This webinar provides a step-by-step guide on the basics of Project Evaluations. We will review how to set up automatic project evaluations using the Initiative Percent Complete and how to set up a milestone roll-up.
This training is useful for those who are looking to automate their initiative evaluations across their ClearPoint account.
Outline
Introduction (00:00)
Overview of Project Evaluations (01:57)
Setting Up a Project Evaluation (03:45)
Milestone Roll-Ups (09:49)
Configuring Project Evaluations (15:04)
Configuring Milestone Roll-Ups (20:03)
Updating Existing Initiatives & Milestones (22:08)
Q&A (25:40)