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Alfabet Documentation

Release Notes for Alfabet FastLane 11.3 IR User Guide Portfolio Administration Portfolio Manager Application Manager Technology Manager Portfolio Analyst

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Portfolio Admin user profile: Let's get started

Explore and get ready

Understand and learn the product Review the example data Clear the example data

Understand your licenses Add users and provide access permissions

Manage user passwords

Change the login mode Anonymize user data Clear the user context settings Assign user profiles to users Assign users to user groups Track user statistics Track user responsibilities

Specify Your Company's Settings

Add your custom logo Choose a color theme for the user interface Set the currency for cost analytics Upload documents for your user community

Get Your Data in Alfabet FastLane

Capture and import data using data capture templates

General information about data collection with XLSX files Capture data for business questions (Simplified) Configure data capture templates to capture data (Advanced) Configuring a class-based data capture template Configuring a reference-based data capture template Configuring a data capture template for application costs Configuring a data capture template for project costs

Review data import for completeness Complete missing data

Configure Analytics Details

Configure role types for persons and organizations Configure indicator types for relevant classes Configure connections

Add connection data formats Add connection frequencies Add connection methods Add connection types

Create predefined custom attributes

Administrate events

Access the results of background jobs Review the success of background jobs

Set up an integration

Alfabet FastLane
Portfolio Administration
Specify Your Company's Settings
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