Attainia Training Webinars for PLAN, BUDGET, and PREDICT

Need help on a specific function or just looking at brushing up your PLAN, PREDICT, or BUDGET skills?

Attainia Training Program

Learning a new software program can be daunting.  Get up to speed on projects quickly with the Attainia Customer Success training program.  The Attainia training program is action packed over 4 weeks with 8 webinars to get you started and weekly open office hours to consult the experts.

PLAN Tips and Tricks: Intro to Project Build

Wednesday, 5/30/18 at 11 AM PST

Are you new to Attainia? Please join our general navigation and project build training session.

This training will cover:

  • Application navigation
  • Project hierarchy build
  • Adding products to the catalog

PLAN Tips & Tricks: Product and Item Types

Wednesday, June 6, 2018 11 AM PST

Once the Project has been created and Departments and Rooms have been added, it is time to add items. What is the best way to search the Attainia Catalog, what if the product I am looking for is not in the catalog, and what if I am not sure what manufacturer and model I want to use? This training will cover:
-Adding products from the Catalog
-Creating Custom Products
-Adding “Generic” products

PLAN Tips and Tricks - Templates/Copy feature

Wednesday, June 13, 2018 11 AM PST

Are you building a project and want a quick way to get started? The Attainia Templates in PLAN will allow you to add entire departments with all associated rooms and items at once. This Training will cover:
-Which Templates are available
-How to add a Template to your Project
-Utilizing the Copy/Move function to add previously built projects, departments, rooms, items to a new project

PLAN Tips and Tricks: Selection Fields

Wednesday, June 20, 2018 11 AM PST

PLAN users have the ability to add an additional level of detail customized for their specific project/organization by utilizing the Selections fields.

This training will cover:

What selection fields are available
How to create selections in the Admin Tab
Setting the Selections “Scope”

PLAN Tips & Tricks: Setting Up Procurement

Wednesday, June 27, 2018 11 AM PST

Once a project has been validated and it is time to order equipment, the procurement process begins. The Attainia Procurement functionality will help in this process. This training will cover:
-Setting up Procurement
-Creating Purchase Orders
-Adding items to existing Purchase Orders
-Issuing POs and the PO Export

Plan Tips and Tricks: Making Mass Changes

Wednesday, July 11, 2018 11 AM PST

The initial equipment list has been reviewed in user group meetings, but requires a global change for specific products. How do you change a single product across an entire project and/or multiple project rooms?

Get the most out of Attainia, by making mass changes.

– Explore mass changes across a single project and multiple rooms
– Increase efficiency within Attainia’s PLAN application

PLAN Tips and tricks: Budgetary Milestones and Variance Tracking

Wednesday, July 18, 2018 11 AM PST

Do you have to report on variances throughout the project lifecycle. Attainia’s BUDGET Milestones feature allows you to customize when variances are tracked.
This training will cover:
-Creating a Milestone
-Where Variances Display
-Reporting on Variances

Plan Tips & Tricks: Searching and Filtering

Wednesday, July 25, 2018 11 AM PST

Whether your project is the initial planning stages or you need to drill down into specific product data, searching for products in the catalog with filters will save you time.

This training will cover:
– How to filter items in your project to find the data that you’re looking for
– Best practices for searching for products using the filters.
– Examples will include the data sheet report

PLAN Tips and Tricks: Introductory Project Build

Wednesday, 8/1/18

Are you new to Attainia? Please join our general navigation and project build training session.

This training will cover:
-Application Navigation
-Project hierarchy build
-Adding Products to the project (Catalog, Custom, Freeform)

Register for Webinar

PLAN Tips and Tricks: Budgetary Milestones and Variance Tracking

Wednesday, 8/8/18

Do you have to report on variances throughout the project lifecycle. Attainia’s BUDGET Milestones feature allows you to customize when variances are tracked.

This training will cover:
-Creating a Milestone
-Where Variances Display
-Reporting on Variances

Register for Webinar

PLAN Tips and Tricks: Selection Fields

Wednesday, 8/15/18

PLAN users have the ability to add an additional level of detail customized for their specific project/organization by utilizing the Selections fields.

This Training will cover:
-What selection fields are available
-How to create selections in the Admin Tab
-Setting the Selections “Scope”

Register for Webinar

PLAN Tips and Tricks: Templates/Copy feature

Wednesday 8/22/18

Are you building a project and want a quick way to get started? The Attainia Templates in PLAN will allow you to add entire departments with all associated rooms and items at once.

This Training will cover:
-Which Templates are available
-How to add a Template to your Project
-Utilizing the Copy/Move function to add previously built projects, departments, rooms, items to a new project

Register for Webinar

PLAN Tips & Tricks - Mass changes

Wednesday 8/29/18

The inital equipment list has been reviewed in user group meetings, but requires a global change for specific products. How do you change a single product across an entire project and/or multiple project rooms? Get the most out of Attainia, by making mass changes.

– Explore mass changes across a single project and multiple rooms
– Increase efficiency within Attainia’s PLAN application

Register for Webinar
Reduce Change Orders in Healthcare Construction

Leveraging Simulations to Reduce Change Orders in Your Healthcare Construction/Renovation

Lean management may be a given when it comes to healthcare construction but the need to ensure to decrease change orders still remains. Like cooking a multi-course meal, tasks must be started in a certain order and if a component or set of materials isn’t available, it can have consequences for other systems, from HVAC to imaging equipment. Accurate simulations prior to breaking ground are critical in order to limit overruns.

Managing Medical Equipment Requirements Throughout the Construction Phase

One report projects hospital construction will follow its upward trajectory over the next two years, hitting $8 billion in annual spending for new construction and $9 billion in renovation costs. What’s the main reason for this steady growth? “Healthcare facilities must continuously upgrade their equipment in order to stay competitive,” according to Health Facilities Management.

Managing Medical Equipment Requirements
Dan Humphrey - Memorial Hermann Health Systems

"Attainia's capital equipment budgeting software has helped Memorial Hermann Healthcare System progress towards building the most efficient supply chain of any major health system."

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