Getting Started 5

• Basics of Devensoft M&A
• Introduction to Devensoft M&A - Program
• How does the timeframe field work?
• What is the Difference Between a Program & a Project?
• What is the Purpose of the Audit field in the Detail Window?

Summary 1

• Cloning an Integration

Notes 4

• Adding a Note to a Program
• Deleting a Note From a Pro
• What is the Difference Between a Recent Note and Notes?
• In the Notes Detail Window, What Does Current Status and Status Trend Mean?

Documents 10

• About Program Documents
• Checking Out/In Documents (Editing Documents)
• Adding Documents
• Modifying Document Revisions
• Deleting Documents

View all 10

Activity Map 22

• Redesigned Activity Map
• Activity Map Features Overview
• What is the difference between Owner & Responsible Fields?
• Filtering Within a Program
• Using the Gantt Chart

View all 22

Exporting Data 4

• Exporting Data from an Integration
• Exporting Financials
• Exporting Data Using the Filtering
• Exporting Integration Playbook

Importing Data 1

• Importing an Integration Playbook

Workstreams 4

• Creating Workstreams
• Deleting a Workstream
• Filtering a Workstream
• Creating Permissions for a Workstream

Milestones 4

• Creating a Milestone
• Copying a Milestone
• Deleting a Milestone
• About Milestones

Tasks 1

• Copying Planned Dates to Forecast Dates

Issues 4

• Overview of Issues
• Exporting Issues
• Importing Issues
• What is the purpose of Lessons Learned and Major Issues checkboxes?

Risks 4

• Exporting Risks
• Importing Risks
• Overview of Risks
• How is Probability Calculated Within a Risk?

Stream 2

• Why Doesn't My Email Appear in Stream?
• How Do I Share an Activity Stream Email?

Team 2

• How Do I Remove a Person from an Integration?
• What is the purpose of the link/unlink button in the Team tab?

Projects 5

• About Projects
• Filtering a Project
• Deleting a Project
• Copying a Project
• Program versus Project