The administrator is responsible for Aidi user accounts. He/she can also perform all other operations in Aidi.
Your administrator autonomous training course is divided into 5 modules:
- Project Basis
- Contractual Aspects of the Project
- Schedule and Project Tracking
- Advanced Features
- Administrative Elements
We recommend that you take one module per week, so that you can fully assimilate what you've learned. If you need to create user accounts for your colleagues, you can start with Module 5.
Between each module, you will be given exercises to practice the elements covered in the training modules in the Aidi application. It's very important that you complete the exercises, as practice makes learning more effective.
*Click on the course title below to access the video clip.
Module 1 - Project Basis
You'll learn how to set up the basics of a project so you can manage your projects in Aidi.
1.1 Project
1.1.1 Project Creation and Modification
1.1.2 Create and Manage Project Contact
1.1.3 Configure Approval Chains at Project Level
1.1.4 Create a Project Template
1.2 Budget and Financing
1.2.1 Budget and Financing Management in Aidi
1.2.4 Creating Project Financing
1.2.6 Create a Budget from a Template
1.2.7 Add / Modify Budget Items
1.2.8 Approve and Manage Budget Versions
1.2.10 Delete a Budget Version
Recommended exercises
- Create a project: if you're not ready to create a real project, feel free to create a fictional one. You can also create a project template for future projects.
- Create project financing: remember that you can have more than one financing per project, and that you can also add revisions.
- Create a budget: if you've created a project template, add a budget to it that will also serve as a template for your other projects. Otherwise, add a budget to the project you've just created.
Module 2 - Contractual Aspect of the Project
You'll learn how to create purchase orders for your projects, enter payment requests and associated invoices, and view all financial elements in the cost summary.
2.1 Purchase Orders
2.1.1 Create and Manage Purchase Order Elements
2.1.2 Configure Approval Chains at Purchase Order Level
2.2 Contractual Changes
2.2.1 Create, Modify and Approve a Contractual Change
2.2.4 Delete a Contractual Change
2.3 Payment Request
2.3.1 Create or Modify a Payment Request and Enter Amounts in Relation with a Purchase Order
2.3.2 Linking a Contractual Change to a Payment Request
2.3.4 Delete a Payment Request
2.4 Invoice
2.4.1 Create or Modify an Invoice
2.4.2 Create or Modify an Invoice Linked to a Payment Request
2.4.3 Contractual Holdback Management and Invoice Approval
2.4.4 Payment of Contractual Holdbacks
2.5 Operating Expenses
2.5.1 Create or Modify Operating Expenses
2.6 Cost Summary
2.6.1 Understand the Cost Summary Information
Recommended exercises
- Create a purchase order: note that the purchase order, even if added to a template project, will not be copied to a project created from the template project.
- Create a contractual change: take this opportunity to test the different types of contractual changes.
- Create a payment request: make sure a purchase order in which payment requests are mandatory has been created.
- Create an invoice: test invoice entry with and without payment requests.
- Create an operating expense: this operating expense is associated with a budget item.
- Access the cost summary to view your project's financial information following the entry of committed and invoiced amounts.
Module 3 - Schedule and Project Tracking
You'll learn how to create your project schedule and consult all the project tracking indicators available in Aidi.
3.1 Scheduler
3.1.2 Completing and Updating Tasks
3.1.3 Using the Different Features of the Scheduler
3.1.4 Using the Project Manager Menu
3.3 Dashboard
3.3.1 View the Project Dashboard
3.4 Project Indicators
3.4.1 Indicate the Status of Project Indicators
Recommended exercises
- Create a schedule: if you've created a template project, add a schedule with its tasks, which will also serve as a template for your other projects. Otherwise, add a short timeline to the project you've just created.
Module 4 - Advanced Features
You'll learn how to create logbook notes, generate reports and perform other advanced operations in Aidi.
4.1 Logbook
4.1.4 Comment on a Logbook Note and Notify Project Contacts
4.2 Project List
4.2.1 Consult the Project Lists and Create a Custom View
4.3 Report List
4.3.2 Schedule Periodic Report Generation
Recommended exercises
- Create a note in the logbook
- Run the reports you can find in the list to see the possibilities.
Module 5 - Administrative Elements
You'll learn how to manage user access in Aidi. You'll also learn how to add or update suppliers and assets.
Comments
0 comments
Please sign in to leave a comment.