This course is
designed for beginner to intermediate level users who want
to learn best practices for using ManagePro as a
professional tool. It is scheduled for
Spring '07, date yet to be set.
Topics:
1. Setting up your objectives in a
ManagePro database using a “Goal –> Action Plan
–> Results” format.
2. Configuring the Goal Planners to
display the information you need to manage at your
best, both at the team/organization level and the
individual level.
3. Integrating with Outlook; using
the new drag and drop feature to coordinate your
e-mail with the appropriate objective and action
step, and learning how to synchronize Outlook and
ManagePro.
4. Using Progress Notes to stay on
track and update the new “% Complete” field.
5. Understanding when to use sub-goal
action steps and when to use to-dos to track follow-up
details.
6. Using the Document Attachment feature
and setting up your Web folder to share documents
via the web.
7. Using the Timeline view to set up
critical path and dependency relationships and manage
basic resource allocation functions.
8. Using the Goal Status View to track
your goal progress using both “Balance Scorecard”
and “Risk Management” functions.
9. Using the Assistant View to display
what’s critical to address, to-dos due today, events
on your calendar this week and more.
10. Using the e-mail and printing options
to automate all of your basic report requirements
Requirements: Participants
must bring a laptop with an installed current
copy of ManagePro.
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