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BTTraining Curriculum

Functional Areas

Scroll down this screen or select the link to explore courses for the listed content area.


Administrator Workshops Bid & Contract Management BTService
Scheduling & Purchasing Sales NSO
Trade Partners BTModile BuildTopia Releases

Administrator Workshops

BTBuilder

BTSales

Description: Interactive, hands-on workshop that creates and uses user data within a training environment, simulating the implementation and end-user experiences. Includes setting up company-wide data (e.g. trades, cost codes, trade partners, options and schedules) and project-specific data (e.g. plans, lots, and function-specific data, permissions, and documents). This workshop uses workflow-based scenarios to demonstrate the day-to-day use of the BuildTopia application in areas of (1) bidding & contracting, (2) sales, (3) scheduling and purchasing.

Length: 4 days, Tuesday 9am through Friday 5pm

Training Medium: Onsite at customers office or, as desired, BuildTopia office

Audience: Builder representatives assigned to set up and maintain the Data Library, as well as those assigned responsibilities in setting up new projects; also user representatives assigned as the "BuildTopia Administrator" role, serving as the "go to" person for staff who have questions regarding the BuildTopia application

Enrollment: This course is only available as custom training. Please contact support@buildtopia.com to request a proposal!

Request a Custom Training Proposal

Description: Interactive, hands-on workshop that creates user data within a training environment, simulating the implementation experience.  Includes setting up company-wide data (e.g. trades, options and schedules) and project-specific data. This workshop also uses workflow-based scenarios to demonstrate the day-to-day use of the BuildTopia application in the areas of (1) sales and (2) option-lockout scheduling.

Length: 2 days

Training Medium: Onsite at customers office or, as desired, BuildTopia office

Audience: Builder representatives assigned to set up and maintain the Data Library, as well as those assigned responsibilities in setting up new projects; also user representatives assigned as the "BuildTopia Administrator" role, serving as the "go to" person for staff who have questions regarding the BuildTopia application

Enrollment: This course is only available as custom training.  Please contact support@buildtopia.com to request a proposal!

Request a Custom Training Proposal

BTService Administrator Workshop

Description: Includes setting up company-wide data and project-specific data. This workshop also uses workflow-based scenarios to demonstrate the day-to-day use of the BuildTopia application in the areas of (1) service requests and items and (2) service orders.

Length: 1 day

Training Medium: Onsite at customers office or, as desired, BuildTopia office

Audience: Builder representatives assigned to set up and maintain the BTService setup tasks; also user representatives assigned as the "BuildTopia Administrator" role, serving as the "go to" person for staff who have questions regarding the BuildTopia application

Enrollment: This course is only available as custom training. Please contact support@buildtopia.com to request a proposal!

Request a Custom Training Proposal

Bid & Contract Management

Bid & Contract Management Classes

Description: Explores all of the tasks involved in managing bids and contract packages from the builder perspectives.

Length: Varies

Training Medium: On-Demand, On-Line, 356 days a year, 24/7

Audience: Bidding/Purchasing Agents

Enrollment: No enrollment required. Log into the BuildTopia application and select the Help lik in the upper right hand corner

BTService

BTService On-Demand Classes

Description: Provides an orientation to the BTService setup, workflow and concepts, as well as a detailed review of end-user data.

Length: Varies based on class.

Training Medium: On-Demand, On-Line, 365 days a year, 24/7

Audience: Warranty/Service administrators, managers, and field representatives

Enrollment: No enrollment required. Log into the BuildTopia application and select the Help lik in the upper right hand corner

Scheduling & Purchasing

Scheduling & Purchasing

Scheduling & Purchasing II

Description: Explores the tasks involved managing company-level construction schedule templates: create/copy/import schedules, establish option lock-out dates, define company calendar.

Length: 90 minutes, see schedule for dates and times

Training Medium: On-Line

Audience: Construction, Subcontractors/Vendors

Enrollment: Participants are required to enroll a minimum of 2 business days in advance

Description: Explores the tasks involved in updating construction schedules: view/update schedules, manage resources.

Length: 90 minutes, see schedule for dates and times

Training Medium: On-Line

Audience: Construction, Subcontractors/Vendors, Production Management

Enrollment: Participants are required to enroll a minimum of 2 business days in advance

Scheduling & Purchasing III

Scheduling & Purchasing IV

Description: Explores the tasks involved in managing the work approval process: generate WO/POs, view/edit/approve WO/POs, create variance WO/POs.

Length: 90 minutes, see schedule for dates and times

Training Medium: On-Line

Audience: Production Management, Construction, Subcontractors/Vendors

Enrollment: Participants are required to enroll a minimum of 2 business days in advance

Description: Explores the tasks involved in responding to sales requests/alerts: construction start dates, COs, & settlement dates, as well as SPEC-to-PA alerts.

Length: 90 minutes, see schedule for dates and times

Training Medium: On-Line

Audience: Production Management, Construction, Subcontractors/Vendors

Enrollment: Participants are required to enroll a minimum of 2 business days in advance

Sales

Sales I

Sales II

Description: Explores the tasks involved in documenting leads and prospect information: capture leads, register prospects, input survey data, capture financial/loan information, capture broker/mortgage company information.

Length: 60 minutes, see schedule for dates and times

Training Medium: On-Line

Audience: Sales Reps, Sales Managers

Enrollment: Participants are required to enroll a minimum of 2 business days in advance

Description: Explores the tasks involved in managing campaigns: storyboard campaigns, create campaigns, create blast campaigns, track follow-up statistics.

Length: 90 minutes, see schedule for dates and times

Training Medium: On-Line

Audience: Sales Reps, Sales Managers

Enrollment: Participants are required to enroll a minimum of 2 business days in advance

Sales III

Sales IV

Description: Explores the tasks involved in processing sales workups and contracts: create/modify /print/view workups, print estimates, create (soft) lot holds, submit/approve contracts, including incentives, differentials, deposits and contingencies; also request construction start date and finalize contracts.

Length: 90 minutes, see schedule for dates and times

Training Medium: On-Line

Audience: Sales Reps, Sales Managers

Enrollment: Participants are required to enroll a minimum of 2 business days in advance

Description: Explores the tasks involved in processing option selections, either at the time of workup/contract or following contract as change orders.

Length: 60 minutes, see schedule for dates and times

Training Medium: On-Line

Audience: Sales Reps, Sales Managers

Enrollment: Participants are required to enroll a minimum of 2 business days in advance

Sales V

Sales VI

Description: Explores the tasks involved in managing post-contract (i.e., buyer) tasks: setup/ administer Homebuyer Homepage, manage settlements, and buyer documents.

Length: 90 minutes, see schedule for dates and times

Training Medium: On-Line

Audience: Sales Reps, Sales Managers

Enrollment: Participants are required to enroll a minimum of 2 business days in advance

Description: Explores the tasks involved in processing option selections, either at the time of workup/contract or following contract as change orders.

Length: 60 minutes, see schedule for dates and times

Training Medium: On-Line

Audience: Sales Reps, Sales Managers

Enrollment: Participants are required to enroll a minimum of 2 business days in advance

NSO

NSO I

NSO II

Description: Provides an orientation to NSO concepts (e.g., central module, views, search, checkpoints, archive, documents), as well as a review of NSO roles/permissions, messaging, and forms/ reports.

Length: 60 minutes, see schedule for dates and times

Training Medium: On-Line

Audience: Any user involved in or managing the NSO process.

Enrollment: Participants are required to enroll a minimum of 2 business days in advance

Description: Provides a start-to-finish detailed review of end-user tasks using the system- default workflow, as well as discussion of configurable workflow settings.

NOTE: Tasks for estimates, with trade partner interface, are included in the NSO III course.

Length: 90 minutes, see schedule for dates and times

Training Medium: On-Line

Audience: Any user involved in or managing the NSO process.

Enrollment: Participants are required to enroll a minimum of 2 business days in advance

NSO III

Description: Provides detailed review of end-user tasks involved in creating estimates, including but not limited to obtaining quotes from trade partners.

Length: 60 minutes, see schedule for dates and times

Training Medium: On-Line

Audience: Any user involved in or managing the NSO process.

Enrollment: Participants are required to enroll a minimum of 2 business days in advance

Trade Partners

Trade Partners

Trade Partners - BTService

Description: Explores the tasks involved in responding to bid packages: review bid documents, enter costs into base house and options forms, submit bids, negotiate bids/costs, view/manage construction schedules, view/manage lot details, manage WO/POs, invoice builders.

Length: Varies

Training Medium: On-Demand, On-Line, 356 days a year, 24/7

Audience: Subcontractors/Vendors; Bidding/Purchasing Agents

Enrollment: No enrollment required. Log into the BuildTopia application and select the Help link in the uppper right hand corner

Description: Explores the tasks involved in managing service orders.

Length: Varies based on class.

Training Medium: Subcontractors/Vendors; Warranty/Service administrators, managers, and field representatives

Audience: None - take the class 24/7, 365 days a year.

Enrollment: Participants are required to enroll a minimum of 2 business days in advance

BTMobile

BTMobile

Description: Explores the tasks involved in setting up BTMobile permissions and roles and end-user functionality such as using the search engine, messaging, WO/POs, scheduling and accessing project, lot and trade partner information.

Length: 60 minutes, see schedule for dates and times

Training Medium: Online, Onsite at customers office or, as desired, BuildTopia office

Audience: Production Management, Construction

Enrollment: This course is only available as custom training. Please contact support@buildtopia.com to request a proposal!

BuildTopia Releases

General Sessions

Specific Sessions

Description: Sessions highlight the primary enhancements and updates included in the quarterly release. These general sessions cover topics not included in the specific sessions, when those are required based on release focus.

Preview sessions are held in advance of the release, while review sessions are held post-release. These sessions supplement the Release Notes available within the BTHelpSystem.

Length: see posted times; session length varies from 60-90 minutes

Training Medium: Online

Audience: All BuildTopia users

Enrollment: No need to enroll. Just follow posted instructions for joining the online session.

Description: As appropriate, sessions may be offered that address specific content areas that require more detailed preview/review. These specific sessions are in addition to the general release sessions.

Preview sessions are held in advance of the release, while review sessions are held post-release. These sessions supplement the Release Notes available within the BTHelpSystem.

Length: see posted times; session length varies from 60-90 minutes

Training Medium: Online

Audience: All BuildTopia users

Enrollment: No need to enroll. Just follow posted instructions for joining the online session.