Page 5 - Microsoft Word - Using Adhoc & Analytics Expressview Reports - Participant Guide (SDL).docx
P. 5
Tour 10.1 – Identify and discuss Project record fields and tabs ............................. 41
Activity 10.2 – Create a Project record ................................................................... 42
Check your understanding ..................................................................................... 44
Lesson 11: Configure Projects Administration ........................................................ 45
Learning Objectives ................................................................................................ 45
Introduction .............................................................................................................. 45
Configure Project Fields ......................................................................................... 45
Tour 11.1 – Configure Project fields ....................................................................... 45
Data Manipulation Tools ........................................................................................ 45
Demo 11.2 – Associate Opportunities to Project Records ..................................... 46
Project Merge Tool ................................................................................................. 46
Demo 11.3 – Utilize Project Merge Tool ................................................................. 46
Project Grid .............................................................................................................. 47
Activity 11.4 – Configure Project Grid .................................................................... 47
Check your understanding ..................................................................................... 48
Lesson 12: Utilize the User Manager to Set Permissions ........................................ 49
Learning Objectives ................................................................................................ 49
Introduction .............................................................................................................. 49
Activity 12.1 – Create user groups ......................................................................... 49
User Group Permissions ......................................................................................... 49
Activity 12.2 – Set user permission groups ............................................................ 50
Populating User Groups ......................................................................................... 51
Activity 12.3 – Add user(s) to a user group ............................................................ 51
Passwords ................................................................................................................ 51
Demo 12.4 – Send login/reset password message ................................................ 51
Check your understanding ..................................................................................... 52
Lesson 13: Set Up and Distribute Dashboards ........................................................ 53
Learning Objectives ................................................................................................ 53
Introduction .............................................................................................................. 53
Activity 13.1 – Setup a firmwide dashboard and share it as firm default ................ 53
Activity 13.2 – Set Up A Business Development Dashboard And Make It Public ... 54
Working with Widgets ............................................................................................. 55
©2024 Unanet. All rights reserved. 5
