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Project Monitor v7.7 Knowledge Center
Project Monitor v7.7 Knowledge Center
Using a portfolio slideshow

Using a portfolio slideshow

  • Creating a slideshow
  • Review
  • Add a new report or task to do
  • End review
  • View previous reviews

The slideshow can be used to animate your portfolio meetings, such as project reviews.

This allows you to :

  • create the content of your meeting,
  • choose how the session will proceed,
  • automatically generate a session report.

Creating a slideshow

  1. Go to the relevant portfolio then portfolio reviewportfolio review > Slide showSlide show.
  2. Enter the meeting name.
  3. Set the timer if you wish to limit the review in time.
  4. Select participants.
  5. Select all or only some of the projects in your portfolio, by filtering or selecting them one by one.
  6. The criteria on which the portfolio was built are available for information just above.

  7. Optional : Click on View projects to see the list of your selection.
  8. Click on Create and start the magazine.
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Review

  1. The review is launched, and each project is displayed according to theattribute in the review. The dashboard each project is then displayed: monitoring information, indicators, graphs, etc.
  2. The summary sheet for each project can be viewed via this button.
  3. A gauge displays the time remaining if a time has been set.
  4. Navigation buttons let you move from one project to another
  5. You can also search for a project in a list, sorted here by project manager.
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Add a new report or task to do

The principle is to consult the information on the dashboard each project.

  1. However, it is the reviews and tasks at the bottom of the page that will provide us with information about previous magazines.
  2. It will be possible to write a new exchange.
  3. It is also possible to add a task.
💡

Tag a user directly in a comment using the @ symbol to automatically send them an e-mail informing them of your mention. Your user will appear in pink, and other users in blue.

Some users may not be included in the list because they have this setting in their profile: Users - ‣ Users - ‣

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End review

Once all projects have been reviewed :

  1. Click on End review.
  2. The review report will be generated automatically, consolidating all project reports.

  3. Here you'll find a list of the projects we've reviewed.
  4. Review participants are displayed. They can be added or modified.
  5. A consolidated report for each project. This report can be modified.
  6. The minutes can be shared by e-mail with participants or others.
  7. Click on RegisterRegister.
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View previous reviews

  1. Reports remain available from List of magazinesList of magazines.
  2. You can watch the review again.
  3. You can consult the minutes.
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Produced by Virage Group