|
This video is a 7-minute walkthrough of the Exception report concept in Portfolio Manager.
|
|
|
This video is a short introduction to Portfolio Manager, Info-Tech's Do-It-Yourself project portfolio reporting templates.
|
|
|
This 4-minute video is a review of the Portfolio Manager enhancements introduced for 2026.
|
|
|
This 8-minute video walks through the installation of the Portfolio Manager templates.
|
|
|
This is a 7-minute review of the base reports and dashboards in the Portfolio Manager templates.
|
|
|
This 2-minute video introduces the 4 layers of the Portfolio Manager solution.
|
|
|
This video is a 9-minute demonstration of incorporating your own data into Portfolio Manager's templates.
|
|
|
This video is a quick 2-minute overview of the Roles needed for success with the Portfolio Manager templates.
|
|
|
This is an 8-minute walkthrough of how to manage the report galleries in Portfolio Manager.
|
|
|
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 reporting horizon.
|
|
