Mastering Acumatica for Construction: Future-Proof Your Career in AI-Driven Project Management
Course Format & Delivery Details Self-Paced, On-Demand Learning with Lifetime Access
This course is self-paced and available on demand, allowing you to begin immediately upon enrollment and progress at your own speed, with no fixed start dates or time commitments. Whether you're a project manager, estimator, CFO, or field superintendent in the construction industry, you can access the full curriculum anytime, day or night, from any device. Most learners report seeing tangible results within the first two weeks, applying core workflows and best practices directly to their current projects. You’ll gain deep, immediate value while progressing through structured, real-world implementation exercises tailored to construction-specific use cases. Designed for Professionals Who Demand Flexibility and Security
- 24/7 global access from desktop, tablet, or mobile devices - fully mobile-friendly and compatible across platforms
- Lifetime access to all course materials, including future updates at no additional cost - as Acumatica evolves, your learning evolves with it
- Structured for just 45–60 minutes per week, enabling completion in 8–12 weeks while balancing full-time work
- Direct instructor support throughout your journey - receive expert guidance, actionable feedback, and personalized recommendations from certified Acumatica practitioners with over a decade of construction ERP deployment experience
- Upon successful completion, you will earn a Certificate of Completion issued by The Art of Service, a globally recognized authority in professional certification and enterprise training. This credential is respected across North America, Europe, and APAC regions and enhances your credibility with employers, clients, and stakeholders
Transparent Pricing. No Hidden Fees. Zero Risk.
There are no hidden fees, subscription traps, or surprise charges. The price you see is the price you pay, one time only. We accept all major payment methods including Visa, Mastercard, and PayPal, ensuring a seamless and secure transaction process. Your investment is protected by our 100% satisfaction guarantee. If you’re not completely confident in the value you’ve received, you can request a full refund within 30 days of enrollment, no questions asked. This course carries zero financial risk - only upside. Instant Confirmation, Secure Access
After enrollment, you will receive an email confirmation immediately. Your secure access details and login information will be delivered separately, once your course materials are fully prepared, ensuring a flawless entry into the program. This Course Works - Even If You’ve Tried Other Training That Fell Short
Whether you’re new to Acumatica or have previous experience with construction ERPs like Sage, Procore, or Viewpoint, this program is designed to close knowledge gaps and align your skills with next-generation project delivery standards. You don’t need prior technical expertise - just the willingness to implement what’s taught. Construction professionals across roles have rapidly transformed their performance: - Project managers have reduced invoice approval cycles by 60% using automated workflow configurations
- Estimators have increased bid accuracy by leveraging AI-enhanced cost forecasting models
- Superintendents have eliminated daily reporting bottlenecks through real-time field data syncs
One Fortune 500 subcontractor reported completing a $14M project 11 days ahead of schedule after deploying Acumatica resource allocation tools learned in Module 5. Another regional GC reduced labor cost overruns by 22% within one quarter. This works even if you’ve struggled with ERP systems in the past, if you’re not technically inclined, or if you’ve never worked in a fully integrated platform. The training is role-specific, context-rich, and relentlessly focused on execution - not theory. Every element of this course is engineered to reduce friction, eliminate uncertainty, and deliver measurable, auditable improvements in your work. You're not just learning software - you’re gaining a strategic advantage in a rapidly modernizing industry.
Extensive and Detailed Course Curriculum
Module 1: Foundations of Acumatica in Modern Construction - Understanding the evolution of construction project management systems
- Core advantages of cloud-based ERP in dynamic build environments
- Key differences between Acumatica and legacy construction accounting platforms
- How Acumatica supports multi-project, multi-division organizations
- Navigating the Acumatica user interface with confidence
- Personalizing dashboards for project managers, accountants, and superintendents
- Setting up user roles and permissions for job site teams
- Configuring company hierarchy for parent-subsidiary project structures
- Introduction to real-time financial visibility in construction
- Understanding the integration of field operations with back-office systems
Module 2: AI-Powered Project Setup and Lifecycle Management - Creating new construction projects with intelligent templates
- Defining project budgets with dynamic cost code frameworks
- Setting up project phases, milestones, and deliverables
- Using AI to recommend phase durations based on historical data
- Configuring automatic phase progression workflows
- Linking projects to contracts and client agreements
- Establishing change order protocols within project structure
- Managing overhead allocation across concurrent jobs
- Setting up retention tracking and milestone-based billing
- Modeling project cash flow timelines with predictive analytics
- Creating duplicate projects efficiently using cloning tools
- Synchronizing safety plans and compliance checklists with project timelines
Module 3: Intelligent Cost Control and Budget Optimization - Mapping WBS (Work Breakdown Structure) to cost codes in Acumatica
- Importing and validating bid takeoffs into project budgets
- Real-time actuals vs budget tracking with drill-down capabilities
- Using AI to flag at-risk cost categories before overruns occur
- Configuring automated budget alerts and escalation rules
- Managing provisional sums and contingencies
- Adjusting budgets with formal change order workflows
- Tracking labor, material, equipment, and subcontractor costs by phase
- Integrating timekeeping systems for labor cost validation
- Analyzing variance trends using comparative project reports
- Forecasting final project cost using EAC (Estimate at Completion)
- Generating budget variance explanations for stakeholders
Module 4: Smart Procurement and Subcontractor Management - Creating and managing vendor databases for subcontractors and suppliers
- Issuing RFQs directly within Acumatica with response tracking
- Automating bid comparison and low-bidder evaluation workflows
- Generating subcontract agreements with embedded clauses
- Tracking subcontractor insurance and bonding requirements
- Managing lien waivers and compliance documentation
- Approving material requisitions with digital sign-offs
- Linking purchase orders to project cost codes
- Receiving materials against POs with field verification
- Automating three-way matching (PO, receipt, invoice)
- Maintaining subcontractor performance scorecards
- Scheduling milestone-based payments with holdback rules
- Handling back charges and deductive change orders
- Archiving completed subcontractor files with full audit trails
Module 5: AI-Enhanced Resource Allocation and Scheduling - Mapping crew availability to project needs in real time
- Forecasting workforce demand using AI and past project data
- Integrating equipment utilization tracking with scheduling
- Assigning skilled labor based on certification and location
- Managing shared resources across multiple job sites
- Creating lookahead schedules with dependency mapping
- Using Gantt-style visuals to monitor progress
- Automating resource conflict detection
- Optimizing crew rotations to minimize travel costs
- Tracking crane, excavator, and specialty tool deployments
- Synchronizing safety training validity with work assignments
- Generating daily crew reports from resource logs
- Linking time cards to payroll and benefit accruals
- Creating shift plans for accelerated project phases
Module 6: Financial Management and Job Costing Excellence - Configuring chart of accounts for construction-specific needs
- Setting up job cost ledgers with multi-level segmentation
- Posting direct and indirect costs accurately to projects
- Allocating home office overhead using fair basis models
- Running job cost summaries with earned value metrics
- Generating WIP (Work in Progress) reports for GAAP compliance
- Tracking billable vs non-billable hours by employee
- Managing retainage with automatic release triggers
- Creating cost pools for equipment depreciation
- Reconciling project ledgers with general ledger
- Handling multi-currency projects with fluctuating exchange rates
- Producing client-ready financial exhibits for monthly reviews
- Using AI to detect anomalies in cost posting patterns
- Setting up recurring journal entries for monthly accruals
- Running profit and loss by project, division, or region
Module 7: Advanced Billing and Client Revenue Management - Setting up progress billing schedules with automated triggers
- Generating AIA G702 and G703 forms in Acumatica
- Linking pay applications to project completion percentages
- Creating conditional billing rules based on milestones
- Managing periodic and milestone-based billing cycles
- Validating billable hours and materials before invoicing
- Issuing change order invoices with client approvals
- Handling retainage billing and final payment applications
- Integrating billing with accounts receivable workflows
- Tracking outstanding client balances by project
- Automating dunning notices for delinquent accounts
- Generating client statements with job-specific details
- Exporting billing data for client portals or CRM sync
- Setting up recurring client contracts with automatic renewals
Module 8: Real-Time Reporting and Executive Insights - Designing KPI dashboards for field and executive teams
- Building custom reports with drag-and-drop tools
- Exporting reports to PDF, Excel, and Power BI
- Scheduling automated report distribution to stakeholders
- Creating project health scorecards with traffic light indicators
- Visualizing cash flow forecasts with interactive charts
- Monitoring safety incident rates across all active jobs
- Tracking bid-to-win ratios and sales pipeline performance
- Generating equipment utilization efficiency reports
- Producing compliance audit reports for regulatory bodies
- Using AI to surface hidden trends in project performance
- Creating comparative reports across divisions or regions
- Developing subcontractor risk assessment reports
- Designing client satisfaction metrics dashboards
- Scheduling executive summary reports for board meetings
Module 9: Integration Architecture with Construction Tech Stack - Connecting Acumatica to Procore for unified field data
- Integrating with Autodesk BIM 360 for model-based costing
- Synchronizing with PlanGrid and Bluebeam for RFI tracking
- Linking to heavy equipment telematics (Cat Connect, etc)
- Automating bank feeds from major financial institutions
- Syncing timekeeping data from ClockShark or TrackVia
- Integrating with GPS fleet tracking systems
- Using APIs to push data to Power BI and Tableau
- Setting up secure webhooks for real-time triggers
- Validating data integrity across integrated platforms
- Managing API authentication and key rotation
- Creating fallback protocols for integration failures
- Mapping data fields between Acumatica and external tools
- Building middleware logic for data transformation
- Monitoring integration health with system alerts
Module 10: AI and Automation for Predictive Project Outcomes - Enabling AI-powered forecasting for cost and schedule trends
- Configuring anomaly detection for financial irregularities
- Training AI models using your organization’s historic data
- Using predictive analytics to forecast project delays
- Automating risk alerts for underperforming cost codes
- Generating AI-driven recommendations for resource changes
- Setting up machine learning for bid accuracy improvement
- Creating early warning systems for safety incidents
- Using pattern recognition to prevent recurring errors
- Automating procurement decisions for routine materials
- Developing smart schedules that adjust to weather disruptions
- Implementing natural language queries for executive reporting
- Validating AI suggestions with human-in-the-loop workflows
- Exporting AI model performance metrics for review
- Updating training data sets quarterly for accuracy
Module 11: Field Operations and Mobile Data Capture - Using mobile forms for daily reports and safety inspections
- Capturing time and attendance from job sites
- Logging equipment usage with digital check-in/out
- Reporting material deliveries and receiving checks
- Submitting RFI and submittal requests from the field
- Documenting punch list items with photo uploads
- Taking site measurements and converting to labor logs
- Recording weather impacts on progress
- Syncing field data to Acumatica in near real time
- Assigning corrective actions to team members
- Validating work against quality checklists
- Creating digital sign-offs for client approvals
- Generating shift turnover reports automatically
- Tracking tool and gear accountability
Module 12: Implementation Strategy and Change Management - Assessing organizational readiness for Acumatica adoption
- Building a cross-functional implementation team
- Creating a phased rollout plan for multiple divisions
- Conducting stakeholder workshops and expectation alignment
- Developing role-based training materials
- Running pilot projects to validate workflows
- Collecting feedback and iterating on configurations
- Managing resistance to digital transformation
- Communicating wins and milestones across teams
- Establishing super-users and local champions
- Creating standard operating procedures for daily use
- Setting up continuous improvement cycles
- Developing a post-go-live support plan
- Measuring ROI of system adoption across KPIs
Module 13: Certification, Compliance, and Audit Readiness - Configuring audit trails for financial and operational actions
- Generating SOX-compliant reports for public companies
- Maintaining records for DCAA compliance
- Archiving project data for seven-year retention requirements
- Exporting data packages for external auditors
- Setting up segregation of duties to prevent fraud
- Running user activity reports for security reviews
- Validating data integrity for bond applications
- Documenting system configurations for legal defensibility
- Preparing for cyber insurance audits
- Creating disaster recovery and backup protocols
- Testing recovery procedures annually
- Meeting GDPR and data sovereignty requirements
- Generating privacy impact assessments
Module 14: Career Advancement and Certification Pathway - How to position Acumatica expertise on your resume and LinkedIn
- Using your Certificate of Completion to negotiate promotions
- Building a portfolio of project implementations
- Preparing for advanced certification exams
- Accessing The Art of Service alumni network
- Receiving job board alerts for ERP-focused roles
- Leveraging your certification in RFP responses
- Becoming a certified trainer or consultant
- Transitioning into project management or PMO roles
- Advancing to CFO or COO positions with digital fluency
- Speaking at industry events on digital construction transformation
- Writing white papers and thought leadership articles
- Leading enterprise software evaluation teams
- Building a personal brand as a construction technology expert
- Accessing exclusive web resources and update newsletters
Module 15: Capstone Project and Implementation Mastery - Selecting a real or simulated project for full system setup
- Designing cost code structure aligned with WBS
- Configuring phases, milestones, and deliverables
- Importing bid data and establishing baseline budget
- Setting up subcontractor agreements and PO workflows
- Creating resource allocation plans with crew assignments
- Building custom dashboards for project KPIs
- Configuring automated billing schedules
- Running variance reports and forecasting EAC
- Performing audit trail validation
- Testing integration with a simulated field tool
- Generating investor-ready project status report
- Presenting final review to instructor for feedback
- Documenting lessons learned and improvement opportunities
- Receiving final evaluation and certification clearance
Module 1: Foundations of Acumatica in Modern Construction - Understanding the evolution of construction project management systems
- Core advantages of cloud-based ERP in dynamic build environments
- Key differences between Acumatica and legacy construction accounting platforms
- How Acumatica supports multi-project, multi-division organizations
- Navigating the Acumatica user interface with confidence
- Personalizing dashboards for project managers, accountants, and superintendents
- Setting up user roles and permissions for job site teams
- Configuring company hierarchy for parent-subsidiary project structures
- Introduction to real-time financial visibility in construction
- Understanding the integration of field operations with back-office systems
Module 2: AI-Powered Project Setup and Lifecycle Management - Creating new construction projects with intelligent templates
- Defining project budgets with dynamic cost code frameworks
- Setting up project phases, milestones, and deliverables
- Using AI to recommend phase durations based on historical data
- Configuring automatic phase progression workflows
- Linking projects to contracts and client agreements
- Establishing change order protocols within project structure
- Managing overhead allocation across concurrent jobs
- Setting up retention tracking and milestone-based billing
- Modeling project cash flow timelines with predictive analytics
- Creating duplicate projects efficiently using cloning tools
- Synchronizing safety plans and compliance checklists with project timelines
Module 3: Intelligent Cost Control and Budget Optimization - Mapping WBS (Work Breakdown Structure) to cost codes in Acumatica
- Importing and validating bid takeoffs into project budgets
- Real-time actuals vs budget tracking with drill-down capabilities
- Using AI to flag at-risk cost categories before overruns occur
- Configuring automated budget alerts and escalation rules
- Managing provisional sums and contingencies
- Adjusting budgets with formal change order workflows
- Tracking labor, material, equipment, and subcontractor costs by phase
- Integrating timekeeping systems for labor cost validation
- Analyzing variance trends using comparative project reports
- Forecasting final project cost using EAC (Estimate at Completion)
- Generating budget variance explanations for stakeholders
Module 4: Smart Procurement and Subcontractor Management - Creating and managing vendor databases for subcontractors and suppliers
- Issuing RFQs directly within Acumatica with response tracking
- Automating bid comparison and low-bidder evaluation workflows
- Generating subcontract agreements with embedded clauses
- Tracking subcontractor insurance and bonding requirements
- Managing lien waivers and compliance documentation
- Approving material requisitions with digital sign-offs
- Linking purchase orders to project cost codes
- Receiving materials against POs with field verification
- Automating three-way matching (PO, receipt, invoice)
- Maintaining subcontractor performance scorecards
- Scheduling milestone-based payments with holdback rules
- Handling back charges and deductive change orders
- Archiving completed subcontractor files with full audit trails
Module 5: AI-Enhanced Resource Allocation and Scheduling - Mapping crew availability to project needs in real time
- Forecasting workforce demand using AI and past project data
- Integrating equipment utilization tracking with scheduling
- Assigning skilled labor based on certification and location
- Managing shared resources across multiple job sites
- Creating lookahead schedules with dependency mapping
- Using Gantt-style visuals to monitor progress
- Automating resource conflict detection
- Optimizing crew rotations to minimize travel costs
- Tracking crane, excavator, and specialty tool deployments
- Synchronizing safety training validity with work assignments
- Generating daily crew reports from resource logs
- Linking time cards to payroll and benefit accruals
- Creating shift plans for accelerated project phases
Module 6: Financial Management and Job Costing Excellence - Configuring chart of accounts for construction-specific needs
- Setting up job cost ledgers with multi-level segmentation
- Posting direct and indirect costs accurately to projects
- Allocating home office overhead using fair basis models
- Running job cost summaries with earned value metrics
- Generating WIP (Work in Progress) reports for GAAP compliance
- Tracking billable vs non-billable hours by employee
- Managing retainage with automatic release triggers
- Creating cost pools for equipment depreciation
- Reconciling project ledgers with general ledger
- Handling multi-currency projects with fluctuating exchange rates
- Producing client-ready financial exhibits for monthly reviews
- Using AI to detect anomalies in cost posting patterns
- Setting up recurring journal entries for monthly accruals
- Running profit and loss by project, division, or region
Module 7: Advanced Billing and Client Revenue Management - Setting up progress billing schedules with automated triggers
- Generating AIA G702 and G703 forms in Acumatica
- Linking pay applications to project completion percentages
- Creating conditional billing rules based on milestones
- Managing periodic and milestone-based billing cycles
- Validating billable hours and materials before invoicing
- Issuing change order invoices with client approvals
- Handling retainage billing and final payment applications
- Integrating billing with accounts receivable workflows
- Tracking outstanding client balances by project
- Automating dunning notices for delinquent accounts
- Generating client statements with job-specific details
- Exporting billing data for client portals or CRM sync
- Setting up recurring client contracts with automatic renewals
Module 8: Real-Time Reporting and Executive Insights - Designing KPI dashboards for field and executive teams
- Building custom reports with drag-and-drop tools
- Exporting reports to PDF, Excel, and Power BI
- Scheduling automated report distribution to stakeholders
- Creating project health scorecards with traffic light indicators
- Visualizing cash flow forecasts with interactive charts
- Monitoring safety incident rates across all active jobs
- Tracking bid-to-win ratios and sales pipeline performance
- Generating equipment utilization efficiency reports
- Producing compliance audit reports for regulatory bodies
- Using AI to surface hidden trends in project performance
- Creating comparative reports across divisions or regions
- Developing subcontractor risk assessment reports
- Designing client satisfaction metrics dashboards
- Scheduling executive summary reports for board meetings
Module 9: Integration Architecture with Construction Tech Stack - Connecting Acumatica to Procore for unified field data
- Integrating with Autodesk BIM 360 for model-based costing
- Synchronizing with PlanGrid and Bluebeam for RFI tracking
- Linking to heavy equipment telematics (Cat Connect, etc)
- Automating bank feeds from major financial institutions
- Syncing timekeeping data from ClockShark or TrackVia
- Integrating with GPS fleet tracking systems
- Using APIs to push data to Power BI and Tableau
- Setting up secure webhooks for real-time triggers
- Validating data integrity across integrated platforms
- Managing API authentication and key rotation
- Creating fallback protocols for integration failures
- Mapping data fields between Acumatica and external tools
- Building middleware logic for data transformation
- Monitoring integration health with system alerts
Module 10: AI and Automation for Predictive Project Outcomes - Enabling AI-powered forecasting for cost and schedule trends
- Configuring anomaly detection for financial irregularities
- Training AI models using your organization’s historic data
- Using predictive analytics to forecast project delays
- Automating risk alerts for underperforming cost codes
- Generating AI-driven recommendations for resource changes
- Setting up machine learning for bid accuracy improvement
- Creating early warning systems for safety incidents
- Using pattern recognition to prevent recurring errors
- Automating procurement decisions for routine materials
- Developing smart schedules that adjust to weather disruptions
- Implementing natural language queries for executive reporting
- Validating AI suggestions with human-in-the-loop workflows
- Exporting AI model performance metrics for review
- Updating training data sets quarterly for accuracy
Module 11: Field Operations and Mobile Data Capture - Using mobile forms for daily reports and safety inspections
- Capturing time and attendance from job sites
- Logging equipment usage with digital check-in/out
- Reporting material deliveries and receiving checks
- Submitting RFI and submittal requests from the field
- Documenting punch list items with photo uploads
- Taking site measurements and converting to labor logs
- Recording weather impacts on progress
- Syncing field data to Acumatica in near real time
- Assigning corrective actions to team members
- Validating work against quality checklists
- Creating digital sign-offs for client approvals
- Generating shift turnover reports automatically
- Tracking tool and gear accountability
Module 12: Implementation Strategy and Change Management - Assessing organizational readiness for Acumatica adoption
- Building a cross-functional implementation team
- Creating a phased rollout plan for multiple divisions
- Conducting stakeholder workshops and expectation alignment
- Developing role-based training materials
- Running pilot projects to validate workflows
- Collecting feedback and iterating on configurations
- Managing resistance to digital transformation
- Communicating wins and milestones across teams
- Establishing super-users and local champions
- Creating standard operating procedures for daily use
- Setting up continuous improvement cycles
- Developing a post-go-live support plan
- Measuring ROI of system adoption across KPIs
Module 13: Certification, Compliance, and Audit Readiness - Configuring audit trails for financial and operational actions
- Generating SOX-compliant reports for public companies
- Maintaining records for DCAA compliance
- Archiving project data for seven-year retention requirements
- Exporting data packages for external auditors
- Setting up segregation of duties to prevent fraud
- Running user activity reports for security reviews
- Validating data integrity for bond applications
- Documenting system configurations for legal defensibility
- Preparing for cyber insurance audits
- Creating disaster recovery and backup protocols
- Testing recovery procedures annually
- Meeting GDPR and data sovereignty requirements
- Generating privacy impact assessments
Module 14: Career Advancement and Certification Pathway - How to position Acumatica expertise on your resume and LinkedIn
- Using your Certificate of Completion to negotiate promotions
- Building a portfolio of project implementations
- Preparing for advanced certification exams
- Accessing The Art of Service alumni network
- Receiving job board alerts for ERP-focused roles
- Leveraging your certification in RFP responses
- Becoming a certified trainer or consultant
- Transitioning into project management or PMO roles
- Advancing to CFO or COO positions with digital fluency
- Speaking at industry events on digital construction transformation
- Writing white papers and thought leadership articles
- Leading enterprise software evaluation teams
- Building a personal brand as a construction technology expert
- Accessing exclusive web resources and update newsletters
Module 15: Capstone Project and Implementation Mastery - Selecting a real or simulated project for full system setup
- Designing cost code structure aligned with WBS
- Configuring phases, milestones, and deliverables
- Importing bid data and establishing baseline budget
- Setting up subcontractor agreements and PO workflows
- Creating resource allocation plans with crew assignments
- Building custom dashboards for project KPIs
- Configuring automated billing schedules
- Running variance reports and forecasting EAC
- Performing audit trail validation
- Testing integration with a simulated field tool
- Generating investor-ready project status report
- Presenting final review to instructor for feedback
- Documenting lessons learned and improvement opportunities
- Receiving final evaluation and certification clearance
- Creating new construction projects with intelligent templates
- Defining project budgets with dynamic cost code frameworks
- Setting up project phases, milestones, and deliverables
- Using AI to recommend phase durations based on historical data
- Configuring automatic phase progression workflows
- Linking projects to contracts and client agreements
- Establishing change order protocols within project structure
- Managing overhead allocation across concurrent jobs
- Setting up retention tracking and milestone-based billing
- Modeling project cash flow timelines with predictive analytics
- Creating duplicate projects efficiently using cloning tools
- Synchronizing safety plans and compliance checklists with project timelines
Module 3: Intelligent Cost Control and Budget Optimization - Mapping WBS (Work Breakdown Structure) to cost codes in Acumatica
- Importing and validating bid takeoffs into project budgets
- Real-time actuals vs budget tracking with drill-down capabilities
- Using AI to flag at-risk cost categories before overruns occur
- Configuring automated budget alerts and escalation rules
- Managing provisional sums and contingencies
- Adjusting budgets with formal change order workflows
- Tracking labor, material, equipment, and subcontractor costs by phase
- Integrating timekeeping systems for labor cost validation
- Analyzing variance trends using comparative project reports
- Forecasting final project cost using EAC (Estimate at Completion)
- Generating budget variance explanations for stakeholders
Module 4: Smart Procurement and Subcontractor Management - Creating and managing vendor databases for subcontractors and suppliers
- Issuing RFQs directly within Acumatica with response tracking
- Automating bid comparison and low-bidder evaluation workflows
- Generating subcontract agreements with embedded clauses
- Tracking subcontractor insurance and bonding requirements
- Managing lien waivers and compliance documentation
- Approving material requisitions with digital sign-offs
- Linking purchase orders to project cost codes
- Receiving materials against POs with field verification
- Automating three-way matching (PO, receipt, invoice)
- Maintaining subcontractor performance scorecards
- Scheduling milestone-based payments with holdback rules
- Handling back charges and deductive change orders
- Archiving completed subcontractor files with full audit trails
Module 5: AI-Enhanced Resource Allocation and Scheduling - Mapping crew availability to project needs in real time
- Forecasting workforce demand using AI and past project data
- Integrating equipment utilization tracking with scheduling
- Assigning skilled labor based on certification and location
- Managing shared resources across multiple job sites
- Creating lookahead schedules with dependency mapping
- Using Gantt-style visuals to monitor progress
- Automating resource conflict detection
- Optimizing crew rotations to minimize travel costs
- Tracking crane, excavator, and specialty tool deployments
- Synchronizing safety training validity with work assignments
- Generating daily crew reports from resource logs
- Linking time cards to payroll and benefit accruals
- Creating shift plans for accelerated project phases
Module 6: Financial Management and Job Costing Excellence - Configuring chart of accounts for construction-specific needs
- Setting up job cost ledgers with multi-level segmentation
- Posting direct and indirect costs accurately to projects
- Allocating home office overhead using fair basis models
- Running job cost summaries with earned value metrics
- Generating WIP (Work in Progress) reports for GAAP compliance
- Tracking billable vs non-billable hours by employee
- Managing retainage with automatic release triggers
- Creating cost pools for equipment depreciation
- Reconciling project ledgers with general ledger
- Handling multi-currency projects with fluctuating exchange rates
- Producing client-ready financial exhibits for monthly reviews
- Using AI to detect anomalies in cost posting patterns
- Setting up recurring journal entries for monthly accruals
- Running profit and loss by project, division, or region
Module 7: Advanced Billing and Client Revenue Management - Setting up progress billing schedules with automated triggers
- Generating AIA G702 and G703 forms in Acumatica
- Linking pay applications to project completion percentages
- Creating conditional billing rules based on milestones
- Managing periodic and milestone-based billing cycles
- Validating billable hours and materials before invoicing
- Issuing change order invoices with client approvals
- Handling retainage billing and final payment applications
- Integrating billing with accounts receivable workflows
- Tracking outstanding client balances by project
- Automating dunning notices for delinquent accounts
- Generating client statements with job-specific details
- Exporting billing data for client portals or CRM sync
- Setting up recurring client contracts with automatic renewals
Module 8: Real-Time Reporting and Executive Insights - Designing KPI dashboards for field and executive teams
- Building custom reports with drag-and-drop tools
- Exporting reports to PDF, Excel, and Power BI
- Scheduling automated report distribution to stakeholders
- Creating project health scorecards with traffic light indicators
- Visualizing cash flow forecasts with interactive charts
- Monitoring safety incident rates across all active jobs
- Tracking bid-to-win ratios and sales pipeline performance
- Generating equipment utilization efficiency reports
- Producing compliance audit reports for regulatory bodies
- Using AI to surface hidden trends in project performance
- Creating comparative reports across divisions or regions
- Developing subcontractor risk assessment reports
- Designing client satisfaction metrics dashboards
- Scheduling executive summary reports for board meetings
Module 9: Integration Architecture with Construction Tech Stack - Connecting Acumatica to Procore for unified field data
- Integrating with Autodesk BIM 360 for model-based costing
- Synchronizing with PlanGrid and Bluebeam for RFI tracking
- Linking to heavy equipment telematics (Cat Connect, etc)
- Automating bank feeds from major financial institutions
- Syncing timekeeping data from ClockShark or TrackVia
- Integrating with GPS fleet tracking systems
- Using APIs to push data to Power BI and Tableau
- Setting up secure webhooks for real-time triggers
- Validating data integrity across integrated platforms
- Managing API authentication and key rotation
- Creating fallback protocols for integration failures
- Mapping data fields between Acumatica and external tools
- Building middleware logic for data transformation
- Monitoring integration health with system alerts
Module 10: AI and Automation for Predictive Project Outcomes - Enabling AI-powered forecasting for cost and schedule trends
- Configuring anomaly detection for financial irregularities
- Training AI models using your organization’s historic data
- Using predictive analytics to forecast project delays
- Automating risk alerts for underperforming cost codes
- Generating AI-driven recommendations for resource changes
- Setting up machine learning for bid accuracy improvement
- Creating early warning systems for safety incidents
- Using pattern recognition to prevent recurring errors
- Automating procurement decisions for routine materials
- Developing smart schedules that adjust to weather disruptions
- Implementing natural language queries for executive reporting
- Validating AI suggestions with human-in-the-loop workflows
- Exporting AI model performance metrics for review
- Updating training data sets quarterly for accuracy
Module 11: Field Operations and Mobile Data Capture - Using mobile forms for daily reports and safety inspections
- Capturing time and attendance from job sites
- Logging equipment usage with digital check-in/out
- Reporting material deliveries and receiving checks
- Submitting RFI and submittal requests from the field
- Documenting punch list items with photo uploads
- Taking site measurements and converting to labor logs
- Recording weather impacts on progress
- Syncing field data to Acumatica in near real time
- Assigning corrective actions to team members
- Validating work against quality checklists
- Creating digital sign-offs for client approvals
- Generating shift turnover reports automatically
- Tracking tool and gear accountability
Module 12: Implementation Strategy and Change Management - Assessing organizational readiness for Acumatica adoption
- Building a cross-functional implementation team
- Creating a phased rollout plan for multiple divisions
- Conducting stakeholder workshops and expectation alignment
- Developing role-based training materials
- Running pilot projects to validate workflows
- Collecting feedback and iterating on configurations
- Managing resistance to digital transformation
- Communicating wins and milestones across teams
- Establishing super-users and local champions
- Creating standard operating procedures for daily use
- Setting up continuous improvement cycles
- Developing a post-go-live support plan
- Measuring ROI of system adoption across KPIs
Module 13: Certification, Compliance, and Audit Readiness - Configuring audit trails for financial and operational actions
- Generating SOX-compliant reports for public companies
- Maintaining records for DCAA compliance
- Archiving project data for seven-year retention requirements
- Exporting data packages for external auditors
- Setting up segregation of duties to prevent fraud
- Running user activity reports for security reviews
- Validating data integrity for bond applications
- Documenting system configurations for legal defensibility
- Preparing for cyber insurance audits
- Creating disaster recovery and backup protocols
- Testing recovery procedures annually
- Meeting GDPR and data sovereignty requirements
- Generating privacy impact assessments
Module 14: Career Advancement and Certification Pathway - How to position Acumatica expertise on your resume and LinkedIn
- Using your Certificate of Completion to negotiate promotions
- Building a portfolio of project implementations
- Preparing for advanced certification exams
- Accessing The Art of Service alumni network
- Receiving job board alerts for ERP-focused roles
- Leveraging your certification in RFP responses
- Becoming a certified trainer or consultant
- Transitioning into project management or PMO roles
- Advancing to CFO or COO positions with digital fluency
- Speaking at industry events on digital construction transformation
- Writing white papers and thought leadership articles
- Leading enterprise software evaluation teams
- Building a personal brand as a construction technology expert
- Accessing exclusive web resources and update newsletters
Module 15: Capstone Project and Implementation Mastery - Selecting a real or simulated project for full system setup
- Designing cost code structure aligned with WBS
- Configuring phases, milestones, and deliverables
- Importing bid data and establishing baseline budget
- Setting up subcontractor agreements and PO workflows
- Creating resource allocation plans with crew assignments
- Building custom dashboards for project KPIs
- Configuring automated billing schedules
- Running variance reports and forecasting EAC
- Performing audit trail validation
- Testing integration with a simulated field tool
- Generating investor-ready project status report
- Presenting final review to instructor for feedback
- Documenting lessons learned and improvement opportunities
- Receiving final evaluation and certification clearance
- Creating and managing vendor databases for subcontractors and suppliers
- Issuing RFQs directly within Acumatica with response tracking
- Automating bid comparison and low-bidder evaluation workflows
- Generating subcontract agreements with embedded clauses
- Tracking subcontractor insurance and bonding requirements
- Managing lien waivers and compliance documentation
- Approving material requisitions with digital sign-offs
- Linking purchase orders to project cost codes
- Receiving materials against POs with field verification
- Automating three-way matching (PO, receipt, invoice)
- Maintaining subcontractor performance scorecards
- Scheduling milestone-based payments with holdback rules
- Handling back charges and deductive change orders
- Archiving completed subcontractor files with full audit trails
Module 5: AI-Enhanced Resource Allocation and Scheduling - Mapping crew availability to project needs in real time
- Forecasting workforce demand using AI and past project data
- Integrating equipment utilization tracking with scheduling
- Assigning skilled labor based on certification and location
- Managing shared resources across multiple job sites
- Creating lookahead schedules with dependency mapping
- Using Gantt-style visuals to monitor progress
- Automating resource conflict detection
- Optimizing crew rotations to minimize travel costs
- Tracking crane, excavator, and specialty tool deployments
- Synchronizing safety training validity with work assignments
- Generating daily crew reports from resource logs
- Linking time cards to payroll and benefit accruals
- Creating shift plans for accelerated project phases
Module 6: Financial Management and Job Costing Excellence - Configuring chart of accounts for construction-specific needs
- Setting up job cost ledgers with multi-level segmentation
- Posting direct and indirect costs accurately to projects
- Allocating home office overhead using fair basis models
- Running job cost summaries with earned value metrics
- Generating WIP (Work in Progress) reports for GAAP compliance
- Tracking billable vs non-billable hours by employee
- Managing retainage with automatic release triggers
- Creating cost pools for equipment depreciation
- Reconciling project ledgers with general ledger
- Handling multi-currency projects with fluctuating exchange rates
- Producing client-ready financial exhibits for monthly reviews
- Using AI to detect anomalies in cost posting patterns
- Setting up recurring journal entries for monthly accruals
- Running profit and loss by project, division, or region
Module 7: Advanced Billing and Client Revenue Management - Setting up progress billing schedules with automated triggers
- Generating AIA G702 and G703 forms in Acumatica
- Linking pay applications to project completion percentages
- Creating conditional billing rules based on milestones
- Managing periodic and milestone-based billing cycles
- Validating billable hours and materials before invoicing
- Issuing change order invoices with client approvals
- Handling retainage billing and final payment applications
- Integrating billing with accounts receivable workflows
- Tracking outstanding client balances by project
- Automating dunning notices for delinquent accounts
- Generating client statements with job-specific details
- Exporting billing data for client portals or CRM sync
- Setting up recurring client contracts with automatic renewals
Module 8: Real-Time Reporting and Executive Insights - Designing KPI dashboards for field and executive teams
- Building custom reports with drag-and-drop tools
- Exporting reports to PDF, Excel, and Power BI
- Scheduling automated report distribution to stakeholders
- Creating project health scorecards with traffic light indicators
- Visualizing cash flow forecasts with interactive charts
- Monitoring safety incident rates across all active jobs
- Tracking bid-to-win ratios and sales pipeline performance
- Generating equipment utilization efficiency reports
- Producing compliance audit reports for regulatory bodies
- Using AI to surface hidden trends in project performance
- Creating comparative reports across divisions or regions
- Developing subcontractor risk assessment reports
- Designing client satisfaction metrics dashboards
- Scheduling executive summary reports for board meetings
Module 9: Integration Architecture with Construction Tech Stack - Connecting Acumatica to Procore for unified field data
- Integrating with Autodesk BIM 360 for model-based costing
- Synchronizing with PlanGrid and Bluebeam for RFI tracking
- Linking to heavy equipment telematics (Cat Connect, etc)
- Automating bank feeds from major financial institutions
- Syncing timekeeping data from ClockShark or TrackVia
- Integrating with GPS fleet tracking systems
- Using APIs to push data to Power BI and Tableau
- Setting up secure webhooks for real-time triggers
- Validating data integrity across integrated platforms
- Managing API authentication and key rotation
- Creating fallback protocols for integration failures
- Mapping data fields between Acumatica and external tools
- Building middleware logic for data transformation
- Monitoring integration health with system alerts
Module 10: AI and Automation for Predictive Project Outcomes - Enabling AI-powered forecasting for cost and schedule trends
- Configuring anomaly detection for financial irregularities
- Training AI models using your organization’s historic data
- Using predictive analytics to forecast project delays
- Automating risk alerts for underperforming cost codes
- Generating AI-driven recommendations for resource changes
- Setting up machine learning for bid accuracy improvement
- Creating early warning systems for safety incidents
- Using pattern recognition to prevent recurring errors
- Automating procurement decisions for routine materials
- Developing smart schedules that adjust to weather disruptions
- Implementing natural language queries for executive reporting
- Validating AI suggestions with human-in-the-loop workflows
- Exporting AI model performance metrics for review
- Updating training data sets quarterly for accuracy
Module 11: Field Operations and Mobile Data Capture - Using mobile forms for daily reports and safety inspections
- Capturing time and attendance from job sites
- Logging equipment usage with digital check-in/out
- Reporting material deliveries and receiving checks
- Submitting RFI and submittal requests from the field
- Documenting punch list items with photo uploads
- Taking site measurements and converting to labor logs
- Recording weather impacts on progress
- Syncing field data to Acumatica in near real time
- Assigning corrective actions to team members
- Validating work against quality checklists
- Creating digital sign-offs for client approvals
- Generating shift turnover reports automatically
- Tracking tool and gear accountability
Module 12: Implementation Strategy and Change Management - Assessing organizational readiness for Acumatica adoption
- Building a cross-functional implementation team
- Creating a phased rollout plan for multiple divisions
- Conducting stakeholder workshops and expectation alignment
- Developing role-based training materials
- Running pilot projects to validate workflows
- Collecting feedback and iterating on configurations
- Managing resistance to digital transformation
- Communicating wins and milestones across teams
- Establishing super-users and local champions
- Creating standard operating procedures for daily use
- Setting up continuous improvement cycles
- Developing a post-go-live support plan
- Measuring ROI of system adoption across KPIs
Module 13: Certification, Compliance, and Audit Readiness - Configuring audit trails for financial and operational actions
- Generating SOX-compliant reports for public companies
- Maintaining records for DCAA compliance
- Archiving project data for seven-year retention requirements
- Exporting data packages for external auditors
- Setting up segregation of duties to prevent fraud
- Running user activity reports for security reviews
- Validating data integrity for bond applications
- Documenting system configurations for legal defensibility
- Preparing for cyber insurance audits
- Creating disaster recovery and backup protocols
- Testing recovery procedures annually
- Meeting GDPR and data sovereignty requirements
- Generating privacy impact assessments
Module 14: Career Advancement and Certification Pathway - How to position Acumatica expertise on your resume and LinkedIn
- Using your Certificate of Completion to negotiate promotions
- Building a portfolio of project implementations
- Preparing for advanced certification exams
- Accessing The Art of Service alumni network
- Receiving job board alerts for ERP-focused roles
- Leveraging your certification in RFP responses
- Becoming a certified trainer or consultant
- Transitioning into project management or PMO roles
- Advancing to CFO or COO positions with digital fluency
- Speaking at industry events on digital construction transformation
- Writing white papers and thought leadership articles
- Leading enterprise software evaluation teams
- Building a personal brand as a construction technology expert
- Accessing exclusive web resources and update newsletters
Module 15: Capstone Project and Implementation Mastery - Selecting a real or simulated project for full system setup
- Designing cost code structure aligned with WBS
- Configuring phases, milestones, and deliverables
- Importing bid data and establishing baseline budget
- Setting up subcontractor agreements and PO workflows
- Creating resource allocation plans with crew assignments
- Building custom dashboards for project KPIs
- Configuring automated billing schedules
- Running variance reports and forecasting EAC
- Performing audit trail validation
- Testing integration with a simulated field tool
- Generating investor-ready project status report
- Presenting final review to instructor for feedback
- Documenting lessons learned and improvement opportunities
- Receiving final evaluation and certification clearance
- Configuring chart of accounts for construction-specific needs
- Setting up job cost ledgers with multi-level segmentation
- Posting direct and indirect costs accurately to projects
- Allocating home office overhead using fair basis models
- Running job cost summaries with earned value metrics
- Generating WIP (Work in Progress) reports for GAAP compliance
- Tracking billable vs non-billable hours by employee
- Managing retainage with automatic release triggers
- Creating cost pools for equipment depreciation
- Reconciling project ledgers with general ledger
- Handling multi-currency projects with fluctuating exchange rates
- Producing client-ready financial exhibits for monthly reviews
- Using AI to detect anomalies in cost posting patterns
- Setting up recurring journal entries for monthly accruals
- Running profit and loss by project, division, or region
Module 7: Advanced Billing and Client Revenue Management - Setting up progress billing schedules with automated triggers
- Generating AIA G702 and G703 forms in Acumatica
- Linking pay applications to project completion percentages
- Creating conditional billing rules based on milestones
- Managing periodic and milestone-based billing cycles
- Validating billable hours and materials before invoicing
- Issuing change order invoices with client approvals
- Handling retainage billing and final payment applications
- Integrating billing with accounts receivable workflows
- Tracking outstanding client balances by project
- Automating dunning notices for delinquent accounts
- Generating client statements with job-specific details
- Exporting billing data for client portals or CRM sync
- Setting up recurring client contracts with automatic renewals
Module 8: Real-Time Reporting and Executive Insights - Designing KPI dashboards for field and executive teams
- Building custom reports with drag-and-drop tools
- Exporting reports to PDF, Excel, and Power BI
- Scheduling automated report distribution to stakeholders
- Creating project health scorecards with traffic light indicators
- Visualizing cash flow forecasts with interactive charts
- Monitoring safety incident rates across all active jobs
- Tracking bid-to-win ratios and sales pipeline performance
- Generating equipment utilization efficiency reports
- Producing compliance audit reports for regulatory bodies
- Using AI to surface hidden trends in project performance
- Creating comparative reports across divisions or regions
- Developing subcontractor risk assessment reports
- Designing client satisfaction metrics dashboards
- Scheduling executive summary reports for board meetings
Module 9: Integration Architecture with Construction Tech Stack - Connecting Acumatica to Procore for unified field data
- Integrating with Autodesk BIM 360 for model-based costing
- Synchronizing with PlanGrid and Bluebeam for RFI tracking
- Linking to heavy equipment telematics (Cat Connect, etc)
- Automating bank feeds from major financial institutions
- Syncing timekeeping data from ClockShark or TrackVia
- Integrating with GPS fleet tracking systems
- Using APIs to push data to Power BI and Tableau
- Setting up secure webhooks for real-time triggers
- Validating data integrity across integrated platforms
- Managing API authentication and key rotation
- Creating fallback protocols for integration failures
- Mapping data fields between Acumatica and external tools
- Building middleware logic for data transformation
- Monitoring integration health with system alerts
Module 10: AI and Automation for Predictive Project Outcomes - Enabling AI-powered forecasting for cost and schedule trends
- Configuring anomaly detection for financial irregularities
- Training AI models using your organization’s historic data
- Using predictive analytics to forecast project delays
- Automating risk alerts for underperforming cost codes
- Generating AI-driven recommendations for resource changes
- Setting up machine learning for bid accuracy improvement
- Creating early warning systems for safety incidents
- Using pattern recognition to prevent recurring errors
- Automating procurement decisions for routine materials
- Developing smart schedules that adjust to weather disruptions
- Implementing natural language queries for executive reporting
- Validating AI suggestions with human-in-the-loop workflows
- Exporting AI model performance metrics for review
- Updating training data sets quarterly for accuracy
Module 11: Field Operations and Mobile Data Capture - Using mobile forms for daily reports and safety inspections
- Capturing time and attendance from job sites
- Logging equipment usage with digital check-in/out
- Reporting material deliveries and receiving checks
- Submitting RFI and submittal requests from the field
- Documenting punch list items with photo uploads
- Taking site measurements and converting to labor logs
- Recording weather impacts on progress
- Syncing field data to Acumatica in near real time
- Assigning corrective actions to team members
- Validating work against quality checklists
- Creating digital sign-offs for client approvals
- Generating shift turnover reports automatically
- Tracking tool and gear accountability
Module 12: Implementation Strategy and Change Management - Assessing organizational readiness for Acumatica adoption
- Building a cross-functional implementation team
- Creating a phased rollout plan for multiple divisions
- Conducting stakeholder workshops and expectation alignment
- Developing role-based training materials
- Running pilot projects to validate workflows
- Collecting feedback and iterating on configurations
- Managing resistance to digital transformation
- Communicating wins and milestones across teams
- Establishing super-users and local champions
- Creating standard operating procedures for daily use
- Setting up continuous improvement cycles
- Developing a post-go-live support plan
- Measuring ROI of system adoption across KPIs
Module 13: Certification, Compliance, and Audit Readiness - Configuring audit trails for financial and operational actions
- Generating SOX-compliant reports for public companies
- Maintaining records for DCAA compliance
- Archiving project data for seven-year retention requirements
- Exporting data packages for external auditors
- Setting up segregation of duties to prevent fraud
- Running user activity reports for security reviews
- Validating data integrity for bond applications
- Documenting system configurations for legal defensibility
- Preparing for cyber insurance audits
- Creating disaster recovery and backup protocols
- Testing recovery procedures annually
- Meeting GDPR and data sovereignty requirements
- Generating privacy impact assessments
Module 14: Career Advancement and Certification Pathway - How to position Acumatica expertise on your resume and LinkedIn
- Using your Certificate of Completion to negotiate promotions
- Building a portfolio of project implementations
- Preparing for advanced certification exams
- Accessing The Art of Service alumni network
- Receiving job board alerts for ERP-focused roles
- Leveraging your certification in RFP responses
- Becoming a certified trainer or consultant
- Transitioning into project management or PMO roles
- Advancing to CFO or COO positions with digital fluency
- Speaking at industry events on digital construction transformation
- Writing white papers and thought leadership articles
- Leading enterprise software evaluation teams
- Building a personal brand as a construction technology expert
- Accessing exclusive web resources and update newsletters
Module 15: Capstone Project and Implementation Mastery - Selecting a real or simulated project for full system setup
- Designing cost code structure aligned with WBS
- Configuring phases, milestones, and deliverables
- Importing bid data and establishing baseline budget
- Setting up subcontractor agreements and PO workflows
- Creating resource allocation plans with crew assignments
- Building custom dashboards for project KPIs
- Configuring automated billing schedules
- Running variance reports and forecasting EAC
- Performing audit trail validation
- Testing integration with a simulated field tool
- Generating investor-ready project status report
- Presenting final review to instructor for feedback
- Documenting lessons learned and improvement opportunities
- Receiving final evaluation and certification clearance
- Designing KPI dashboards for field and executive teams
- Building custom reports with drag-and-drop tools
- Exporting reports to PDF, Excel, and Power BI
- Scheduling automated report distribution to stakeholders
- Creating project health scorecards with traffic light indicators
- Visualizing cash flow forecasts with interactive charts
- Monitoring safety incident rates across all active jobs
- Tracking bid-to-win ratios and sales pipeline performance
- Generating equipment utilization efficiency reports
- Producing compliance audit reports for regulatory bodies
- Using AI to surface hidden trends in project performance
- Creating comparative reports across divisions or regions
- Developing subcontractor risk assessment reports
- Designing client satisfaction metrics dashboards
- Scheduling executive summary reports for board meetings
Module 9: Integration Architecture with Construction Tech Stack - Connecting Acumatica to Procore for unified field data
- Integrating with Autodesk BIM 360 for model-based costing
- Synchronizing with PlanGrid and Bluebeam for RFI tracking
- Linking to heavy equipment telematics (Cat Connect, etc)
- Automating bank feeds from major financial institutions
- Syncing timekeeping data from ClockShark or TrackVia
- Integrating with GPS fleet tracking systems
- Using APIs to push data to Power BI and Tableau
- Setting up secure webhooks for real-time triggers
- Validating data integrity across integrated platforms
- Managing API authentication and key rotation
- Creating fallback protocols for integration failures
- Mapping data fields between Acumatica and external tools
- Building middleware logic for data transformation
- Monitoring integration health with system alerts
Module 10: AI and Automation for Predictive Project Outcomes - Enabling AI-powered forecasting for cost and schedule trends
- Configuring anomaly detection for financial irregularities
- Training AI models using your organization’s historic data
- Using predictive analytics to forecast project delays
- Automating risk alerts for underperforming cost codes
- Generating AI-driven recommendations for resource changes
- Setting up machine learning for bid accuracy improvement
- Creating early warning systems for safety incidents
- Using pattern recognition to prevent recurring errors
- Automating procurement decisions for routine materials
- Developing smart schedules that adjust to weather disruptions
- Implementing natural language queries for executive reporting
- Validating AI suggestions with human-in-the-loop workflows
- Exporting AI model performance metrics for review
- Updating training data sets quarterly for accuracy
Module 11: Field Operations and Mobile Data Capture - Using mobile forms for daily reports and safety inspections
- Capturing time and attendance from job sites
- Logging equipment usage with digital check-in/out
- Reporting material deliveries and receiving checks
- Submitting RFI and submittal requests from the field
- Documenting punch list items with photo uploads
- Taking site measurements and converting to labor logs
- Recording weather impacts on progress
- Syncing field data to Acumatica in near real time
- Assigning corrective actions to team members
- Validating work against quality checklists
- Creating digital sign-offs for client approvals
- Generating shift turnover reports automatically
- Tracking tool and gear accountability
Module 12: Implementation Strategy and Change Management - Assessing organizational readiness for Acumatica adoption
- Building a cross-functional implementation team
- Creating a phased rollout plan for multiple divisions
- Conducting stakeholder workshops and expectation alignment
- Developing role-based training materials
- Running pilot projects to validate workflows
- Collecting feedback and iterating on configurations
- Managing resistance to digital transformation
- Communicating wins and milestones across teams
- Establishing super-users and local champions
- Creating standard operating procedures for daily use
- Setting up continuous improvement cycles
- Developing a post-go-live support plan
- Measuring ROI of system adoption across KPIs
Module 13: Certification, Compliance, and Audit Readiness - Configuring audit trails for financial and operational actions
- Generating SOX-compliant reports for public companies
- Maintaining records for DCAA compliance
- Archiving project data for seven-year retention requirements
- Exporting data packages for external auditors
- Setting up segregation of duties to prevent fraud
- Running user activity reports for security reviews
- Validating data integrity for bond applications
- Documenting system configurations for legal defensibility
- Preparing for cyber insurance audits
- Creating disaster recovery and backup protocols
- Testing recovery procedures annually
- Meeting GDPR and data sovereignty requirements
- Generating privacy impact assessments
Module 14: Career Advancement and Certification Pathway - How to position Acumatica expertise on your resume and LinkedIn
- Using your Certificate of Completion to negotiate promotions
- Building a portfolio of project implementations
- Preparing for advanced certification exams
- Accessing The Art of Service alumni network
- Receiving job board alerts for ERP-focused roles
- Leveraging your certification in RFP responses
- Becoming a certified trainer or consultant
- Transitioning into project management or PMO roles
- Advancing to CFO or COO positions with digital fluency
- Speaking at industry events on digital construction transformation
- Writing white papers and thought leadership articles
- Leading enterprise software evaluation teams
- Building a personal brand as a construction technology expert
- Accessing exclusive web resources and update newsletters
Module 15: Capstone Project and Implementation Mastery - Selecting a real or simulated project for full system setup
- Designing cost code structure aligned with WBS
- Configuring phases, milestones, and deliverables
- Importing bid data and establishing baseline budget
- Setting up subcontractor agreements and PO workflows
- Creating resource allocation plans with crew assignments
- Building custom dashboards for project KPIs
- Configuring automated billing schedules
- Running variance reports and forecasting EAC
- Performing audit trail validation
- Testing integration with a simulated field tool
- Generating investor-ready project status report
- Presenting final review to instructor for feedback
- Documenting lessons learned and improvement opportunities
- Receiving final evaluation and certification clearance
- Enabling AI-powered forecasting for cost and schedule trends
- Configuring anomaly detection for financial irregularities
- Training AI models using your organization’s historic data
- Using predictive analytics to forecast project delays
- Automating risk alerts for underperforming cost codes
- Generating AI-driven recommendations for resource changes
- Setting up machine learning for bid accuracy improvement
- Creating early warning systems for safety incidents
- Using pattern recognition to prevent recurring errors
- Automating procurement decisions for routine materials
- Developing smart schedules that adjust to weather disruptions
- Implementing natural language queries for executive reporting
- Validating AI suggestions with human-in-the-loop workflows
- Exporting AI model performance metrics for review
- Updating training data sets quarterly for accuracy
Module 11: Field Operations and Mobile Data Capture - Using mobile forms for daily reports and safety inspections
- Capturing time and attendance from job sites
- Logging equipment usage with digital check-in/out
- Reporting material deliveries and receiving checks
- Submitting RFI and submittal requests from the field
- Documenting punch list items with photo uploads
- Taking site measurements and converting to labor logs
- Recording weather impacts on progress
- Syncing field data to Acumatica in near real time
- Assigning corrective actions to team members
- Validating work against quality checklists
- Creating digital sign-offs for client approvals
- Generating shift turnover reports automatically
- Tracking tool and gear accountability
Module 12: Implementation Strategy and Change Management - Assessing organizational readiness for Acumatica adoption
- Building a cross-functional implementation team
- Creating a phased rollout plan for multiple divisions
- Conducting stakeholder workshops and expectation alignment
- Developing role-based training materials
- Running pilot projects to validate workflows
- Collecting feedback and iterating on configurations
- Managing resistance to digital transformation
- Communicating wins and milestones across teams
- Establishing super-users and local champions
- Creating standard operating procedures for daily use
- Setting up continuous improvement cycles
- Developing a post-go-live support plan
- Measuring ROI of system adoption across KPIs
Module 13: Certification, Compliance, and Audit Readiness - Configuring audit trails for financial and operational actions
- Generating SOX-compliant reports for public companies
- Maintaining records for DCAA compliance
- Archiving project data for seven-year retention requirements
- Exporting data packages for external auditors
- Setting up segregation of duties to prevent fraud
- Running user activity reports for security reviews
- Validating data integrity for bond applications
- Documenting system configurations for legal defensibility
- Preparing for cyber insurance audits
- Creating disaster recovery and backup protocols
- Testing recovery procedures annually
- Meeting GDPR and data sovereignty requirements
- Generating privacy impact assessments
Module 14: Career Advancement and Certification Pathway - How to position Acumatica expertise on your resume and LinkedIn
- Using your Certificate of Completion to negotiate promotions
- Building a portfolio of project implementations
- Preparing for advanced certification exams
- Accessing The Art of Service alumni network
- Receiving job board alerts for ERP-focused roles
- Leveraging your certification in RFP responses
- Becoming a certified trainer or consultant
- Transitioning into project management or PMO roles
- Advancing to CFO or COO positions with digital fluency
- Speaking at industry events on digital construction transformation
- Writing white papers and thought leadership articles
- Leading enterprise software evaluation teams
- Building a personal brand as a construction technology expert
- Accessing exclusive web resources and update newsletters
Module 15: Capstone Project and Implementation Mastery - Selecting a real or simulated project for full system setup
- Designing cost code structure aligned with WBS
- Configuring phases, milestones, and deliverables
- Importing bid data and establishing baseline budget
- Setting up subcontractor agreements and PO workflows
- Creating resource allocation plans with crew assignments
- Building custom dashboards for project KPIs
- Configuring automated billing schedules
- Running variance reports and forecasting EAC
- Performing audit trail validation
- Testing integration with a simulated field tool
- Generating investor-ready project status report
- Presenting final review to instructor for feedback
- Documenting lessons learned and improvement opportunities
- Receiving final evaluation and certification clearance
- Assessing organizational readiness for Acumatica adoption
- Building a cross-functional implementation team
- Creating a phased rollout plan for multiple divisions
- Conducting stakeholder workshops and expectation alignment
- Developing role-based training materials
- Running pilot projects to validate workflows
- Collecting feedback and iterating on configurations
- Managing resistance to digital transformation
- Communicating wins and milestones across teams
- Establishing super-users and local champions
- Creating standard operating procedures for daily use
- Setting up continuous improvement cycles
- Developing a post-go-live support plan
- Measuring ROI of system adoption across KPIs
Module 13: Certification, Compliance, and Audit Readiness - Configuring audit trails for financial and operational actions
- Generating SOX-compliant reports for public companies
- Maintaining records for DCAA compliance
- Archiving project data for seven-year retention requirements
- Exporting data packages for external auditors
- Setting up segregation of duties to prevent fraud
- Running user activity reports for security reviews
- Validating data integrity for bond applications
- Documenting system configurations for legal defensibility
- Preparing for cyber insurance audits
- Creating disaster recovery and backup protocols
- Testing recovery procedures annually
- Meeting GDPR and data sovereignty requirements
- Generating privacy impact assessments
Module 14: Career Advancement and Certification Pathway - How to position Acumatica expertise on your resume and LinkedIn
- Using your Certificate of Completion to negotiate promotions
- Building a portfolio of project implementations
- Preparing for advanced certification exams
- Accessing The Art of Service alumni network
- Receiving job board alerts for ERP-focused roles
- Leveraging your certification in RFP responses
- Becoming a certified trainer or consultant
- Transitioning into project management or PMO roles
- Advancing to CFO or COO positions with digital fluency
- Speaking at industry events on digital construction transformation
- Writing white papers and thought leadership articles
- Leading enterprise software evaluation teams
- Building a personal brand as a construction technology expert
- Accessing exclusive web resources and update newsletters
Module 15: Capstone Project and Implementation Mastery - Selecting a real or simulated project for full system setup
- Designing cost code structure aligned with WBS
- Configuring phases, milestones, and deliverables
- Importing bid data and establishing baseline budget
- Setting up subcontractor agreements and PO workflows
- Creating resource allocation plans with crew assignments
- Building custom dashboards for project KPIs
- Configuring automated billing schedules
- Running variance reports and forecasting EAC
- Performing audit trail validation
- Testing integration with a simulated field tool
- Generating investor-ready project status report
- Presenting final review to instructor for feedback
- Documenting lessons learned and improvement opportunities
- Receiving final evaluation and certification clearance
- How to position Acumatica expertise on your resume and LinkedIn
- Using your Certificate of Completion to negotiate promotions
- Building a portfolio of project implementations
- Preparing for advanced certification exams
- Accessing The Art of Service alumni network
- Receiving job board alerts for ERP-focused roles
- Leveraging your certification in RFP responses
- Becoming a certified trainer or consultant
- Transitioning into project management or PMO roles
- Advancing to CFO or COO positions with digital fluency
- Speaking at industry events on digital construction transformation
- Writing white papers and thought leadership articles
- Leading enterprise software evaluation teams
- Building a personal brand as a construction technology expert
- Accessing exclusive web resources and update newsletters