Creating new plan items by copying and pasting from Excel works the same as when importing project information: Click on the menu in the Project planning tab and choose Import plan items. Paste the desired fields from an Excel file. Choose whether the header is to be imported as a…
In the portfolio app on the Milestone planning tab there is an option to edit items in bulk. You can choose to move multiple items to another list or to archive them: In the Portfolio app, go to the Milestone planning tab. Check the items you want to edit and…
A portfolio manager can check in the Portfolio app whether the planning of various projects continues to meet the set milestones. A project manager does the same for his project in the Project app:
With the milestone planning in the Fortes Change Cloud you plan portfolio items in a schematic overview. This not only provides more insight into the feasibility of a schedule, but it also provides clarity throughout the organization. The Portfolio milestone plan provides a portfolio manager with insight into the progress…
A portfolio manager can check in the Portfolio app whether the planning of various projects continues to meet the set milestones. A project manager does the same for his project in the Project app:
A project manager can check in the Project app whether the planning of various projects continues to meet the set milestones:
Use the zoom out button to zoom out the timeline and get a more general overview of the portfolio. Use the zoom in button to zoom in the timeline and get a more detailed overview of the portfolio planning. The schedule moves automatically.
Click on Members Click on + under the role in which you want to add a new member. Select one or more people to add in this role and click add. The added members now have access to the project with the role in which they have been added.
Click configurate Canvasses Click on Add Canvas Template . Don’t forget to enter a name for this canvas template. Click on ADD SEGMENT Choose the type of text with layout and fill in the other information. Click on Add Segment . Click on the image icon in the canvas segment…
You may have already noticed; some functionalities do not have help articles on this website. We have made a conscious choice not to explain these functionalities in detail, because there is already documentation on this. This documentation can be found under the question mark on the homepage of Fortes Change…
