Get started with Portfolio Manager
Learn the basics of Portfolio Manager.
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Portfolio Manager - Get Started
See everything. Prioritize what matters.
What you will learn
How to quickly set up a project
How to prioritize work
How to use the predictive scheduling engine
How to manage users
How to use views
Set up projects and work
Set up projects in Portfolio Manager and add tasks to them.
People and resources
Add your team members to Portfolio Manager and learn about each user type.
Aligned priorities
Learn tips and tricks on setting up Portfolio Manager to ensure the right work is prioritized.
Predictive Scheduling
Learn how to get the most out of the predictive scheduling engine.
Views
Learn about the different views to gain insights about progress and status in your portfolio.
