Our new Live Webinar schedule is available!  Webinars running daily from Monday, October 19th through Friday, November 20th.  All webinars will be recorded and posted following the sessions.  Each webinar is limited to 100 attendees.  They will be first come, first serve.

About our Webinars

ProjectMatrix webinars are always free and open to all customers and prospective customers.  A few things to note about our webinars.  Because we have a wide variety of users and dealers, most webinars are done using open line manufacturers.  We are happy to answer individual questions, but most topics are meant to apply to all attendees.  If you would like specialized training, please contact us for pricing and times at training@projectmatrix.com.

ProjectMatrix also reserves the right to cancel webinars at the last minute due to low registration numbers.  We will offer other times or recordings if we cancel a webinar you have registered for.

Exercise/Handout Links

Webinar Syllibi

This webinar will run for about 1 hour.

  • How to Get Started
  • License Manager
    • login.projectmatrix.com
    • Users/Managers
    • Downloads
    • Licenses
  • ProjectNotify (2.0)
    • Why did we change
    • What’s in it for me?
    • Modes
    • Requirements
  • ProjectSpec version5
    • Major Changes
      • PMX vs SIF
      • “Super Catalogs”
      • Layout
      • Catalog/Search Formats
      • Filters
      • Details
      • Reports
    • Major Enhancements
      • Standard Options
      • Discount Tables
      • ProjectInfo
      • Views
    • ProjectSymbols for AutoCAD / ProjectWorkspace
      • Supported Versions
      • New Catalog Browser
      • New Quick Count
    • ProjectSymbols for CET
      • New Tabs
      • New Catalogs
      • Render Ready Blocks

The webinar runs approximately 1hr 30min -1hr 45min

  • INTRO
    • Start Screen
      • Recent Docs
      • SIF VS PMX
      • SIF Import
      • Open Project
      • QUICKQUOTE
      • Notifications
        • ProjectMatrix
        • Dealer
      • Color Preferences
      • Sign In/Muti-Session/Computer
  • Screen Layout
    • Spreadsheet
      • Dockable Tabs
        • Browse
        • Part Search
        • Preview (Drag Preview to Catalog info to show PIN)
      • Column Lock
      • Columns (show new)
        • Image
        • Icon
        • MFG Desc
        • CAT Desc
        • Part Type
        • Attribute Note/Description
        • Created/Modified
        • Line Item Notes
        • Record Lock
        • Catalog Location
      • View Toggles
        • Hide Tags
        • Hide Options
        • Highlight Pricing
      • Moving Columns
      • Setting a View
        • Defaults
        • Custom Views
        • Double Click to Edit
        • Save AS vs Apply
    • Detail View
      • Record Details
        • Base Pricing
        • F2 Works
        • Grouping
        • Group Information
          • Images
          • Description
    • Report Tab
      • Default Reports
      • Custom Reports
    • Catalog Manager
      • Basic
      • Advanced
        • Setting specific catalogs to different price zones
    • Adding Parts
      • Double Click
      • Drag N Drop
        • Show Qty Preference
        • Show Options Preference
      • Part Search
        • Part Number
        • Part Description
      • Part Number Field
      • Custom Part
    • Options
      • Option a Part
      • Edit an Option
        • Note Auto/Standard are in Part 2
      • Re-option Part/Change single option
    • Pricing
      • Price Line
      • Price from Catalog
      • Zones
      • Manual Entry ($0.00 List)
    • Discounts
      • General
      • Manual
      • Discount Table (Part 2)
    • Subtotal Highlight Cells
    • Lock list price/Lock Record Price
    • Sorting
      • Columns
      • Multi
      • Filters
      • Find

The webinar runs approximately 1hr 30min -1hr 45min

  • Auto Option
  • Standard Option
    • Add options to lines
      • Add Selected/Add All to General
      • Add Selected Add All to Specific Criteria
    • Option All
    • Edit Standard Options
  • Price From File
  • Merge File
    • Quantity will multiply
    • Can add tagging for entire file
    • Explode Merge will show all line items
  • Cut/Copy/Paste
    • In the Same Project
    • In between two separate projects
  • Options Clipboard
  • Option Copy
  • Table Discount
    • Create from Fields
      • New Append
    • Enter discount
      • New Dealer Service Fee Column
    • Title/Begin Date/End Date
    • Import DIS/Export
    • Tiers
  • Adjust List Price
  • Lock/Unlock
    • List Price
    • Records
  • Replace
    • Option Codes
    • Tags
    • Price Zones
  • Move/Copy Column
  • CTRL+Mouse Wheel to Zoom Spreadsheet
  • Sorting
  • Filter Spreadsheet
  • Move Line Items
    • CTRL + Arrow Keys
  • Search Bar
  • Icons Column
  • All the Ways to Subtotal
  • Created By/Modified By Columns-Line Item Notes
  • ProjectInfo

This webinar runs about 30-45 minutes

  • New Catalog Manager
  • New Docked Catalog Pallette
    • Browse
    • Search
  • New Part Number Search
  • New Enhanced Quick Count
  • New Category Manager
  • Review Typical Manager
  • Import SIF to DWG

The webinar runs approximately 1hr

  • ProjectNotify
    • What is it?
    • How to get it
    • Installing MFG
  • Version 5 Check Box
  • NEW! Three Tabs
    • Main Tools
    • Catalog Browser
    • Part Search
  • Catalog Manager
    • Activating
    • Basic / Advanced
  • Catalog Reader
    • NEW! Docked
    • Browse
    • Double Click
    • NEW! Click and Drag
  • Catalog Search
    • NEW! Docked
    • By Part Number
    • By Description
    • Wildcard (*)
  • Picklist
    • Catalog Reader
    • Checked Box
    • Custom Line
    • SIF Import
  • Query Dialog
    • NEW Double Click to Open
    • Make / Revert / Change Special
    • Add Materials
    • Option or Re-Option
  • Layers
    • NEW! Automatic Materials
    • Material by Layers
    • Select Material
    • Manually Apply Materials
  • Eye Dropper
  • Disconnect
  • Change Z
  • Link Layers
  • Replace
  • Text Properties Editor
  • Convert DWG
    • Import File
    • What converts?
    • Convert DWG
    • 2D Only
  • Modify Converted
  • Aligns Parts of Symbol
  • SIF Export
    • Types of Exports
    • Includes Options
    • Includes Picklist
  • Import to Drawing
    • Includes Options
    • Ability to Organize
  • Enable Reduction
    • CAD Blocks Data Heavy
    • Low Helps Processing Time

This webinar runs about 1hr and 30min

  • Difference Between Printing and Reporting
  • Difference Between Templates and Reports
  • How ProjectInfo impacts the printing and reports.
    • Addresses
    • Sales Info
    • Order Info
    • Notes
    • Charges
    • Dealer Info
  • Editing or Creating an existing Template / Report
    • Menus
      • Home
      • Design
      • Arrange
      • Page Setup
    • Section Tabs
      • Reports
      • General
      • Sales/Order
      • Notes/Charges
      • Detail
      • Price
      • Group
      • Total
      • Properties
  • Adding Logos
  • Changing Colors and Styles
  • Adding/Removing Fields
  • Adding Text/Labels
  • Using the Arrange/Align Tools
  • Using some VB Script Techniques to combine items.
  • Changing the REPORTS templates.