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This video is a 7-minute demonstration of how to roll over your resource allocations to a new year in Portfolio Manager.
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This 8-minute video walks through the process for adding a new category column in Portfolio Manager.
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This video explains how to change the reporting currency in Portfolio Manager in 9 minutes.
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This video is a 7-minute walkthrough of the Exception report concept in Portfolio Manager.
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This is an 8-minute walkthrough of how to manage the report galleries in Portfolio Manager.
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This video is a quick 2-minute overview of the Roles needed for success with the Portfolio Manager templates.
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This video is a 9-minute demonstration of incorporating your own data into Portfolio Manager's templates.
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This 2-minute video introduces the 4 layers of the Portfolio Manager solution.
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This is a 7-minute review of the base reports and dashboards in the Portfolio Manager templates.
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This 8-minute video walks through the installation of the Portfolio Manager templates.
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