Resource planning is more than a one-time setup. It powers your project throughout its entire lifecycle. Learn how to use JAMIS Prime to configure, track, and adapt resource planning structures, employee assignments, and plan revisions from contract award through final delivery.

Learning Objectives:

•      Configure resource planning settings within JAMIS Prime.

•      Manage resource plans throughout project execution.

•      Analyze resource utilization and allocation requirements.

•      Apply planning strategies that improve forecasting and staffing decisions.

Not everything you buy belongs in inventory. This hands-on session covers the full nonstock cycle in JAMIS — item setup, purchase order entry, receipt processing, and AP bill creation — plus the reports and inquiries that confirm it all landed correctly.

Learning Objectives:

•      Create and maintain nonstock item records to support purchasing and operations processes.

•      Define the different nonstock item types and identify appropriate use cases for each.

•      Process the complete nonstock purchasing cycle, including purchase order entry, receipt processing, and AP bill creation.

•      Analyze nonstock purchasing transactions using standard JAMIS reports to verify accuracy and support decision-making

•      Apply best practices through hands-on exercises to improve efficiency and data integrity in nonstock purchasing workflows.

User experience begins with the information users see every day. Learn how to optimize dashboards, repair and maintain widgets, manage notifications, and navigate escalation paths to ensure users receive timely, relevant information while minimizing support issues.

Learning Objectives:

•      Modify dashboard widgets to improve user visibility and productivity.

•      Troubleshoot common widget and mobile dashboard issues.

•      Configure alerts, push notifications, and system notifications.

•      Evaluate escalation paths and support processes for issue resolution.

Growth often requires system changes that extend far beyond adding users. This advanced session explores the configuration activities required to support organizational growth, including new GL accounts, cost elements, earning codes, DACs, burdens, and organizational structures. Learn when to maintain existing configurations, when to expand them, and how to avoid common mistakes that create long-term maintenance challenges.

Learning Objectives :

•      Configure new GL Accounts, Cost Elements, and Earning Codes to support evolving business requirements.

•      Evaluate system settings for scalability and long-term success.

•      Analyze operational requirements that impact future system design.

•      Apply configuration strategies that improve performance and flexibility.

Establish greater control and insight across financial operations with purpose-built dashboards, business event monitoring, and automated workflows. Identify opportunities to automate recurring monthly activities, improve process consistency, and enhance financial oversight.

Learning Objectives :

•      Interpret dashboard closing metrics.

•      Configure Business Events that automate key financial processes.

•      Analyze monthly accounting workflows for improvement opportunities.

•      Apply automation techniques that improve visibility and operational efficiency.

Learning Objectives:

• Tailor a standard report to meet your needs.
• Set up a saved filter for easy access.
• Craft a calculated measure to enhance your analysis.
• Perform a fundamental analysis confidently.
• Create an engaging dashboard prompt.
• Build a dynamic dashboard featuring: 
  • A dashboard prompt. 
  • Multiple pages for comprehensive insights. 
  • Modifications to suit your preferences.
• Develop an analysis with a graph and export it to Excel.
• Leverage commonly used functions effectively.
• Design a Point-in-Time Salary Report dashboard.

This practical session shows how JAMIS Prime ERP can streamline and automate routine accounting activity to improve accuracy, consistency, and efficiency.

Explore JAMIS Prime tools—including recurring transactions, deferred expenses, automation schedules, importing bank transactions for reconciliation, personalized workspaces, inquiries and dashboards —that reduce manual effort and accelerate processing.

Learning Objectives

Upon completion of this session, participants will be able to:

•      Identify JAMIS Prime ERP features that streamline or automate routine accounting and financial tasks.

•      Analyze accounting processes to identify opportunities for automation and greater efficiency.

•      Evaluate how recurring transactions, deferred expense schedules, automated processes, and integrated workflows enhance the accuracy, consistency, and timeliness of financial operations.

•      Apply JAMIS Prime dashboards, inquiries, and real-time visibility tools to accelerate decisions and strengthen operational insight.

•      Develop an action plan to modernize daily accounting workflows using JAMIS Prime ERP automation and financial management tools.

Advanced project environments often require sophisticated configuration decisions. Explore advanced project setup considerations, complex billing scenarios, and configuration options that help organizations align Prime with evolving contract and project requirements.

Learning Objectives:

• Configure advanced project settings to support operational requirements.
• Evaluate billing configurations for complex project scenarios.
• Analyze how configuration changes impact project execution and reporting.

Security and governance require more than simply assigning users to roles. Learn how roles, restriction groups, approval maps, and escalation processes work together to create a secure, compliant, and manageable environment.

Learning Objectives:

•      Configure roles and restriction groups that support organizational security requirements.

•      Design approval workflows aligned with business controls.

•      Evaluate user access scenarios using role-based security principles.

•      Apply governance practices that strengthen compliance and oversight.

The Efficiency Engine - A business efficiency story. This session will identify opportunities to replace manual data entry with bulk upload and mass maintenance processes. By leveraging existing data + using the power of imports and uploads, users can spend less time entering data and more time managing projects.

Learning Objectives:

•      Identify places to leverage existing data that will help your business plan for the future.

•      Develop repeatable, scalable processes for ongoing system maintenance as it relates to budgeting and resource planning.

•      Utilize bulk upload tools to accelerate data maintenance activities.

Follow a purchased part through its entire life cycle in JAMIS — stock item setup, company vs. contract-owned inventory, procurement from PO to AP bill, and core issue, adjustment, and transfer transactions. We'll finish with the key inventory reports and how to read them. Hands-on exercises let you build your own stock item and run it end to end.

Learning Objectives:

•      Set up a stock item for purchased parts.

•      Distinguish company vs. contract inventory.

•      Procure a stock item from PO to AP.

•      Record and interpret core inventory transactions. •Locate and read the key inventory reports

In this hands-on session, learn how to use key HR utilities to correct employee history, manage and process pending transactions, and efficiently execute mass changes. This session focuses on keeping data accurate, work flowing, and large updates under control.

Learning Objectives:

• Correct employee history records while preserving data integrity.
• Process, review, and manage pending HR transactions.
• Execute mass employee updates using available utility tools.
• Analyze transaction results and identify potential processing issues.
• Apply maintenance techniques that improve data accuracy and administrative efficiency.

Make JAMIS Prime's procurement approvals work the way your organization does. This hands-on session covers User Defined Fields and how to use them to drive approval routing, plus building condition-based approval maps, delegation for planned and unplanned absences, re-assigning in-flight approvals, and Approval Business Event notifications

Learning Objectives:

•      Configure and apply User Defined Fields to drive Procurement approval routing.

•      Set up approval delegation for planned and unplanned absences.

•      Re-assign in-flight approvals without restarting the workflow. 

•    Trigger and subscribe to Approval Business Events for notifications

Program managers depend on accurate reporting to make informed decisions. This session focuses on PSRs, EVM reporting, and Data Warehouse resources that help organizations evaluate project performance, identify risks, and improve forecasting accuracy.

Learning Objectives:

•      Interpret Project Status Reports and Earned Value Management metrics.

•      Analyze project performance using operational and financial reporting tools.

•      Utilize Data Warehouse reporting to supplement standard project reporting.

•      Apply reporting insights to improve project visibility and decision-making.

Financial reconciliations depend on your ability to quickly locate, organize, and validate information. Learn how to leverage ARM reports, Financial Reports, Generic Inquiries, and advanced filtering techniques to improve reconciliation processes and accelerate issue resolution.

Learning Objectives:

•      Generate reports that support financial reconciliation activities.

•      Modify Profit & Loss reports to meet organizational reporting requirements.

•      Utilize filtering techniques within reports and Generic Inquiries.

•      Analyze variances and exceptions to improve financial accuracy.

Every administrator eventually runs into a problem that standard reports can't explain. Learn how JAMIS Support uses System Monitor, Access History, Audit, Trace, and the Request Profiler to see what is really happening in a site, and how you can gather the right information to resolve issues faster when a case needs to be escalated.

Learning Objectives:

•      Use System Monitor and Access History to identify crashes, login patterns, and session activity behind performance issues.

•      Use Audit History and Trace to investigate errors and track changes to system data.

•      Explain what the Request Profiler captures and how to run it without affecting site performance.

•      Prepare the information Support needs to escalate and resolve complex issues efficiently.

Get hands-on with the JAMIS Prime purchasing features most teams leave on the table. This working session walks through PO line Min/Max/Action controls, PO Returns, Change Orders, Requisition Bidding, and Landed Cost — showing how "optional" fields and less-executed processes tighten purchasing controls and sharpen inventory valuation.

Learning Objectives:

•      To understand how some of the “optional” fields work.

•      To understand how some of the “less executed” processes work.

•      At the conclusion of this session, you should be able to: Express how to use the Min/Max/Action. Create a PO Return. Create a Change Order. Set up Requisition Bidding. Create Landed Cost Transactions.

Strengthen your financial close by reconciling key general ledger balances and validating actual burden rates.

In this hands-on session, discover reports, inquiries, and reconciliation tools. Using real-world examples, you will investigate discrepancies, trace discrepancies to their source, and decide on the appropriate corrective action.

Learning Objectives
Upon completion of this session, participants will be able to:

•      Identify JAMIS Prime reports, inquiries, and tools that support general ledger and subledger reconciliations.

•      Investigate reconciliation variances by using inquiries, source documents, and drill-down tools to identify root causes.

•      Evaluate investigation findings to select corrective actions that preserve transaction integrity in the originating module.

•      Explain how system configurations influence actual burden-rate calculations.

•      Analyze actual burden-rate calculations to detect discrepancies.

•      Evaluate analysis findings to identify the causes of actual burden-rate discrepancies and decide on corrective actions.

Protect your financial data from downstream errors by mastering essential reconciliation and correction workflows. This session covers practical strategies for identifying and correcting job cost discrepancies, processing 1099 corrections, and applying proven techniques to improve confidence in your financial reporting.

Learning Objectives:

•      Analyze project accounting data to detect inconsistencies and errors.

•      Process and validate 1099 corrections within JAMIS Prime.

•      Apply leading practices that improve cost accuracy and reporting reliability.

Modern organizations need access to meaningful insights beyond operational transactions. Explore how BI Analytics and site maintenance activities work together to support advanced business intelligence and executive decision making.

Learning Objectives:

•      Utilize BI Analytics tools to analyze organizational performance.

•      Understand JAMIS Data Warehouse model to support advanced reporting initiatives.

•      Maintain reporting environments that support trusted decision-making.

Assets are more than equipment and inventory. They represent investments, responsibility, and opportunity. Discover how JAMIS Prime ERP transforms asset management through centralized data, giving organizations complete visibility into asset ownership, location, lifecycle, and financial impact.

Learning Objectives -

•      To understand the types of Assets that can be entered and tracked using the JAMIS Asset Management Module.

•      At the conclusion of this session you should be able to:

      •      Understand relationship between Asset Types and Classes.

      •      Process an Asset purchase through to AP.

      •      Create Assets from Purchases for any Asset Type.

      •      Identify the Asset tabs + fields.

      •      Process Month-end Closing.

      •      Create Asset Disposal transactions.

Business Events and email notifications can do more than send alerts. For many organizations, they support the timekeeping, approval, and audit practices that compliance depends on. Learn how to put them to work keeping your JAMIS Prime site healthy, how to build notification templates that stay reliable through upgrades, and how to find out why a notification that should have gone out never arrived.

Learning Objectives:

•      Configure Business Events that watch for conditions needing administrative attention.

•      Design notification templates that are easy to maintain and deliver reliably.

•      Configure Email Accounts and email processing schedules to support timely delivery.

•      Troubleshoot Business Events and notifications that trigger but never deliver, before they become compliance gaps.

In this hands on session, participants will build HCM employee workflows, launch them individually and at scale using the new mass workflow utility, and track progress from start to completion—so you know what’s been sent, what’s pending, and what’s done.

Learning Objectives:

• Create employee workflows to support common HR business processes.
• Configure workflow routing, approvals, and notifications.
• Launch workflows individually and in bulk using the Mass Workflow Utility.
• Monitor workflow progress and identify pending or incomplete activities.
• Evaluate workflow automation opportunities that improve efficiency and accountability.

Have a question that's not covered in a session? Need guidance on a specific process, configuration, report, or business challenge? Drop in to Meet the Experts, an informal, study hall-style session where JAMIS subject matter experts are available for one-on-one and small group discussions. Attendees are free to come and go throughout the session and can visit the topic area most relevant to their needs.

Experts will be available across the following focus areas:

• Accounting & Finance
• Program Management
• Reporting & Analytics
• System Administration & Automation
• Supply Chain & Manufacturing
• HCM & Payroll

Not sure where your question belongs? Start with our Ask Us Anything expert. They will help assess your question and connect you with the right specialist.

Whether you're looking for best practices, troubleshooting guidance, configuration advice, reporting tips, or simply want to discuss a business process, this is your opportunity to get personalized answers from the JAMIS team in a relaxed, open-forum setting.

Format: Open discussion • No presentation • Come and go as needed • One-on-one and small group conversations welcome.

Accurate inventory keeps operations moving. Discover how JAMIS Prime ERP helps organizations improve inventory accuracy through efficient cycle counting and automated replenishment strategies. Learn how to reduce stock discrepancies, prevent shortages, optimize inventory levels, and maintain a steady flow of materials across manufacturing, distribution, and warehouse operations. When inventory is visible and reliable, productivity follows.

Learning Objectives

•      Configure Replenishment parameters.

•      Execute the Replenishment process.

•      Set up Cycle Count parameters.

•      Perform the Cycle Count process.

JAMIS Prime continues to evolve through product enhancements, customer feedback, and innovation. Learn how to stay informed, leverage available resources, and maximize the long-term value of your investment.

Learning Objectives:

•      Identify resources available to support continued success with JAMIS Prime.

•      Explain how product enhancements are communicated and delivered.

•      Analyze opportunities to increase organizational adoption and value.

•      Apply strategies that support long-term user engagement and system success.

Reduce manual effort and improve consistency by leveraging deferred and recurring transaction functionality. This session explores configuration options, common use cases, and automation opportunities.

Learning Objectives:

•      Apply leading practices that support sustainable system growth and scalability.

•      Configure recurring transaction schedules in JAMIS Prime.

•      Analyze automation opportunities within financial processes.

•      Review transaction results for accuracy and completeness.

A well-designed WBS creates the foundation for effective project planning, execution, and reporting. Learn leading practices of building and maintaining project structures that improve visibility and control.

Learning Objectives:

•      Define the purpose and structure of a Work Breakdown Structure.

•      Understand leading practices of maintaining WBS elements within JAMIS Prime.

•      Analyze project structures for reporting and management needs.

•      Apply leading practices for project organization.

Employee benefits management doesn't end with enrollment. Learn how JAMIS Prime HCM supports employees and administrators throughout the entire benefits lifecycle, from initial enrollment through qualifying life events, status changes, and ongoing maintenance activities.

Learning Objectives:

• Navigate employee benefit enrollment processes within JAMIS Prime HCM.
• Manage qualifying life events and benefit-related changes accurately and efficiently.
• Analyze benefit plan participation and employee eligibility information.
• Process benefit modifications while maintaining data integrity and compliance.
• Apply leading practices that improve benefits administration and employee experience.

Understanding job cost flow is essential to effective project management and financial visibility. This session explains how costs move through the system and impact project performance.

Learning Objectives:

•      Define key job cost concepts and terminology.

•      Explain how project costs flow through JAMIS Prime.

•      Analyze cost transactions and project impacts.

•      Review methods for improving cost visibility and control.

Eliminate manual steps and improve consistency through workflow automation. Learn how to leverage triggers and workflow-driven processes to streamline operations and reduce administrative effort.

Learning Objectives:

•      Define workflow and trigger-based automation concepts.

•      Configure workflow-driven processes within JAMIS Prime.

•      Analyze business processes for automation opportunities.

•      Apply automation strategies that improve efficiency and consistency.

Have a question that's not covered in a session? Need guidance on a specific process, configuration, report, or business challenge? Drop in to Meet the Experts, an informal, study hall-style session where JAMIS subject matter experts are available for one-on-one and small group discussions. Attendees are free to come and go throughout the session and can visit the topic area most relevant to their needs.

Experts will be available across the following focus areas:

• Accounting & Finance
• Program Management
• Reporting & Analytics
• System Administration & Automation
• Supply Chain & Manufacturing
• HCM & Payroll

Not sure where your question belongs? Start with our Ask Us Anything expert. They will help assess your question and connect you with the right specialist.

Whether you're looking for best practices, troubleshooting guidance, configuration advice, reporting tips, or simply want to discuss a business process, this is your opportunity to get personalized answers from the JAMIS team in a relaxed, open-forum setting.

Format: Open discussion • No presentation • Come and go as needed • One-on-one and small group conversations welcome.

Walk the full bid-to-PO life cycle in JAMIS: requisition setup, sending RFQs/RFPs, capturing vendor responses, awarding bids, and creating purchase orders. Covers both single-source and multi-source bidding, with a live bid-to-approval demonstration. Leave ready to evaluate bids competitively and manage requisitions end to end.

Learning Objectives:

•      Understand how to select single source bids

•      Evaluate and select multi-source bids

•      Define the end-to-end requisition life cycle

In this essential JAMIS Prime ERP session, you'll learn how to confidently build, manage, and maintain fiscal periods and schedules that keep your organization compliant, organized, and ready for every reporting deadline.

Learning Objectives
By the end of this session, participants will be able to:

•      Identify key fiscal year and master financial calendar concepts in JAMIS Prime.

•      Monitor master financial calendar and manage financial periods.

•      Demonstrate how period statuses affect transaction processing and reporting.

•      Apply standard procedures for managing month-end and year-end schedules.

•      Recognize common issues and decide on corrective action.

Timely communication is critical to employee engagement and organizational efficiency. Discover how automated employee communications can reduce manual effort, improve consistency, and ensure employees receive important information at the right time throughout the employee lifecycle.

Learning Objectives:

• Identify employee communication processes that can be automated within HCM.
• Configure automated communication events and notification workflows.
• Analyze communication touchpoints across the employee lifecycle.
• Evaluate the impact of automation on employee engagement and administrative efficiency.
• Apply leading practices that improve communication consistency and workforce experience.

Have a question that's not covered in a session? Need guidance on a specific process, configuration, report, or business challenge? Drop in to Meet the Experts, an informal, study hall-style session where JAMIS subject matter experts are available for one-on-one and small group discussions. Attendees are free to come and go throughout the session and can visit the topic area most relevant to their needs.

Experts will be available across the following focus areas:

• Accounting & Finance
• Program Management
• Reporting & Analytics
• System Administration & Automation
• Supply Chain & Manufacturing
• HCM & Payroll

Not sure where your question belongs? Start with our Ask Us Anything expert. They will help assess your question and connect you with the right specialist.

Whether you're looking for best practices, troubleshooting guidance, configuration advice, reporting tips, or simply want to discuss a business process, this is your opportunity to get personalized answers from the JAMIS team in a relaxed, open-forum setting.

Format: Open discussion • No presentation • Come and go as needed • One-on-one and small group conversations welcome.

No two users work the same way, so why should their system experience? Discover how to personalize JAMIS Prime through custom dashboards, reports, navigation settings, notifications, automation tools, and business events that help users access information faster, reduce repetitive tasks, and create a more efficient day-to-day experience.

Learning Objectives:

•      Create custom dashboards, wikis, and report filters that surface the information needed for daily system operations.

•      Define site color, quick menus, side panels, and scheduling preferences that streamline navigation for each user.

•      Assign attributes, notification templates, and styles to the records and users that will benefit from them.

•      Create import scenarios and business events to automate by record changes and alerts across the system.

•      Review each feature in practice and identify where it can be applied within your own organization.

Billing and revenue are closely related but serve very different business purposes. This session breaks down the relationship between the two and demonstrates how JAMIS Prime manages each process throughout the project lifecycle.

Learning Objectives:

•      Differentiate between billing and revenue recognition concepts.

•      Explain how billing and revenue transactions flow through JAMIS Prime.

•      Analyze project scenarios that impact revenue recognition.

•      Review leading practices for maintaining accurate financial records.

Follow a customer repair from first phone call to final shipment. This session walks the full transaction trail in JAMIS Prime — Return Material Authorization, receipt into inventory, Repair Production Order, repair processing and inspection, and the return shipment — showing how Sales, Inventory, and Manufacturing connect to create one consistent repair story.

Learning Objectives:

•      Trace the end-to-end repair process from customer return through repair completion and final delivery.

•      Identify key inventory, manufacturing, and sales order transactions involved in managing repairs within JAMIS Prime.

•      Apply repair processing best practices to improve visibility, accuracy, and customer service.

The HCM experience continues to evolve with new capabilities designed to improve productivity, accessibility, and employee engagement. Explore the latest HCM innovations, including AI-powered features, Universal Translation capabilities, and user experience enhancements that help organizations support a more connected and efficient workforce.

Learning Objectives:

• Identify new HCM features designed to improve employee and administrator productivity.
• Explain how Universal Translation supports multilingual workforce communication.
• Analyze how AI-powered capabilities can streamline HR and employee self-service processes.
• Evaluate user experience enhancements that improve adoption and engagement.
• Apply new HCM tools to support workforce efficiency and operational effectiveness.

Discover how Cost Elements power cost tracking, burden calculations, billing, revenue recognition, and reporting in JAMIS Prime—and why getting them right is essential to reliable project and financial results.

Through real-world examples and leading practices, you’ll gain the confidence to create and manage Cost Elements effectively and avoid common setup pitfalls before they affect your results.

Learning Objectives
Upon completion of this session, participants will be able to:

•      Describe the role of Cost Elements within the JAMIS Prime Job Cost engine and explain how they support accurate project costing.

•      Differentiate between Cost Elements, Cost Classes, and Cost Element Groups and describe how each contributes to cost accumulation and reporting.

•      Examine key Cost Element configuration settings, including cost classes, GL account assignment, burden application, visibility, and billing & revenue attributes.

•      Analyze the relationship between Cost Elements, Jobs, burden calculations, and General Ledger posting to determine their impact on project financial results.

•      Apply leading practices for creating, maintaining, and governing Cost Elements to support reliable costing, billing, and revenue recognition processes.

Still managing SCA Health & Welfare through spreadsheets? Learn how PeopleTec transformed its SCA H&W process by moving from manual tracking to an integrated solution leveraging JAMIS Prime ERP and HCM/Payroll. Hear directly from PeopleTec about the challenges they faced, their implementation journey, and how automation transformed their approach to compliance, labor tracking, and payroll administration.

Quality starts at the dock, not the factory floor. Join us for a practical walkthrough of setting up and executing incoming and QC inspections in JAMIS — item setup, QC flags and plans, PO receipt execution, result posting, and QA/MRB warehouse transfers.

Learning Objectives:

Incoming inspection

Quality inspection

Transform raw data into meaningful business insights through custom dashboards and Generic Inquiries. Learn how to design interactive views that help stakeholders monitor performance, identify trends, and take action more quickly.

Learning Objectives :

•      Analyze the downstream impact of DAC, OBS, and burden structure changes.

•      Create custom dashboard components using available reporting tools.

•      Analyze data trends and performance indicators through visual reporting.

•      Apply dashboard design principles that improve user adoption and decision-making.

Driving project success requires continuous visibility, proactive oversight, and actionable insights. Join this session to explore how JAMIS Prime equips project managers to monitor real-time performance, analyze project data to surface risks and opportunities, and apply leading practices that elevate project outcomes and stakeholder satisfaction.

Learning Objectives:

•      Utilize project management tools to monitor progress and performance.

•      Analyze project data to identify risks and opportunities.

•      Apply leading practices to improve project outcomes and stakeholder satisfaction.

Have a question that's not covered in a session? Need guidance on a specific process, configuration, report, or business challenge? Drop in to Meet the Experts, an informal, study hall-style session where JAMIS subject matter experts are available for one-on-one and small group discussions. Attendees are free to come and go throughout the session and can visit the topic area most relevant to their needs.

Experts will be available across the following focus areas:

• Accounting & Finance
• Program Management
• Reporting & Analytics
• System Administration & Automation
• Supply Chain & Manufacturing
• HCM & Payroll

Not sure where your question belongs? Start with our Ask Us Anything expert. They will help assess your question and connect you with the right specialist.

Whether you're looking for best practices, troubleshooting guidance, configuration advice, reporting tips, or simply want to discuss a business process, this is your opportunity to get personalized answers from the JAMIS team in a relaxed, open-forum setting.

Format: Open discussion • No presentation • Come and go as needed • One-on-one and small group conversations welcome.

Reporting is more than generating data. It's about delivering actionable information to the right people at the right time. Discover practical reporting techniques, hidden efficiencies, and proven leading practices that help organizations get more value from JAMIS Prime reporting capabilities.

Learning Objectives:

•      Identify reporting tools and capabilities available within JAMIS Prime.

•      Utilize reporting techniques to improve data visibility and usability.

•      Analyze reporting requirements to support business decision-making.

•      Apply leading practices that improve report accuracy and effectiveness.

Gain complete control of your assets and government property with JAMIS Prime ERP. Learn how organizations use Prime to track asset locations, custodians, transfers, serial numbers, and lifecycle activity while maintaining audit-ready accountability. Discover how integrated asset management streamlines compliance, improves visibility, and ensures every asset can be tracked from acquisition to retirement. Whether managing IT equipment, capital assets, or government-furnished property, Prime provides the tools to know what you own, where it is, and who is responsible for it.

Learning Objectives

•      Understand how Asset Change Transactions work

      •      Asset Master fields updated

      •      Asset Transactions created

      •      New tab to view Transactions

•      Understand how Asset Upload feature works

Contract close-out often becomes a time-consuming process involving reconciliations, compliance reviews, and administrative tasks. Discover how automation within JAMIS Prime can streamline close-out activities and reduce project risk.

Learning Objectives:

•      Identify the key stages of the contract close-out process.

•      Utilize automation tools to simplify close-out activities.

•      Analyze project data to identify outstanding close-out requirements.

•      Apply leading practices to improve efficiency and compliance during project close-out.

Billing and revenue management directly impact cash flow and project performance. Learn how to identify issues, resolve discrepancies, and confidently manage billing and revenue activities in JAMIS Prime.

Learning Objectives:

•      Identify common billing and revenue challenges.

•      Analyze billing transactions and revenue data.

•      Resolve discrepancies affecting invoicing and revenue recognition.

•      Review leading practices that support financial accuracy and cash flow.

Have a question that's not covered in a session? Need guidance on a specific process, configuration, report, or business challenge? Drop in to Meet the Experts, an informal, study hall-style session where JAMIS subject matter experts are available for one-on-one and small group discussions. Attendees are free to come and go throughout the session and can visit the topic area most relevant to their needs.

Experts will be available across the following focus areas:

• Accounting & Finance
• Program Management
• Reporting & Analytics
• System Administration & Automation
• Supply Chain & Manufacturing
• HCM & Payroll

Not sure where your question belongs? Start with our Ask Us Anything expert. They will help assess your question and connect you with the right specialist.

Whether you're looking for best practices, troubleshooting guidance, configuration advice, reporting tips, or simply want to discuss a business process, this is your opportunity to get personalized answers from the JAMIS team in a relaxed, open-forum setting.

Format: Open discussion • No presentation • Come and go as needed • One-on-one and small group conversations welcome.

Every Prime site is unique, and every configuration choice your team makes is also a maintenance consideration. Discover the routine tasks with the biggest impact on performance, the habits that quietly slow a site down, and how to build a maintenance routine your whole team can share.

Learning Objectives:

•      Identify routine maintenance activities that keep a site performing well, including timesheet, audit, and automation schedule cleanup.

•      Recognize configuration and usage patterns that commonly cause latency, such as unbounded inquiries, heavy OData use, and conflicting access rights.

•      Prepare a site for upgrades by tracking configuration changes and reviewing release notes.

•      Build a shared maintenance routine that supports long-term system stability.

Labor distribution issues can affect payroll accuracy, project costing, billing, and financial reporting. Join this session to explore common labor distribution challenges, learn troubleshooting best practices, and gain practical guidance on avoiding common processing errors.

Learning Objectives
By the end of this session, attendees will be able to:

•      Explain the updated Post Labor in Detail functionality introduced in JAMIS Prime 9.0.

•      Identify and resolve common labor processing issues related to employee terminations and payout transactions.

•      Determine when to use a Retro Pay Adjustment versus amending an existing timesheet.

•      Diagnose and troubleshoot common Split Labor processing issues and configuration challenges.

•      Apply labor distribution best practices to improve payroll, billing, and project cost accuracy.

Have a question that's not covered in a session? Need guidance on a specific process, configuration, report, or business challenge? Drop in to Meet the Experts, an informal, study hall-style session where JAMIS subject matter experts are available for one-on-one and small group discussions. Attendees are free to come and go throughout the session and can visit the topic area most relevant to their needs.

Experts will be available across the following focus areas:

• Accounting & Finance
• Program Management
• Reporting & Analytics
• System Administration & Automation
• Supply Chain & Manufacturing
• HCM & Payroll

Not sure where your question belongs? Start with our Ask Us Anything expert. They will help assess your question and connect you with the right specialist.

Whether you're looking for best practices, troubleshooting guidance, configuration advice, reporting tips, or simply want to discuss a business process, this is your opportunity to get personalized answers from the JAMIS team in a relaxed, open-forum setting.

Format: Open discussion • No presentation • Come and go as needed • One-on-one and small group conversations welcome.

Audits do not begin when the auditor arrives. Review the different types of audits and how to prepare for them. Learn how JAMIS can assist with FAR, DFARS and GAAP compliant documentation and controls to help your organization achieve successful audit outcomes.

Learning Objectives

•      Review the various types of audits and auditors that affect our industry

•      Discuss JAMIS reports, controls and documentation that can assist with compliance for audit readiness and for providing a competitive edge

•      Review current audit initiatives to be prepared for changes in DCAA’s audit focus

When compliance, audits, and accountability are on the line, accurate records make all the difference. Discover how JAMIS Prime ERP helps organizations maintain audit-ready government property data with robust tracking, detailed transaction histories, and powerful reporting capabilities. Learn how to quickly produce the reports and logs that matter most, improve property stewardship, and confidently demonstrate compliance at every stage of the asset lifecycle.

Learning Objectives

•      Understand Reports available for Government Property Audits.

Gain a greater understanding of how Access Rights and Restriction Group work in JAMIS Prime.

Learning Objectives:

•      Obtain understanding of User Roles & Restriction Groups

•      Examine best practices for applying Roles and Restriction Groups

•      Gain insight into how to troubleshoot through common Access Rights issues

•      Create and Apply Restriction Groups to the WBS and how they apply to reports

The purpose of this Focus Group is to gather client input on JAMIS Prime’s proposed GCLM capabilities. It will be structured specifically to get participant feedback on such as contract intake, award setup, funding, modifications, deliverables, compliance requirements, subcontractor coordination, closeout, and the overall connection between contract administration and the financial and project-management processes in Prime. The findings from this session will be used as inputs to inform eventual GCLM product requirements.

Have a question that's not covered in a session? Need guidance on a specific process, configuration, report, or business challenge? Drop in to Meet the Experts, an informal, study hall-style session where JAMIS subject matter experts are available for one-on-one and small group discussions. Attendees are free to come and go throughout the session and can visit the topic area most relevant to their needs.

Experts will be available across the following focus areas:

• Accounting & Finance
• Program Management
• Reporting & Analytics
• System Administration & Automation
• Supply Chain & Manufacturing
• HCM & Payroll

Not sure where your question belongs? Start with our Ask Us Anything expert. They will help assess your question and connect you with the right specialist.

Whether you're looking for best practices, troubleshooting guidance, configuration advice, reporting tips, or simply want to discuss a business process, this is your opportunity to get personalized answers from the JAMIS team in a relaxed, open-forum setting.

Format: Open discussion • No presentation • Come and go as needed • One-on-one and small group conversations welcome.

Join fellow nonprofit and mission-driven organizations for an interactive discussion focused on the unique operational, financial, compliance, and reporting challenges facing the nonprofit sector. This peer-to-peer forum provides an opportunity to share experiences, discuss leading practices, explore evolving organizational needs, and provide feedback on how JAMIS Prime can continue to support grant management, fund accounting, financial transparency, compliance, and organizational growth.

From raw materials to finished goods, successful manufacturing demands visibility at every step. Discover how JAMIS Prime ERP connects production, inventory, purchasing, job costing, and project management in a single platform, giving manufacturers real-time insight into what’s being built, what it costs, and when it will be delivered. Learn how to improve traceability, streamline operations, and gain the control needed to manufacture with confidence and deliver on time.

Learning Objectives

•      How to create a Bill of Materials.

•      How to create a Production Order.

•      How to process a Production Order.

•      How to close a Production Order.

For users seeking to combine JAMIS Prime data with external data sources, the JAMIS Data Warehouse provides Advanced Analytics capabilities including expanded access to organizational data for advanced analysis and business intelligence. Learn how to take your analysis & reporting to the next level by leveraging your JAMIS data warehouse data to support enterprise reporting, insights, and long-term decision making.

Learning Objectives:

•      Define the purpose and benefits of the JAMIS Data Warehouse.

•      Identify reporting scenarios that benefit from warehouse-based analytics.

•      Analyze data relationships that support enterprise reporting initiatives.

•      Utilize data warehouse capabilities to extend organizational reporting strategies.

Successful project delivery depends on aligning the right people with the right work at the right time. Join this session to explore foundational resource planning concepts, learn how to leverage JAMIS Prime tools, and analyze resource capacity versus project demand to apply staffing strategies that improve overall execution.

Learning Objectives:

•      Utilize JAMIS Prime tools to support resource planning activities.

•      Analyze resource utilization and project demand.

•      Apply planning strategies to improve project execution and staffing decisions.

Accrual issues can have a significant impact on payroll accuracy, project costing, and financial reporting. Join this session to learn how employee leave accruals are calculated, managed, and reconciled in JAMIS Prime. Through real-world scenarios and practical examples, you'll gain the knowledge needed to troubleshoot discrepancies, process adjustments, and maintain accurate accrual balances.

Key topics include:

•      Managing PTO and other employee leave accruals

•      Processing manual accrual and labor adjustments

•      Handling PTO payouts and transfers

•      Managing accruals for new and mid-period hires

•      Applying bonus leave awards

•      Processing employee terminations

•      Reconciling accrual balances and resolving common issues

Gather together with other government contractors operating manufacturing environments to discuss the challenges and opportunities unique to project-based manufacturing within the GovCon space. This collaborative forum will explore topics such as production planning, inventory management, procurement, quality control, compliance requirements, material traceability, project manufacturing, and future priorities that can help shape the continued evolution of JAMIS Prime for manufacturing organizations.

Mobile scanning replaces manual data entry across the manufacturing cycle. This session demonstrates inventory, production, and sales order transactions on a scanner, then ties them together in a single end-to-end scenario — highlighting the speed, accuracy, and traceability gains at each step.

Learning Objectives:

•      Execute inventory transactions using mobile scanners, including inventory issues, receipts, and transfers.

•      Record production activities using mobile scanners, including labor entry, material consumption, and move transactions.

•      Process sales order fulfillment activities using mobile scanners, including picking, packing, and shipping.

•      Identify the operational benefits of mobile scanning in warehouse and manufacturing environments.

•      Apply mobile scanning workflows within an end-to-end business process from inventory receipt through customer shipment.

This course addresses the current Contractor Purchasing System Review (CPSR) environment industry is facing, including the challenges and nuances of the pandemic-caused pivot to the virtual CPSR setting. We will also explore the subject matter areas and common pitfalls that contractors are repeatedly encountering through their CPSRs. This course is recommended for individuals who are responsible for: US Government contractor purchasing or subcontracting; implementing and maintaining adequate purchasing systems; and supporting US Government CPSRs.

Participants will learn:

• The regulatory framework and requirements of the CPSR;
• The time-phased process and major milestones of the entire CPSR lifecycle;
• Highlights of changes and nuances associated with the virtual CPSR process;
• The specific subject matter areas in CPSR scope from both the policy and procedure and practice standpoints;
• The most common CPSR findings and underlying reasons for those findings experienced by industry;
• Recommendations to the prioritization of implementing and maintaining an adequate purchasing system;
• Practical tips for improving your purchasing system compliance posture in advance of your next CPSR; and more!

Artificial intelligence is transforming how organizations interact with business data. Learn how Prime Intelligence leverages AI-powered capabilities to surface insights, accelerate analysis, and help users make more informed decisions with less effort.

Learning Objectives:

•      Describe how AI-powered tools enhance reporting and analytics.

•      Identify opportunities to leverage AI-generated insights within business processes.

•      Analyze organizational data using AI-assisted capabilities.

•      Apply AI-driven insights to support operational and strategic decision-making.

Earned Value Management provides a powerful framework for measuring project health and forecasting outcomes. Learn how to interpret EVM metrics and use them to make proactive project decisions.

Learning Objectives :

•      Define key Earned Value Management concepts and terminology.

•      Interpret EVM metrics and performance indicators.

•      Analyze project performance using earned value data.

•      Apply EVM insights to improve forecasting and project control.

Accurate tax management is essential for billing precision, financial reporting, and audit readiness. Join this session to explore the core components of the JAMIS Prime tax module, learn how to analyze and troubleshoot common tax calculation issues, and apply proven methods to validate tax reporting accuracy.

Learning Objectives:

•      Define the key components of tax configuration in JAMIS Prime.

•      Analyze common tax processing issues and their root causes.

•      Validate tax calculations and reporting results for accuracy.

Have a question that's not covered in a session? Need guidance on a specific process, configuration, report, or business challenge? Drop in to Meet the Experts, an informal, study hall-style session where JAMIS subject matter experts are available for one-on-one and small group discussions. Attendees are free to come and go throughout the session and can visit the topic area most relevant to their needs.

Experts will be available across the following focus areas:

• Accounting & Finance
• Program Management
• Reporting & Analytics
• System Administration & Automation
• Supply Chain & Manufacturing
• HCM & Payroll

Not sure where your question belongs? Start with our Ask Us Anything expert. They will help assess your question and connect you with the right specialist.

Whether you're looking for best practices, troubleshooting guidance, configuration advice, reporting tips, or simply want to discuss a business process, this is your opportunity to get personalized answers from the JAMIS team in a relaxed, open-forum setting.

Format: Open discussion • No presentation • Come and go as needed • One-on-one and small group conversations welcome.