Companion combines a powerful desktop app for executing projects with a secure web app that provides insight into your entire business initiative. The web app and the desktop app work together to help you control and monitor your deployment.
The Companion dashboard summarizes project data and displays it in reports to give users and stakeholders views into the deployment. Dashboard reports let you see the aggregated data for key metrics across the deployment, as well as details such as status, phase, or the individual contributions of a single project.
Data architects manage the company-approved data fields and templates in the design center. If you are a data architect, go to Manage global data fields and templates.
This guide highlights some basic features to help you get started. By the end of it, you will know how to:
Go to Execute Your Project.