a true networking event!

January 2009

News andInformation for Users of Sage

Timberline Office Software

IN THIS ISSUETUG 2009 NATIONAL USERS CONFERENCE & WORKSHOPS

Gaylord Texan Resort & Convention CenterMay 12-15, 2009 • Grapevine, Texas

Workshop Descriptions: Tuesday & Wednesday ...................................................................................2Conference Schedule ..........................................................................................................................6CPE Information ..................................................................................................................................8Conference Fees .................................................................................................................................11Hotel Information ................................................................................................................................13

Conference Session DescriptionsManagement Track Sessions for Owners & Excecutives ...................................................................................... 4 Information Technology ........................................................................................................ 4 Office Tools, PO/IV & Service Management ........................................................................... 4Accounting for Construction & Real Estate Tracks Property Management & Residential Management ............................................................... 5 Payroll ................................................................................................................................. 5 Basic Sage Timberline Office ............................................................................................... 8 Reporting ............................................................................................................................. 8 Error Correction, Importing, and Tips & Tricks ....................................................................... 9 Miscellaneous ...................................................................................................................... 9 Accounting Roundtables ...................................................................................................... 9Project Management Tracks Project Management for PMs and PMAs .............................................................................. 10 Customizing PJ and PJ Roundtables .................................................................................... 10Estimating Tracks Estimating Operations – Session for the New Estimator ....................................................... 10 Estimating Database Construction & Management ............................................................... 11 Estimating Tips & Tricks, and Roundtables ........................................................................... 11Exhibitor Presentations ...................................................................................................................... 12Sage Software Product Introduction ................................................................................................... 14

A T r u e N e t w o r k i n g E v e n t !

2 TUG Pulse January 2009

TUESDAY, MAY 12

HAccounts Receivable, Contracts & Billing for Contract-Based BillingThis is your day to learn about the contract schedule of values and other billing options for producing progress, lump sum and unit-type invoices in Billing. We’ll show you how to edit, void and adjust invoices in Accounts Receivable. In addition, we’ll give the details on standard contracts, revenue and AR account retrieval, contract change orders, AR contacts, retainage, hierarchy, invoice text, and report-ing. We’ll answer your questions and help you with your specific issues.

HEstimating in ActionIn this hands-on workshop, we’ll spend the day utilizing On-Screen Takeoff® to generate quantities, input into Estimating assemblies, adjust the takeoff quantities when an ad-dendum arrives, price the items in Estimat-ing for our scope, and bid the project using Estimating. We’ll also send the project to accounting Job Cost electronically. You’ll see what happens when you get that great news: “Congratulations! You are the low bidder and have been awarded the project.”

HBasic to Intermediate ODBC (Open Database Connectivity)If you’ve always wanted to learn ODBC, but didn’t know where to start, it’s here. Over a full day, you’ll understand the basics and go on to intermediate activities. You’ll learn what a DSN is and how to set one up, as well as how to use ODBC with Microsoft® Access, Word and Excel—each with its own lab activity. You’ll mine valuable data buried deep within the system and bring it to the surface for report-ing. Please come with a working knowledge of Word and Excel and some understanding of Access.

HInquiry Designer & Financial Statement DesignerExpand your skills in other tools: Inquiry Designer and Financial Statement Designer. This full-day workshop is for the user who wants more than basic inquiries and financial statement reports. You’ll design and change inquiries to drill down to the information you need. You’ll learn more about the Sage Tim-berline Office record layout and how to write public formulas. You’ll understand the basic functions of Financial Statement Designer,

H Workshop Descriptions HTuesday & Wednesday

then expressions, accumulators, cell over-rides, formatting, and field-type selections. Financials will include budget comparison and entity comparison. Before the day is done, you’ll have the skills to do a cash flow statement by month. For discussion, bring your ideas and problems.

HBasic Report Designer (Same class Presented Wednesday)Here’s the workshop for those with little or no experience with Report Designer. After an introduction to the module (menus, shortcuts, and data structure), we’ll create a custom report—from scratch—then build on it us-ing several application features. You’ll learn sorting, formatting, and setting conditions, as well as the basics of formulas and functions. Throughout the day, you can ask questions and even review any report designs that you’ve attempted on the job. If you’ve been working with Sage Timberline Office for several months, you’ll get the most out of this session.

HAdvanced Report DesignerIt’s time to expand your skills in creating reports. This full-day workshop is designed for intermediate users who have three to five years of Sage Timberline Office experience and basic experience with Report Designer. We’ll review the concepts of good reports, show you how to choose the records needed when starting a report from scratch, explain formulas, and demonstrate the functions IF, NEWDATE, JOIN, LOOKUP, PRCNT, ASUM, ACOUNT, and SWITCH in action. You’ll also see how to use prompt windows, conditional print areas, design totals, and group page breaks. In the lab, you’ll build on your new workshop skills to create reports. You’ll have time to work on your own report ideas or ours and will get the answers to your questions.

HBasic Crystal Reports for Ac-counting or PJ (Same class Pre-sented Wednesday)You’re ready to make the jump to designing Crystal reports with the Sage Timberline Of-fice database. Spend the day learning how to write reports for the core Accounting and Project Management applications. We’ll set up ODBC, then create new reports. We’ll cover the fundamentals of formatting and will insert text and graphics for that professional look. We’ll condition, sort, and insert report totals. You’ll gain an understanding of preview report formulas. You’ll learn about linking tables and will see why linking is required and what it

Board of DirectorsCharlie Auger, President

Robin Peterson, Vice President

Tom Moore, SecretaryNatalie Allen, Treasurer

Patrick HughesMatt WeaverEire StewartLynn Bitar

Julie BrownMike SuhoveckyDennis StejskalSharon HessongGary Simpson

Publications CommitteeEire Stewart

Robin PetersonJulie BrownDavid Wright

Tom LoveKyle Dolan

Carolyn Boettner, EditorMaureen Connolly,

Consultant

National AdministratorBoettner Business

ProfessionalsP.O. Box 697

Sylvania, OH 43560Phone: 419.885.9004

Fax: 419.885.9007

Toll Free: 800.884.4630

Web Site

the TUG PulsePublished by the

Timberline Users Group, Inc.and sent to all members.

January 2009 TUG Pulse 3

does. You’ll have plenty of hands-on activities. No prior experience with Crystal Reports is needed. However, we highly recommend that you be familiar with the Sage Timberline Office database and have Crystal installed and ready to use once you return to your office.

HAdvanced Crystal ReportsGet the tips, tricks and techniques that

will take you to the highest levels of report-ing. Designed for intermediate users, this full-day lab will give you the confidence to tackle those difficult reports. Throughout the day, you’ll learn well-kept secrets and techniques that experts use. You’ll build reports that merge data from new, current and history using the Add command. You’ll learn formulas that enable you to see your data the way you want to see it. You’ll build your custom functions, and you’ll have new skills in making sub-reports. Please come with practical experience in Crystal, including starting a report; connecting to Sage Timber-line Office accounting data; and grouping, filtering and summarizing your data. Some experience with writing formulas and build-ing sub-reports would also be helpful.

WEDNESDAY, MAY 13

HAccounts Receivable, Contracts & Billing for Cost-Based BillingTake a day to learn how to set up a contract and billing in order to produce time and ma-terials and cost-plus to maximum invoices. In Billing, we’ll set up rate tables, markup tables, add-on tables and standard items. In Con-tracts, we’ll discuss using standard contracts, linking the contract items to the job and cost code, how the Type of salary cost field works, and how to bill commitments before receiving the AP invoice. We’ll also cover revenue and AR account retrieval, contract change orders, and reporting. We want to hear your questions and issues.

HWhat to Do When Your Estimate is “Done”: Printouts, Estimating Report Manager, Buyout, Explorer, and ToolsSo you’ve completed an estimate, but need to see the project through from printing out the bid to buying out the contracts. We’ll show how built-in estimating tools, as well as other add-on tools, can assist you. We’ll address the importance of creating and implementing a process in your company to allow for general maintenance of estimates and your databases—often an estimating department’s responsibility. We’ll review the

tools for completing these tasks and others you do daily.

HAdvanced to Expert ODBC: Dashboards, Financials & MacrosImagine starting your work day with a single dashboard that gives you key information on your company, produces financial statements in Microsoft® Excel, and uses macros to au-tomate imports. This workshop demonstrates advanced features in Excel and ODBC to enhance your reporting and importing func-tions. This session is for users who have prior experience using ODBC and who are comfort-able using Excel 2003.

HIntermediate to Advanced ODBC: Using AccessIf you’re working with ODBC, but want to ad-vance, this full-day workshop is your ticket. It is for intermediate or quick learners who want to build on their existing foundation of open database connectivity. You’ll learn the rules of using ODBC with Service Management and Purchasing/IV, along with the easier core modules. Take data from one record and update another to avoid duplication. We’ll have activities to create records, do mass updates (like marking thousands of WOs or POs closed with a quick date range selection in a blink of an eye), and to create your own menus in Microsoft® Access. You’ll even see how project managers can create jobs in the field—without access to accounting. Discover many new ways to get the most from your Sage Timberline Office data. Please come with a working knowledge of Access.

HBasic Report Designer (Same class Presented Tuesday)Here’s the workshop for those with little or no experience with Report Designer. After an introduction to the module (menus, shortcuts, and data structure), we’ll create a custom report—from scratch—then build on it us-ing several application features. You’ll learn sorting, formatting, and setting conditions, as well as the basics of formulas and functions. Throughout the day, you can ask questions and even review any report designs that you’ve attempted on the job. If you’ve been working with Sage Timberline Office for several months, you’ll get the most out of this session.

HIntermediate Report Designer for Accounting: Modifying Canned Reports, Working with Formulas & Custom FieldsWish you could find a few more hours in your day? Spend one day in this workshop

learning how to regain a few of those hours by modifying existing Sage Timberline Office reports, working with formulas, and utilizing custom fields. Are you still completing your WIP report in Microsoft® Excel? We’ll modify the WIP as of a specific date report, including prior year profit per job. We’ll also modify the committed cost report to add subcontract compliance items, including certified payroll reports obtained from the subcontractor. Next, you’ll work with the 1099 Preparation report to add a field for tracking W-9s. Next on the list will be the AP lien waiver with invoice detail report. As a group, we’ll discuss customizing the text, then, with help from the instructor and lab assistants, you’ll customize one of your own reports.

HBasic Crystal Reports for Ac-counting or PJ (Same class Presented Tuesday)You’re ready to make the jump to designing Crystal reports with the Sage Timberline Of-fice database. Spend the day learning how to write reports for the core Accounting and Project Management applications. We’ll set up ODBC, then create new reports. We’ll cover the fundamentals of formatting and will insert text and graphics for that professional look. We’ll condition, sort, and insert report totals. You’ll gain an understanding of preview report formulas. You’ll learn about linking tables and will see why linking is required and what it does. You’ll have plenty of hands-on activities. No prior experi-ence with Crystal Reports is needed. However, we highly recommend that you be familiar with the Sage Timberline Office database and have Crystal installed and ready to use once you return to your office.

HIntermediate Crystal Reports for Project ManagementNow that you’ve taken a beginner’s course in Crystal and feel comfortable with the software, let’s build and edit Crystal reports for Project Management and Address Book. This full-day course covers the data structure of these ap-plications and the common Sage Timberline Office functions used on canned reports. You’ll edit canned PJ and AB reports like a pro. In the second half of day, we’ll build from scratch a company directory that you can deploy on the Sage Desktop, as well as an automated pro-jected overrun notification report to take back to the office. If you’ve ever been intimidated by Project Management reports we’ll demystify them for you.


H Conference Session Descriptions HThursday & Friday

MANAGEMENT & GENERAL SESSIONS

H Sessions For Owners & Executives H

HGetting the Most out of Your Technology InvestmentAs a company executive, you need to fully understand how technology impacts your business. We’ll discuss various areas of technology and other key points, such as infrastructure, security, business continuity, disaster recovery, and virus protection, along with return on investment in staffing and project costs. This high-level, open discussion will help you to make better decisions for your business.

HConstruction & Real Estate Industry TrendsEveryone wants to save on taxes. We’ll discuss recent trends to reduce your income taxes or to improve your financial statement’s bottom line and, in a few rare cases, both. We’ll look at recent federal tax laws and their effect on your business. We’ll show how the banking and insurance industries review your company’s financial statement and, if negotiations are possible, what you can do to place your company in the strongest position.

HTaxation, Insurance and Bonding IssuesHere are specific steps owners and senior managers of real estate development and construction companies can take to improve financial statements and maximize a company’s bonding capacity. This session will also explore what tax changes affecting the real estate and con-struction industries are expected under the new President and Congress and will suggest how to minimize the amount of tax you’re paying.

HOwners and Executives RoundtableThis is a new session to the TUG conference lineup and is designed especially for business owners and management executives. We’ll open with a short presentation on the enterprise functionality and the project reporting capabilities of Sage Timberline Office. Then we’ll start the group discussion on various topics, ranging from project management, financial statements, and software functionality to any issue or idea you have that touches the Sage Timberline Office world.

HAudit PreparednessLearn how to use Sage Timberline Office to reduce the cost of your financial statement audits. Understand what the auditor is thinking about and looking for and what you can do to provide the most efficient audit and to prevent having any changes from the audit.

HSage Timberline Office: The Big PictureWhat’s possible within your Sage Timberline Office information system? Join us as we review the available operations and accounting data. Then we’ll open up a roundtable on needs specific to you and your management team. As time allows, we’ll look at uses of Crystal Reports and other tools that take your system to the next level.

HGrowing Your Business & Planning for SuccessionMany baby boomers have built successful construction firms and are now nearing retirement, making contractor continuity and succession a critical issue facing the construction industry today. We will discuss estate tax issues and strategies, including Family Limited Partnerships, Phantom Stock Plans, “Oldco/Newco” alternatives, and other tools to transfer the ownership of contracting firms from one generation to the next.

HManagement Tools & Feature Requests RoundtableUpper and middle management executives will get the most from this open discussion. We’ll take a quick look at the management tools and capabilities of Sage Timberline Office then welcome everyone to talk about software functionality, software issues, and enhancement requests. Please join in this information exchange by sharing any topic or question related to your use of Sage Timberline Office.

H Information Technology H

HIT Administration of Sage Timberline Office 9.5Learn about the installation changes, system prerequisites, supported operating systems, revised file structure, and other administrative considerations for your Sage Timberline Office version 9.5 installation. We’ll review the administration of the revised security structure and post-installation procedures related to the upgraded security structure, as well as the revised log viewer. We’ll show you how to find system information and user activity details. You’ll leave this class ready to install and administer Sage Timberline Office 9.5.

HIT SecurityFor all things IT, you’ll want this roundtable with experienced users. The topics will include new technologies, best practices, security issues, and industry-specific needs. You name it. You ask it. You know it. Share all at this wide-ranging discussion.

HDocument Management RoundtableWhether you currently use Document Management or want to add it to your Sage Timberline Office suite, come to this roundtable to join other users in a discussion of issues, challenges, and successes with the AP interface of Document Management and Timberline. Share your stories and hear how others have implemented Document Management.

HDisaster Recovery PreparationWhen disaster strikes, what can you do? This open discussion will focus on business continuity and disaster recovery in the wake of a natural or a man-made disaster. We’ll talk about developing a disaster plan and how to overcome the inertia that keeps many companies from having a disaster recovery plan.

HRemote Access with Terminal ServicesMicrosoft® Terminal Services is one of the most cost-effective and efficient means of providing remote access to Sage Timberline Office. Discover how to implement and manage Terminal Services with Sage Timberline Office. Learn strategies to use Terminal Services to lower your total cost of ownership (TCO).


HIT RoundtableDo you have IT responsibility or systems administration oversight for Sage Timberline Office? If so, you’re in good company. Participate in this technical Q&A roundtable session with your peers.

H Office Tools, PO/IV & Service Management H

HUsing Microsoft Excel LabThis intermediate-level class will help prepare Sage Timberline Office users for challenges they may face in their everyday use of Microsoft® Excel. We’ll focus on Sage Timberline Office utilization of financial and job data. We’ll also have several exercises to do. To get the most from this lab, you should first attend either the beginning or intermediate TUG sessions on ODBC for Excel. Please note this is not an ODBC class; it is a stand-alone Excel class. Specific topics covered will be linking cells, using lookups, data manipulation, and navigation tools.

HUsing Microsoft OutlookMake the most of your time and improve your Outlook by taking ad-vantage of the broad range of features you didn’t even know existed! Find documents quickly using Journal. Master the Rules Wizard to sort your incoming e-mail. And, change your Microsoft® Outlook for the better.

HUsing Microsoft Word for Sage Timberline Office Mail Merge LabLearn what you’ve been missing without this powerful tool. In the lab we’ll prove that there are endless possibilities for using Microsoft products to get data from your Sage Timberline Office database into Microsoft® Word. Once you see how easy it is to print labels and form letters to customers and vendors, you’ll be eager to get back to the office to try it for yourself. This is an easy class.

HPO/IV Workflow Lab (Purchase Order & Inventory)New to the Purchase Order and Inventory modules? Curious what these modules have to offer? We’ll focus on the basics of inventory transfers and issues, purchase requisitions, purchase orders, and the interface with Sage Timberline Office.

HService Management Workflow LabLearn how to use the dispatch board for daily activities. We’ll cover all day-to-day functions of work orders: entering, closing and billing. We’ll talk about setting up service agreements, processing small jobs, and preventative maintenance. In addition, we’ll cover interfacing to General Ledger and Payroll and synchronization with Accounts Payable and Accounts Receivable.

HCrystal Reports Using the Service Management Data Dictionary LabGet the reports you need using Crystal Reports and the Service Manage-ment Data Dictionary. We’ll set up the Service Management ODBC Data Source and demonstrate how to work with the Data Dictionary to write any report you might need. Finally, we’ll publish the report in Service Management, enabling everyone to take advantage of it.

HSales Reports & Tracking Commission LabImprove your understanding of set-up and processing steps that will gener-ate better sales reports and commission tracking. In addition, find the best way to create these reports that are not supplied with your system.

HAdvanced Service Management Features LabService Management is a powerful application. Unleash that power in this advanced session. From agreements and equipment relation-ships to advanced reporting, see how to make Service Management work for you.

ACCOUNTING FORCONSTRUCTION & REAL ESTATE

H Property Management & Residential Management H

HLease Options, Renewals & Amendments LabGet hands-on experience in the use of the Options and Manage Lease features of the Property Management module. Included will be setting up, customizing and exercising lease options. We’ll also determine when to amend or renew a lease and the steps involved in completing these tasks.

HCommon Area Maintenance Practices RoundtableWe all face issues with common area maintenance. Join the discussion and bring your tips and techniques for handling these issues.

HAbove & Beyond RM: Mail Merges, SQL Wizard, ReconciliationExpand your Residential Management knowledge with this informative session that will take you into previously uncharted territory. Learn how RM can create mail merges in Microsoft® Word, both through ODBC and by utilizing RM’s built-in SQL Query Builder. We’ll walk you through the steps and best practices to ensure that RM reconciles to Cash Management and General Ledger.

HError Correction for Residential Management LabWe all make mistakes. But, it’s worse when the error is on a resident’s ledger. This session will help you avoid some of the most common mistakes made in residential management and will give you solutions to fix them if they do happen. We’ll discuss correcting deposits, reap-plying payments, and changing lease dates, among other things. We’ll demonstrate how to make certain you corrected your error correctly, and we’ll show you the best reports to run for reconciliations.

HStorage Units, Parking Spaces & Other Rental Anomalies LabYou know the system can do it, but how? Use Units, Charge Types and Bill-to Tenant in new ways to overcome old problems such as tracking subtenants, charging parking stalls or allocating yard space.

HHow to Design Crystal Reports for Property ManagementLearn design techniques and Crystal features, including variables, sub-reports, drilling down, and formatting—all by designing a lease abstract. To fully benefit from this class, you need to be familiar with Report Designer and have some experience with Crystal Reports.


HCrystal Reports for Property Management LabHaving completed the previous session, “How to Design Crystal Reports for Property Management,” you’ll put what you’ve learned into action. In the lab, you’ll design a basic rent roll, and we’ll answer your report design questions.

HBudgeting Properties RoundtableIn this moderated, open discussion of issues regarding budgeting properties, we’ll share ideas on setting up budgets and how to change them to fit a property’s needs. We’ll be open to anything you want to discuss on the issue.

H Payroll H

HIntro to Payroll & Payroll Setup LabIt’s hands-on time. Get overviews of settings needed so that Payroll and GL can interface, as well as an overview of workflow. You’ll do your own setup of pay groups, departments, pays, deducts, and fringes. You’ll try out union setup, pay rate tables, and taxes (tax updates). You’ll also do employee setup, including general info, workers’ compensation, direct deposit, and more.

HPayroll Interfaces with Other Modules: JC, EQ, SM, RM & PM (Including Importing)Here’s the spot for loads of information on using the Time Entry screen and creating entry views for various module-related entries. You’ll understand payroll daily entry for certified reports. You’ll learn the dif-ference between EQ repairs and charging equipment to jobs, as well as odometer/meter readings and start time/end time. You’ll know what’s sent to other modules, the process of retrieving GL accounts, importing time from a file, and entering time from/to Service Management.

HPayroll Workflow LabSee for yourself how to do time entry, process payroll, modify period end dates, modify checks using change time entries instead of enter check (also direct entry of check), generate direct deposit and accrual entries, print checks, void checks, and close month/year.

HPayroll Formulas & Reporting Lab for New UsersDo all this and more: vacation/sick; 401k deduct and fringe; workers’ comp setup; printing 941; reporting for 940, SUTA, and SWH; adding/modifying inquiry screens; totals for check activity with detail; and building a better time sheet report.

HPayroll Formulas & Reporting Lab for Power Users We’ll kick off with a review of payroll records and fields and their interrelationships, then review payroll transaction processing. You’ll learn formulas, functions (IF, LOOKUP, NEWDATE, MIN, TABLE, and MATCH, to name a few). Next will be creation of pays, deductions, and fringes. You’ll also learn more about the basics of vacation and sick pay accruals.

HPayroll Error CorrectionWrong tax? Wrong fringe? Wrong job, rate, hours? A missed direct deposit? What else could go wrong? Get some simple techniques and tricks for fixing errors and fixing them right, including when and why to void checks or to change posted time.

HPayroll RoundtableYou have unique experiences and accomplishments with Payroll—we’re sure of that—and we want to hear about them. In this discussion, all payroll topics are welcome, from union to open shop payroll, manual entry to electronic import, formula development and usage to report-ing. Tell us about the relationship in your company between Payroll, HR, and your field labor forces. What custom fields have you set up in Payroll? Any file maintenance, file backup or file restore horror stories? For all that you share, you’ll get back much more in advice and tips from other users.

H Basic Timberline H

HTS Concepts & Data File StructureWhether you are a new user or someone who just wants to understand the “big picture” of Sage Timberline Office software and database, this is a must-attend. Users from operators to database managers will gain confidence and a firmer grasp of the structure and flow of data. We’ll show you how to minimize your time required for troubleshooting and to maximize the timeliness and the value of the output (i.e., reports or inquiries) that your management team needs.

HBasic General LedgerLearn the basic functions of the General Ledger module. Understand the flow of data, recording entries (standard, reversing, and recurring), working with budgets, and much more. Although GL setup won’t be covered, we’ll discuss some issues to consider in setup.

HBasic Job CostWelcome to the world of Job Cost. This module gives you control over your project using a multi-level cost system. In this session, you’ll get a grasp of the basics of Job Cost setup. We’ll talk about tracking direct costs through cost codes, estimates, and commitments. We’ll explore the interfacing with other applications, and we’ll review some of the pre-designed reports and inquiries. This session assumes that you’re using Accounts Receivable.

HBasic Accounts PayableGet the fundamentals of setting up vendors, entering invoices, selecting invoices to pay, printing checks, and recording manual checks. Become more proficient in application interfaces, period-end methods, and common reports. Join in sharing AP ideas.

HBasic Cash ManagementI f you’re a beginning Cash Management user or are in the process of setting up the module, don’t miss this ses-sion. We’ll go through Cash Management settings and setup of new and existing bank accounts. You’ll practice tasks such as edit register, bank transfer, reconcile, importing checks and closing the year.

HBasic DesktopNot using Desktop yet? Wondering what all the fuss is about? Attend this session that will be packed full of ways to make Sage Timberline Office more productive in your daily activities. We’ll explain the three parts of Sage Timberline Office Desktop: Tasks, My Tasks, and Home Page. We’ll show how to create a new configuration and where to find the various homepage reports that come with Desktop. We’ll also briefly review all the tools that can only be accessed through Desktop.


HBasic InquiriesWhat’s a tool you should be using? Inquiry Designer. We’ll start with the overview, “What is an inquiry?” We’ll cover database structure and record relationships, and then create a basic inquiry. (Inquiry Designer is an add-on module).

HBasic Address BookLearn the basic workflow of Address Book. See what records are af-fected when changes are made. This session is for beginner users.

H Reporting H

HComparative Financial Statements for Construction & Real Estate LabPrepare a statement that stacks profit centers side by side or that compares similar buildings. This lab will walk you through the process of creating a comparative statement that will boost your management effort.

HOwner’s Account & Unit Fields to Augment FSMake your variance reports “talk” by incorporating budget comments. Use Unit accounts to include off-balance-sheet information or to create expressions that can provide per-square-foot costs. Once you know how to manipulate the Owner’s account field and Unit accounts, a whole new world of possibilities opens up.

HBuilding Financial Statements with Crystal Reports for Experienced UsersFinancial statements a bit bland? Want financials enabling you to drill down to the details? Financials that are so intuitive and so well-designed you can act on the information immediately? If so, learn to use Crystal Reports to build presentation-quality financials. In this half-day, hands-on course, you’ll explore the advantages and disadvantages of using Crystal Reports to build financial statements, and if you’re an experienced Crystal user, you’ll build one yourself. Still learning Crystal? Come to see the beauty of financials using Crystal.

HCrystal Reports for BillingAre you adventurous, independent, and want to be able to modify Crystal billing formats on your own? If so, then this class is for you. We’ll uncover the mysterious world of Crystal invoice formats. After a brief background presentation, we’ll show you how the standard formats work, how to open and modify existing formats, and, time permitting, how to create new formats from scratch. To benefit from this class, you should have already taken at least a beginner’s session on Crystal Reports. This is an intermediate-to-advanced class, and it will be paced in that manner.

HMaximize Profits with Pro-ductivity Reports LabDo you self-perform? If so, come here to learn how Sage Timberline Office can help track labor productivity. We’ll use standard methods for tracking la-bor productivity using estimated labor hours, estimated production units, actual labor hours, and actual production units. We’ll then add estimated labor cost and

actual labor cost to see how Sage Timberline Office can predict cost at completion using actual labor productivity and actual unit cost cal-culations. To get the most from this class, come with an understanding of formulas.

HJC & AP Formulas & Reporting LabUnlock the mystery of common formulas in Job Cost and Accounts Payable reporting. Learn how to add “group totals” to your Job Cost reports. See how to develop formulas to age your AP invoices off ac-counting date or invoice date. To get the most from this class, come with an understanding of Sage Timberline Office Report Writer.

H Error Correction, Importing & Tips & Tricks H

HImporting JC Estimates, AP Invoices & AR Invoices LabThe 8th wonder of the world is Sage Timberline Office Imports. Learn the basics in this lab to save hours of data entry time. You’ll under-stand the concepts of a CSV (comma-separated values) file and see how it’s used as the import format. You’ll know where to find the basic layouts required for each import and how to create a CSV in the required format.

HJC & AP Tips & TricksWho doesn’t love a shortcut? Get more than one in this session that will enable you to optimize your Job Cost and Accounts Payable systems. We’ll cover everything from personalizing your custom fields to better ways of tracking subcontractors. You’ll see custom reports that help you stay on top of commitments, labor and materials. Best of all, as time allows, we’ll address specific interests of the group.

HAP, GL & CM Error Correction (Double Session. Session 1: GL & CM Only; Session 2: AP Only)While no prior knowledge of error correction is required, this class is best suited for users with solid workflow experience in the Accounts Payable, General Ledger, and Cash Management modules. Learn techniques to identify, define, and isolate errors within Sage Timberline Office data in the module, design error correction plans, and test the results. You’ll gain the skills to make positive, user-friendly changes in workflow that will prevent errors and that will make corrections easy.

HGeneral Ledger & Cash Management Tips & Tricks Get the ABCs of GL and CM with these topics: a) How to use General Ledger data for Job Cost reports for your CPA year-end audit; (b) Cre-ative uses of GL prefixes and suffixes; and (c) Creative uses of Inquiry

tools. In addition, explore the Sage Tim-berline Office reconciliation dashboard in the Desktop application. See how to troubleshoot out-of-balance situations, as well as out-of-balance financial statements. And, pocket some basic tricks for keeping CM in balance.

HImporting CM Cleared Checks, GL Transactions & Budgets LabImporting transactions can be a useful way to get large amounts of data into Sage Timberline Office that would oth-

SCHEDULE


erwise have to be keyed in by hand. We’ll focus on importing cleared checks in Cash Management to assist in quick reconciliation of bank statements; importing GL transactions, such as audit entries; and importing budgets to allow for reporting on budget vs. actual

H Miscellaneous H

HYear-End Procedures & File Maintenance LabBe prepared for the inevitable duties of year end. Learn more about the range of year-end procedures: upgrade planning, checklists, closing order, and file maintenance. We’ll show you how to create an archive company folder and demonstrate the tools needed for handling every-thing at year end. This session is for users with a basic knowledge of Sage Timberline Office applications and workflow, as well as familiarity with electronic data storage.

HAlternate Uses for Job Cost: You Can Track Your Corn!Job Cost isn’t just for construction businesses—think of it as a subsidiary ledger. Use Job Cost to track vehicle repairs, manage charitable grants, or even track your corn! We’ll explore various ways to use Job Cost for “unintended” purposes.

HCreating Macros in Timberline LabDo you print the same reports every month? And the same reports each time you reconcile? If so, then macros will come to your rescue. Learn to create macros so that repetitive report printing is a breeze.

HDo More with JC Using Extras & Miscellaneous WorksheetsExtras: Learn to set up Extras, when to utilize Extras, and the impact of Extras on other modules like AP and GL. Also, see how to add cus-tom fields to Extras and get tips for Job Cost reporting with Extras. Miscellaneous Worksheets: Learn to populate the “MW and Custom Total” tab on the Job Setup screen in Job Cost. See how “Enter Misc. Worksheet” and “Customize Misc. Worksheet” maximize your profit analysis, job by job.

HUsing EQ LabThe Equipment module is a powerful and useful tool. Get the facts on accumulating costs and revenue data that can help in making decisions

on the purchasing, selling or replacing old or underutilized equipment. Find out how to track important data related to the maintenance of equipment or maintaining current equipment registration or licenses. Plus much, much more.

HReconciliation LabWhat is reconciliation? It’s a monthly balancing act. In this session we’ll discuss the whats, the whys and the hows of reconciliation. We’ll spend time with Sage Timberline Office’s new Reconciliation Tool and see how it can help you track down errors. You’ll leave with an overview of the Reconciliation enhancements and an understanding of how to use the Tools features.

H Accounting Roundtables H

HDocument Management for AP RoundtableWhether you currently use Document Management or are looking into adding it to your Sage Timberline Office suite, be part of this discus-sion of the issues, challenges, and successes users have had with the AP interface of Document Management and Sage Timberline Office. Come share your stories and hear how others have implemented this feature.

HLien Waivers RoundtableWe’ll have lots to talk about in this moderated, open discussion of lien waivers: sending preliminary notices to the owner/subcontractor, track-ing which subcontractors/suppliers have been sent preliminary notices, tracking waivers from subcontractors/suppliers, preventing paying a subcontractor/supplier who hasn’t provided a waiver, and enforcing your policies of collecting subcontractor/supplier waivers.

HLegacy Issues RoundtableBeen using Document Management for years? New to the system or wish you had made other set-up decisions at the start? We’ll all share our ideas on how to deal with past data and workflows that no longer fit a company’s needs.

HReporting Tools RoundtableInquiry Designer. Report Designer. Crystal Report. Sage Timberline Office Desktop. MyAssistant. Event 1. Stonefield Query… It seems the choices for extracting information from Sage Timberline Office are endless.

This roundtable focuses on various reporting tools and how different companies use those tools to get and use information accurately and effectively. As in every roundtable, share and share alike.

HThird-Party Interfaces Round-tableMany companies use third-party software packages to help streamline and supplement the benefits of Sage Timberline Office. This roundtable will focus on the types of software in use and how they’re being interfaced with Sage Timberline Office. Tell us about your suc-cesses so that others can learn, and be sure to ask questions.

CPA participants will receive 7 CPE credits per full day of attendance, for a possible total of 28 CPE credits. TUG’s CPE registration policies and procedures will be available to all par-ticipants. Be sure to check the CPE Box on the registration.

Timberline Users Group, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.

H CPE Information H


HWorkers’ Comp RoundtableEveryone has at least one workers’ comp issue. What’s yours? Listen to users as they discuss set-up, reporting and audit issues. Join the group discussion on the pros and cons of various methods that different companies use to manage workers’ comp.

HForecasting RoundtableHow does your company predict cost at completion? Do you use Job Cost Miscellaneous Worksheets to enter your monthly forecasts? Is there a better way? We’ll talk about change requests that can improve your forecasting procedures. Bring your tips and questions on this month-end process that we all face.

HAccounting Feature Requests RoundtableTake some time to look into the future—the future of what you want for the Accounting module. Give us your ideas, wishes, wants, and needs. We’ll discuss them, compile them, and share them with Sage Software for consideration in their enhancement of the product.

PROJECT MANAGEMENT

H Project Management for PMs and PMAs H

HGetting Started with Project ManagementDesigned specifically for those implementing or installing the Project Management (PJ) module, this comprehensive overview will cover meet-ing minutes, requests for information, submittals, and transmittals.

HPJ Document Tools Lab (Triple Session)This three-part, hands-on lab will walk you through all documenta-tion tools provided in the PJ module, from Transmittals, Requests for Information (RFIs), Submittals and Meeting Minutes to the Drawing Log, Correspondence Log, and Custom Logs. We’ll review the concepts of each tool and then work with it, step by step. While this session introduces you to new uses for PJ tools, knowledge of the concepts of the module are helpful, but not necessary.

HPJ Change Management LabThis double lab will guide you through the Project Management Change Management workflow, as well as how to use change requests (both internal and billable), commitment change orders, and owner change orders in Project Management. We’ll review the setup and step-by-step instructions for each tool.

HPJ Daily Field Reports LabTest drive the new features of version 9.5—including the new Field Reporting tool—right in the lab. We’ll try out the new Daily Reports tool and discuss workflow options, entering data, and reporting. We’ll also review configuration of tabs on the data entry screens to track the information you need. We’ll have examples of entering daily field data and will review various canned reports.

HUsing PJ Custom Fields & Custom Descriptions LabWe’ll use Custom Descriptions to rename items within PJ to match your company’s internal naming conventions, and we’ll modify the contents of certain pull down menus. We’ll also discuss how to tell which fields and pull down menus are customizable and which are not. Then, using

hands-on activities, we’ll review custom logs and show you how to add new custom logs that fit your company’s needs.

H Customizing PJ and PJ Roundtables H

HCustom Reports for Your PJ Customizations LabThis is an intermediate/advanced session requiring significant Project Management experience and use of Crystal Reports to modify PJ re-ports, and/or completion of both the “Beginning Crystal Reports” and the “Intermediate Crystal Reports” TUG workshops. In this lab, you’ll create Crystal reports based on your PJ customizations of descrip-tions, fields and logs. We’ll show how custom descriptions affect custom reports and how you can update reports after updating your custom descriptions. We’ll detail the creation of custom fields in PJ, then add the custom fields data table to your Crystal Report template so that you can display the data you enter there. Finally, we’ll create a new PJ Custom Log, then create a Crystal Reports template from scratch to display the data you enter into your Custom Log.

HPJ Change Management Roundtable: Internal Change Orders vs. Owner Change OrdersIf you’ve struggled with recording and identifying internal change orders from owner change orders, come to this session. Share your perspectives about and experience with internal change orders. Learn tips and tricks from other users. To get the most from this discussion, you should have experience with Project Management Contract Controls for at least one project.

HSetting Up Desktop for PJ for Multiple Project Managers RoundtableHave an interest in deploying a default Sage Desktop and Homepage to all project managers? Join this informal discussion on the setup and use of Sage Desktop for multiple project managers. Let’s hear about your experience with customizing the Desktop. Learn tips and tricks on Desktop setup from other users like yourself. It will be help-ful for this session if Sage Desktop is your method of navigating Sage Timberline Office.

HUsing PJ for Project Management RoundtableWhat are the uses—and possible limitations—of using PJ in the real world to help you manage all of your project-related activities? Join this discussion. Bring your opinions and talk about what has worked well for you and where you rely on other tools or procedures.

HPJ Feature Requests Round-table“I’d love to see….” You probably have a PJ wish list. Join other intermediate PJ users discuss the features you want in future ver-sions of PJ. We’ll at-tempt to prioritize your ideas so that TUG can share them with Sage Software’s develop-ment team.


ESTIMATING SESSIONS

H Estimating Operations–Sessions for New Estimators H

HOpening the Box: Parts 1 & 2You’ve purchased Sage Timberline Office Estimating, but now what? What are your database choices and settings, and how do you make sure that you’re connected to the accounting database? All this and more will be covered in this session designed for new users.

HOnScreen Takeoff®: The Basics LabGet to know the basic operations of OnScreen Takeoff®. The setup and operation offer tremendous benefits when conditions are created, organized and customized. See how auto-takeoff options, creating curved lines, and attaching shapes, will result in quick and accurate takeoff.

HBuilding Information Models (BIM): An OverviewThis session will provide a general overview of Building Information Modeling (BIM) and its prevalence in the design and con-struction industries. You’ll see examples of BIM innovations and their expected impact on the estimating process.

HBeginning Takeoff : Parts 1 & 2Are you a new user who wants to learn how to use Estimat-ing to complete your takeoff? Participate in this session and learn the basics of quick takeoff, one-time items, item takeoff and assembly takeoff. You’ll see the various takeoff tools used to build project-winning estimates. Then, head for the lab to get hands-on experience with quick takeoff, one-time items, item takeoff, and assembly takeoff and other skills you learned in the Beginning Takeoff lecture.

HBasic Estimate Modification & WBS CodesSee how to modify the estimate and to make global and targeted changes to item prices and estimate totals. Also see how WBS codes can be used to sort and group the estimate to specific owner require-ments or to your own method of organization.

HEstimating Challenge Lab with Basic OnScreen Takeoff®After two days of learning new tricks, you’ll want this lab where teams of two will takeoff, price and submit a bid. We’ll give you a template estimate to speed the session, but your own review and corrections may be required. You’ll put your knowledge of custom add-ons to good use. This lab will let you be creative and competitive while having fun.

H Estimating Database Construction & Management H

HDatabase Setup & ConventionsAre you an intermediate user who manages the database or wants to standardize the database? We’ll cover the bases here.

HDatabase Editor & Builder Wizard LabThis is a don’t-miss session for database managers. Database Editor provides spreadsheet access directly to the database and allows you to quickly create new group phases, phases and items. You’ll see how

to make targeted and global modifications to edit descriptions, correct units, update prices, or change any database field quickly. You’ll see how to filter the number of items under review and to use layouts to view only the data you want to see. Database Builder Wizard guides you through creating a database structure. You’ll see how to quickly create a database using a pre-built industry standard template, modify an existing database, or build your own database from scratch.

HAssembly Construction Basics: Parts 1 & 2Come to this lab if you are an intermediate user who develops, edits and updates assemblies. You’ll be exposed to basic and advanced topics related to constructing assemblies. Assemblies will allow the estimator to quickly select items without using the Quick takeoff or Item takeoff methods. The Developer can ensure that items will not be omitted without proper decisions. In the lab we’ll use the TUG data-base to develop the assemblies so that everyone can take their work with them. If you bring your laptop, you can build assemblies in your database. You’ll get lots of one-on-one assistance.

HModels Lab: Parts 1 & 2Attention advanced users! Take estimating to another level. This session is for those of you with a complete database who have mastered the

use of assemblies. Models can be created to link assemblies to create a complete system or can be designed to esti-mate an entire project from base assumptions. Topics will include the basic setup, use of questions, different inputs and operation of models. See how Sage Timberline Office Estimating brings it all together for detailed budget creation from limited information. In the lab you’ll build models from the ideas and concepts presented in the preceding Models

session. You’ll use the TUG database or a Sage Timberline Office sample database to develop models. If your own laptop has the models module, you can build models with your database.

HEstimating with BIM & Innovaya’s Visual Estimating LabBIM (Building Information Modeling) is rapidly becoming prevalent in both the design and construction worlds. Learn how to leverage the information on a BIM project with Innovaya’s Visual Estimating (VE) software. This hands-on session will cover the basic setup of VE and its effect on your everyday workflow. Basic database and assembly creation knowledge is suggested, but not required.

HDatabase Management: Interface, Security, Networking & BackupWe’ll discuss routine maintenance of your Estimating database, as well as maintenance of your estimates. We’ll also cover Estimating Explorer and Estimating Tools, along with other options within Estimating.

H Estimating Tips & Tricks & RoundtablesH

HBeginning Takeoff RoundtableIf you’re starting to implement estimating software, join this discus-sion. We’ll share the good, the better and the best ways of takeoff. Share and learn from others what everyone wants to know about beginning takeoff.


EXHIBITOR PRESENTATIONS

HEliminating Workplace Interrup-tions: That Dream Can Come True, by Leo SoftwarePaul Muessig, president of Leo Software, has the way for busy real estate accountants to eliminate workplace interruptions on property management and reporting issues. Leo Software, a Sage Timber-line Office add-on, provides web-based availability of important data to property managers, leasing brokers and owners. The presentation will cover a variety of common scenarios and will show how an

online “data dashboard” reporting application, like Leo, can upgrade your system to match the new web-based versions of competitive accounting systems.

HIntegrated Excel Reporting & Business Intelligence for Sage Timberline Office, by BizNet SoftwareYour Sage Timberline Office data can directly integrate into Microsoft® Excel, and this session teaches you how. You’ll learn how to eliminate the need to ever rekey or to export your Timberline data into Excel. You’ll see how to fully integrate Excel reports within minutes and to create compelling management reports, executive dashboards, and advanced charts all using native Excel. BizNet will tell you about clients who have shaved days off their closing cycle and have reduced audit fees and who have gained immediate access to critical business information.

HMyAssistant, by Innovative Software DesignSpecifically designed for Sage Timberline Office, MyAssistant proactively identifies what needs to be done and who needs to be informed, then automatically performs the task—easily with Microsoft® Outlook. With a simple Task Wizard, MyAssistant automatically identifies vendors whose insurance is expiring or managers whose leases are expiring; sends letters or generates and distributes scheduled, personalized reports to vendors, customers, or others; and sends out an alert if a job drops below a profit threshold. MyAssistant can also audit processes such as job, lease, contract, or employee setup. Use any of MyAssistant’s more than 270 prebuilt rules or define your own.

HImaging & Content Management for Construction & Property Man-agement, by Construction Imaging SystemsImaging and content management allows a construction or property management com-pany to utilize a central repository for all con-tent. We’ll take a look at scanning, electronic routing, approval, and storage of invoices, job-related documents, e-mails, drawings, photos, scanned images, voice mails, and other content. Bradley McAdams will give real-life examples of companies from $2 million to $2 billion in sales that are using imaging with Sage Timberline Office.

H Hotel Information H

Gaylord Texan Resort & Convention Center1501 Gaylord Trail

Grapevine, TX 76051www.gaylordhotels.com

Room Rates: $185 Group Code: C-TBL09Reservations: (866) 782-7897

Register by April 13, 2009Room rates subject to change after April 13, 2009

(There is a link at www.TUGweb.com directly to the Gaylord Texan reservations)

HEstimating Trends Roundtable: Escala-tion, LEED, BIM, etc.Use this forum to share ideas and ask others about factors that have a profound effect on the estimating community: the economy, emerging technologies, and sustainable design, among them.

HEstimating Tips & Tricks: Parts 1 & 2Learn from the experts—other users—lots of new and creative ways to put Sage Timberline Office’s Estimating to work for you. This interactive session that gives real-life tips and shortcuts is always a conference favorite and will truly make a difference in your everyday work.

HAssemblies & Models RoundtableAll aboard for this roundtable. From the simplest to the most complex, assemblies are the engine of the estimating train. Link assemblies together with models, and you have a bullet train. Here users will meet users, solve issues together, and share ideas.

HMEP Estimating RoundtableParticipate in this general discussion for an opportunity to share/learn estimating ideas, practices, processes, and procedures with other mechanical, electrical, and plumbing estimators.

HConverting Your Database from MF95 to MF04Are your plans and specifications starting to come in MasterFormat 2004 48-division format, but your database is still in the MasterFormat 95 16-division structure? We’ll give you step-by-step instructions on using the tools you already have to convert your database to the new format.

HMaking TUG Work for YouTimberline Users Group is your user organization. Find out what TUG is and how you can best benefit from our many learning and networking opportunities. See how TUG can help you as an individual user—and estimator—and your company. It’s only a click away. From The TUG Pulse to the User-to-User Helpline and Local TUG Chapters to the Resource Library, we’ll cover it all, as well as how to download—for free—those reports you’ve been looking for.


HOffice Connector Lab: Understanding the Basics of Excel-based Reporting, by Event 1 Software, Inc.Come for this overview and hands-on lab demonstrating the standard features of Microsoft® Excel and Office Connector (OC) by Event 1 Software, Inc. We’ll discuss the Sage Timberline Office data structure, including files, tables and fields to promote a deeper understanding of reports and inquiries. We’ll have exercises designed to create a com-prehensive understanding of OC functions, as well as a lab featuring Office Connector Query (OCQ) functions and Office Connector Write (OCW) for record creation and updating.

HGoing Mobile with Sage Timberline Office Service Management, by Data ExtensionsThis session is for users and prospective users of Sage Timberline Office Service Management. We’ll explore how mobile technology can be leveraged to improve your field service operations, with focus on improving customer satisfaction, increasing field technician productiv-ity, reducing back office overhead, and increasing overall profit. We’ll show real-world cases and see how mobile technology integrates with Service Management.

HBusiness Process Management: Making Your Sage Software and Your Company More Efficient and More Profitable, by Builder MTBusiness Process Management is the absolute latest in technology, not to mention the coolest thing you’ve ever seen. What can it do for you? Cut time and improve efficiency? Absolutely. And, it gives you a better, faster, more profitable company. Come with a list of your organization’s processes that need fixing (for example, coordination of software, databases, and spreadsheets; departments that need to better communicate; or a field office and mobile device that should be linked to the home office). Tell us how you want those processes to work, and you will see how to turn wishes into reality. With BPM, it’s drag-and-drop easy.

HProductivity Tools for Service Management, by Partners SolutionsImprove your company’s productivity within Service Management and see which external tools can give you a competitive advantage

when addressing your customers, tenants, and prospects. We’ll touch on options such as GPS, customer internet portals, technician internet portals, and even electronic field data capture. This session is right for property management firms that handle facility maintenance and for service organizations looking to expand on their current service offer-ings. Also, come through our door if you’re a Sage Timberline Office Service Management user looking to potentially utilize technology to cut back on non-essential operations workflow costs.

HAutomating Payroll Time Collection, by Field2BaseIn today’s fast-paced job market, the accurate collection of labor-related time is crucial. Labor represents the largest job-related costs on almost every job, and overruns can completely eliminate already slim profit margins. By capturing time on a daily basis, you can bet-ter inform project management of problems as they happen—not a week later. By automating this data, all admin time towards data entry formerly associated with payroll can now be used for more proactive tasks. The review, edit and approval steps no longer result in a paper chase on payroll day.

HCustomer Panel: Increase Field Productivity by 25% Using Wireless Software, by JumpStart WirelessLet JumpStart Wireless show you what critical factors to review when considering a wireless service order, time card, or field reports solution. JumpStart Wireless will detail several tools for automating one or more of these paper-based processes. You’ll hear directly from JumpStart Wireless customers about their successes. In this interactive session, JumpStart staff and customers will answer your questions.

HHow to Generate Cash Flow by Enhancing Your Fixed Asset Management, by Paragon SystemsIt’s an unfortunate reality that many companies overpay taxes and insur-ance because of improper and ineffective management and deprecia-tion of their fixed assets and equipment. Without a clear link between the entry recorded in the asset ledger and the physical equipment out in the field, eventually, discrepancies compound as assets are sold, transferred, or disposed. Identifying and eliminating these ghost assets and managing current equipment properly in a specialized fixed asset management software system saves time, money, and can actually generate cash flow. Come here to learn what you should be doing.

HAutomating AP Invoice Approv-als with TimberScan, by Core AssociatesFor many Sage Timberline Office users, the AP invoice approval process is arduous and time-consuming. We’ll explore the latest methods of automating this task with TimberScan, the only program that scans invoices, automati-cally routes them to the right approver based on your business rules and then posts directly into Sage Timberline Office. TimberScan is an AP automation solution that does it all and does it well. TimberScan is used by more than 2,800 Sage Timberline Office users in more than 170 companies, and it’s the only paperless approval system authorized by Sage Software, Inc.

H Attendance Options & Fees H

H Option #1 Tuesday Only .....................................................$395 ..............................$695H Option #2 Wednesday Only ................................................$395 ..............................$695H Option #3 Tuesday & Wednesday .......................................$695 ..............................$995H Option #4 Thursday & Friday .............................................$695 ..............................$995H Option #5 Tuesday, Thursday, Friday ..................................$895 ..............................$1195H Option #6 Wednesday, Thursday, Friday .............................$895 ..............................$1195H Option #7 Tuesday, Wednesday, Thursday, Friday ...............$995 ..............................$1295

For those companies sending 5 or more attendees, contact the TUG office for any eligible discounts. Call 800-884-4630.

Member Non-Member


HSage Abra HR/Sage Timberline Office Integration, by Dresser & AssociatesLearn how Sage Abra HR management solu-tion (the industry leading HR and manage-ment software) integrates with your existing Sage Timberline Office solution. Sage Abra HR features include full integration with the Accounting module for quick access to key data; powerful reporting tools to help with government compliance and strategic planning; simplified benefit administration; managed employee training, certification and health history; and accurate analysis of salary administration.

HOffice Connector Lab: Revolutionize Your Excel-based Reporting, by Event 1 Software, Inc.Using the Office Connector Launch Pad, with its more than 20 compli-mentary templates, you’ll customize WIP schedules, financials, payroll reports, and reconciliation reports. To benefit from this session, you should have a basic understanding of Office Connector Query, either through participation in TUG Office Connector lab “Understanding the Basics of Excel-based Reporting,” online Office Connector Query Begin-ner Training offered by Event 1 Software, Inc., or, at a minimum, the Getting Started and other exercises offered through Office Connector Online Help that’s available through the Question Mark (?) icon on the Office Connector toolbar in Microsoft® Excel.

HUnveiling the Next Generation of Payment Management Systems, by PiraclePiracle introduces the newest addition to its suite of products: PaycentrexNET. This web-based solution allows authorized users to access payment management data anytime, anywhere. Powered by Microsoft®.NET, PaycentrexNET will transform how you process and manage payments. This session will also touch on RapidRemit, Piracle’s remote deposit capture solution.

HHow Can Sage CRM Benefit My Construction or Real Estate Company?, by Enabling IPMany CRE firms are beginning to look at what benefits a CRM solu-tion offers. CRM has expanded far beyond being merely a contact management solution. CRM should now be an integral part of any organization-wide strategy to be more customer-focused and more competitive. This session explores the value of using CRM, the avail-able integration between Sage Timberline Office and Sage CRM from Enabling IP. We’ll cover what data is shared and what Sage Timberline Office applications can be utilized.

HManaging HR Information, by Digital Business IntegrationEffectively managing HR data is an often-overlooked process. But HR data management can provide big returns when done right. This session will teach you how to collect and organize all the information associated with your employees using the new hh2 Human Resource web application. You’ll learn to manage identifications, contact info, emergency contacts, salary, benefits, employment applications, train-ing, certifications, employee evaluations, salary and benefits, pay stubs, safety meetings, government required forms, and more. This can all be done securely anywhere you have an Internet connection and can

automatically sync information with Sage Timberline Office. Say goodbye to clunky spreadsheets, redundant processes and piles of paperwork by streamlining your HR data on the web.

HUsing GCPay to Import Pay Applications/Invoices to the AP New File, by GCPayThis session’s welcome mat is out for contractors. We’ll show you how to use the Internet to receive and approve progress payment applications from subcontractors, eliminating delays you’d encounter with paper mail, and alleviating calculation errors. You’ll also learn how to import

electronic subcontractor payment applications directly into the Sage Timberline Office AP New File, cutting hours of key entry and transposi-tion errors. We’ll also discuss additional time-saving integrations.

HAutomated Data Collection in the Construction Industry, by Data-Maxx TechnologiesLearn how devices and software used in the field, warehouse, shop and office can track labor time, equipment, inventory, or production transactions as they happen or after the fact. See how barcode scan-ners, cell phones, PDAs, BlackBerry® devices, clocks, biometric units, laptops, and other technologies provide you with remote capability and transmission to and from Sage Timberline Office.

HYour Blackberry, iPod & Payments, by TexturaIn this new millennium, we check our e-mail on a BlackBerry®, listen to our favorite music on an iPod®, and use the Internet for everything from travel to banking. Yet, many of us still exchange papers—checks and documents—for the construction payment process. In this interactive presentation, see how the converging technologies of e-mail, electronic document preparation and storage, data encryption, electronic signa-tures and notarizations, combined with the Automatic Clearing House (ACH) system, are enabling leading construction companies to improve cash flow, reduce contractual risk, and increase staff efficiency.

HBasics of Excel-based Reporting Focusing on Prop-erty Management, by Event 1 SoftwareCome for this overview and hands-on lab demonstrating the standard features of Microsoft® Excel and Event 1 Software, Inc. Office Connec-tor. We’ll discuss the Sage Timberline Office data structure, including files, tables and fields to promote a deeper understanding of reports and inquiries.

SAGE SOFTWARE PRESENTATIONSHEstimatingAre you winning all the jobs you should, and are your estimates set-ting you up for profitability? More than just a way to create bids, Sage Timberline Office Estimating helps you manage the process of winning the work and building profitability into your business. Learn how our Estimating modules help you create accurate estimates in half the time using updated industry pricing and assembly information, and learn how this powerful application integrates with Sage Timberline Office Accounting applications.

TIMBERLINE USERS GROUP, INC.PO Box 697 • Sylvania, Ohio 43560

PRSRT STDU.S. Postage

PAIDRockford, IL

Permit No. 745

HProject ManagementProject management is a real time function . Do you have the real time information available in the field when you need it? Sage Timberline Office Project Management gives your project teams up-to-the-minute information on project costs, change orders, contracts, and documenta-tion. Learn how, with the Project Management application, you’ll always have the information you need at hand and how you’ll benefit from having one central location to enter and manage all project data. And now with version 9.5, learn how the new Daily Reports feature lets you accurately and easily record the activities, events and conditions at all job sites.

HPayroll PaycardsOne of the most innovative and beneficial products to be introduced into the payroll market in recent years is the versatile “payroll card” — a replacement for the paper pay check. Payroll cards are a tremendous benefit for employees who are mobile, who may not have a traditional bank account, or who simply want the convenience of using a card for their purchases. By choosing this method of payment, you may realize substantial savings associated with traditional paper checks. Your employees receive their pay immediately, and they appreciate the versatility of this method of payment. Learn how you can save money while offing your employees the additional benefits and convenience…truly a win-win situation.

HOnCenterWhat if you could draw takeoffs directly on-screen and have all your measurements and calculations performed for you automatically? With On-Screen Takeoff® from OnCenter, you have a solution that can be fully integrated with your Sage Timberline Office Estimating software to do just that, saving you time and increasing the accuracy of your estimates. Learn how you can use On-Screen Takeoff® to eliminate the manual takeoff process and manual data entry to optimize your estimating efforts.

HBIMWhat does the future hold for the construction industry? One thing is for certain: technology will play an increasing role as companies—owners, architects, builders, subcontractors—find ways to increase productivity and profits through project collaboration. And the key to this collaboration is a seamless flow of information. Learn how Build-ing Information Modeling (BIM) enables this information exchange by providing all parties involved in the construction value chain with consistent, computable building information.

HDocument ManagementAre you tired of paper-based filing systems that drain your time and energy? Learn how Document Management can eliminate your “paper-chase” and make it easy to retrieve and reference the important docu-ments you need. Document Management is an electronic document classification, storage, retrieval, and routing system developed to run directly from within Sage Timberline Office Desktop. And now with version 9.5, learn how new security features help you protect your vital business information.

a true networking event!

Documents