Setting up Venues and Calendar Types

• Setting up new venues, meeting rooms, dressing rooms, rehearsal halls
• Updating Code Tables - Calendar Types
• Updating Global Colors settings in the Calendar
• Assigning Delegate Employees to Employee Preferences

Tasks (Continued)

• Using your real life facility management cases, start adding tasks
• Adding attachments to tasks

Resources & Inventory Management

• Creating Resources
• Defining Resource classifications
• Creating Inventory
• Determining profit versus non-profit costing
• Setup of G/L Accounts for Cost of Goods Sold versus Income Accounts

Tasks (Continued)

• Adding Resources/Inventory to tasks

Break Time

Project Management

• Creating a New Project
• Dragging existing tasks from the calendar into a Project
• Adding new tasks to the project, then showing then on the calendar
• Assigning Participants to the task, making them apart of the Project

Gantt Chart for Viewing and Project Management

• Turning the Project into a Gantt Chart view

Project Management (Continued)

• Use an Existing Project as a template and Duplicate it for 'next time' (very powerful)

Tasks (Continued)

• Assigning Venues to tasks
• Adding Resources/Inventory (billable and non-billable) to tasks
• Adding Participants to tasks

Data Exporting/Importing

• Review if there is any data to be imported (volunteers, positions, resources, projects, tasks, etc.)

Practice/Workshop Time

• Go play with what you have learned and keep updating your projects

Meeting with Executive Director - Review of Onsite Training

• Status update of where we are in the training process
• Outstanding tasks that need to be completed
• Missed topics that were part of the base curriculum and reasons why they were missed
• Possible options (cancel future topics, shortened time allocation to future topics, postpone a future topic for another onsite training session in the future) to catch up on any missed topics

Data Exporting (IT Department)

• Based on the existing scheduling software, export data that could potentially be imported into Theatre Manager (Projects, Volunteers, Positions, Resources, Inventory, Personnel Activities, Billing Rates, etc.)

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