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, and more. | 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 work space. | 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. | Beginner |
