Pre-Conference Labs

Answer Your Deeper Training Needs

Sometimes you have a specific issue that requires a bit more in-depth learning. And we have answers for that—our pre-conference labs. Check out the schedule for popular trainings for our Vista and Spectrum users and register during conference registration.

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Spectrum Pre-Conference Labs

Session Description Details

Introduction to Crystal Reports and Spectrum

2-days, September 22-23
9am-4pm

This beginner-level workshop is intended for Viewpoint users who have never used Crystal Reports before. Topics will include creating copies of standard reports, customizing the report and then uploading the report back into Spectrum. Attendees will also the basics of creating their own custom reports from scratch. All attendees will be able to keep the reports they create in class and take them home to use at their offices.
  • Cost: $1295 per person
  • Live hands-on lab
  • Earn 14 CPE credits
  • Spectrum customers only
  • Computers and materials will be provided in class

Spectrum: Job Cost Projections – Your Early Warning System

Sunday, September 22
8am-12pm

This workshop focuses on projections: how to create them and how to use them in Spectrum. Learn about the different ways to build your projections and change the calculation options. Also we will discuss tips and tricks including understanding summary totals and activity filters. We will also talk about usines Spectrum Data Exchange to import in projections. In the next section, we will focus on the theory of projected costs and how to use them to spot profit fade. Finally, we will review Spectrum inquiries and reports to tie this all together.
  • Cost: $399 per person
  • Live hands-on lab
  • Earn 4.5 CPE credits
  • Spectrum customers only
  • Computers and materials will be provided in class

Spectrum: Davis-Bacon, Prevailing Wage Job Setup and Reporting

Monday, September 23
8am-12pm

In this workshop we will provide hands-on training on setting up and managing your Davis –Bacon / Prevailing Wage projects. We will practice setting up jobs with both stated and non-stated fringes. Then we will process payroll and explore options for Certified Reporting. Options will include filing with LCPTracker, AASTOWare and eCPR.
  • Cost: $399 per person
  • Live hands-on lab
  • Earn 4.5 CPE credits
  • Spectrum customers only
  • Computers and materials will be provided in class

 

Vista Pre-Conference Labs

Session Description Details

How to Set Up Onboarding and Applicant Tracking using Viewpoint’s HR Management

Sunday, September 22
8am-12pm

This interactive workshop will focus on the setup and use of Viewpoint HR Management’s Onboarding and ATS modules. Attendees will learn how to set up new job reqs in ATS, assign recruiters and push accepted applicants to Onboarding. Attendees will also learn how to navigate the Onboarding module, set up onboarding profiles, create custom onboarding tasks and initialize new employees to Vista. Attendees will then follow a full application through onboarding workflow see the entire process in action.
  • Cost: $399 per person
  • Live hands-on lab
  • Earn 4.5 CPE credits
  • Vista customers only
  • Computers and materials will be provided in class

Developing Custom SSRS Reports for custom Onboarding tasks in Viewpoint HR Management.

Sunday, September 22
1pm-5pm

Developing Custom SSRS Reports for custom Onboarding tasks in Viewpoint HR Management.
  • Cost: $399 per person
  • Live hands-on lab
  • Earn 4.5 CPE credits
  • Vista customers only
  • Computers and materials will be provided in class

Creating Automatic Alerts Using Vista Workflow Notifiers

Sunday, September 22
1pm-5pm

This hands-on session will guide you through creating event and time-based email notifications using the Workflow Notifiers feature in Vista and SQL queries.
  • Cost: $399 per person
  • Live hands-on lab
  • Earn 4.5 CPE credits
  • Vista customers only
  • Computers and materials will be provided in class

Creating Automatic Alerts Using Vista Workflow Notifiers (Repeat)

Monday, September 23
1pm-5pm

This hands-on session will guide you through creating event and time-based email notifications using the Workflow Notifiers feature in Vista and SQL queries.
  • Cost: $399 per person
  • Live hands-on lab
  • Earn 4.5 CPE credits
  • Vista customers only
  • Computers and materials will be provided in class

A Deeper Dive into Inquiries and Work Centers in Vista

Sunday, September 22
8am-12pm

A Deeper Dive into Inquiries and Work Centers in Vista. A hands-on opportunity to leverage basic SQL database queries and SSRS reports to customize your Vista Work Centers.
  • Cost: $399 per person
  • Live hands-on lab
  • Earn 4.5 CPE credits
  • Vista customers only
  • Computers and materials will be provided in class

A Deeper Dive into Inquiries and Work Centers in Vista (Repeat)

Monday, September 23
8am-12pm

A Deeper Dive into Inquiries and Work Centers in Vista. A hands-on opportunity to leverage basic SQL database queries and SSRS reports to customize your Vista Work Centers.
  • Cost: $399 per person
  • Live hands-on lab
  • Earn 4.5 CPE credits
  • Vista customers only
  • Computers and materials will be provided in class

Increase Efficiency with Project Management Create & Send

Sunday, September 22
1pm-5pm

This popular lab from last year is back! Learn how to use the Vista Project Management “Create and Send” feature to save time and increase efficiencies. Dig into how “Create and Send” works, how to use the default setup and how to create custom Word templates that meet the needs of your company.​
  • Cost: $399 per person
  • Live hands-on lab
  • Earn 4.5 CPE credits
  • Vista customers only
  • Computers and materials will be provided in class

Increase Efficiency with Project Management Create & Send (Repeat)

Monday, September 23
1pm-5pm

This popular lab from last year is back! Learn how to use the Vista Project Management “Create and Send” feature to save time and increase efficiencies. Dig into how “Create and Send” works, how to use the default setup and how to create custom Word templates that meet the needs of your company.​
  • Cost: $399 per person
  • Live hands-on lab
  • Earn 4.5 CPE credits
  • Vista customers only
  • Computers and materials will be provided in class

Vista: Access the Power of Imports

Sunday, September 22
8am-12pm

Is your firm’s data being entered into another system first, then again into Vista? Do you have data in a spreadsheet that you would like to upload into Vista on a regular basis? Come to this session and learn how to save countless hours of re-keying data by accessing the power of imports.​

  • Determine whether data can be imported into a form
  • Setup an import template using IM Template
  • Setup and use Cross References to replace data from the source file with valid data to be uploaded to Vista
  • Setup and use Auto Imports in Vista
  • List steps to process import files
  • Identify and troubleshoot import errors
  • Understand how to use the new in-line attachments feature for imports
  • Cost: $399 per person
  • Live hands-on lab
  • Earn 4.5 CPE credits
  • Vista customers only
  • Computers and materials will be provided in class

Vista Security

Monday, September 23
8am-12pm

This hands-on session will guide you through the setup and use of Form, Report, Attachment Type, Inquiry, Data, Security Administration, Application Role, company specific and global aspects of security in Vista.​
  • Cost: $399 per person
  • Live hands-on lab
  • Earn 4.5 CPE credits
  • Vista customers only
  • Computers and materials will be provided in class

SQL + Vista (Intro) Sold Out

SQL + Vista (Intro)

Monday, September 23
8am-12pm

Intro In this course, we will teach the basics of SQL development concepts. We will show Vista-specific examples, though the concepts can be applied to any Microsoft SQL-based database. Computers and materials will be provided in class.
  • Cost: $399 per person
  • Live hands-on lab
  • Earn 4.5 CPE credits
  • Vista customers only
  • Computers and materials will be provided in class

SQL + Vista (Advanced) Sold Out

SQL + Vista (Advanced)

Monday, September 23
1pm-5pm

Advanced Learn advanced SQL development concepts, including common table expressions, windowed functions, cursors/row-by-row iteration, and best practices for writing high performance SQL. We will show Vista-specific examples, though the concepts can be applied to any Microsoft SQL-based database. Computers and materials will be provided in class.
  • Cost: $399 per person
  • Live hands-on lab
  • Earn 4.5 CPE credits
  • Vista customers only
  • Computers and materials will be provided in class

Insight (Global Spreadsheet Server)

Monday, September 23
1pm-5pm

This session will introduce users to the insightsoftware-provided Vista and Spectrum workbooks and allow existing users to gain a deeper understanding of the features and functionality available with Spreadsheet Server.
  • Cost: $399 per person
  • Live hands-on lab
  • Earn 4.5 CPE credits
  • Vista customers only
  • Computers and materials will be provided in class

What Else Do I Need to Know?

  • Collaborate conference registration is required in order to attend a lab, though they are all also offered periodically throughout the year.
  • Labs are limited to 20 people, unless otherwise noted, and are expected to sell out early.
  • All pre-conference labs will be held at the Hilton Portland.
  • Transportation is not provided to these labs.
  • Additional hotel nights have been added to our room block for Saturday & Sunday nights, but are limited to availability.