Lifecycle Manager

• About the Global Tasks page
• About the Global Analytics page
• About the Global Assessments page
• About the Global Hardware console
• About the Client Dashboard
• About the Home page

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• Manage roles and permissions in Lifecycle Manager
• About the Lifecycle Manager settings page
• Configuring Verticals
• Configuring Access Groups
• Configuring Segments
• Configuring client settings

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• Creating and linking Initiatives
• Using PSA products in Initiative budgets
• About the Initiative detail view
• Presenting and exporting Roadmaps
• About the Roadmap page
• Managing Roadmap templates

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• Managing Client Goals
• Managing Goal templates

• Adding and configuring Deliverables sections
• Presenting and sharing Deliverables
• Scheduling a Deliverable
• Working with Deliverables Templates
• Creating a Deliverable
• About Deliverables

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• Discovering client software assets

• Viewing Hardware asset details
• Understanding the Hardware Asset Information map
• Exporting the Hardware Console
• Manually editing hardware assets

• Creating and managing meeting policies
• Syncing meetings with Outlook
• Creating and editing recurring meetings

• Conducting Assessments
• Importing Assessment templates
• Building Assessment templates
• Editing a completed Assessment
• Sharing Assessment reports
• Managing tags

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