PMO: Tools

This course focuses on some general and role-specific tools Project Managers will need to utilize. You will gain an understanding of how, when, and where to use this portfolio of tools at fusionSpan.

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Course curriculum

1. PMO: Tools Overview
1. 1Password
1. Asana
1. Confluence: Overview
2. Methodology and Documentation
3. Weekly Implementation Project Manager Meeting Notes
4. Confluence Initial Setup
5. Using Confluence
1. Google Drive: Overview
2. Project Setup
1. Fonteva Community Network
2. FUN Sign up Confirmation
1. JIRA: Overview
2. Creating Project Board
3. Roadmapping
4. JIRA Ticket Creation
1. How to Update Project Details
2. How to Navigate the Gantt
3. How to Create a Resource Request vs a Held Resource Request
4. How to Create an Assignment
5. How to Navigate the Project Planner
6. How to Add Sprint Milestones
7. How to Approve a Billing Milestone
8. How to Approve and Reject Time Entries
9. How to Submit Project Health Reports
10. Closing Out Project in PSA
11. Releasing Resources in PSA
1. Salesforce Partner Portal: Overview
2. Signing In To Salesforce Partner Community
3. Login Guide
4. Add Project to SF Partner Portal
5. Salesforce Partner Portal Confirmation
1. Slack: Overview
2. Slack Set Up For Projects
3. Slack Features
4. Project Manager Slack Channel Confirmation
1. ZOOM

About this course

Free
37 lessons
0.5 hours of video content

PMO: Tools

Course curriculum

PMO: Tools

1Password

ASANA

Confluence

Google Drive

Fonteva Community Network

Jira

PSA

Salesforce Partner Portal

Slack

ZOOM

About this course