Project Management - Videos

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This is a 7-minute review of the base reports and dashboards in the Portfolio Manager templates.

This 22-minute video is a comprehensive walkthrough of the process needed to join two Excel files in Portfolio Manager in supporting a 48 month...

This video is a 7-minute demonstration of how to roll over your resource allocations to a new year in Portfolio Manager.

This 8-minute video walks through the process for adding a new category column in Portfolio Manager.

This video explains how to change the reporting currency in Portfolio Manager in 9 minutes.

This video is a 7-minute walkthrough of the Exception report concept in Portfolio Manager.

This is an 8-minute walkthrough of how to manage the report galleries in Portfolio Manager.

This video is a quick 2-minute overview of the Roles needed for success with the Portfolio Manager templates.

This video is a 9-minute demonstration of incorporating your own data into Portfolio Manager's templates.