Transform Training: Portfolio Design + Management

This session explains how data table maintenance in Moovila can be leveraged to create and manage the tags, categories, roles, rates, and attributes that make project and portfolio data more actionable. 
  0:00 Welcome & Session Overview 
  1:51 Where to Find Data Table Maintenance (permissions) 
  2:49 Risk Categories 
  6:58 Note Categories 
  10:42 Portfolio Tags: Programs, Categories, Products & Stages 1
  18:36 Organization Hierarchy 
  20:52 Cost Codes 
  27:33 Billing Codes 
  29:55 Labor Resource Types 
  38:47 Rate Schedules 
  41:29 Skills + Certifications 
  44:19 Q&A

• Using the Project Portfolio: Organizing the Projects
• Using the Project Portfolio: Column Headers
• Options: Managing Programs, Categories, Products + Stages