ProjectMatrix Online Training Syllabus Options

ProjectMatrix Online Training
(Each item class runs 45-60min)

ProjectSpec

 

ProjectSymbols

 

I. Basics
This class will teach you the basics of creating a SIF file using ProjectSpec.  We will cover how to place parts with our catalog or by part number.  We will also show you how to get around in the program and how to manage your work.  This is a great class for new users.

II. Pricing/Discounts
In this class we will cover some more advanced topics regarding the pricing of your records.  We will show you how to price individual records or the entire file. Need to add subtotals?  We can show you how to. We will also teach you how to set up discount tables and discount by either MFG code, part number, or more!

III.  Options/Std. Options
In the Options class you will learn how to option out a record and apply those options to the whole file, or specific parts numbers.  You will learn how to set up your option tables, and then edit them at a later time.  We will cover, Auto Option, Standard Option, Option Tables and more!

IV. Printing
This class will show you some more advanced features of printing your proposal.  Learn how to customize your work, to include your company logo and company information.  Learn how to print certain criteria, subtotals and more!

V. Advanced SIF Editing
Need to maximize your ProjectSpec?  Learn how to properly TAG records, merge SIF files, join records and sort your data.

VI. ProjectInfo
Did you know that you can set up all of your customer data, sales info and even additional charges using this sometimes overlooked option?  Learn how to maximize you work using this extra option in ProjectSpec.

VII. ProjectAnalysis
With ProjectAnalysis you can search your warehouse SIF file to find parts and pieces for your new job.  Don't order parts you already have in stock!  Learn how to use this cost saving tool.

 

 

 

I. AutoCAD Basics
You will learn basic techniques and tools in AutoCAD so that you will be more proficient when using ProjectSymbols.  You will learn how to set up your drawing, placing walls, doors, and other basic architectural elements.


II. ProjectSymbols Basics
Learn how to place symbols by the catalog and by part numbers. Move and edit your symbols, and do SIF takeoffs and quickcounts.  You will also learn how to covert your symbol drawings into 3D.

III. ProjectSymbols Advanced
Here you will learn to use the PSPlace commands such as Replace, Tags, Texted and Non-Texted install plots, and 3D plots.  Also learn to make your on "Specials".

          ProjectTools           
I. Panel Builder
This class will teach you how to use one of our 15 different panel builders that we currently offer.  You will learn how to plan, design, build, 3D, and SIF out you panel designs.

 

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