This is the e-Learning center for all Portfolio Intelligence users. Here you will find video tutorials for both new subscribers and experienced users that will help you learn and master Portfolio Intelligence.
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New Subscriber
- Introduction: An orientation to the product, the benefits of using it and logging in and logging out instructions.
- Navigation: An overview of the navigational design of the product. This tutorial will help you understand how to move around the product and find key functionality components.
- Tab Overview: An overview and intended purpose of each of the 6 main navigational tabs.
- Filter Tool: Instruction for using the global filtering capability to view and analyze a portion of your projects.
- Workflow Wizards: An overview of workflow wizards used to advance projects through the various workflow states in the portfolio.
- Project Folder: An overview of the details with in a project folder such as the charter, plan, roster, implementation details and attached documents.
- Issue Management
- Reporting: Instruction for using structured and flexible reporting available in Portfolio Intelligence.
- Time Sheet Solution
Enhancements
- Issues: Document, track and report on issues associated to projects as well as the impact on the health of a project.
- Access Levels: New view-only process user access level, new relative priority indicator on Project tab, new reporting for project documents and new option to include resource planning from Requests.
- Passwords: New password security rules, new Park button on the Request tab, new sort feature on Resource Utilization chart.
- Baselining: New baseline functionality, new notes field for phases, tasks and milestones and new summary phase feature on project plans.
- Load Breakouts: Roster Load Breakout allows for logging week by week work load percentages to account for a resources' varying work loads throughout the life of the project.