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| Portfolio Center 101 - Navigation & Reporting |
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No Prerequisites |
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1.5 Hours |
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Intended Audience = Any Beginning User of Portfolio Center |
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Introduction to Navigation & Use of Portfolio Center Module |
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At Completion of Portfolio Center 101, Each User Should Have the Skills to: |
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Login to the Application |
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Setup an Executive Dashboard View |
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Search for Leases, Building Records, & Property Records |
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Understand Content & Utilize Standard Reports |
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Create a Report Utilizing Report-Writer Tool |
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| Portfolio Center 201 - Maintenance |
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Prerequisite - Completion of Portfolio Center 101 |
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2.5 Hours |
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Intended Audience = Lease Administrators & Abstractors |
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Introduction to Abstracting & Editing Leases |
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At Completion of Portfolio Center 201, Each User Should Have the Skills to: |
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| Portfolio Center 301 - Invoicing |
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Prerequisite - Completion of Portfolio Center 201 |
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2.5 Hours |
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Intended Audience = Lease Administrators |
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Introduction of Invoicing Processes in Portfolio Center Module |
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At Completion of Portfolio Center 301, Each User Should Have the Skills to: |
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Create a Recurring or Non-Recurring Invoice |
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View/Modify Invoices |
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Process (Send for Approval) Invoices |
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Approve Invoices |
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| Portfolio Center 401 - Financials & User Administration |
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Prerequisite - Completion of Portfolio Center 201 |
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3 Hours |
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Intended Audience = Point of Contact Responsible for Security Controls |
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Introduction to Administration Functions of Portfolio Center Module |
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At Completion of Portfolio Center 401, Each User Should Have the Skills to: |
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Create & Administer View Groups Based Upon Predefined Hierarchy |
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Create & Edit Cost Categories & Expense Items |
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| To inquire about Courses, please e-mail courses@bigcenter.com |
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| BigCenter Solutions |
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Easy to use & implement |
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Scalable with client needs |
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Process consistency |
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Optimizes workflows |
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