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Strategic Portfolio Management Trial Guide
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Project Management - Project Manager
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Updated on
Apr 22, 2022
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Strategic Portfolio Management Trial Guide
OnePlan Trial Intro
4
OnePlan Trial Overview Video
Welcome to your OnePlan Trial!
Setting up your OnePlan Trial
Setting up OnePlan Power BI Reports
Strategy - Steering Committee
2
Manage Corporate Strategy
Objectives and Key Results for Strategic Portfolio Management
Project Management - Project Manager
10
Project Execution for Strategic Portfolio Management
Insights Overview
Create New Plan
Manage Plan Details
Manage Work Plan in Lists
Manage Work Plan in Boards
Manage Resource Plans
Manage Financial Plans
Update Status Reports
View Reports and Dashboards
Portfolio Managements - Portfolio Manager
4
Insights Overview
Viewing Dashboards and Reports
Monitor and Prioritize your Portfolio Overview
Portfolio Prioritization for Strategic Portfolio Management
Work Management - Team Members
2
Insights Overview
Manage My Work
Enterprise Architecture - IT Management
1
Manage Enterprise Architecture
Reporting - Executives
1
Viewing Dashboards & Reports
Other Resources
Getting Support
Getting Started
Using OnePlan
Administration
Integrations
OnePlan Release Notes
OnePlan Trials
OnePlan Trial Guides
Adaptive Project & Portfolio Management (PPM) Trial Guide
Professional Services Automation (PSA) Trial Guide
Collaborative Work Management Trial Guide
OnePlan Technical Readiness Guide
OnePlan Report Packs
Trust and Security
Troubleshooting and FAQ
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