Portfolio Configuration Overview Course

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Learn the basics of the OnePlan Portfolio and how it is configured by OnePlan Administrators.

Total Course Duration: 09 Minutes 42 Seconds

Before You Begin

The OnePlan Application Administrator Core Training assumes you have previous OnePlan experience and understand how end users in your organization will use OnePlan. If you are totally new to OnePlan, then we highly recommend completing all the OnePlan end user videos (like Team member, Resource Manager and Plan Manager) but especially the Plan Manager pathways before (or together with) diving into the Admin videos.

We also recommend watching the Log in and Access Advanced Admin Settings video before beginning this Portfolio configuration training.

Course Content