This webinar is your starting point for mastering OnePlan’s Portfolio Plan module. Designed for newcomers and those seeking a solid foundation, we’ll cover the essentials of setting up and managing your portfolios. You’ll learn how to:
- Create and organize portfolios using element-neutral approaches and work hierarchies.
- Track progress and key milestones with the Portfolio Gantt.
- Employ Boards for a more visual and collaborative portfolio management experience.
- Develop clear and impactful Portfolio Roadmaps.
- Utilize reporting and BI tools for data-driven insights.
- Harness the power of AI with Sofia GPT for smarter portfolio planning.
Join us to gain the skills you need to begin your journey toward effective portfolio management with OnePlan.