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fp.Prime - Training Prerequisites
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First Things First
(2)
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Admins / fp.Primes: Read Me First
Deployment and Training Process | A Step-by-Step Guide
Step #1
(8)
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fp Process Overview
Phases and Services, Explained
Data Import Instructions
Step #2
(11)
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Admin Area Overview
Branding Your System
List Maintenance
Step #3 - Training Videos
(11)
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Logging In (Everyone)
Navigation Basics (Everyone)
Submitting a timesheet (Everyone)
New Client Training Modules (by Company Role)
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Everyone
(4)
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Logging In
Tasks Process
Tracking Time to a Job
Account Executives
(9)
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Adding Companies & Contacts
Client Portal: Set Up
Client Portal: Process
Traffic Managers
(11)
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Tasks Full Screen View
Timelines
Timeline Templates
Accountants/Bookkeepers
(12)
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Retainer (Deposit) Invoices
Adding Invoices to a Batch
Exporting to QuickBooks for Mac
Sales
(5)
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Adding Companies & Contacts
Estimate & Job Creation
Creative Briefs
Creatives (Design & Production)
(2)
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Files
Adding Tasks
Client-Facing Reference
(2)
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Using fp.Collaborate
Using the Function Point Client Portal
New Client Training Modules (by Software Functionality)
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General Workflow
(10)
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Adding Companies & Contacts
Tracking Time to a Job
Creating an Estimate and Job
Scheduling & Tasking
(11)
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Creating Tasks
Tracking Time to Tasks
Tasks Process
Invoicing & Billing (Accounting)
(11)
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Multi (Batch) Invoicing
Adding Invoices to a Batch
Viewing Job Financials
Lead Management & CRM
(4)
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Lead Management & CRM Tools
Notes (The Basics)
Bulk Emailing Through fp
fp.Accountant
(4)
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fp.Accountant V2
fp.Accountant Set Up
Mapping to QuickBooks
Client Portal & fp.Collaborate
(5)
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Client Portal Client-Facing Process
fp.Collaborate Process in Function Point
Client Portal Set Up
Reports
(3)
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Milestones and the Production Report
Profit Analysis Report
Changes to Report Titles
Customization
(1)
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List Maintenance
Internal Communication
(3)
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Tasking with Staff Roles
Tasks Process
Notes (The Basics)
All Training Documents
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Master Training Documents List
(58)
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Accounting | Setting up Your Chart of Accounts
Adding Companies and Contacts
Adding Invoices to an Existing Batch
Training Documents
(2)
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An fp. System Overview
Workflow Training | A Beginner's Guide to creating a job in fp
Video Tutorials
(1)
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fp.Collaborate | Using the tool (there are 4 videos on this page)
Current Clients (Official)
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News & Announcements
(21)
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Major Release Jan. 20th - fp. Version 9.3
Client Satisfaction Survey - Please complete
Alliance Pricing for All APDF Events and Webinars | An Exclusive Offer for fp. Clients
Webinar Recordings
(10)
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Webinar Recording | fp.Accountant Version 2 | Recorded February 22nd, 2012.
Webinar Recording | Creating fp. Briefs and Estimates | Recorded November 16th, 2011
Webinar Recording | fp. CRM & Prospecting | Recorded October 26th, 2011.
FAQs and Community Help
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Accounting & Financial
(17)
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HST on Printouts
Is there a way to add a page break to an estimate or invoice
FP Accountant 64-bit
Companies and Contacts (CRM)
(8)
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What is the best way to track sales leads in FP?
Business Development Activities
How do I go in and edit our company information?
Self Hosting Information
(2)
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What are the minimum requirements for a server to be able to run the Self-hosted FP application instance?
fp. hosted vs. self hosted
System Administration
(7)
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Disable the Login Summary email
Default Estimate Scheme
Administrator - Add Roles
Time and Tasks
(12)
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Task Management & Timelines
Timesheet Summary Report
How do I change someone's availability in FP?
Workflow
(7)
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Emailing estimates and invoices
I can't get the Job to show up on the Dashboard??
Why are jobs that are On Hold still showing up in My Jobs? I would expect to see only Open jobs i...
Search and Reports
(5)
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Running reports with specific criteria
Has anyone managed to get XML reports working with Apple's iWork suite of editing products?
List of All Active/Open Jobs
General Questions & Answers
(65)
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How do I get Tasks to show up in the Calendar?
Posting Timesheets
How do I delete a staff member?
Client Portal
(3)
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client login question
Fp.collaborate issues
Client portal login
