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Functional Consultant Training


Description
This deep-dive course is designed around a 3-pronged learning approach, where trainees will be presented short video-based-lessons on core Kahua apps, answer quiz questions to validate their understanding, and perform exercises within Kahua to apply these new skills.

Access to the Kahua platform, and domain admin permissions are required to complete the course.

Upon completion of the course, a Kahua expert will review the responses you've provided throughout the exercises, and provide feedback as needed. After final exercise review, you will be issued a certificate, designating you as a Kahua Functional Consultant.
Content
  • Account Settings / My Settings
  • My Settings Video
  • My Settings Exercise
  • My Settings Quiz
  • Navigation
  • Part 1: General Navigation
  • Part 2: Navigating Kahua Applications
  • Part 3: Creating and Managing List Views
  • Navigation Exercise
  • Navigation Quiz
  • Projects / Portfolio Manager App
  • Kahua Support: Portfolio Manager
  • Project Finder
  • Project Finder Video
  • Kahua Support: Project Finder
  • Project Finder Quiz
  • Project Finder Assignment: Create your Testing Partitions
  • Tasks
  • Tasks App
  • Tasks Assignment
  • Tasks Quiz
  • Search Function
  • Kahua Support: Searching in Kahua
  • Search Function Quiz
  • Recycle Bin
  • Kahua Support: Recycle Bin
  • Company Profile
  • Company Profiles App Video
  • Company Profile Quiz
  • Domain Settings
  • Domain Settings: Domain Defaults
  • Domain Settings: Data Store
  • Domain Settings: Authentication
  • Domain Settings Assignment: Settings, Data Store, and Logo
  • Configuration: Fields, Defaults, Numbering and Lookups
  • Configuration Basics Overview
  • Kahua Support: Enabling/Disabling Applications
  • Configuration Numbering Video
  • Kahua Support: Number Scheme Configuration
  • Configuring Fields
  • Configuring Default Values
  • Configuring Lookup Values
  • Kahua Support: Fields Configuration
  • Kahua Support: Default Field Values
  • Kahua Support: Lookup Value Configuration
  • Configuration Assignment: Fields Configuration
  • Configuration Quiz
  • Configuration: Portable Views (PV's)
  • Customizing Portable Views
  • Kahua Portable View Templates and Tokens Overview
  • Portable Views Assignment
  • Portable View Quiz
  • Project Tasks
  • Project Tasks Video
  • Project Tasks Quiz
  • Invitation Templates
  • Invitation Templates Video
  • Invitation Templates Quiz
  • Community
  • Community Video
  • Community App Quiz
  • Contacts
  • Part 1: Creating New Contacts and Companies
  • Part 2: Importing Contacts and Internal vs External Contacts
  • Contacts Assignment
  • Contacts App Quiz
  • Users
  • Users App Video
  • Users App Quiz
  • Licenses
  • Licenses App Video
  • Licenses Quiz
  • Licenses Exercise
  • Groups
  • Groups Video
  • Groups Exercise
  • Groups Quiz
  • Project Directory
  • Project Directory Video
  • Project Directory Assignment
  • Project Directory Quiz
  • File Manager
  • File Manager: Overview
  • File Manager: App Basics
  • File Manager Guidebook
  • File Manager Quiz
  • Kahua Support: Local File Sync Feature Overview
  • Local File Sync Quiz
  • File Manager Assignment
  • File Manager: Anonymous File Access Overview
  • Anonymous File Access Quiz
  • References
  • References Video
  • References Assignment
  • References Quiz
  • Share Manager
  • Share Manager Video
  • Share Manager Quiz
  • CSI Codes
  • CSI Codes Video
  • CSI Codes Assignment
  • CSI Codes Quiz
  • Locations
  • Locations App Video
  • Locations Exercise
  • Locations Quiz
  • Communications
  • Communications Video
  • Communications Exercise
  • Communications Quiz
  • Meetings
  • Meetings App Video
  • Meetings App Assignment
  • Meetings App Quiz
  • Field Observations
  • Field Observations Video
  • Field Observations Quiz
  • Subcontractor RFI's
  • Part 1: Creating Subcontractor RFI's
  • Part 2: Project Connection - Connecting GC to Sub RFI's
  • Part 3: Responding to Sub RFI's
  • Sub RFI's Quiz
  • RFI's
  • Part 1: Creating and Submitting Official RFI's
  • Part 2: Collaborate with RFI Responders
  • Exercise: Enable Kahua RFI Owner Workflow sample
  • RFI's Assignment
  • RFI's Quiz
  • Packaged Submittals
  • Part 1: Packaged Submittals Overview
  • Part 2: Packaged Submittal App Basics
  • Part 3: Creating a Submittal Package
  • Part 4: Creating Submittal Items
  • Part 5: Splitting Submittal Packages
  • Exercise: Creating Items and Packages
  • Quiz 1: Submittal Items and Packages
  • Part 6: Submittals- Admin and Configuration
  • Part 7: Import/Export Function Breakdown
  • Quiz 2: Import and Export Submittal Items
  • Assignment: Create your Submittal Item Template
  • Part 8: Request an Item Submission
  • Part 9: Reviewer Tasks- Consultant Reviewers/Owner's Rep
  • Part 10: Official Reviewer Actions and Workflow
  • Part 11: Submittal Coordinator Actions and Workflow
  • Quiz 3: Submittal Roles and Workflow
  • Daily Reports
  • Daily Reports Guidebook
  • Cost Configuration
  • Cost Configuration: Cost Guards Video
  • Multi-Currency
  • Multi-Currency Admin Setup Video
  • Multi-Currency End User Video
  • Multi- Currency: Admin Quick Reference Guide
  • Multi-Currency: End User Quick Reference Guide
  • Multi-Currency Quiz
  • Work Breakdown
  • Intro
  • Part 1: Overview
  • Part 2: Components
  • Part 3: Import & Export
  • Part 4: General Navigation
  • Part 5: Configuration
  • Part 6: Recap
  • Work Breakdown Assignment
  • Approvals Configuration
  • Part 1: Creating Approval Workflow
  • Part 2: Using Approval Workflow
  • Approvals Configuration Assignment
  • Approvals Configuration Quiz
  • Funding: Budget
  • Part 1: Create Funding Budget
  • Part 2: Managing Multiple Budgets
  • Part 3: Superseding Budgets
  • Budget Assignment
  • Budget Quiz
  • Funding: Budget Adjustments
  • Budget Adjustments Video
  • Budget Adjustments Assignment
  • Budget Adjustments Quiz
  • Funding: Budget Changes
  • Budget Changes Video
  • Budget Change Assignment
  • Budget Changes Quiz
  • Expense: Contracts
  • Expense Contracts Video
  • Expense Contracts Exercise
  • Expense Contracts Quiz
  • Expense: Contract Change Requests
  • Expense Contract Change Requests Video
  • Expense Contract Change Requests Quiz
  • Expense: Contract Change Orders
  • Expense Change Orders Video
  • Expense Change Orders Quiz
  • Expense Change Order Assignment
  • Issues
  • Issues App Overview
  • Issues Quiz
  • Issues App Assignment
  • Expense: Pay Requests
  • Pay Requests Video
  • Pay Requests Quiz
  • Pay Requests Exercise
  • Expense: SOV Breakdown
  • SOV Overview Video
  • SOV Change Orders Video
  • Purchase Orders
  • Purchase Orders Video
  • Purchase Orders Workflow Video
  • Purchase Orders Quiz
  • Purchase Order Change Orders (POCO's)
  • POCO Video
  • POCO Assignment
  • POCO Quiz
  • Invoices
  • Invoices Video
  • Invoices Exercise
  • Invoices Quiz
  • Milestones
  • Milestones Video
  • Milestones Quiz
  • Certification and Grading
  • Final Assignment Review
Completion rules
  • All units must be completed