ManagePro 13 offers several new features to support you in the processes of strategic planning, visibility, tracking and execution. Three features are covered in this document, the Strategic Scorecard Map, the Strategic Plan Highlight filter button and Weighted Average Scores for strategy goal scorecards. ______________________
Outlook Integration in ManagePro; An over-view of MS Outlook integration features in ManagePro, including dragging and dropping email from Outlook into ManagePro and assigning as a progress update, to-do or event.
How to Run a Quick Report; Addresses working with Quick Report Print Options, Configuring Layout, Including Related Data Options, Print Preview and Exporting Reports
ManagePro Custom Reports; Addresses how to access and run custom reports, how to get help configuring your own custom reports and how to request Performance Solutions Technologies (PST) configure custom reports for you.7. Working With ManagePro Right-Click Menu Options – A Series of Tutorials illustrating how to access right-click menu options from the Main Workspace Outline View, and the menu differences based on which view you are working in.
Refresh, Reset Sort Order, Find and Search, Add, and Import from MS Outlook Email right-click menu options found in the Main Workspace Outline View.
Importing records directly into ManagePro (Import CSV), Exporting records from ManagePro to MS Excel (Export), Delete and Undelete records in the ManagePro GAPR Outline View.
Expanding and Collapsing records, Copy and Pasting records from one location to another, and Editing Details in the ManagePro Main Workspace Outline View.
Multi-edit right-click menu options which enable you to make changes to the ownership, (Creator), assignments (Who), goal types, set scorecard parameters (Score Configuration), and push repetitive processes into the future (Adjust Tree Dates) to a range of records at once.
Strategic Plan options which enable you to identify goals as Strategic Plans, link initiatives and objectives to those plans, use the Strategic Highlight filter to quickly display them. We also illustrate how to work the ManagePro Timecards so that you can track hours allocated against actual hours, and show you how to push records from the Outline View directly to your calendar buy using the “show in calendar” option.
5. Working With ManagePro Email Options – A Series of Tutorials illustrating how to use ManagePro email options (Email Ins and Outs).
Part 1: General Preferences addresses how to set-up your email default program preferences so you can begin to use the ManagePro email options.
Part 2: Email In addresses how to import email from MS Outlook to ManagePro for the purpose of associating project related documents, progress updates, to-do’s or events. A great way to manage information and associate it directly to project specific records.
Part 4: Email Out addresses how to email ManagePro data i.e., goals, tasks, progress updates, to-dos, events, and documents directly from ManagePro manually using the right-click menu option or Auto-Save. A great way to collaborate and share information with others.
Part 5: ManagePro Synchronization with MS Outlook addresses how to set-up your Outlook preferences and determine which data types you want to sync., i.e., goals, to-dos, and/or events. Describes and illustrates the actual synchronization between ManagePro and MS Outlook.
6. Working with ManagePro Customization Features addresses methods used customize Views and Fields. This series includes:
Part 1: View configuration which addresses how to add and remove fields on a View, Cloning existing views, Filtering views so that a range of records that meet your criteria are displayed on the view. How to access View Configuration on GAPR Views and Windows. -done, uploaded and available.
Part 2: Customize fields which enables you to work with and rename user-defined fields, configure them on View and Details Windows.
Working with ManagePro Preferences addresses the settings that define how features and functions behave. This tutorial walks you through most if not all of the ManagePro preferences that for example control the appearance of ManagePro, if time is displayed with goal records or not, enabling alerts so you can be notified when Events and/or To-dos are due, Displaying Tips or resetting them, defining decimal places for numeric and percentage fields, enabling automatic backups to occur or changing the back-up folder, defining default progress update categories for dragged and dropped email, Hiding the time associated with To-dos and Events, Email preferences to define your default email program, calendar work day preferences, along with User data preferences such as setting progress update display ranges and hiding To-do and Event “done” items.
Setting Up User Visibility and Editing Rights control the ability to permit or deny use of rights to see or use specific functions in ManagePro. This tutorial addresses three easy steps to set-up new users and how to grant User Visibility and Editing rights and explain the difference between them.