Page 78 - Microsoft Word - Using Adhoc & Analytics Expressview Reports - Participant Guide (SDL).docx
P. 78
True or False
A Project can be created from the Opportunity record.
Lesson 11: Configure Projects Administration
True or False
The Administrate Project Fields Display Labels page is used to customize
fields and include or exclude fields on Project forms.
Lesson 12: Utilize the User Manager to Set Permissions
True or False
Permissions must be set on a user group before adding users.
Lesson 13: Set Up and Distribute Dashboards
Where can Dashboards be customized?
a) My Preferences
b) Dashboard Settings
c) General Administration
Lesson 14: Run and Analyze Reports
True or False
My Reports contains reports created by your user account and set as public
and private
Lesson 15: Create and Maintain the Knowledge Module
True or False
The Edit Categories Category Structure tab is where you create Knowledge
bits.
©2024 Unanet. All rights reserved. 78