Learning CenterPortfolio Manager · Get Started

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

Get started with Portfolio Manager

Get started with Portfolio Manager

Learn the basics of Portfolio Manager.

  • 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.

  • Views

    Learn about the different views to gain insights about progress and status in your portfolio.