Administrator Portfolio Configuration Training is Now Available!
We are excited to announce that the Administrator Portfolio Configuration training is now available!
The configuration of your Portfolio is the bedrock of OnePlan. All of the advanced features of OnePlan all rely on a solid Portfolio set up. The courses we have developed walk you through the entire process to ensure your OnePlan implementation gets off to a great start.
After you log in, click this link: Administrator Training – OnePlan Academy and check out the courses tab.
