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Platform Training

Basics of the Cost Management App Suite


Description

In this course, participants will learn the foundational features and functions of the apps within the Cost Management App Suite. This training is designed to help users understand how to track, manage, and control project costs efficiently within Kahua’s platform.


Content:

  • Learn the purpose of key apps in the Cost Management App Suite

  • Understand how project cost information is tracked and organized across funding and expense apps

  • Review common end-user workflows for contracts, change documents, pay requests, purchase orders, invoices, approvals, and issues

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


Contact enablement@Kahua.com with any questions.


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
  • Work Breakdown
  • Work Breakdown Overview
  • Cost Management and Work Breakdown Overview Quiz
  • Approvals
  • Using Approval Workflow
  • Approvals Quiz
  • Budgets
  • Creating a Funding Budget
  • Creating Budget Adjustments and Budget Changes
  • Budgets Quiz
  • Expense: Contracts, Changes, and Pay Requests
  • Contracts Overview
  • Creating Quote Requests
  • Creating Contract Change Requests
  • Managing Contract Change Orders
  • Creating Pay Requests
  • 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
  • Basics of the Cost Management App Suite Final Evaluation
Completion rules
  • You must complete the units "Cost Management and Work Breakdown Overview Quiz, Approvals Quiz, Budgets Quiz, Contracts Quiz, SOV Breakdown Quiz, Purchase Orders, PO Change Orders, and Invoices Quiz, Issues Quiz, Basics of the Cost Management App Suite Final Evaluation"
  • Leads to a certificate with a duration: Forever
Prerequisites
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