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.