Building a Better User – Register Today for IN THIS the ...€¦ · Building a Better User –...

January 2012News and Information for Users of Sage Timberline Office Software

Conference Highlight:

Real Estate Sessions ....................2

Conference Agenda-at-a-Glance ..........3

2012 TUG National Users Conference

Session Bundles ...........................4

Conference Highlight: Project

Management (PJ) Sessions ..........5

“Bring Your Questions” Booth ...............5

2012 TUG National Conference

Session Descriptions

Management Issues ................. 6-7

Estimating ................................ 8-9

Project Management ....................9

Fundamentals....................... 10-11

Accounting for Construction

and Real Estate .................... 11-14

Open Database Connectivity

and Microsoft Applications .........15

Reporting ....................................15

TS Reporting ...............................16

Exhibitor Presentations ..............16

Special Topic In-Depth Roundtables ...17

Conference Session Grid .............. 18-20

Conference Registration Rates ...........21

Conference Hotel Information .............22

CPE Information ..................................22

It’s time for the annual event that the Timberline User Group (TUG) designs just for you. The 2012 “Building a Better

User” TUG National Users Conference will be loaded with educational sessions and social events. Whatever your level of expertise or whatever Sage Timberline Office software you use, the TUG conference has lots to offer you and we cordially invite you to register today for this unparalleled opportunity.

The 2012 TUG National Users Conference will be May 15-18 at the Gaylord Palms Resort & Convention Center in Kissimmee, Florida (Orlando area). The conference is four full days of educational classes, networking, social events and more. You will have the opportunity to connect with expert users, obtain hands-on experience in labs, interact with Sage Timberline Office staff, meet with leading software and hardware experts, and more.

New this year, TUG has recommended “bundles” of sessions based on your job type, industry and Sage Timberline Office experience. You can use these bundles as a guide or select any of the sessions that are most appealing to you. The full agenda, as well as session descriptions, can be found on the conference Web site at www.tugconference.com.

The 2012 conference is also a great place to connect with Sage Timberline Office staff and product experts. Learn about the new ways Sage Timberline Office can help solve operational needs and extend your Sage Timberline Office investment, as well as two new (and exciting) offerings from Sage,

MyAssistant and Office Connector. Both products extend the functionality of Sage Timberline Office and are fully integrated into Sage Timberline Office software.

Building a Better User – Register Today for the 2012 TUG National Users ConferenceIN THIS

ISSUE: by: Matt WeaverTUG President, Meyer Najem Construction, LLC

Register by February 29, 2012, and save $100! Visit tugconference.com for more details and to register!

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January 2012 News and Information for Users of Sage Timberline Office Software

u 2 u Register by February 29, 2012, and save $100!

the TUG PulsePublished by the

Timberline Users Group, Inc.and sent to all members.

Board of DirectorsMatt Weaver, President

Tim Cooke, Vice President

Sharon Hessong, Treasurer

Jon Banse, Secretary

Natalie Allen, Past President

Janice Barnard

Scott Bishop

Barbara Morse

Michael Suhovecky

Marlene Williams

Lenni M. Witt

Publications CommitteeDavid Brown

Sharon Hessong

Maeva Mayes

Liz Perez-Lavin

Val Steffen

Eire Stewart

Shanna Torges

Timberline Users Group3525 Piedmont Road

Building Five, Suite 300

Atlanta, GA 30305

e-mail: [email protected]

Phone: 404.760.8171

Fax: 404.240.0998Toll Free: 866.846.0999

[email protected]

Web Sitewww.TUGweb.com

No matter what level of experience you have with Sage Timberline Office software, this conference will give you plenty of opportunities to learn something new or sharpen your professional skills when using the software. Only at the 2012 conference can you network with so many users who share your day-to-day business challenges – the event is designed by users who understand your needs, your issues and your questions.

Since 1975, TUG has been your independent organization of Sage Timberline Office users. TUG is committed to continued communication and education so that you can best utilize your software. The 2012 “Building a Better User” TUG National Users Conference is one very important part of that commitment. Register today at www.tugconference.com. I look forward to meeting you in sunny Florida in May!

We have a large slate of classes for the Real Estate professional this year.

Tuesday starts out with “PM Setup” and “PM Standard Workflow” in the afternoon. “PM Setup” will cover an overview of the PM module and the detailed steps necessary to setup properties, units, leases and tenants in the module prior to use. “PM Standard Workflow” will cover an overview of the PM workflow, including creating charges and recording cash receipts, and will walk you through the basic tasks that you perform on a routine basis.

Wednesday covers “Crystal for PM,” “PM Management Fees” and “AP Pass-Thru’s, Archiving, Closing & Moving and Year End.” “Crystal for PM” is a Bring Your Own Questions Lab hosted by a Crystal expert. “PM Management Fees” will cover how to manage and track management fees and create fee invoices in Accounts Payable. “AP Pass Thru’s, Archiving, Closing & Moving and Year End” will cover how to use AP Invoice Entry to create charges in PM, understanding the impacts of archiving inactive leases, moving entries to History, and the process for closing monthly and at year end.

Thursday is a full day with “Weird Stuff We Track in PM,” “Real Estate Process Automation” and a two-session lecture then lab covering “Advanced Formulas and

Recoveries” in the afternoon. “Weird Stuff We Track in PM” will cover using PM to track various miscellaneous items, such as subtenants, legal notice obligations, parking spaces, odd prorations and letters of credit for security deposits. “Real Estate Process Automation” will cover how to automate various periodic tasks, such as direct deposits, online payments, e-mailing tenant statements and vendor ACH payments. “Advanced Formulas and Recoveries” is a one-session lecture and then one-session lab. The instructor will cover the basic understanding of the Recoveries and Escalations concept, scenarios, setup, workflow and implementation approach.

We conclude Friday morning with two roundtables hosted by a certified consultant. The first, “Lease Management,” will cover leases, tenant and unit IDs, when to use setup, activate, cancel, change, renew, amend and terminate leases, and the archiving and moving to history of leases. The second, “Property Management Unused Treasures,” will cover Accumulators, Custom Descriptions, Custom Fields, Check Lists, Importing Charges and Payments, and Using Charge Setup Reference fields and SIC codes.

Please be ready to share and contribute ideas and experiences. I hope to see you at the conference!

Real Estate Sessionsby: Sharon HessongReece Albert, Inc.


u 3 uRegister by February 29, 2012, and save $100!

Register today atwww.tugconference.com

Conference Agenda-at-a-GlanceMonday, May 14, 2012

3:00 PM – 6:00 PM Conference Registration & Information

Tuesday, May 15, 2012

7:00 AM – 5:00 PM Conference Registration & Information

7:00 AM – 7:00 PM Tradeshow

7:30 AM – 8:30 AM Continental Breakfast

8:30 AM – 10:00 AM Session 1

10:00 AM – 10:30 AM Break

10:30 AM – 12:00 PM Session 2

12:00 PM – 1:30 PMLunch (provided) withPresentations

1:30 PM – 3:00 PM Session 3

3:00 PM – 3:30 PM Break


5:00 PM – 7:00 PM Vendor Reception

Wednesday, May 16, 2012




8:30 AM – 10:00 AM Session 5

10:00 AM – 10:30 AM Break

10:30 AM – 12:00 PM Session 6

12:00 PM – 1:30 PMLunch (provided) withPresentations


3:00 PM – 3:30 PM Break


5:30 PM – 7:00 PM Sage Town Hall Meeting

Thursday, May 17, 2012




8:30 AM – 10:00 AM Session 9

10:00 AM – 10:30 AM Break

10:30 AM – 12:00 PM Session 10

12:00 PM – 1:30 PM Annual Meeting & Lunch (provided)

1:30 PM – 3:00 PM Session 11

3:00 PM – 3:30 PM Break

3:30 PM – 5:00 PM Session 12

6:00 PM – 9:00 PM TUG Conference Party

Friday, May 18, 2012




8:30 AM – 10:00 AM Session 13

10:00 AM – 10:30 AM Break

10:30 AM – 12:00 PM Session 14

12:00 PM – 1:30 PMClosing Remarks,Giveaways & Lunch (provided)

1:30 PM – 3:00 PM Session 15

3:00 PM – 3:30 PM Break

3:30 PM – 5:00 PM Session 16


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The TUG Conference Education committee has been hard at work to make each attendee’s experience the best it can be. This year, the committee has come up with session “bundles” based on an attend-ee’s job title and their experience level with Sage Timberline Office. These bundles offer what the committee believes is the best grouping of classes available at the conference for each job category.

There are three experience levels: New to Timberline; Familiar with Timberline; and Timberline Super User. Each attendee can chose the level that best matches their experience level. There are eight job categories: Management & IT; Real Estate; Estimator; Job Cost Accountant or Project Assistant or Project Manager; Payroll; General Contractor Controller; Specialty Accountant or Specialty Controller; Service Accountant or Service Controller.

New to Timberline Familiar with Timberline Timberline Super User

Management & IT

Owner – Option A (Best Practices& Excel)

Owner – Option B (Paperless Office)

IT Professional or Report Designer,New to Timberline

IT Professional or Report Designer Experienced IT Professional or Report Designer

Real Estate

Real Estate, New to Timberline Real Estate – Option A (Real Estate)Experienced Real Estate – Option A

(Paperless Office)

Real Estate – Option B (Crystal for PM)

Real Estate – Option C (Excel) Experienced Real Estate – Option B (Basic ODBC)

Estimator Estimator, New to Timberline Estimator

Job Cost Accountant, Project Assistant or

Project Manager

GC Project Assistant or Job CostAccountant, New to Timberline

GC Project Accountant

Project Manager, New to Timberline Project Manager Experienced Project Manager

Payroll GC Payroll Personnel, New to Timberline

GC Controller

GC Controller, New to Timberline GC Controller – Option A (Financials) Experienced GC Controller – Option A (Reporting)

GC Controller – Option B (AP & Payroll)Experienced GC Controller – Option B

(Payroll & Field Access)

Experienced GC Controller – Option C(Excel, Crystal & ODBC)

Specialty Accountant or Specialty Controller

Specialty Accountant, New to Timberline – Option A (Basics & Financials)

Specialty Controller – Option A(Financials)

Experienced Specialty Controller – Option A (Reporting)

Specialty Accountant, New to Timberline – Option B (Billing)

Specialty Controller – Option B (Billing)Experienced Specialty Controller – Option B

(Billing & Field Access)

Experienced Specialty Controller – Option C (Crystal & ODBC)

Service Accountant or Service Controller

Service Accountant, New to Timberline – Option A (Project Financials)

Service Controller – Option A (Financials)Experienced Service Controller – Option A

(Fiancials & Field Access)

Service Accountant, New to Timberline – Option B (Specialty Financials)

Service Controller – Option B(Payroll & SM)

Experienced Service Controller – Option B(Excel & ODBC)

Experienced Service Controller – Option C (Crystal)

These bundles will give you a starting point for deciding on which sessions to take. If you would like to attend all of the sessions in your bundle, you may. Or, you can mix-and-match any of the avail-able sessions to fit your individual interests. There are over 190 dif-ferent sessions being offered at the conference, so you are sure to find just the right session for your needs!

A sample of the bundles grid is shown below. Click on this link, https://www.certain.com/system/accounts/register123/meetingex-pectat/tug/events/tug2012con/TUG2012Bundles.pdf, to access the complete grid that includes links to all of the session titles for each bundle.

2012 TUG National Users Conference Session Bundles

Register by February 29, 2012, and save $100!


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This year, your Project Management (PJ) Committee has designed a four-day educational opportunity for Project

Managers and Project Accountants of all experience levels.

If you are new to Timberline, you will spend the first day learning about how Sage Timberline Office (STO) works and how the various modules interact, then you will learn how to use the STO Desktop interface as your home page for information about your jobs and a launching point to do data entry. Then you will learn about setting up jobs, whether you set jobs up to use PJ during the bid phase, or if your accounting department sets up jobs after the job is won.

On the second day, you will dive into the details of the PJ module, learning how STO tracks Companies and Persons in the Address Book, and how to use those contacts as you track Job Correspondence and create and manage Job Documents,

such as RFIs and Submittals. You will also learn about PJ’s Field Reports Log and other customizable logs. The third day will be dedicated to Change Order management, including a roundtable on managing Allowances and Contingencies. The final day of the conference will allow you to discuss all that you’ve learned and also get tips and tricks in roundtable sessions.

For those who are already experienced using PJ, you can dive right in on the first day to learn more advanced techniques related to Cost Forecasting and Cost Management, as well as workflows and shared responsibilities between the Operations Team and Accounting Team for effective Subcontract Management. On the second day, you may choose to do a refresher and join the beginners in going through the nuts and bolts of PJ Job Documents, since most users learn the tools in more depth by taking those classes again after they have achieved basic proficiency. If you are

already a PJ expert, you can experiment with more advanced classes, such as Basic ODBC (Open DataBase Connectivity) to learn techniques to expand the power of your Timberline system.

On the third day, you can hone your Change Management skills or you can learn about the STO future roadmap and other IT-related topics, including Cloud Services and upcoming Timberline solutions in that arena. On the final day, experienced users can join the in-depth Field Access Issues and Solutions Roundtable, or learn Basic Crystal Reports to customize PJ Reports and Forms, or focus on Customer Billing. The choice is yours, based on your experience and interest.

We are confident that the 2012 TUG National Users Conference will be another successful year for the Project Management track and we look forward to seeing you in Florida!

Project Management (PJ Sessions)by: Tom Moore

Webster Moore Group

NEW THIS YEAR:THE “BRING YOUR QUESTIONS” BOOTH

The “Bring Your Questions” booth will be an informal hands-on “lab” area where you can bring your own questions and work through them with an expert while also learning and sharing information with other users. Sessions will be limited to no more than eight (8) users. Several of the sessions have been given specific topics and will include some demonstration and some Q&A: Crystal Reports; Payroll; Excel; Crystal for Property Management; Crystal for Service Management; Crystal for PO/IV; and Microsoft SharePoint. Other sessions have been left open, so you can customize your schedule even further by filling in a blank space on your schedule with answers to your own questions!



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sell products relating to Wireless or Web Access and Field Reports or Remote Timesheets. The first session will include an Overview of Field Access. The 2nd and 3rd sessions will focus on vendor presentations, and the final session will be roundtable format for discussion of best practices and Q&A.

2 MANAGEMENT ISSUES:COMPANY MANAGEMENT2-1 Executive STO OverviewThis session will provide an overview of Sage Timberline Office from a Manager’s perspective. It will focus on what information is entered in each of the various modules and on reports and inquiries to pull relevant data out of the database.

2-2 Risk Management RoundtableAfter attending this roundtable, you will have many ideas of the types of risks that a company should be aware of. Not only will we talk about insurance, but we will discuss financial risks and how to take steps to guard against those as well as risks from employee issues.

2-5 Best Practices – 2-Part SessionThis session will cover recommendations for creating internal Processes, options for Revenue Recognition, and monitoring Key Indicators.

3 MANAGEMENT ISSUES: IT3-1 Top Technology TrendsWhat are the top IT trends, what do independent experts say that you should be doing or evaluating when it comes to your technology? We are going to take an in-depth look at what are the top trends, what should you know about them, what are the pros and cons, how close to reality are they, and how might these trends apply to your business.

Note on session numbering: Sessions are numbered with the track number-timeslot. Track numbersfollow the top of the session grid on pages 18-20, while the Timeslot numbers follow the left side of the grid.

Please see the Session Grid for a visual. (Ex: The IT Track is track 3, so an IT session held Wednesdayfrom 3:30-5:00 pm would be numbered as 3-8 in the session description.)

2012 TUG National Conference Session Descriptions

1 MANAGEMENT ISSUES:SPECIAL TOPICS1-1 Accounts Payable Issues and Solutions – All-Day SessionThis is a four-session class that will deal with all aspects of Accounts Payable and will include presentations from 3rd party vendors that sell products relating to Accounts Payable or AP automation. The first session will include an Overview of AP issues and will include a review of new AP features in STO version 9.8. The 2nd and 3rd sessions will focus on vendor presentations, and the final session will be roundtable format for discussion of best practices and Q&A.

1-5 Paperless Office Issues and Solutions – All-Day SessionThis is a four-session class that will deal with all aspects of Paperless Office and will include presentations from 3rd party vendors that sell products relating to Scanning and/or Document Management. The first session will include an Overview of Paperless Office issues. The 2nd and 3rd sessions will focus on vendor presentations, and the final session will be roundtable format for discussion of best practices and Q&A.

1-9 Payroll Issues and Solutions 1 of 4 – All-Day SessionThis is a four-session class that will deal with all aspects of Payroll and will include presentations from 3rd party vendors that sell products relating to Payroll or PR automation. The first session will include an Overview of PR issues and will include a review of new PR features in STO version 9.8. The 2nd and 3rd sessions will focus on vendor presentations, and the final session will be roundtable format for discussion of best practices and Q&A.

1-13 Field Access for Timesheets and Daily Logs Issues and Solutions – All-Day SessionThis is a four-session class that will deal with all aspects of Field Access and will include presentations from 3rd party vendors that



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3-2 Getting the Most out of Your TechnologyTechnology cost money! It is part of your business and it is not going away. Now how do you manage your costs? How do you get the most out of your technology dollars? We will take a look at how to get the most out of your technology investment, and try to identify common mistakes that companies make that costs them money. We will also take a look at ways to improve your technology investment by expanding the use of technology you may already own. So if you are concerned about your technology and the cost around your technology investment this should be a great session for you.

3-3 Roadmap for STO ImplementationThis session will review common roadblocks and issues facing company’s during STO implementation and will recommend best practices for how to approach an implementation, how to break it up into manageable chunks, and what order to perform tasks in.

3-5 Managing Operating Costs with Technology In this follow-up to “Getting the Most out of Your Technology,” you will have an opportunity to meet in an Informal Roundtable format with a group of other users to discuss your specific technology needs, shortfalls and successes. The session will be led and moderated by an Information Technology Services expert.

3-7 Security Administration of STO and Log ViewerThis session will review the types of security available in STO as well as the nuts and bolts of setting up users and security permissions. The session will also cover the details of using the STO Desktop Log Viewer, including how filter the log to view specific information and how to export to Excel.

3-8 Managing Custom Descriptions, Custom Fields, and Customizing Reports Menu:Tips & TricksAfter completing this class, you will be able to effectively manage custom descriptions, custom fields, and the reports menus. You will be able to identify the items in STO that you can customize and understand the effects of changing descriptions and adding custom fields to help your company to better adapt STO to your processes. You will also understand and be able to edit the reports menus.

3-10 Cloud Services OverviewThis session will review the industry trends toward Cloud Services and discuss the pros and cons off on-site versus off-site storage, including accessibility, cost and back-up.

4 MANAGEMENT ISSUES:BRING YOUR QUESTIONS BOOTH4-3 Bring Your Payroll Questions LabPayroll personnel and accountants or controllers that deal with payroll accounting can bring their own questions!

4-4 Bring Your Basic Excel Questions LabBasic users of Microsoft Excel can bring their questions to this session and learn some tips and tricks!

4-5 Bring Your Crystal Reports Tips & Tricks Questions LabIntermediate users of the Crystal Reports report writing application can bring their questions!

4-6 Bring Your Crystal Reports for Property Management Questions LabIntermediate users of PM Property Management who use the Crystal Reports report writing application can bring their own questions!

4-7 Bring Your Crystal for PO/IV Questions LabIntermediate users of Purchase Orders (PO) and Inventory (IV) who use the Crystal Reports report writing application can bring their own questions!

4-8 Bring Your Crystal for SM Questions LabIntermediate users of SM Service Management who use the Crystal Reports report writing application can bring their questions!

4-12 Bring Your Microsoft® SharePoint Questions LabThis session will show alternatives to manage projects using an external source. SharePoint can store all project documents from Plans & Specs to reports and tasks. This session will help you gain knowledge of other platforms that can assist in managing your project with contacts the need information but do not have access to Timberline they only need internet access.



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5 ESTIMATING: ESTIMATING5-1 Estimating Workshop Lab – 3-Part SessionAfter completing this class, you will be able to generate an estimate using all types of takeoff. You will also set-up and use WBS codes for reporting and set-up a Totals Page with add-ons. Finally you will go through a the complete estimate process where you will complete pricing an estimate and generate different reports.

5-4 Sage Timberline Estimating Today – 11.x Hands On LabCome and get a sneak peek at Sage’s newest Estimating solution. Learn how you can win more jobs by creating more accurate estimates in less time. Based on the market-leading Sage Timberline Office Estimating product, our new Estimating solution has an all-new user interface and is built on a high-performance, secure and scalable Microsoft SQL database. If you are currently using Sage Timberline Office Estimating, come and learn the differences between the two products and decide what’s best for your company.

5-5 Creating Estimates, Add-Ons & Totals LabThis class will be presented in a lab format; it is expected that attendees will learn how to create estimates, add ons (sales tax, insurance, etc) and to make adjustments to the totals page (develop unit prices, lump sum price, etc.). This class will focus on how to utilize templates to maximize efficiency.

5-6 Sage Timberline Estimating Tomorrow – RoadmapCome and get a sneak peek at Sage’s plans for future Estimating solutions

5-7 Buyout LabBuyout can automate the process of turning your estimate into purchase orders and subcontracts. Join us in this hands on session learn how to use Buyout to solicit quotes from vendors and subcontractors, select who to buy from and issue POs and subcontracts. Buyout can also track where you are in the buyout process to help mitigate risk

5-8 Estimating RoundtableAfter this class you will have an understanding of how Sage Timberline is integrating with the BIM method of design and construction. Also, during this class you will be able to address any questions that you may have concerning the Sage Timberline Estimating module.

5-9 Basic Takeoff LabThis class will be presented in a lab format; it is expected that attendees will learn how to takeoff projects using quick takeoff, item takeoff and assembly takeoff. Learn various tools to create project-winning estimates.

5-10 BIM Lecture & LabAfter completing these classes, you will be able to utilize Innovaya’s Visual Estimating product to perform quantity takeoff, and be able to input the calculated quantities into Sage Timberline Estimating through the visual estimating interface. Attendees will also learn how to document their takeoff making use of MS Excel and other integrated communication tools.

5-12 Estimating ReportsAfter completing this class, you will be create, modify and save integrated estimating reports using the information in the current estimate as the basis for each report. You will be provided with the knowledge to customize reports and will learn how to select what’s included in a report, the order in which to sort the information, and how to adjust the level of detail. You will also learn how to preview the report on your screen, print to paper, and export to multiple file formats.

5-13 Estimating Tips & Tricks – 2 SessionsA perennial conference favorite, this interactive session we will explore the functionality of the estimating software with emphasis on real life tips and shortcuts. You will leave this session with new techniques to improve your estimating productivity and increase your estimating effectiveness.

5-14 Explorer and Eos Explorer ExtendedAttendees will learn two different ways to track estimates for certain time periods, set user preferences, create estimate and project folders, edit estimate information, view estimate totals and cost information, and generate reports.

5-15 PJ Connectivity for RFIs & Change RequestsThis class will focus on two different topics: 1) attendee will learn how to create a Request for Information “RFI” during the bidding process directly in Estimating and 2) attendee will learn how to import an estimate directly into a PJ Change Request.



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6 ESTIMATING:ESTIMATING DATABASE6-1 Estimating Database Setup & Database Editor Lab – 3-Session LabYou’ll also understand the impact of organization decisions on the standard reports and analyses of estimates. Once you understand the impact of initial database decisions, you’ll have an extremely useful tool. Database Editor provides spreadsheet access directly to the database and allows you to quickly create new group phases, phases and items. You’ll see how to make targeted and global modifications to edit descriptions, correct units, update prices, or change any database field quickly. You’ll see how to filter the number of items under review and to use layouts to view only the data you want to see. Database Builder Wizard guides you through creating a database structure. You’ll see how to quickly create a database using a pre-built industry standard template, modify an existing database, or build your own database from scratch.

6-5 Estimating Formulas Formulas are used to dramatically speed up the takeoff process in Estimating, and without them, Assemblies and Models will not function. In this session you will learn how to create variables, use variables to create formulas, use functions in formulas and create and use formula tables.

6-6 Estimating Formulas LabIn this hands-on session you will apply the concepts learned in the lecture to build formulas, variables and formula tables.

6-7 Assemblies After completing this class, you will be able to create basic assemblies, create item tables, utilize database or existing formulas within assemblies, and design assemblies around your database.

6-8 Assemblies LabAfter completing this class, you will be able to create basic assemblies, create item tables, utilize database or existing formulas within assemblies, and design assemblies around your database.

6-9 ODBC (Open Database Connectivity) for Estimating Lecture & Lab – 2-Part SessionOn occasion, users need to manipulate estimating database content that can be difficult or inefficient to access directly within the Estimating or Database Editor applications. This session will cover effective use of the Sage Timberline ODBC driver together with Microsoft® Access and Excel to safely perform large scale changes your database content.

6-11 Crystal Reports for Estimating Lecture & Lab – 2-Part Session After completing this class, you will be able to: connect to estimating data and understanding the fundamental tables, extract the estimate project information, emulate the spreadsheet content and the totals page content, use sub-reports and shared variables, create reports that emulate WBS-sorted spreadsheet content, conditionally suppress records or sections based on specific criteria, and conditionally react to the existence or the absence of required fields, and be able to develop a complete deliverable for any estimate you produce.

6-13 Estimating Database ManagementManage your estimating database, do pricing updates through estimates and manage the integrity of the data. We will cover merge databases, modifying items using the proper tools.

6-14 SQL Server Reporting Services (SSRS)Reporting Services is a server-based reporting platform that provides comprehensive reporting functionality for a variety of data sources. Reporting Services includes a complete set of tools for you to create, manage, and deliver reports, and APIs that enable developers to integrate or extend data and report processing in custom applications. Reporting Services tools work within the Microsoft Visual Studio environment and are fully integrated with SQL Server tools and components.

6-15 Model Estimating Lab – 2-Part SessionAttention advanced users! Take estimating to another level. This session is for those of you with complete databases who have mastered the use of assemblies. Models can be created to link assemblies to create a complete system or can be designed to estimate an entire project from base assumptions. You’ll use the TUG database or a Sage Timberline Office sample database to develop models. If your own laptop has the models module, you can build models with your database.

7 PROJECT MANAGEMENT: PROJECT DOCUMENTS7-5 PJ Contacts Lab – Address Book Setup, Job Contact ListThis hands-on class will focus on the step-by-step tasks involved in setting up Address Book contacts, Job Contact Lists, sending Transmittals and in logging sent or received email to the Correspondence Log, including how AB companies and persons relate to AP, AR and estimating, how to setup AB company, setup AB person, and how to setup job contact list and job distribution lists.



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7-6 PJ Correspondence Lab – Transmittals, Correspondence Log & Requests for Information (RFIs)This hands-on class will focus on the step-by-step tasks involved in sending transmittals and in logging sent or received email to the correspondence log as well as in managing requests for information (RFIs), including how to send a transmittal, how to use correspondence log, create and send RFI, and open and log RFI answer.

7-7 PJ Job Documents Lab – Drawing Log, Submittals and Meeting Minutes This hands-on class will focus on the step-by-step tasks involved in tracking drawings, submittals and meeting minutes, including create a drawing log, enter drawing updates and revisions, create submittal log, enter submittal and forward to architect, enter submittal status and return to vendor, enter submittal revision, create and send meeting agenda, enter meeting minutes, and create and send agenda for next week’s meeting.

7-8 PJ Daily Logs and Other Logs Lab – Field ReportsThis hands-on class will focus on the step-by-step tasks involved in using logs in PJ to track information, including use custom logs provided with the software, configure custom log, configure field reports, enter daily log, enter daily log for next day.

7-13 Project Lifecycle Tracking Roundtable This class will be presented in a roundtable format; it is expected that attendees will bring issues and questions to ask the group and will also bring experience and work-arounds to share with the group. This class will focus on a discussion of tracking projects through the entire lifecycle, from proposal to bid to construction to close-out. What tools and systems does your company use for Customer Relationship Management (CRM) and how do you track costs of projects that have not yet been won?

7-14 Utilizing PJ to Become a More Effective Manger RoundtableThis class will be presented in a roundtable format; it is expected that attendees will bring issues and questions to ask the group and will also bring experience and work-arounds to share with the group. This class will focus on a discussion of areas of the PJ software that many users resist using because “it’s too hard” or “that’s too restrictive;” we will discuss how in many cases the “restrictions” of using a project management database can make you a more effective manager.

8 FUNDAMENTALS: STO BASICS8-1 STO Concepts & Module OverviewsAfter completing this class, you will gain confidence and a better understanding of the various modules and the structure and flow of data. This session will explain the structure of the Timberline databases, in which data is put into the system through data entry screens and information is accessed through Inquiries and Reports. This session will review the wide array of modules available and describe the functions of each, including the Core Accounting modules, Revenue Apps for Contracts and Billing, Real Estate modules, Specialty Contractor modules, Service Management, Project Management and Estimating.

8-2 Using STO Desktop After completing this class, you will be able to find your way around Desktop intelligently. You will understand Tasks, My Tasks, and Home Page. You will be able to load a default set of My Tasks links and default Home Page report based on your Industry and Role. You will then be able to customize your own Desktop configuration to organize links to your daily, weekly, and monthly tasks in order to be more productive. You will be able to have your favorite reports, inquires and spreadsheets at your fingertips. You will know where the Workflow Centers are to help teach new users. You will wonder why you haven’t learned about this before.

8-3 Basic Job Setup Workflow This class will explore the interactions of setting ups jobs in JC and PJ. We will explore the similarities and differences between creating a job first in JC versus creating a job first in PJ. We will discuss options such as setting up jobs in PJ with temporary job numbers for estimating purposes, then re-numbering the job with a JC job number when the job is won. We will discuss which information is shared between JC and PJ and which information is unique, including Custom Fields, Cost Codes, Categories, Misc. Worksheets and Commitments. We will discuss how costs are tracked and indentify routine tasks such as closing the month.

8-4 Basic Job Setup Lab This hands-on class will cover job set up tasks, including set up jobs in PJ with temporary job number, how to setup “master” PJ spec section list, how to setup PJ job spec section list using “master” list, set up jobs in JC with final job number, enter estimates, enter contract amount, enter commitments, set up cost codes, set up categories, enter direct costs, and closing month.


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8-5 Reports Manager & Default Reports This session will provide an overview of the default reporting options available within Sage Timberline Office, including Report Designer reports and Crystal Reports available in the Reports menu, Crystal Reports available as STO Desktop Home pages, and Office Connector Starter Reports available to pull data into Excel. We will discuss how to run reports, including setting parameters and ranges to specify the data you with to view. You will learn how both Report Designer reports and Crystal Reports behave, including what options you have prior to running a report and what functions are available to you in the report preview window, including zooming, searching and exporting. You will also get an overview of the vast array of default reports provided by Timberline. We will also discuss how to manage your reports menu to change the name of a report or add a custom report or “move” a report to a different module or a different report pull-out “folder” in the same module.

8-6 Using Default Inquires Effectively You may have looked at the default inquiries and thought this is close, but it 1) returns too much data, 2) doesn’t include everything that I need or want to see or 3) has stuff I don’t need. Whether any of these apply, in this session you will find the fix here. Learn how to make the most of what Sage Timberline Office has already designed for you. Then, take it back to your office and use it!

9 FUNDAMENTALS: STO COMMON TASKS9-5 Creating Macros LabAfter completing this class, you will be able to create a macro to perform daily posting and run reports automatically.

9-13 Year-End Procedures Workshop Lab – All-Day SessionAfter completing this class, you will be able to plan and implement year-end procedures, create a historical data folder, backup and restore data, and create a company plan for archiving data to history files.

10 ACCOUNTING FOR CONSTRUCTION AND REAL ESTATE: GC COMPANY FINANCIALS10-3 Advanced Job Cost Reporting Lab – 2-Part SessionYou will learn the correlation between database records and fields in the job cost system. You will then create a WIP Report and Cost Variance Report. The WIP report will include how to adjust the cost to complete without affecting the estimate.

10-5 Basic GL General Ledger The class participant will gain an understanding of the flow of data through the General Ledger module, learn how to set up accounts, how to record, edit and delete entries, print reports from the General Ledger, and to add, edit or delete budget data. Imports will not be covered in this class.

10-6 Basic CM Cash Management LabThis class will cover module setup through reconciliation, including use setup assistant to set up the first bank account, use setup bank account to create a second bank account, importing cleared checks, reconciling a bank account, use of edit register to enter misc entries, how to enter transfers between bank accounts using bank transfers, how to record EFT and ACH transactions, and how to set up credit card accounts.

10-7 Importing Transactions into GL & CM LabAfter completing this class, you will be able to create and import various transactional files into Timberline. Attendees will learn in an environment that promotes the ability to troubleshoot and correct import files to enhance the ability to implement transactional importing when returning to the office. Detailed instruction and hands on assignments will be offered during the class for the creation of import files.

10-8 Basic Accounts ReceivableAfter completing this class, you will understand how Accounts Receivable is set up and why. We will demonstrate how simple customization to the application setup can make data entry easier and more meaningful. We will review basic setup and data entry tasks that are performed on a regular basis such as cash receipts, and maintaining customers and contacts.

10-9 Basic Financial Statements Lab – 2-Part SessionLearn the “Hows” and “Whys” of Financial Statement Designer, including the GL Fields available to FS, basic formatting and arithmetic tools, and methods of design. After completing this class, you will be able to prepare a basic Income Statement and Balance Sheet in FS.

10-11 Reconciliation Lab – 2-Part SessionAfter completing this class, you will be able to perform basic reconciliation tasks for Accounts Receivable, Accounts Payable, Cash Management, Job Cost, Payroll, and General Ledger. You will be able to identify common reasons for out of balance conditions and execute the necessary steps to solve the problem. Best practices for avoiding out of balance issues will also be discussed. Desktop Reconciliation Tool will be demonstrated.


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News and Information for Users of Sage Timberline Office SoftwareJanuary 2012


10-13 Basic Payroll Lab + Importing Transactions into Payroll – 2-Part SessionThis class will cover employee set up and payroll tasks, including how to set up employees, pays, and deductions, entering time, processing payroll, generating direct deposit and printing checks, useful inquiries & reports. After completing this class you will be able to create and import payroll transactional files into Timberline.

10-15 Certified Payroll + Payroll Personnel RoundtableAfter completing this class, you will be able to setup certified classes, the certified pay rate table, and the cash fringe pay id. You will be able to verify that appropriate fringes are calculating as part of your hourly fringe. You will also be able to print the certified payroll report and statement of compliance. The second portion of this class will be presented in a roundtable format; it is expected that attendees will bring issues and questions to ask the group and will also bring experience and work-arounds to share with the group.

10-16 PR Union SetupAfter completing this class, you will be able to setup union rates for use in payroll time entry.

11 ACCOUNTING FORCONSTRUCTION AND REAL ESTATE: PROJECT FINANCIALS11-1 Project Cost Management and Cost Forecasting – 2-Part SessionThis class will focus on an overview of a detailed job cost management workflow, with an emphasis on Roles at various points in the process, from Estimate entry to tracking Commitment to forecasting Cost at Complete. Often Controller, Accountants and Project Managers have different priorities and needs, so a key goal of this session is to help Project Managers, Accountants, and Controllers understand how they must each work together to successfully manage the Job Cost Management process.

11-3 Subcontract Management – 2-Part SessionThis class will focus on an overview of a detailed subcontract management workflow, with an emphasis on Roles at various points in the process, from Bidding and Bid Selection to Commitment and Contract Control to Site Documentation and Applications for Payment to Punch List and Close Out. A key goal of this session is to help Estimators, Project Managers, Accountants, Risk Managers and Field Superintendents understand how they must each work together to

successfully manage the Subcontractor process. We will also highlight 3rd party tools that are available to enhance management of various portions of an effective subcontract management process.

11-7 Basic AP Accounts Payable LabThis class will give you the fundamentals of the accounts payable module. After completing this class you will know how to set up vendors, enter invoices, select invoices to pay, print checks, and record manual checks. You will understand the application interfaces, period-end methods, and common reports.

11-8 Importing Transactions into AP & JCAfter completing this class, you will be able to create and import various transactional files into Timberline. Attendees will learn in an environment that promotes the ability to troubleshoot and correct import files to enhance the ability to implement transactional importing when returning to the office. Detailed instruction and hands on assignments will be offered during the class for the creation of import files for Accounts Payable and Job Cost.

11-9 PJ Change Management Lab 1 of 3 – Change Requests, Requests for Quote & Updating Job EstimateAfter completing this class, you will be able to create internal (non-billable) and billable change requests, generate vendor requests for quote, track vendor pricing, produce change request forms, send pending estimate changes to Job Cost, use logs (reports), and edit estimates and markups.

11-10 PJ Change Management Lab 2 of 3 – Contracts, Owner Change Orders & Updating Schedule of ValuesAfter completing this class, you will be able to enter a job’s schedule of values (contract price) in Job Central or Contracts, create a change order, choose the associated change requests, approve the change order, update the job’s schedule of values, edit an approved change order, and use change order reports.

11-11 PJ Change Management Lab 3 of 3 – Commitments & Commitment Change OrdersAfter completing this class, you will be able to enter a commitment (purchase order or subcontract), issue commitment change orders, use the Change Request to pull in vendor pricing and create linkages for reporting, and control whether the change modifies existing line items in a commitments, or add new line items.

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News and Information for Users of Sage Timberline Office Software January 2012

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11-12 Allowances & Contingencies RoundtableThis class will be presented in a roundtable format; it is expected that attendees will bring issues and questions to ask the group and will also bring experience and work-arounds to share with the group. This class will focus on a discussion of managing budget allowances and contract contingencies.

11-15 Accounting Modules & PJ Module Tips & Tricks & Custom FieldsAfter completing this class, you will be able to implement and recognized many lesser know features and functions of the core accounting packages. You will also be able to effectively manage custom fields

11-16 Lien Waivers Roundtable & Accounting Module RoundtableThe lien waivers feature is one of the most underutilized bells and whistles within the STO software. After completing this class, you will be able to setup, clear, change, and print lien waivers in the accounts payable application. You will also be able to customize the lien waiver formats in Report Designer and Crystal Reports. The second portion of this class will be presented in a roundtable format; it is expected that attendees will bring issues and questions regarding the core accounting modules to ask the group and will also bring experience and work-arounds to share with the group.

12 ACCOUNTING FOR CONSTRUCTION AND REAL ESTATE: SPECIALTYCONTRACTOR FINANCIALS12-9 Basic EQ Equipment ModuleThe Equipment module is a powerful and useful tool. After completing this class, you will be able to record accumulating costs and revenue data to individual pieces of equipment. This information will be useful for helping to make decisions on the purchasing, selling or replacing of old or underutilized equipment. You will also learn how to track important data related to the maintenance of equipment and/or maintaining current equipment registration or licenses.

12-10 Basic PO Purchasing and IV Inventory Modules – 2-Part SessionAfter completing this class, you will be able to understand the Purchasing and Inventory setup, workflow and reporting.

12-12 EQ & PO / IV Interactions with Accounting Modules + Specialty Modules RoundtableThis session will review how data in the EQ, PO and IV modules relates to data in the core accounting modules. The second portion of this class will be presented in a roundtable format; it is expected that attendees will bring issues and questions regarding the EQ, PO and IV modules to ask the group and will also bring experience and work-arounds to share with the group.

13 ACCOUNTING FOR CONSTRUCTION AND REAL ESTATE: SERVICE MANAGEMENT13-13 SM WorkflowAfter completing this class, you will have an understanding of the structure and workflow of the Service Management module, including equipment tracking and preventative maintenance schedules.

13-14 SM DashboardsAfter completing this class, you will have an understanding of how to use dashboards to view relevant information in the Service Management module.

13-15 SM Setup (Jobs, Employees, Pay IDs)After completing this class, you will be able to set up an Agreement, setup a piece of equipment, setup a Preventive Maintenance schedule for a piece of equipment, and bill the Agreement and PM visit.

13-16 Advanced Service Management + Tips & Tricks RoundtableAfter attending this roundtable, you will know how other companies are using the Service Management module and get insight on how to improve your company’s processes.

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News and Information for Users of Sage Timberline Office Software

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14 ACCOUNTING FOR CONSTRUCTION AND REAL ESTATE: CUSTOMER BILLING14-5 Cost-Based CN Contracts, BL Billing and AR Accounts Receivable Lab – 2-Part SessionAfter completing this class, you will be able to complete the general workflow for reconciling and printing invoices. You will be able to setup rate, markup, standard item, and add-on tables and be confident in the setup of cost based contracts. You will also be able to verify that all applications interfaces are activated for billing. A high level review of set up application interfaces, cost based contracts, billing rate, markup, and add-on tables will help you reinforce your knowledge.

14-13 Contract-Based CN Contracts, BL Billing and AR Accounts Receivable Lab – All-Day SessionYou will learn the settings that influence the billing process. You will have the knowledge to setup, bill, print, and post a new contract and invoice. This will include how to enter change requests/change orders either using only job cost or job cost and project management.

15 ACCOUNTING FOR CONSTRUCTION AND REAL ESTATE: REAL ESTATE15-3 PM Property Management SetupThis session will include an overview of the Property Management module and will review the detailed steps necessary to set up your company’s properties, units, leases and tenants in the module prior to use.

15-4 PM Property Management Standard WorkflowThis session will include an overview of the Property Management workflow including creating charges and recording cash receipts and will walk you though the basic tasks that you perform on a routine basis.

15-7 PM Property Management: Management FeesAfter completing this class, you will be able to manage and track management fees in the Property Management modules and create fee invoices in Accounts Payable.

15-8 AP Pass-Thrus, Archiving, Closing & Moving, and Year-End for Property ManagementAfter completing this class, you will be able to use AP Invoice Entry to create charges in Property Management, understand the impacts of archiving inactive leases and moving entries to History, and the process for closing monthly and at year-end.

15-9 Weird Stuff We Track in Property ManagementAfter completing this class, you will be able to use PM to track various miscellaneous items such as subtenants, legal notice obligations, parking spaces, odd prorations, and letters of credit for security deposits.

15-10 Real Estate Process Automation After completing this class, you will be able automate various periodic tasks, such as direct deposits, online payments, emailing tenant statements and vendor ACH payments.

15-11 Recoveries Solutions and Advanced Formulas for Property Management Lab 1 of 2Learn a basic understanding of the Recoveries and Escalations concept, scenarios, setup and workflow, and implementation approach.

15-12 Recoveries Solutions and Advanced Formulas for Property Management Lab 2 of 2Create public formulas commonly used in the recoveries and escalation process.

15-13 Lease Management RoundtableThis discussion will include topics such as (a) leases, tenant and unit IDs, (b) When to use Setup, Activate, Cancel, Change, Renew, Amend , Terminate, Historical, and Archive Leases, (c) setting up newly acquired properties, and (d) subdivide, merge units and unit square footage changes. This session will be lead by a Certified Timberline Consultant and attendees should be prepared to share and contribute ideas and experiences.

15-14 Property Management Unused Treasures RoundtableThis discussion will include topics such as (a) setting up and using Accumulators, (b) custom descriptions, (c) custom fields, (d) check Lists, (e) importing charges and payments, and (e) using Charge Setup Reference fields and SIC codes. This session will be lead by a Certified Timberline Consultant and attendees should be prepared to share and contribute ideas and experiences.

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16 & 17 OPEN DATABASE CONNECTIVITY (ODBC) & MICROSOFT APPLICATIONS16-1 Basic Microsoft® Access – All-Day SessionYou may have seen your consultant using MS Access during your implementation, or have talked with companies that use this powerful tool for out-of-the-box solutions for added efficiency in their office. Join us for this four-session, hands on overview and basic activities workshop designed to introduce you to the tools in Microsoft® Access! We’ll start with an overview of “what is MS Access” and practical examples of how you can make it work for you. Be ready to get your hands on the software as we walk through basic exercises!

16-5 Basic ODBC Lab – All-Day SessionAfter completing this class, you will be able to create reports and graphs in Excel with STO data, create AP Vendor labels in Word, and populate fields in STO with direct input from Access. You’ll start with ODBC concepts, and then go step by step to get you started on your way to proficiency using this dynamic tool.

16-9 Intermediate ODBC Lab – All-Day SessionAfter completing this class, you will be able to use ODBC to group, summarize and manipulate Sage Timberline data in Microsoft Excel for financial and operational purposes.

16-13 Advanced ODBC Lab – All-Day SessionAfter completing this class, you will be able to use ODBC to group, summarize and manipulate Sage Timberline data in Microsoft Excel for financial and operational purposes. After completing this class, you will be able to automate common imports, repetitive transactions and operating work flows including budgets, invoices, commitments and job administration.

17-8 Intermediate Microsoft® Excel Lab After completing this class, you will be able to create pivot tables, charts and graphs. Users will also be introduced to more advanced concepts of functions, formulas and formats.

18 & 19 REPORTING:CRYSTAL REPORTS18-1 Intermediate Crystal Reports Lab – 3-Part Session Learn how to use grouping, filtering, sub-reports, formulas, and conditional formatting. Example Report: Job Cost as of Date – based on JCT data table, select appropriate transactions by date range,

group by Cost Code, add sub-report to display group cost code headers (‘divisions’), add formulas to display “over/under budget,” add conditional formatting to display negative numbers as red.

18-4 Crystal Add-Ons This session will be a review of additional tools and add-ons that are available for purchase to extend the capabilities of your report writing.

18-9 Advanced Crystal Reports Lab – All-Day SessionThis session will cover sub-reports, formulas, and variables. Example report: date-based WIP report.

18-13 Basic Crystal Reports Lab – All-Day SessionYou’re ready to make the jump to designing Crystal reports with the Sage Timberline Office database. Spend the day learning how to write reports for the core Accounting and Project Management applications. We’ll set up ODBC, and then create new reports. We’ll cover the fundamentals of formatting and will insert text and graphics for that professional look. We’ll condition, sort, and insert report totals. You’ll gain an understanding of preview report formulas. You’ll learn about linking tables and will see why linking is required and what it does. You’ll have plenty of hands-on activities. No prior experience with Crystal Reports is needed. However, we highly recommend that you be familiar with the Timberline database and have Crystal installed and ready to use once you return to your office.

19-2 Modifying Canned Crystal Reports LabAfter completing this class, you will be able to do the following: manage your customized reports and forms, use PJ settings to select your custom form, use Report Manager to select your custom report, add your company logo to Crystal Reports, add, delete, more and resize fields on a report, change the formatting of a report, add page numbering options, add groups for greater sorting, summarizing and subtotaling capabilities, and how to write a job number formula so you can either enter with hyphens or without hyphens. We will also cover tips and tricks for Crystal.

19-15 Using Crystal to Build Subcontract and Purchase Order Documents Lab – 2-Part SessionThis is an applied Crystal Reports class for Advanced Users who wish to build custom Subcontract Documents and/or Purchase Order documents. The session will cover data table issues as well as Crystal Techniques for formatting to create custom forms, and how to make them available as your company’s default form for printing Commitments from within Timberline.

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20 & 21 TS REPORTING: RD, ID & FS20-1 Basic Report Designer Lab – All-Day SessionAfter completing this class, you will be able to create basic reports as well as modify existing reports using Sage Timberline Office Report Designer module (not Crystal Reports). The class is designed to familiarize users with the report designer window. Users will learn how to select, sort, organize, total, and present data from the Sage Timberline Office database in a usable report format. Users will be introduced to formulas and functions to help present data.

20-7 Inquiry Designer Lab – 2-Part SessionThis session will start with an overview of what an “Inquiry” is. It will cover the basics of functionality and record relationships. We will tweak a couple of existing “canned” inquiries and then create a basic inquiry of our own. The session will continue with the creation of an inquiry with multiple column-specific jumps and explore different uses of formulas and conditions in inquiries. We’ll discuss what you might think is an out of the ordinary use for an inquiry.

20-9 Intermediate Report Designer Lab –All-Day SessionWish you could find a few more hours in your day? Spend one day in this workshop learning how to regain a few of those hours by modifying existing Sage Timberline Office reports, working with formulas, and utilizing custom fields. Are you still completing your WIP report in Microsoft® Excel? We’ll modify the WIP as of a specific date report, including prior year profit per job. We’ll also modify the committed cost report to add subcontract compliance items, including certified payroll reports obtained from the subcontractor. Next, you’ll work with the 1099 Preparation report to add a field for tracking W-9s. Next on the list will be the AP lien waiver with invoice detail report. As a group, we’ll discuss customizing the text, then, with help from the instructor and lab assistants, you’ll customize one of your own reports.

21-5 Intermediate Financial Statements Lab –2-Part SessionHave you ever wanted to annotate a Variance Report in FS? Do you need to create a comparative statement for you profit centers? Or pull data for just one Partner’s interest in the Company? STO Financial Statement Designer can do all that. After completing this class, you will be able to prepare Partner Statements, columnar Comparative Income Statements using Prefix Groups, and Budget Variance Reports using forecast fields, accumulators and expressions featuring GL Unit accounts.

21-13 Productivity Reports Lab – 2 Part SessionCome here to learn how Sage Timberline Office can help track labor productivity. We’ll use standard methods of tracking estimates against actuals and then move on to see how Sage Timberline Office can predict cost at completion.

22 & 23 EXHIBITOR PRESENTATIONS22-1 Office Connector Starter Reports Lab – Presented by SageAfter attending this session, you will have a better understanding of the Excel-based reports available to you in 9.7.

22-4 Getting the Most out of Your STO Solution – Presented by SageSession description coming soon!

22-6 Automation with My AssistantThis session will provide you the following: numerous examples of how other Sage Timberline Office users have implemented MyAssistant, a quick way to begin using your MyAssistant software, instruction on how to use email directories to send project managers, tenants, employees, etc. their notifications/reports, step-by-step instructions on how to setup MyAssistant to distribute reports, direction on integrating MyAssistant tasks with Sage Timberline Office workflows, and an overview of what’s coming in MyAssistant 5.0.

22-7 Excel-Based Database Management with Office Connector – Presented by SageSession description coming soon!

22-9 STO Futures/Roadmap – Presented by SageSession description coming soon!

22-10 Easy Document Management – Get it Integrated – Presented by Construction ImagingIt’s easier when its INTEGRATED. Integrations for Outlook-Email Management, SharePoint-Portal, Timberline Office-Accounting/PM, Windows File Share-Project Files. Workflow automation connects your back office with the field and the field with 3rd parties – RFIs, Payment Applications, Employee Applications (HR Automation), Change Orders, Purchase Requests, Timesheets, Field Reports, Quality Control, and of course Invoices. Attendees will have a chance to participate in this presentation with Construction Imaging’s Tablet applications, Web Interface, and Mobile capability. Documents are now automatically archived without manual indexing.

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22-11 Cloud Technology for the Construction Industry – Presented by SageSession description coming soon!

22-12 Session Title TBD – Presented by Winning TechnologiesSession description coming soon!

23-6 Tablets, Mobile, Email Management, SharePoint, and Photo Management – Presented by Construction ImagingJoin Construction Imaging for a hands on display and demonstration. See what’s possible when your back office systems are integrated with field devices. Workflow, Document, and Content Management is easy for IT to deploy and easier for end users to adopt. Your entire organization is more productive with the right set of tools in place.

23-7 Lean, Mean, and Green: Going Paperless in the New Economy – Presented by eRisk ConsultingStill thinking about going paperless? What are you waiting for? In today’s economy, best-in-class contractors are investing in “Paperless Technologies” to automate AP and other workflow processes. At the same time, they are realizing the benefits of a more efficient workplace with instant access to critical information, rather than manually retrieving and compiling essential documents. In this exciting session, Mike Carbino of eRisk Consulting will help you understand what it means to “go paperless” by leveraging technologies to provide the greatest opportunity for sustainability and growth in the future. The session will also include a live demonstration of an actual Enterprise Content Management application. Please join us and learn how easy it is to become “lean, mean and green!”

Special Topic In-Depth Roundtablesby: Tom Moore

Webster Moore Group

New this year, your TUG Education Committee is creating a new education and networking opportunity by partnering with Sage and other third-party vendors to bring you a series of In-Depth Roundtables, each on a special topic. Each of these full-day courses will include an overview of workflow and issues, presentations by third-party vendors, and a roundtable of tips and tricks discussion. Go in-depth on your specific topic and hear about the latest trends and offerings from vendors in a roundtable context where expert user panelists can share both their questions and recommendations.

• Accounts Payable Issues and Solutions Discuss the new features in STO 9.8, including credit card management and review products and services offered by third- party vendors to manage and automate your AP processes.

• Paperless Office Issues and Solutions What are the problems that companies face when they “go paperless?” Do companies actually achieve the efficiencies they had hoped to? What are the various products available and how do they compare? Join us to explore these questions and bring your experiences and questions to share.

• Payroll Issues and Solutions There are a range of products available, some aimed at more efficiently entering your payroll data, some aimed at offering additional capabilities to your payroll team and human resources department. Explore the common issues companies face and what solutions do – and don’t – work in the real world.

• Field Access Issues and Solutions As tablet computers and ultra-books become more common, connectivity with the field becomes ever more important to support your site superintendent and other field workforce. What technologies are available now and what is coming next? Discuss various products and services that are available now to integrate with your Sage Timberline Office.


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MANAGEMENT ISSUES ESTIMATING PROJ. MGMT.

Special Topics Company Mgmt. ITBring Your

Questions BoothEstimating

EstimatingDatabase

Project Documents

TUES

DAY

18:30-10

Accounts Payable Issues andSolutions(1 of 4)

Executive STO Overview

Top Technology Trends

Bring Your Own Questions Lab

EstimatingWorkshop Lab

(1 of 3)

Database Setup and Database

Editor Lab(1 of 3)

Project CostForecasting and Mgmt

(1 of 2)(See 11-1)

210:30-12


Risk Management Roundtable

Getting the Most out of YourTechnology



(2 of 3)


Editor Lab(2 of 3)

Project CostForecasting and Mgmt

(2 of 2)(See 11-1)

31:30-3


Subcontract Management

(1 of 2)(See 11-3)

Roadmap for STO Implementaion

Bring Your Payroll Questions Lab


(3 of 3)


Editor Lab(3 of 3)


(1 of 2)(See 11-3)

43:30-5



(2 of 2)(See 11-3)

Getting the Most out of your STO

Solution(See 22-4)

Bring Your Basic Excel Questions

Lab

Sage Timberline Estimating Today

– 11.x Hands On Lab

Sage Timberline Estimating Today

– 11.x Hands On Lab

(See 5-4)


(2 of 2)(See 11-3)

WED

NESD

AY

58:30-10

Paperless OfficeIssues and Solutions

(1 of 4)

Best Practices(1 of 2)

Manage Operating Costs withTechnology

Bring Your Crystal Reports

Questions Lab

CreatingEstimates, Totals & Add-Ons Lab

Formulas AB Contacts Lab

610:30-12

Paperless OfficeIssues andSolutions(2 of 4)

Best Practices(2 of 2)

Automation withMyAssistant(See 22-6)

Crystal forProperty Mgmt

Lab

EstimatingTomorrow – Roadmap

Formulas LabPJ Job

Correspondence Lab

71:30-3


Excel-BasedDatabase Mgmt with

Office Connector (See 22-7)

SecurityAdministration &

Log Viewer

Crystal for PO/IV Lab

Buyout Lab AssembliesPJ Job Documents

Lab

83:30-5


IntermediateExcel Lab(See 17-8)

ManagingCustomizations:

Tips & Tricks

Crystal forSM Lab

EstimatingRoundtable

AssembliesLab

PJ Job Logsand

Field ReportsLab

THUR

SDAY

98:30-10

Payroll Issues and Solutions(1 of 4)

STO Futures / Roadmap(See 22-9)

STO Futures / Roadmap

(Seee 22-9)


Basic Takeoff LabODBC for

Estimating

PJ Change Mgmt(1 of 3)

(Seee 11-9)

1010:30-12


Constrution Imaging Vendor Session

(See 22-10)

Cloud Services Overview


BIMODBC for

Estimating Lab


(See 11-9)

111:30-3


---Cloud Tech for the

Construction Industry(See 22-11)


BIM LabCrystal Reports for

Estimating(1 of 2)


(See 11-9)

123:30-5


Microsoft®

SharePoint(See 4-12)

WinningTechnologies Group

Vendor Session

Microsoft®

SharePointEstimating Reports

Crystal Reports for Estimating Lab

(2 of 2)

Allowances & Contingencies

Roundtable(See 11-12)

FRID

AY

133:30-5

Field Access Issues and Solutions

(1 of 4)--- ---


EstimatingTips & Tricks

(1 of 2)

DatabaseManagement

Project Lifecycle Tracking

Roundtable

148:30-10


(2 of 4)--- ---


Estimating Tips& Tricks(2 of 2)

SQL ServerReporting Services

(SSRS)

ManagingProjects with

PJRoundtable

151:30-3

Field Access Issues and

Solutions(3 of 4)

--- ---Bring Your Own Questions Lab

Explorer & EOS Explorer Extended

Models Lab(1 of 2)

Using Crystal for Custom Subcontract

/ PO Documents(1 of 2) (See 19-15)

163:30-5


(4 of 4)--- ---


EstimatingConnectivity to PJ for RFI’s & Change

Requests

Models Lab(2 of 2)

EstimatingConnectivity to PJ

for RFI’s and Change Requests (See 5-16)

Workshops & Labs in bold



u 19 u

8 9 10 11 12 13 14 15

FUNDAMENTALS ACCOUNTING FOR CONSTRUCTION AND REAL ESTATE

STO Basics STO Common TasksGC Company

FinancialsProject Financials

Specialty ContractorFinancials

ServiceManagement

Customer Billing Real Estate

TUES

DAY

18:30-10

STO Concepts and Module Overviews

Office Connector Starter Reports

Lab(See 22-1)


Lab(See 22-1)

Project Cost Forecasting and

Management(1 of 2)

--- --- --- ---

210:30-12

Using STO Desktop

Modifying Canned Crystal Reports

Lab(See 19-2)

Modifying Canned Crystal Reports

Lab(See 19-2)

Project Cost Forecasting and

Management(2 of 2)

--- --- --- ---

31:30-3

Job Setup Workflow + JC & PJ Overview

Bring Your Payroll Questions Lab

(See 4-3)

Advanced RD Job Cost Reporting

Lab(1 of 2)

SubcontractManagement

(1 of 2)--- --- --- PM Setup

43:30-5

Setup Job Lab


Solution(See 22-4)


Lab(2 of 2)


(2 of 2)--- --- ---

PM Standard Workflow

WED

NESD

AY

58:30-10

Reports Mgr & Default Reports

Macros Lab GL --- --- ---

Cost-Based Billing: CN, BL &

AR Lab(1 of 2)

---

610:30-12

Default InquiriesAutomation with

MyAssistant(See 22-6)

CM Lab --- --- ---

Cost-Based Billing: CN, BL &

AR Lab(2 of 2)

Crystal forProperty Mgmt

Lab(See 4-6)

71:30-3

Inquiry Designer Lab

(1 of 2)(See 20-7)

Importing to GL and CM Lab(See 10-7)

Importing to GLand CM Lab

AP LabCrystal for PO/

IV Lab(See 4-7)

--- ---PM Management

Fees

83:30-5


(2 of 2)(See 20-7)

Importing to APand JC Lab(See 11-8)

ARImporting to AP

and JC Lab---

Crystal for SM Lab(See 4-8)

---AP Pass-Thrus,

Archiving, Closing & Moving + Year-End

THUR

SDAY

98:30-10

STO Futures / Roadmap(See 22-9)

---FS Lab(1 of 2)

PJ ChangeManagement

(1 of 3)EQ --- ---

Weird Stuff We Track in PM

1010:30-12

--- ---FS Lab(2 of 2)

PJ ChangeManagement

(2 of 3)

PO / IV(1 of 2)

--- ---Real Estate Process

Automation

111:30-3

---Reconciliation Lab

(1 of 2)(See 10-11)

Reconciliation Lab(1 of 2)

PJ ChangeManagement

(3 of 3)

PO / IV(2 of 2)

--- ---Adv. Formulas and

Recoveries(1 of 2)

123:30-5

---Reconciliation Lab

(2 of 2)(See 10-11)

Reconciliation Lab(2 of 2)

Allowances & Contingencies

Roundtable

EQ & PO / IV Interactions +

Specialty Modules Roundtable

--- ---Adv. Formulas and

Recoveries Lab(2 of 2)

FRID

AY

133:30-5

---Year End Lab

(1 of 4)PR Lab(1 of 2)

---

ProductivityReports Lab

(1 of 2)(See 21-13)

SM Workflow

Contract-Based Billing: CN, BL and

AR Lab(1 of 4)

Real Estate Roundtable: Lease

Management

148:30-10

---Year End Lab

(2 of 4)

PR & Importing to Payroll Lab

(2 of 2)---


(2 of 2)(See 21-13)

SM Dashboards


AR Lab(2 of 4)

Real EstateRoundtable: Property

Management Unused Treasures

151:30-3

---Year End Lab

(3 of 4)

Certified PR + Payroll Personnel

Roundtable

Tips & Tricks + Accounting & PJ Custom Fields

---SM Setup (Jobs,

Employees, Pay IDs)


AR Lab(3 of 4)

---

163:30-5

---Year End Lab

(4 of 4)PR Union Setup

Lien Waivers + Acct'ing Roundtable

---Advanced SM +

Tips & Tricks


AR Lab(4 of 4)

---




u 20 u

January 2012


16 17 18 19 20 21 22 23

ODBC AND REPORTING 3RD PARTY SOLUTIONS

ODBC & Microsoft Apps Reporting - Crystal TS Reporting – ID & RD Exhibitors

TUES

DAY

18:30-10

Basic Access(1 of 4)


Lab(See 22-1)

Intermediate Crystal Lab

(1 of 3)---

Basic Report Designer Lab

(1 of 4)---


Lab---

210:30-12


---Intermediate Crystal Lab

(2 of 3)

Modifying Canned Crystal

Reports Lab


(2 of 4)--- --- ---

31:30-3


---Intermediate Crystal Lab

(3 of 3)---


(3 of 4)


Lab(1 of 2)

(See 10-3)

--- ---

43:30-5


Bring Your Basic Excel Questions

Lab(See 4-4)

Crystal Add-Ons Lab

---Basic Report Designer Lab

(4 of 4)


Lab (2 of 2)(See 10-3)


Solution---

WED

NESD

AY

58:30-10

Basic ODBC Lab(1 of 4)

--- ---

Bring Your Crystal Reports Questions

Lab(See 4-5)

---Intermediate

FS Lab(1 of 2)

--- ---

610:30-12


Automation withMyAssistant(See 22-6)

---Crystal for Prop-erty Mgmt Lab

(See 4-6)---

Intermediate FS Lab(2 of 2)

Automation withMyAssistant

EstimatingTomorrow - Roadmap(See 5-6)

71:30-3


Excel-Baed Data-base Mgmt with Office Connector

(See 22-7)

---Crystal for PO/

IV Lab(See 4-7)


(1 of 2)---

Excel-BasedDatabase Mgmt

with OfficeConnector

---

83:30-5


Intermediate Excel Lab

---Crystal for SM Lab

(See 4-8)


(2 of 2)--- --- ---

THUR

SDAY

98:30-10

IntermediateODBC Lab

(1 of 4)

ODBC forEstimating

(1 of 2)(See 6-9)

AdvancedCrystal Lab

(1 of 4)---

IntermediateRD Lab(1 of 4)

FS Lab(1 of 2)

(See 10-9)

STO Futures / Roadmap

---

1010:30-12


(2 of 4)

ODBC forEstimating

(2 of 2)(See 6-9)

AdvancedCrystal Lab

(2 of 4)---


FS Lab(2 of 2)

(See 10-9)

Easy Document Mgmt- Get it Integrated.

Construction Imaging

---

111:30-3


(3 of 4)---

AdvancedCrystal Lab

(3 of 4)

Crystal Reports for Estimating

(1 of 2) (See 6-11)


---Cloud Technology

for the Construction Industry

---

123:30-5


(4 of 4)

Microsoft®

SharePoint(See 4-12)

AdvancedCrystal Lab

(4 of 4)

Crystal Reports for Estimating Lab

(2 of 2) (See 6-11)


---Winning Tech Group

Vendor Session---

FRID

AY

133:30-5

AdvancedODBC Lab

(1 of 4)---

BeginningCrystal Lab

(1 of 4)--- ---


(1 of 2)--- ---

148:30-10

AdvancedODBC Lab

(2 of 4)---


(2 of 4)--- ---


(2 of 2)--- ---

151:30-3

AdvancedODBC Lab

(3 of 4)---


(3 of 4)

Using Crystal for Custom

Subcontract / PO Documents

(1 of 2)

--- --- --- ---

163:30-5

AdvancedODBC Lab

(4 of 4)---


(4 of 4)

Using Crystal for Custom

Subcontract / PO Documents

(2 of 2)

--- --- --- ---

Workshops / Labs in bold



u 21 u

January 2012


Note: If you are not currently a TUG member, you may join at this time by including your first year dues of $295.00, for end users, per company with your conference registration. Affiliate members, those that sell products or services of interest to TUG members, may join for the annual rate of $600. Join today and take advantage of the discounted member rate!

Guests: You are welcome to bring a guest to TUG National Users Conference 2012. A guest is defined as a family member or significant other – not a co-worker. Guests are welcome to join you during evening functions only. If your guest would like to participate in other meals, please contact the TUG registration at [email protected] for more information.

Group Rate: For companies with 5 or more in attendance, please contact the TUG office at [email protected] for any eligible discounts.

Cancellation Policy: Cancellations must be received in writing by the TUG office (e-mail) no later than May 2, 2012, to receive a refund. Cancellations received by this date will receive a full refund minus a $50.00 administrative fee. After May 2, 2012, no refunds can be given.

Contact Registration Services: Normal business hours are Monday-Friday, 9:00 AM – 5:00 PM EST. Please leave a message and your call will be returned during normal business hours.

Telephone: +1 404.760.8171 and/or +1 866.846.0999; Fax: +1 404.240.0998; E-mail: [email protected]

Early Registration Deadline: February 29, 2012Member – 2 Days $795.00

Member – 4 Days $995.00

Non-Member – 2 Days $1,195.00


Guest Registration Fee $150.00

Regular Registration: March 1 – May 3, 2012 & OnsiteMember – 2 Days $895.00

Member – 4 Days $1,095.00



Guest Registration Fee $150.00

2012 TUG National Users ConferenceMay 15-18, 2012 • Registration Rates Register online at www.tugconference.com



Gaylord Palms Resort & Convention Center6000 W. Osceola ParkwayKissimmee, FL 34746www.gaylordhotels.com

Room Rate:TUG has negotiated a discounted room rate of $196+tax (single/double occupancy) for all conference attendees (taxes are currently at 13% and are subject to change and a 1% Osceola County Assessment fee will also be charged).

Reservations:+1 407.586.2000

Reserve your room by Friday, April 13, 2012. After this date, reservations will be accepted on a space-available basis at the prevailing rack rate.

Reservations may be made either by calling the reservation number listed above and requesting the TUG group rate or by visiting the conference Web site at www.tugconference.com (there is a direct link to the Gaylord Palms reservations on the “Hotel” page of the conference site).

2012 TUG National Users ConferenceConference Hotel

CPE INFORMATIONCPA participants will receive 7 CPE credits per full day of attendance, for a possible total of 28 CPE credits. Please be sure to sign in and out of each session you attend. Certificates will be sent via e-mail after the conference. TUG’s CPE registration policies and procedures will be available to all participants.

Timberline Users Group, Inc., is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be address to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.

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