Course curriculum

  • 01

    Welcome to Clarity Courses

    • What to expect with Clarity Courses

  • 02

    Section 1: Introduction to XPM Dashboards

    • Welcome to XPM Dashboards

    • In this Course

    • An Overview to Dashboards

  • 03

    Section 2: Client Dashboards

    • Client Dashboards

    • Creating a Client Dashboard for Entity Type

    • Business Structure - Client Filter Dashboard Demonstration

    • Creating a Client Dashboard for Client Manager

    • Client Manager Filter - Client Dashboard Demonstration

    • Summary of Client Dashboard Filters

    • Knowledge Check

  • 04

    Section 3: Invoice Dashboards

    • Introduction

    • Client Manager based Invoice Dashboard Filter

    • Client Manager based Invoice Dashboard Filter Demonstration

    • Date based Invoice Dashboard Filter Demonstration

    • Knowledge Check

  • 05

    Section 4: Work In Progress Dashboard

    • Introduction

    • Creating a WIP Filter based on Job Category

    • WIP Dashboard Filter - Job Category Demonstration

    • WIP Dashboard Filter - Job State Demonstration

    • WIP Dashboard Filter - Client Manager Demonstration

    • Knowledge Check

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