The Playbook is a repository of reusable items where you can store Packages, Access the Activity Map, Access Projects, Workstreams, Milestones, Tasks, Subt...

You can directly edit within the M&A tool for a few edits then Export to Excel if you have a substantial number of edits to make, the methods are descri...

Once the data has been updated in the Excel Playbook template, it is ready to be imported into your M&A instance.  Click here for Exporting a Target Pla...

Every time I create a new Integration, I copy a Package that is derived from the Master Playbook. When I open the Activity Map I see Owners listed, which me...

Yes, Devensoft users can delete unwanted Playbooks and Packages.  There is no impact on existing Programs or Targets. Prior to deleting Playbooks, it...

Packages are created by the Administrator and are a subset of the Master Playbook (Activity Map) or the Due Diligence Request List.  The Master Playbook...