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Platform Training

Advanced Cost Management App Suite Training


Description

This course provides an advanced-level deep dive into the Cost Management app suite in Kahua. By the end of the course, learners will be able to confidently work in the apps and configure them to support their organization’s cost management process.


Content:

  • Work Breakdown App: activity codes and columns
  • Financial controls and visibility
  • Creating workflow approvals
  • Cost Management configuration options 

To complete the course and earn your certificate, all quizzes and the Final Exam must be completed.


Disclaimer: Kahua is a very flexible and configurable platform. In your domain, this app suite may have been modified to meet your company's needs. This course uses default field names and describes standard workflows. Please check with your domain administrator for specific information about working in your organization's domain.

Content
  • Cost Management Overview
  • Cost Management App Suite Overview
  • Cost Configuration Overview
  • Work Breakdown
  • Work Breakdown Overview
  • Configuring WBS Segments
  • Creating a Work Breakdown Activity Code Structure
  • Configuring WBS Columns
  • Work Breakdown Quiz
  • Approvals
  • Approval Workflow Feature Overview
  • Approval Workflow Configuration Options
  • Using Approval Workflow
  • Approvals Quiz
  • Budgets
  • Creating a Funding Budget
  • Superseding a Budget
  • Creating Budget Adjustments and Budget Changes
  • Budgets Quiz
  • Contracts, Changes, and Pay Requests
  • Contracts Overview
  • Creating Quote Requests
  • Creating Contract Change Requests
  • Managing Contract Change Orders
  • Creating Pay Requests
  • Multi-Project Cost Documents
  • Contracts Quiz
  • SOV Breakdown
  • SOV Breakdown Overview
  • Using the SOV Breakdown on Contracts and Change Orders 
  • Creating SOV-based Pay Requests
  • SOV Breakdown Quiz
  • Purchase Orders, PO Change Orders, and Invoices
  • Creating Purchase Orders & Purchase Order Change Orders
  • Invoices Overview
  • Purchase Orders, PO Change Orders, and Invoices Quiz
  • Compliance Tracking
  • Tracking Vendor Compliance Documents
  • General Invoices
  • Creating General Invoices
  • Issues
  • Managing Issues
  • Issues Quiz
  • Final Evaluation
  • Cost Management Expert Final Evaluation
  • Survey
  • Post Training Survey (optional)
Completion rules
  • You must complete the units "Work Breakdown Quiz, Approvals Quiz, Budgets Quiz, Contracts Quiz, SOV Breakdown Quiz, Issues Quiz, Cost Management Expert Final Evaluation, Purchase Orders, PO Change Orders, and Invoices Quiz"
  • Leads to a certificate with a duration: Forever
Prerequisites