StrataJazz® Capital Planning Fundamentals

Course Description

In this class, you learn how to use the Capital Planning module to efficiently plan for and track your capital decisions, monitor the capital workflow, assign and notify reviewers, and track the status of capital projects. This class offers a glimpse into the end user workflow, along with administrator-specific lessons to help your organization make informed decisions about project prioritization and spending.

Course Information

• Audience: Capital Planning Administrators
• Prerequisite Courses: None
• Advanced Preparation: None
• Program Level: Basic
• Field of Study: Computer Software & Applications

Learning Objectives

At the conclusion of this course, learners will be able to:

• Use the Capital Management page to find and monitor projects.
• Create Capital Management views to meet your end user's needs.
• Manage the capital planning workflow.
• Manage capital planning roles assignments.
• Manage changes to projects using substitutions and major/minor projects.
• Create funding releases and requisitions.
• Manage the data flow into and out of StrataJazz®.

Registration Instructions & Pricing

This course costs $375 per attendee. 

To purchase this course in Strata Academy, follow the steps in the Sign Up Guide. Class registration closes one week prior to the date of the course. This is to ensure each participant has a database for the course in order to practice the training scenarios.

For more information regarding administrative policies such as complaints and refunds, please contact strataacademy@stratadecision.com.

Communications

After your registration in this course is confirmed, you will receive several emails:

• A calendar invitation for the course with Zoom information.  

• Closer to the course date, your instructor will email you information on your assigned StrataJazz training database. If you encounter any issues, email strataacademy@stratadecision.com.