Certification Classes

2020 Certification Class Offerings

This BI Certification class targets the new BI user.  Potential attendees should be fluent in e-Builder Standard Reporting and Excel.  This session will cover the advanced reporting functionality available in the BI Module by analyzing important data contained within projects and across the entire account. A mouse is strongly encouraged as attendees will actively participate in all exercises.

In this course, you will learn and do:

  • Basic BI terminology, functionality and navigation
  • BI Standard and Express Reports
  • Formatting and customizing BI Standard and Express Reports
  • Develop charts to visually summarize reports
  • Link reports for drilldown capability
  • Live filtering and other powerful BI capabilities

Course Outline:

Introduction to Business Intelligence Reporting

  • Reporting Fundamentals
  • Navigation / Overview of Business Intelligence Reporting
  • e-Builder Data Structure

BI Standard Reports

  • Creating BI Standard Reports
  • Navigating the Report Designer
  • Modifying BI Standard Reports

BI Express Reports

  • Creating A BI Express Report

This BI Certification class targets the experienced BI user.  Potential attendees must have completed Introduction to Business Intelligence or attended a Business Intelligence class at their location.  This session will focus on the use of the Bi Module to create complex BI reports and Dashboards for your organization.  Examples that will be discussed will be combined data reports and dashboards, complex formulas and their utilization in report formatting, and complete project management reports and dashboards utilizing Cost, Schedule, Project, and Process data simultaneously. A mouse is strongly encouraged as attendees will actively participate in all exercises.

In this course, you will learn and do:

  • Matrix Reports
  • Chained Reports
  • Advanced BI functions and formulas
  • Dashboards
  • Build 1 matrix report (cashflow)

Compiling Reports

  • Chained excel and pdf reports (what are they, when to use, examples)
  • Create a chained report based on reports currently in the account

BI Dashboards (what are they, when to use, review examples)

  • Create a Dashboard using charts and reports already in the account

BI Formulas

  • Review the formula builder interface
  • Review formulas in sorts, groupings, conditional formatting and filters –
  • When and why to use formulas
  • Review examples of commonly used formulas
  • Create formulas

Standard and Express Reports Quick Refresher

  • Create a BI express report with chart
  • Create a BI standard report with chart

Class Exercise

e-Builder Enterprise customers have unique processes specific to their organization that enable and improve efficiencies and reduce cycle time.

In the Structured Workflow – Level 1 class, e-Builder Enterprise Administrators will walk away with an understanding of the functionality available through workflow development.

With real world use cases, this course will leave you with the skills to:

      • Design and create processes and workflows
      • Understand process routing and actions taken
      • Create data fields and organize them in layouts
      • Enable processes for testing and end users

.

Building on Advanced Structured Workflow Level 1, in this class, e-Builder Enterprise Administrators will learn advanced complex functionality available through workflow design and development.

With real world use cases, this course will leave you with the skills to:

      • Create powerful dynamic grids
      • Spawn processes
      • Generate process specific statuses
      • Assign data information through formulas

Are you interested in learning the most optimal methods to administer your account?  Our e-Builder Administrator course is here to cover important fundamental tasks that encompass key operational areas throughout the software: from adding new users to incorporating new functionalities and/or modifying said existing functionalities to meet your needs.  Administrators are crucial to the success of the overall program and this class will help you acquire techniques to start managing your PMIS solution at an optimal level.  Whether you need to properly comprehend all the essential tools that incorporate e-Builder’s most prominent modules or you desire a deep-dive discussion with those in your industry to better manage your account, this is the best class for your needs!

The e-Builder Administrator course is focused on covering all the essential knowledge that an administrator would need to properly manage all high-level aspects of their PMIS solution.  Since the role is critical to the success of the account and the software, our instructors will strive to make sure all-important aspects and enhancements of e-Builder are understood, with opportunities to collaborate with other administrators and to reproduce any pertinent methods detailed in the course.

Some important topics that will be discussed include:

  • User Setup
    • Modification and Creation
    • Role Application
  • Permissions
    • Proper Setup and Understanding
  • Administrative Reporting
    • Auditing Tools
    • Folder Management (including User Reports)
  • 2019-2020 Enhancements
    • Proper Application for minimal impact
  • Overall Leverage of Data
    • Exclusive Features set for e-Builder Administrators

Construction Management Certification – Generating Value for General Contractors, Architects/Engineers, and Owners Representatives
Course synopsis: This course is designed to offer insight into e-Builder and industry best practices for streamlining construction documentation and communication management. Special focus will be given on e-Builder RFI, Pay App, and Change order processes, General contractor Dashboards and integration with ProjectSight.

As external users, using e-Builder can be challenging as it requires maintaining information in two separate systems, their own and the clients. This can cause frustration, lapses/gaps in information, and redundant/repeat work.
Owners can configure e-Builder and implement processes to create value for contractors by generating more accurate information for contractors, and allowing of information to be remotely downloaded in the field from e-Builder and archived for informational purposes.

The course will focus on the following areas:

  • Request for Information
    • Risks, challenges, and best practices surrounding RFIs
    • Discussion of best practice workflows and layouts for a RFI process
  • Contractor Dashboards
    • Overview of benefits and importance of Contractor-focused dashboards
    • Demonstration of dashboards in action, discussion of how to create the reports and dashboard widgets powering the dashboard
  • Submittals
    • Discussion and review of the e-Builder submittals module’s features and functionality
  • Project Sight
    • RFI – demonstration and discussion of how e-Builder and ProjectSight create a connected, collaborative solution for RFIs
    • Schedule of Values – demonstration and discussion of how e-Builder and ProjectSight create a connected, collaborative solution for SOV submission and review
  • Change Orders
    • Risks, challenges, and best practices surrounding Change Orders
    • Discussion of best practice workflows and layouts for a Change Order process
  • Mobile Construction
    • Discussion of the e-Builder mobile app and publishing workflows for mobile use
    • Demonstration of how to submit a pay application from the field

Introduction to e-Builder Enterprise’s cost management capabilities and recommend some best practices.  Through business cases and hands-on exercises, users will gain e-Builder Cost knowledge and tools to increase the efficiency, accuracy, and quality of your project and program cost management (within e-Builder). Topics to be covered include:

  • Overview of cost module
    • Using views and layouts within cost module
  • Setting up budgets
  • Budget changes
  • Setting up commitments
  • Commitment changes
  • Processing invoices
    • Direct
    • Indirect
    • GC Pay Applications
  • Basic cost reporting
  • Basic cost dashboards
  • Intro to forecasting
  • Intro to cashflow
  • Overview of best practices for cost management I
    • Setup
    • Permissions
    • Budget structure
    • Cost enabled processes

Perquisites:

Attendees should have exposed to project level cost management in their organizations before registering for this course. This includes but is not limited to:

  • Reviewing and understanding project budgets
    • Preference for setting up budgets
    • Use of excel, ERP, or other electronic system to manage budgets
    • Understanding levels of approval for budget management and control
  • Review and understanding of project contracts (commitments)
    • Preference for setting up contracts
    • Use of excel, ERP, or other electronic system to manage contracts
    • Involvement or familiarity with contract changes
  • Understanding of actual project costs (invoices, pay applications, etc.)
    • Preference for reviewing invoices
    • Use of excel, ERP, or other electronic system to manage actual costs
  • Familiarity with cost reporting

Users will be exposed to e-Builder Enterprise advance cost management features and best practices through use cases for program level cost management within an organization. The course will examine business cases and provide hands-on exercises, allowing users to gain expertise and take their existing cost management to the next level by implementing advance cost features.

Cost Management II Topics:

  • Overview of Account Level Cost Management
    • Uses cases for Account Level Cost
    • Master Commitment
    • Master Commitment Changes
    • Account Level Funding
    • Master Invoices
  • Master Commitment Configuration
  • Account Level Funding Configuration
  • Master Invoices Setup and Demonstration
  • Overview of Dynamic Cost Management
    • Use cases for Dynamic Cost Management
    • Cost Columns
    • Cost Processes
  • Using Dynamic Cost
    • Dynamic Cost Views
  • Account Level Cost Reporting
    • Reports and Dashboards

 

Perquisites:

  • Has used e-Builder or similar Construction Program Management Software
  • Strong knowledge of e-Builder Cost Management
  • General Project Cost Management experience
  • Good understanding of accounting principles
  • Good understanding Project Funding (optional)
  • Has used e-Builder or similar Construction Program Management Software

The Reports and Dashboards Certification course will enable construction administrators and project teams  to quickly and easily transform data into powerful business intelligence to enable informed decision making processes. e-Builders intuitive reporting wizard allows users to access important cost, project, schedule data, and administrative data, while Dashboards allow key stakeholders to ascertain project health and performance at a glance. Whether your goal is to learn more about e-Builder’s embedded reports, gain skills in e-Builders enhanced reporting generating functionality, or to learn how to create informative and actional Dashboards, then this hands-on certification course is the course for you.

Course Content: Delivered by eBuilder Subject Matter Expert presentation style with hands-on and group exercises interspersed throughout the workshop.

Reports

  1. Reports Overview
    1. Navigation
    2. Permissions
    3. Report Folders
    4. Report Output
  2. Creating New Reports – Report Wizard
  3. Essential Reports
    1. Project Membership Report
    2. Document Log
    3. Schedule Milestone Report – Gantt View
    4. Project Summary Report
  4. Best Practices and Advanced Features
    1. Working in Multiple Tabs
    2. Smart Search
    3. Step Drop Down
    4. Report Wizard Help
    5. Run as User
  5. Process Reports
    1. Process logs
    2. Process summary
    3. Creating “Working/Work From” Reports
    4. Common Examples
  6. Cost Reports
    1. Types of Cost Reports
    2. Cost Summary Definitions
    3. Understanding Pending vs Projected
    4. Common Examples
  7. Advanced Features
    1. Formula Columns
    2. Admin Features

Dashboard

  1. Dashboard Basics
    1. Overview
    2. Dashboards List
    3. Creating Dashboard Folders
    4. Organizing Dashboards
  2. Dashboard Types
  3. Dashboard Best Practices
  4. Creating Standard Dashboards
    1. Executive Summary
    2. Project Status
  5. Editing Existing Dashboards

Team Workshop: Participants will be grouped into teams to engage in hands on collaborative learning exercises to solidify concepts delivered in Course Content.

  1. Building Reports
  2. Creating Dashboards
  3. Team Presentation

Q&A/Consultation: eBuilder Business Analysts will be onboard to answer specific questions or deliver consultative advice about Reports and Dashboards.

Want to learn all that the tools and secrets our Business Analysts use? Come to eB Business Analyst I! The intent of the eB Business Analyst Courses is to teach our e-Builder Admins and Governance board members the techniques and strategies BA’s here at e-Builder use to roll out new products and configurations within the e-Builder platform.  This class will focus on business analysis and consultative techniques to set your project/product rollout lifecycle up for success, specifically through the identification of need and value to the organization, the Discovery Period, and Proper design and Prototyping Techniques.

Want to learn all that the tools and secrets our Business Analysts use? Come to eB Business Analyst II! The intent of the eB Business Analyst Courses is t teach our e-Builder Admins and Governance board members the techniques and strategies BA’s here at e-Builder use to roll out new products and configurations within the e-Builder platform.  This class will focus on business analysis and consultative techniques to Set up a productive and efficient Testing cycle, Manage Data Migrations, and Monitor effective Adoption of the Project or Product.

Testing

  • Structure
    • Types of Testing
    • Functional Users
    • Systems
    • Schedules
  • Test Cases and Test Scripts
    • Functional Test Cases
    • User Acceptance Test Cases
    • Positive and Negative Regression Tests
    • Automated Test Scripts
    • Manual Test Scripts
    • Electronic v Paper/Physical
  • Documentation
    • Test Script Results
    • Screen Shots
    • Print Outs
    • Report Results

Adoption

  • Planning
    • Set Progressive Goals
    • Identify Key Enthusiastic Users (SME)
    • Support
  • Monitoring
    • Measure Key Performance Indicators
    • Identify Systems or Tools
    • Identify High Performers v Weak Performers
  • Feedback
    • Feedback Channels or Methods
    • FAQ
    • Bulletins
    • Office Hours

In this course  participants will learn to identify critical dependencies between system configuration elements, breakdown work into manageable chunks, review tools/templates used to document configuration requirements and import data as well as how to communicate and get buy in for new initiatives within e-Builder.

Learning Objectives:

  • e-Builder Configuration Workbook – requirements breakdown and capture
  • Data Migration framework
  • e-Builder Import Toolkits – data aggregation, analysis and cleansing
  • e-Builder Import Functionality – import testing and validation
  • Getting Buy-In/Socializing e-Builder Account Changes within your organization

 

In this course participants will be provided a case study. In this case study participants will have a pre-configured account in which they will be required to add a new department or organization into the e-Builder system based on a set of specifications.

Learning Objectives:

  • Team Dynamics
  • Work Breakdown
  • Ownership of Work/Accountability
  • Application of Tools/Templates
  • Project Lessons Learned

Calling all design professionals! This course is for you! This class is specifically focused on how you can derive value in e-Builder Enterprise as you manage and track comments and changes to all phases of your design prior to construction. Attendees will walk away with the knowledge of how to:

    • Document Management
      • Document Migration – methods and best practices, discussion of file synchronization tools supported by e-Builder
      • Document Comparison – demonstration and discussion of the e-Builder document comparison feature, document versioning, and reporting
      • Redline tool – demonstration and discussion of the e-Builder’s redline capabilities, overview of the features and how to create stamps
      • Bluebeam – discussion and review of how Bluebeam Studio can be used with e-Builder
    • BIM Module – brief overview of the tool, it’s functionality, and how it can be leveraged as part of a design management solution
    • Submittals
      • Submittal Register – how to create and import items, the role of the submittal coordinator, contractor, and review teams
      • Submittal Review – highlighting the recent enhancements for comments
    • Design Review Process
      • Workflow – best practice solutions for structured workflow
      • Layouts – best practice solutions for layouts, highlighting the use of a dynamic grid to capture review comments
    • RFI Process
      • Workflow – best practice solutions for structured workflow

    Layouts – best practice solutions for layouts

This course will provide an overview on adult learning styles, how to identify them, how to train to them, and how to effectively setup and train e-Builder training classes.

The class will be a mix of lecture and hands-on exercises where students will:
• Understand the difference between Mission Statements – the “why”, Objectives – the “what”, and Goals – the “measurable how’s”
• Identify the 6 Adult Learning Styles
o Visual
▪ Seeing/Viewing/Watching
o Aural/Auditory
▪ Voice/Tone/Pitch/Speed
o Kinesthetic
▪ Hands-on Learners
o Tactile
▪ Task Explorers
o Print
▪ Notetakers/Workbooks
o Interactive
▪ Guided Discussions
• Integrate the 6 Adult Teaching Styles into e-Builder training sessions
o Keep It Relevant
▪ “What’s in it for me?”
o Remember Student Backgrounds
▪ What experience do students bring to class?
o Integrate Emotions
▪ “I don’t want to be here.”
▪ “Why am I learning this?”
▪ Name one good thing about today’s session / Name one thing you would change
o Encourage Exploration
▪ Teach to real-world examples
• “When I was working in the construction field…”
o Make Assignments Convenient
▪ Chunk/Block material
o Always Offer Feedback
▪ Reframe examples to what students know
• Incorporate General Training Logistics
o Use an LMS
o Learn to Promote
o Ask for feedback via Surveys
o Limit Class Sizes
o How to effectively use PowerPoint
o Talking Points
o Relevant Exercises
• Utilize the three class types
o Online / Workshops / Brown Bags
▪ Class Size
▪ Technology
▪ Time
• Incorporate Common Tips & Tricks into training sessions
o Ice Breakers
▪ 5 Things About You
o Toys
▪ Pipe Cleaners / Clay / Legos / Small Toys
• Use to create give-aways
o “Best of…”
o Day-in-the-Life
▪ Build a story to solidify training concepts
• Learn how to wireframe curricula
o Class Topics
o Identify Exercises
o Integrate Learning Styles / Teaching Styles
o Promotion Techniques

▪ Utilizing the topics above, students will wireframe and present a topic during this session
• Business Intelligence
• Managing Design
• Cost Management I
• Structured Workflow I

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