Working Sessions

These sessions are designed to give you hands on experience in HBS.  You will be working one of your current projects through the entire process in HBS.  Your onboarding specialist will be available on these sessions to assist you as questions come up.

Below are some of the items you will be working through during the working sessions.

✅ Create a business unit.

✅ Set PO Approval Days on Company Preferences.

✅ Add billing and supplier items to the billing item library.

✅ Create a vendor.

✅ Update a user role. 

✅ Complete the model that was started together.

✅ Create a new project.

✅ Review model on a test project.

✅ Attach the model to the project.

✅ Reschedule a work order from the calendar.

✅ Complete a checklist item and begin monitoring the checklist daily.

✅ Add a billing item to a work order.

✅ Create a Task.

✅ Create a budget.

✅ Create an estimate.

✅ Create a bid request.