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Portfolio Manager: Extend to 48 Months (zip)This zip file is the collection of additional files used in extending Portfolio Manager to 48 months. The files are explained in the accompanying video. |
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Portfolio Manager: Extend to 48 MonthsThis 22-minute video is a comprehensive walkthrough of the process needed to join two Excel files in Portfolio Manager in supporting a 48 month reporting horizon. |
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Portfolio Manager: Roll Over to New YearThis 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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Portfolio Manager: Add a CategoryThis 8-minute video walks through the process for adding a new category column in Portfolio Manager. |
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Portfolio Manager: Currency ChangeThis video explains how to change the reporting currency in Portfolio Manager in 9 minutes. |
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Portfolio Manager: ExceptionsThis video is a 7-minute walkthrough of the Exception report concept in Portfolio Manager. |
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Portfolio Manager: GalleriesThis is an 8-minute walkthrough of how to manage the report galleries in Portfolio Manager. |
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Portfolio Manager: RolesThis video is a quick 2-minute overview of the Roles needed for success with the Portfolio Manager templates. |
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Portfolio Manager: Bring Your DataThis video is a 9-minute demonstration of incorporating your own data into Portfolio Manager's templates. |
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Portfolio Manager: Solution ArchitectureThis 2-minute video introduces the 4 layers of the Portfolio Manager solution. |
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