Workbook Module Overview

Management workbooks provide you with a detailed view of business operations at the item or portfolio level.

The Workbook module provides information about items or portfolios down to the most minute detail, such as who is responsible for what action, phase deliverables, which phases are completed, the percentage of the current phase that is completed, contact information and hints relating to the viewed item. Workbooks also provide scheduling information, enabling you to track events and updates, see when data is out of date, and view the updates for which you are responsible.

Team leaders and project managers can use item workbooks to track activities for which they are responsible and to assess the progress of items. Portfolio managers can use portfolio workbooks to track activities and deliverables that are portfolio-wide and are not connected with a specific item.

Related Topics

About the Workbook Module

Tour of Your Workbook

Working with Workbooks



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Last Published Thursday, December 10, 2020