Home Customer resources PUG Training series

Technical

3 sessions in this series

Master advanced features and enhance your database creation, data set management and set up your Sync for consistent performance in our online 3-part technical training.

Database Designer 

Now on-demand
Refine your database creation skills.
Presented by Bill Allen (Technical Consultant) and Katie Horgan (Product Marketing Manager) .

In this session, learn how to:

  • Create and name your new database
  • Load your raw data
  • Drag and drop to populate streams and map data
  • Customize database components
  • Build your database
Watch now
Database Designer 

Loading new data sets

Wednesday 21 August, 2024
2:00 PM CDT
Learn how to upload and manage data sets inside Phocas including budgets.
Presented by Steve Cudars (Senior Technical Consultant) and Katie Horgan (Product Marketing Manager) .

This session covers:

  • How to prepare your data to import into Designer
  • Build and prepare your budgets in Phocas
  • Create and map data to a new stream
Register now
Loading new data sets

Intro to Sync

Wednesday 18 September, 2024
2:00 PM CDT
Learn how to use Sync best and avoid potential pitfalls.
Presented by Dave Cadman (Technical Consultant) and Katie Horgan (Product Marketing Manager) .

In this session, learn how to:

  • Set your Sync up for consistent performance
  • Optimize your queries
  • Troubleshooting
Register now
Intro to Sync
2 sessions remaining in this series

Register for Technical now!