Spectrum Video Tutorials

Watch a short video tutorial on a variety of topics. Most clips are under three minutes long.

General Information

Video Title

Description

Skill Level

Launching Spectrum and Creating Shortcuts

Learn how to open Spectrum in a browser and how to create a browser shortcut.

Beginner

Creating and Assigning Contacts

A comprehensive contact tracking feature allows you to share contact information between users, and even across companies. Learn how to create a Contact and how to assign the Contact to vendors, projects, customers, etc.

Intermediate

Creating and Assigning Profiles

Learn how to create a user Profile and assign it to operators. Profiles are used to determine which Dashboard apps operators can access and the Navigation bar layout. More information on this topic is available in the Security manual that came with your software.

Intermediate

Email Setup

Learn how to set up your email credentials in Operator Preferences.

Beginner

Email Subscriptions

Learn how to set up email subscriptions that allow you to monitor email folders and import email associated with a particular job to the job's Project Log in Project Management.

Intermediate

Split Functionality

An easy way to view records side-by-side.

Beginner

Tree Grids

Learn how to take advantage of new 'tree grid' functionality in Spectrum.

Beginner

Batch Scanning

A quick look at how Batch Scanning works in conjunction with AP Vendor Invoice Entry.

Intermediate

DI Annotations

Learn now to annotate image files (includes highlighting, sticky notes, straight text notes).

Beginner

VAT Integration

Learn how VAT tax processing has been integrated into Spectrum.

Beginner

Module-Specific

Video Link

Description

Skill Level

Accounts Payable (AP)

Electronic Vendor Processing

Spectrum now allows you to pay vendors electronically. This video provides a high-level look at some of the new screen settings offered to help get you started.

Intermediate

AP Vendor Invoice Tips

Learn how to turn off invoice approval routing, how to enter a pre-paid invoice, how to add a phase on the fly, and where to enter use tax.

Intermediate

AP Payment Selection

An overview of Payment Processing and Payment Selection.

Beginner

Vendor Location Defaults on POs and Payments

Learn how to setup one location to be used as the default payment address and another location to be used as the default purchase order address.

Intermediate

Vendor Spend Report

Run this report to learn about your potential rebate should you implement Viewpoint ePayments.

Intermediate

ePayments

Learn about setup and processing with ePayments during Payment Processing.

Intermediate

Accounts Receivable (AR)

AR Subcontract Change Orders

Adding a subcontract change order, and executing the change order at a later date.

Beginner

AR Contracts

An overview of the new Contracts screen in V14.

Beginner

Change Request Log

An overview of the new Change Request Log screen, and how to convert a change request to a change order.

Beginner

Draw Request Entry

An overview of some of the improvements to the Draw Request Entry process in v14.

Beginner

AvaTax Processing

Learn how to set up the AvaTax application to calculate sales tax for draw requests.

Intermediate

Document Imaging (DI)

Batch Scanning

A quick look at how Batch Scanning works in conjunction with AP Vendor Invoice Entry.

Intermediate

DI Annotations

Learn now to annotate image files (includes highlighting, sticky notes, straight text notes).

Beginner

Document Imaging Search Transactions with No Image

Learn how to use this new v14 screen to generate a list of transactions without images and then attach images to these records.

Intermediate

Enterprise Management (EM)

Entity Tracking

For Enterprise clients: learn how to turn on Entity Tracking, where to set up cost center entities, and how they impact pay cycles in PR.

Advanced

Job Cost (JC)

Job Phases

Learn how to set up job phases in v14.

Beginner

Master Job

Learn about new Master/Sub-Job setup in v14.

Intermediate

History Inquiry

Learn about the new Job Cost History Inquiry screen in v14.

Beginner

Payroll

Setting Auto-Overtime Rules

Auto-overtime was modified with the release of v14.12. See how to set up new auto-overtime rules and take a look at the hierarchy governing auto-overtime processing.

Beginner

FFCRA New Features

New features were added in 2020 R1 to support the First Families Coronavirus Response Act.

Intermediate

Payroll Time Entry

Entering time in Payroll Time Entry

Learn how to enter time, add a signature and submit for approval.

Beginner

Clock in and out of jobs

Learn how to set up job time reporting options in the web portal application, and clock in and out of jobs and review timecards in the mobile application.

Beginner

Period Summary

Learn how to view summaries of labor and equipment timecards over a selected pay period.

Beginner

Project Management (PJ)

Project Log

An overview of the Project Log screen in v14 Project Management.

Beginner

RFI Process

Learn how to create RFIs and send to job contacts for review.

Beginner

Submittal Process

Learn how to enter submittals and create a submittal package to send to reviewers for approval.

Beginner

Project Setup

Accubid Import

Learn how to import data from the Trimble Accubid estimating software to the Job Setup screen.

Intermediate

Purchase Order (PO)

Purchase Order Tips

Learn about the new features in v14 Purchase Order.

Beginner

Purchase Order Entry and Receiving

Learn the basics of entering and receiving purchase orders.

Beginner

Work Order (WO)

Dispatch Board

Learn how the revised dispatch board works in v14 Work Order.

Intermediate

Dispatch Schedule

Learn how the revised dispatch schedule works in v14 Work Order.

Intermediate

Workflow

Creating a Workflow

Learn the basics of the Workflow module and how to set up a simple workflow.

Intermediate

Toolbars and Tabs

Video Link

Description

Skill Level

Spectrum Tabs vs. Browser Tabs

Learn the difference between a Spectrum application tab and a web browser tab.

Beginner

Spectrum Toolbar Options

A look at the Spectrum icons that appear throughout the system.

Beginner

Personal Menu Builder

How to set up operator-specific menus of the Spectrum features you use most often.

Beginner

Bars

Video Link

Description

Skill Level

Info Bar

Learn how to navigate Spectrum using conveniently-located Info Bars. Also what common features you'll find on the Info bars.

Beginner

Navigation Bar

Set up your Navigation Bar to include links to your Favorite Spectrum features and your Personal menus (organized groupings of Spectrum items).

Beginner

Command Bar

Learn about the types of options that display on the Command Bar, which is located just above your workspace.

Beginner

Saved Selections Bar

Let Spectrum remember your report screen selections for you and learn how to share these settings with others.

Beginner

Slider Bar

The Slider bar provides a whole new way to attach, view, move, and annotate images. No images? Then this bar displays a map widget based on the address of the record in context.

Beginner

Dashboard

Video Link

Description

Skill Level

Using the Dashboard Builder

Learn how to use the Dashboard Builder to customize your Dashboard with the apps that are most meaningful to you.

Beginner

Creating My Apps

Learn the steps you need to complete before any of the "My" dashboard apps will populate with the data relative to your operator.

Intermediate

Employee Kiosk

The Employee Kiosk gives employees the ability to review recent earnings statements and time card entries without using a Spectrum license. A Spectrum Logon is required. This video is a high level overview that covers setting up an Employee Kiosk template operator, associating an employee contact with the operator, and looking at the two Employee Kiosk dashboard apps: My Payroll Checks and My Time.

Intermediate

Subcontract Kiosk

The Subcontract Kiosk lets Spectrum Administrators provide Subcontract vendors with Spectrum logon credentials that only allow them access to the kiosk. Access to data through the My Subcontracts app is strictly limited to the current user’s vendor information (as defined using the ‘contact’ link between the vendor code and operator code). The Subcontract Kiosk gives authorized subcontractors the ability to enter their own progress billings and submit them electronically into Spectrum’s Invoice Approval without using a Spectrum license seat.

Beginner