Vertabase Learning Center

Start Page

This video covers how to use the Start Page. It looks at how to read the information on this page and change the start page to display the Daily Task List, Issues, Reports and other items.

• See video [6 min, 54 sec]
• Read How to use the Start Page

How should I use the Project Members list?

This video covers best practices for using the Project Members list.

• See video How should I use the Project Members list? [1 min, 25 sec]
• Read How To Use the Project Members list

Adding people to and removing them from Projects

This video covers adding people to and removing them from projects. It also briefly covers resource availability and searching for users.

• See video [4 min, 9 sec]
• Read How to add and remove people from Projects

Editing Projects

This video covers how to edit all project related fields such as Project Name, Manager, Client, Start Date, Delivery Date, Project Number, Project Priority, Status, Portfolio, Department, Description, and Percent Complete Type.

See video [1 min, 20 sec]

Deleting Projects

This video covers how to delete projects.

See video [1 min, 16 sec]

Creating Projects (Advanced)

This video covers how to create projects and edit all project related fields such as Project Name, Manager, Client, Start Date, Delivery Date, Project Number, Project Priority, Status, Portfolio, Department, Description, and Percent Complete Type.

See video [5 min, 5 sec]

Creating Projects (Basic)

This video quickly covers the basics of creating a project. It shows how to assign a Project Name, Manager, Client, Start Date, and Delivery Date to the project.

• See video Creating Projects (Basic) [2 min, 19 sec]
• Read How To Create Projects (Basic)

Project Statuses

This video covers how to configure and use the Project Status field.

See video [4 min, 23 sec]

Project Priorities

This video covers how to configure and use the Project Priority field.

See video [2 min, 11 sec]

Portfolios

This video covers how to configure and use the Portfolio field.

See video [2 min]