Live Trainings 

Daily live trainings on how to set up CORE.  


BQE hosts daily live training sessions to get you and your firm up and running in CORE quickly and easily. Attend our live trainings as often as you’d like.  


Our live training sessions are designed to be taken in sequence. To optimize your CORE training experience, we recommend you attend our trainings in the following order:

3-2

CORE Foundations:

An overview of the foundational setup and functionality of CORE. For new users who are administrators or managers of CORE. No prerequisites or advance preparation required.  

This training session covers how to set up your firm’s profile, establish global settings, and enter employees, vendors, and clients. We also review the basic features and functionality of working in CORE.

When: Mondays at 9am PT / 12pm ET

Duration: 1 Hour

Who Should Attend: Principals, Managers, and Administrators

Type: Live group training with Q&A

CORE Project Setup:

CORE Project Setup introduces you to the key CORE project details that will enable successful project management. Save time and energy, get your projects set up correctly from the start!

You will learn how to build your projects effectively, attach a fee schedule, add project phases, assign teams, and more.

When: Tuesdays at 9am PT / 12pm ET

Duration: 1 Hour

Who Should Attend: Principals, Managers, Administrators, and Project Managers 

Type: Live group training with Q&A

 

CORE Project Management:

Learn how to track and manage your projects effectively and easily organize your team with CORE’s unparalleled project management capabilities.  

For Managers, Owners, Administrators, and anyone who is managing projects in CORE. Prior attendance at a CORE Foundations and CORE Project Setup trainings required.

This training session walks you through how to take charge of your project financials with CORE budgets and how you can easily organize your team with intelligent Gantt charts, forecasting, and task allocation. Drill down into the performance of each project using CORE’s specialized project performance and structure screens. Discover metrics like profitability, utilization, earned value, and margins, among many others..

When: Tuesdays at 11am PT / 2pm ET

Duration: 1 Hour

Who Should Attend: Principals, Managers, Administrators, and Project Managers 

Type: Live group training with Q&A

CORE Time & Expense:

Learn how to enter, review, and approve time and expenses. For new users who will be entering their time and expenses into CORE. No prerequisites for Staff attendees. This training is also for new users who are administrators or managers of CORE. Prior attendance at CORE Foundations and CORE Project Setup trainings required for Manager attendees.  

This training educates team members how to enter time and expenses in CORE. Managers and administrators will also learn how to review, manage, and approve time and expense entries and personal time off (PTO) requests.  

When: Wednesdays at 9am PT / 12pm ET

Duration: 1 Hour

Who Should Attend: Team Members, Principals, Managers, and Administrators 

Type: Live group training with Q&A

 

CORE Billing:

Learn the essentials of creating, approving and sending invoices. For new users who are administrators or managers of CORE. Prior attendance at CORE Foundations, CORE Project Setup, and CORE Time & Expense trainings required.  

You’ll be ready to create, process and send invoices after completion of this training session. We also teach you how to review pre-billing reports, record payments, and review collections.  

When:Thursdays at 9am PT / 12pm ET

Duration: 1 Hour

Who Should Attend: Principals, Managers, Administrators, and Billing Managers 

Type: Live group training with Q&A