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Policies & Portals

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In this course you will learn about the tasks and processes that a Resource Planner can perform using the Portfolio and Portfolio Plus functionality.  This includes the creation of People plans to represent the hours required to deliver the scope of a project or task or the labor portion of a project baseline with projected revenue and cost values. You will also create new "what-if" scenario plans, and support re-forecasting and labor budgeting requirements. This course will focus on the basic features for entering People plans and analyze several key reports designed for Resource Planners. Recommended Role: Resource Planner Read More

In this course you will review each tab of the Project Profile to identify required fields and recommended practices for configuration, as well as gain practical experience creating a new project from a template of your own design. Recommended Roles: Administrators, Project Managers Read More

In this course you will identify how roles--individually and in combination--provide the capability to perform various functions in your system. Additionally, you will explore how Organization Access affects the functionality available to roles, and develop an understanding of how the standard roles will apply to users within their company. Recommended Roles: Administrator, P&R Administrator, HR Administrator Read More

In this course you will learn how to choose criteria and run reports for Vendor Invoice and Vendor Payment Activity. Recommended Roles: Administrator, AP Viewer Read More

In this course you will learn how to leverage the Accounts Payable Aging Report to show the amount currently payable to vendors for invoices, and how to choose criteria and run reports by fiscal period at varying levels of detail. Recommended Roles: Administrator, AP Viewer Read More

In this course you will learn how to choose criteria and run reports for Customer Invoices and Customer Payments. Recommended Roles: Administrator, AR Viewer Read More

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