Training Courses Designed For You
Our training courses equip you with extra knowledge and an appreciation of the full range of functionality within KeyedIn.
Each session is hosted by an experienced KeyedIn Product expert and is typically half a day in duration. Each training course is affordably priced at just £425/ €475/ $500 depending on your region and class sizes are kept small to maximize value.
Participants are provided with access to a shared SaaS Training Environment to complete the course exercises and to use for subsequent exploration and learning for an extended period.
Supporting course user guides and exercises are also provided.
Please find our latest training courses listed below. Please complete the form above telling us which course you are interested in. We will then reach out to you with available dates and course costs.
Enhanced Forecasting
This customer training gives users the skills and knowledge to explore the use of the new enhanced forecasting functionality within KeyedIn.
Course Highlights:
- Overview, navigation and familiarisation with the new user interface
- Working with financial treatment types (e.g. Capex/Opex)
- Creating unique lines via Unique Identifiers (e.g. Workflow / Client / Custom field)
- Using Excel to import and export data directly from the forecast
- Enhanced alignment of supply and demand
- Aligning expense actuals with forecasted values
PowerPoint Reporting
This course equips System Administrators and Super Users with an appreciation of the range of features related to setting-up, configuring, maintaining and enhancing PowerPoint reports.
Course Highlights:
- Addresses PPT design options
- Creating templates
- Utilising both standard and specifically configured reports
- Identifying core metrics
- Utilising visual charts and graphics
- Linking PPT exports to actions
Please find our other fantastic avaliable training courses listed below. Please complete the form above telling us which course you are interested in. We will then reach out to you with available dates and course costs.
Product Overview and Foundations
This course is designed to provide an overview of KeyedIn Enterprise for new users. The knowledge and experience gained provides the basis for immediate system use and provides the foundation for other Administration and Configuration courses.
Course Highlights:
- User foundations including navigation
- Using Time/Expense/Billing
- Using Project Management
- Using Portfolio Management
- Using Resourcing
Day to Day Administration
This course equips system administrators with an appreciation of the whole KeyedIn Enterprise Solution as well as the skills and knowledge needed to effectively perform day to day administration on their existing system.
- User foundations including navigation
- Managing search filters, dashboards & reports
- Managing Time, Expense, Billing, Project Management, Portfolio Management and Resourcing
- Resource setup and maintenance
- User and permissions setup and maintenance
- Project setup and maintenance
- Security Model essentials including function, visibility and data access
Report Writer
This course equips system administrators with an appreciation of the full range of on-screen and reporting features in order to configure, maintain and enhance dashboards, views, widgets and reports.
Course Highlights:
- Overview of widgets and reports, including different ways to run them
- Dashboard types, configuration and publishing
- Chart widgets, including drill down
- Introduction to the Timeline widget
- Data widgets including drill through and conditional formatting
- Chart and Data Reports, including advanced filtering and PDF watermarking
- Powerpoint template reporting
- Scheduling reports
- Maintenance including legacy report/widget upgrading