TECHNICAL SESSION #2 · LIVE · 60 MIN · SEPTEMBER 17
Read the Data in BST
Session 2 of BST technical training, led by Nick Newman. It moved from setup into the data: how to read a project in BST, change its dates and resources, and review the monthly pre bill.
Session throughline: The PM dashboard opens every inquiry a PM needs. Read the project summary first, then work down to the task, the date, the person, and the bill.Session Recap
What Nick Newman covered on September 17: reading the project summary, changing dates and resources, and the monthly pre bill review. Includes the meeting recording.
Available Read the recap →Session 1 Recap
What the August 13 session covered: dashboard setup, navigation, and your 3 responsibilities in BST. Start here if you missed it.
Available Read the recap →What this session covered
- ✓Read the project summary inquiry: budget effort, all effort, work in progress, unbilled effort, and receivable balance.
- ✓Find the task that is over budget, then open its task detail to see who charged time and why.
- ✓Change task dates in the project document and submit them to your project accountant.
- ✓Add and schedule a resource in the project progress inquiry, where the change posts right away.
- ✓Review a pre bill: check the transactions and the bill recipients, comment, and submit.
Where it sits
After Module 8
Module 8 covered the behavior side of managing execution. This session covered the BST side: where the numbers live and how to change them. Module 9 reads that data and acts on it.
Screens used in the session
- PM dashboard (project and resource management)
- View Project Summary inquiry
- View Task Detail inquiry
- Project document, tasks tab
- Project progress inquiry
- Bills inquiry and the pre bill
Guides for each screen are on MILO, under Process, then BST 11 Project Management Resources. Bring questions to a BST Coffee Hour, or send Nick Newman a Teams message.