Run client work end to end - companies, portfolios, projects, tasks, approvals and the client portal.
What a Company is, when to use several, and how it separates books and reporting.
Building a portfolio, rolling up budget and health across projects.
Creating a project, phases, budget, billing model, owners, status and health signals.
Everything inside a single project record, tab by tab.
Views, grouping, filters, dependencies, subtasks, recurring tasks, bulk edit.
Assignment, due dates, priority, and reading the workload view.
Approval requests, chains, who approves what, and the audit trail.
Idea intake, scoring, promotion to roadmap, and roadmap views.
Turning the portal on, what is shared, branding it, and the client experience.
Channels, threads, mentions, and linking conversation to records.
30 questions. Pass at 80 percent to complete this module's check.