great way to train new-hires or cross train staff involved in daily operations.


Dates

Training Class

Per
Student
Contact us! Sage Timberline Office --
Workflow for Construction
$ 1,170.00

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Year-End
Designed for Sage Timberline Office clients responsible for Year-End reporting and closing procedures, this class walks you through closing procedures for Accounts Payable, General Ledger, Job Cost, and Payroll. This is a great way to get some help preparing for Year-End, to establish proper Year-End procedures and to ensure software efficiencies for your company.


Dates

Training Class

Per
Student
Contact us! Sage Timberline Office --
Year-End
$ 460.00

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Advanced Report Designer
This class is intended for Sage Timberline Office clients who are ready to take their report designing skills to the next level of report design. This activity intensive course teaches you how to harness the power of Report Designer through practical hands-on experience. Attendees will leave this class with a solid understanding of a variety of features including formulas, functions, prompt windows, as well as many other options. This course will also allot time to cover ODBC. Participants should have worked with the software at least 6 months and have some experience with actual Timberline report design.

Dates

Training Class

Per
Student
Contact us! Sage Timberline Office --
Advanced Report Designer
$ 465.00

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Beginning Designer for Construction
Sage Timberline Office’s "Designer" applications are the power behind your software—enabling you to access the information you need for effective decision-making. This beginner’s class teaches you how to use these powerful tools. Using a combination of lecture and hands-on activities, you’ll learn design basics for the Report Designer, Inquiry Designer and Financial Statement Designer applications. The Report Designer begins with a discussion of Timberline architecture and report planning. You'll learn how to design your own reports and modify reports included with your software. Inquiry Designer includes insights into your database and the tremendous information it stores. In Financial Statements design, you'll learn how to use point-and-click design tools and other convenient shortcuts. You'll cover the design window, statement groups, entity comparisons, and learn how to use prefix groups to print statements for multiple layers of consolidation.


Dates

Training Class

Per
Student
Contact us! Sage Timberline Office --
Beginning Designer for Construction
$ 795.00

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Financial Statement Designer
Would you like to understand how the Financial Statement Designer works? This is a hands-on class to take the mystery out of the Financial Statement Designer process!

  • Learn how to design company financial statements in the same format that your CPA prepares at year-end.
  • Customize statements for profit centers or GL prefixes.
  • Prepare cash flow statement.
  • Setup a comparative income statement.
  • Learn how to add budget figures to your financial statements.
  • What are accumulators and expressions?
  • Custom headers and footers.
  • Real-world knowledge you can apply to your company – bring your ideas and questions!
  • Bring your laptop and data set, or work on a Sample database – it’s hands ON!

This class is taught by Denita Schreier, a certified Timberline trainer and consultant with 15 years experience as a controller in the construction industry. In addition, Denita is a CCIFP (Certified Construction Industry Financial Professional) and a CMA (Certified Management Accountant).


Dates

Training Class

Per
Student
Contact us! Sage Timberline Office --
Financial Statement Designer
$ 295.00

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Equipment Cost for Construction
Designed for users who are setting up the Equipment Cost module, this class follows a comprehensive workbook and focuses on critical setup considerations. You’ll learn how to set up the Equipment Cost interfaces with Accounts Payable and Payroll—including automatic rate and General Ledger account retrieval—and you’ll overview some cost and revenue reports.


Dates

Training Class

Per
Student
Contact us! Sage Timberline Office--
Equipment Cost for Construction
$ 460.00

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Sage Timberline Home

Setup for Property Management
This setup and implementation class helps you address important business decisions that affect your system setup. You'll cover topics such as putting together an implementation team, and designing your company's system controls to meet your unique processing needs. You'll have lab time and planning discussions to work through setup issues with instructors and other users who face similar challenges. This class covers Property Management, Accounts Payable and General Ledger applications.


Dates

Training Class

Per
Student
Contact us! Sage Timberline Office--
Setup for Property Management
$1,170.00

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Sage Timberline Home

Workflow for Property Management
This class is designed for accounting managers, operators, and anyone who needs to understand routine processing tasks in Property Management, Accounts Payable and General Ledger applications. With an emphasis on processing, only repetitive setup tasks (such as lease, vendor, and account) and those that impact ongoing workflow are covered. Plenty of lab time is included to work through typical processing issues while you have an instructor available to assist and answer questions. This class is a great way to train new-hires or cross train staff involved in daily operations.


Dates

Training Class

Per
Student
Contact us! Sage Timberline Office--
Workflow for Property Management
$1,170.00

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Sage Timberline Home

Project Management
This class provides training for the Project Management module. We will take you through the entire project data entry process, bridging project management and accounting. We will also expolore inquiries and reports that allow you to readily switch from viewing big-picture results to the smallest detail.


Dates

Training Class

Per
Student

Contact us!

Project Management $ 850.00

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Service Management Workflow
This class provides workflow training for the Service Management module. We will take you through the entire workflow process, from the time a call comes through to the dispatcher all the way to completion and follow up of the service call. We will also discuss preventative maintenance and inventory management.


Dates

Training Class

Per
Student
Contact us! Service Management --
Workflow
$ 850.00

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Beginning Crystal Reports
Although it covers beginner level topics, activities are hands-on using Crystal Reports and Timberline. If you are looking to take your reporting to the next level, this is the class for you.


Dates

Training Class

Per
Student
Oct. 24-25 Crystal Reports --
Beginning
$ 695.00

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To register, please call Pat at
877-834-1289 x2206 or


Sage Timberline Home


Crystal Reports: Beyond the Basics
You should have prior experience with Crystal Reports to attend this class. If you are looking to take your reporting to the next level, this is the class for you.


Dates

Training Class

Per
Student
Contact Us! Crystal Reports --
Beyond the Basics
$ 695.00

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Crystal Reports for Project Management
You should have prior experience with Crystal Reports to attend the Project Management class.


Dates

Training Class

Per
Student
Contact us! Crystal Reports
for Project Management
$ 695.00

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© 2007 Engle Business Systems
 
 


Created July 19, 2001  Revised  October 19, 2007

 
     

Engle's Timberline Authorized Training Center

Sage Timberline Office Authorized Training Curriculum

 EBS Training Center

 Course Descriptions

 Registration