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The Project Initiation course contains modules covering all of the fundamental areas of Mission Control that support the creation of Projects, including:

  • Understanding the Mission Control Console
  • Understanding Project Requests
  • Understanding Auto-Generation from Opportunities
    • Auto-Generation Set Up
    • Generation Method: Opportunity
    • Generation Method: Product
    • Generation Method: Products – No Duplicates
    • Generation Method: Product Quantity
    • Generation Method: Base Template + Products
    • Generation Method: Base Template + Products – No Duplicates
    • Generation Method: Base Template + Product Quantity
  • Understanding Cloning Projects
  • Understanding Cloning Milestones
  • Using the Milestone Loader
  • Understanding Cloning Actions
  • Creating Projects
  • Creating Milestones & Actions
  • Understanding Project Templates
  • Understanding Recurring Milestones & Actions

Upon completion of this course material you will have a solid understanding of the key features within Mission Control that can be used to create Projects.

Course Content

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