Learn how to efficiently track and submit time, expenses, and PTO in BQE CORE, including mobile entry and time clock functionality.
Great for: New employees who need to quickly learn how to log time and expenses in BQE CORE.
What’s Covered: This session walks you through entering time, adding notes, submitting approvals, and tracking PTO. You'll also learn how to log expenses on the go using a mobile device and utilize the time clock for break tracking. Plus, we’ll answer any questions to ensure your team is comfortable with the process.
These hour-long training sessions are held regularly to help employees master specific areas of BQE CORE.
Success Plan customers can register for free by emailing attendee names to SuccessPlan@BQE.com
Master batch invoicing, invoice editing, and approval workflows to streamline your firm’s billing process.
Great for: Firm administrators handling invoicing, with optional participation for PMs to improve collaboration.
What’s Covered: Learn how to generate invoices efficiently using CORE’s batch invoicing feature. We’ll cover editing invoices—adjusting hours, expenses, formats, and workflows—so you can customize invoices before sending. Project Managers (PMs) are welcome to join to improve coordination between financial teams and project leads.
These hour-long training sessions are held regularly to help employees master specific areas of BQE CORE.
Success Plan customers can register for free by emailing attendee names to SuccessPlan@BQE.com
Build, track, and optimize project budgets to improve financial performance and resource planning.
Great for: Administrators and PMs responsible for budget creation and project monitoring.
What’s Covered: Learn how to create structured budgets, break them into phases, and allocate work by role or team groupings. We’ll show you how to track performance using the Project Center, set up alerts, and automate reporting to compare budgets vs. actuals. You’ll also discover how budgets can be used to generate task lists for your team.
These hour-long training sessions are held regularly to help employees master specific areas of BQE CORE.
Success Plan customers can register for free by emailing attendee names to SuccessPlan@BQE.com
Customize dashboards and automate reports to provide real-time insights into project performance and assignments.
Great for: Administrators and PMs who want real-time, data-driven insights for better project oversight.
What’s Covered: Learn to set up dashboards—either using pre-built templates or custom configurations—to give teams instant access to key project metrics. We’ll cover user permissions, navigation of CORE’s reporting module, and how to automate report distribution to ensure stakeholders get the insights they need.
These hour-long training sessions are held regularly to help employees master specific areas of BQE CORE.
Success Plan customers can register for free by emailing attendee names to SuccessPlan@BQE.com
Our webinar series is created by acclaimed architects, engineers, and business consultants designed to help professional services run their firms more profitably while maintaining a healthy work-life balance.
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