Facilitator: Penny Adriaansen
In this session you will learn how Business Analytics User Defined Reports allows the user to create custom reports in the style and format of your design using Cheops data. Design a look and style of your choosing using MS Word tools. For example, produce your own Project Report or use Cheops ‘out of the box’ Project Report.

Facilitator: Graeme Bottrill
Forecasting is probably the most important financial management tool a construction company can have. Cheops has different methods of forecasting. Take a deeper look at the options available and how to utilise this vital tool to identify issues early and maximise profits.

Facilitators: Evely Kanaris & Lisa Woolley
Understand the sequence required to process and to be able to successfully load a pay run into the STP portal. In this session we will cover all the steps required, and look at issues that will be flagged as you try to upload incorrect and incomplete data.

Facilitator: Mark Panero
Complete IMS compliant control of all documents and drawings for construction companies. Manage Corporate library of forms policies and procedures. Deliver specific items to various projects and collect records. See how Cheops DM has a single record that can be viewed throughout the system. Full audit trail of the life of every record or document. Optional capture of all project emails in or out.

Facilitator: Penny Adriaansen
Cheops paperless invoice approval system has streamlined the Accounts Payable departments of around 140 Cheops clients. Learn how this module will improve visibility, help comply with State Security of Payment legislation & free up AP staffs valuable time.

Facilitator: Ari Sitthidah 
A more advanced and efficient way of logging, accessing and approving subcontractor claims with workflow approvals, limits of authority, optional approve via email without the need to log in to Cheops. All paperless, including all required back up documents so will aid in geographically diverse teams. AP will have full history of approval along with all associated documents.

Facilitators: Monica Bourke & Lisa Woolley
Import bank feeds into Cheops. Perform a reconciliation using our new CheopsWeb interface, easily identifying discrepancies. This will be a great time saver for your accounts department.

Facilitator: Mark Panero  
Learn how to create your own mobile friendly forms to collect any data from site or office. This data can be displayed in tables or graphs in Cheops using Business Analytics and can be included in User Defined Reports. Can be used for site inductions, tool box talks, site diaries, incident reporting and more

Facilitator: Penny Adriaansen 
Learn how you can cut days off preparing a cost plus claim using this module. Editable item mark up as well as project default mark up. Supply your client with a full breakdown of all costs (approved subcontractor claims, approved invoices, labour) with all supporting documentation all generated via email from Cheops.

Facilitator: Ari Sitthidah 
Your subcontractors claim directly into Cheops via a secure and dedicated subcontractor portal. Subcontractors must claim as per their contract breakdown, no data entry for your Contract Administrators. All required associated documents are loaded by the subcontractor and are visible to Project staff and Accounts Payable. This is a real game changer.

Facilitators: Evely Kanaris & Lisa Woolley 
Preloading leave, preloading holidays, importing leave, importing personnel details. Awards maintenance, group multiple employees in pay classes. Pay history enquiries, very powerful report. Payroll web enquiries.

Facilitator: Mark Panero  
Suitable for all project drawing management. Drag and drop. Group by discipline, group by document type. Manage subcontractors by using packages or provide direct access. Auto stamp documents to authenticate provenance.

Facilitator: Penny Adriaansen 
Collect time records from all staff via a simple customisable mobile interface. Approve time records via Team Leader or Project. Option of Crew time records where a supervisor loads all their teams’ time sheets. Pay Master can view whole of company time records, highlighting any exceptions. Upload to Cheops pay roll without data entry. Pay staff and apply Project job cost. This is a great time saver for your payroll staff.

Facilitator: Ari Sitthidah 
Looking for more detail so you can better manage your variation information? Using variation Pay Items may aid in this. Join Ari to learn how this Cheops core function works.

Facilitators: Monica Bourke & Lisa Woolley 
This is a handy Business Analytics tool that gives the user the ability to customise and save your own GL Report or multiple Reports viewed on screen and produced on MS Word. Table cells with data are drillable, right down to an invoice image if you have Invoice Scanning implemented.

Facilitator: Mark Panero 
Case study: initially capture the incident on mobile device. Escalate using workflow. Set off investigations. Manage meetings. Publish findings and reports. Track improvement corrective actions.

Facilitator: Penny Adriaansen 
This is very topical and CSSP has done a lot of work to comply with the WA, NSW & QLD legislation. Although these jurisdictions have different legislative burdens, Cheops can be utilised so your company is compliant. In this session you will learn how to manage Project Trust and Retention Trust accounts, manage GST, manage compliance critical dates & produce specific reports and ledgers now required.

Facilitator: Ari Sitthidah 
CheopsWeb has customisable menu security. Learn how to configure menu security by role, by position or by user. Users will only have access to what management require them to have access to. This session will be important to CheopsWeb system administrators.

Facilitators: Evely Kanaris & Lisa Woolley
Go through all of end of year process including reconciliation, loading of new tax tables, update events, STP update events.

Facilitator: Mark Panero  
Take a deep dive into: Request for Information (RFI), Extension of Time (EOT), Defect Management, Site Instructions. See how Cheops handles all these communication points with stakeholders while allowing the user to continue to use their own email. Full audit trail and searchable.

Facilitators: Penny Adriaansen & Marc Hemmett 
In this session you will learn how to interrogate Business Analytics SQL Web app enquiries so you can display your data in a meaningful way to you using Power BI. Cheops BA makes data extraction and display in a Power BI report quite straight forward. This way you can combine and display data from different systems within your business.

Facilitator: Monica Bourke
Learn how to get advised each time a business critical event has or is about to happen. Set up alert rules based on time, dollars, percent, dates, quality, event, expiry dates, exceptions, etc. Each time the pre-set conditions are met a single or group email will be sent. You can also schedule reports to be automatically run and emailed using this feature.

Facilitators: Lisa Woolley & Peter Duff
eInvoicing will change the way businesses issue and receive invoices, & credit notes. Cheops Invoice Scanning product supports this new technology so pure data is received (no PDF) and approved by your standard workflow approvals. The improvement is you do not require OCR at all, and all invoice line items are completed inside Cheops. Attend this session to take a look into the future.

Facilitator: Mark Panero  
Schedule required Project meetings with agendas and invite participants directly. Track attendance. Run the meetings from the agenda assigning actions immediately and track action closure and performance. Minutes are automatically completed and can be issued to stake holders immediately on completion. Great time saver.