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  1. Primetric
  2. Product Champion Training
  3. Training Resources

Training Resources

  • Lesson 1 - Setting up basic Organization's information
  • Lesson 2 - Adding Managers and Employees to Primetric
  • Lesson 3 - Roles and accesses in Primetric
  • Lesson 4 - Integrations installation
  • Lesson 5 - Introduction to the Manager access
  • Lesson 6 - Configuring team members information
  • Lesson 7 - Adding a new project and quick Project Page overview
  • Lesson 8 - Project estimations and roles
  • Lesson 9 - Capacity & Utilization - Setting Up and Formulas
  • Lesson 10 - Assignment types and assigning people to the project
  • Lesson 11 - Finance access in the manager role
  • Lesson 12 - Project Planning tab with finance access enabled
  • Lesson 13 - Reporting vacancies in the project
  • Lesson 14 - Project budget overview & budget planning
  • Lesson 15 - Not Settled Budget state
  • Lesson 16 - Project budget settlement
  • Lesson 17 - Unsettling costs and incomes in the Project Budget
  • Lesson 18 - Different budget models, use-cases, and how to mirror them in Primetric
  • Lesson 19 - Managing Overheads In Primetric. Types And Formulas
  • Lesson 20 - Custom Report creation and configuration
  • Lesson 21 - Dashboard creation and configuration

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