{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/4d408848c71b4814a5cda8d0825f8080\" frameborder=\"0\" width=\"1152\" height=\"864\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":864,"width":1152,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":864,"thumbnail_width":1152,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/4d408848c71b4814a5cda8d0825f8080-1667317663952.gif","duration":1225.02,"title":"How to Set Up Reporting Management","description":"Skip to 11:15 and watch through to 15:07 if you're just looking for the SOP on how to set up Reporting Management for a new customer.\n\n00:00 Templated Project Plan Overview\n01:45 The New Customer Workflow\n03:35 How to Add Deliverables From Templated Project Plan to Reporting Management\n06:00 Importance of Filling Out the Assigned Date and Assign Due Date\n06:50 How the Suggested Dates Work\n09:05 How to Create a New Team Member View in Reporting Management\n\n11:15 SOP on How to Set Up Reporting Management\n12:10 1. Go to the Project Management System Base.\n12:15 2. Ensure the Client has been added to the Clients table with, most importantly, a Kickoff Call Date specified.\n12:45 3. Navigate to the Templated Project Plan Table.\n12:50 4. Copy all the Title of Deliverables.\n12:57 5. Switch to the Reporting Management Table.\n13:05 6. Select the New Project Plan Goes Here View.\n13:10 7. Scroll all the way to the bottom, then click the + icon.\n13:15 8. In the Deliverable field, paste all of the deliverables you copied from the Templated Project Plan.\n13:50 9. Select the appropriate Task Owners and Managers.\n13:55 10. Select the Deliverable Status as Assigned. Drag down for all deliverables.\n14:00 11. Select the appropriate Project (client). Drag down for all deliverables.\n14:10 12. Use the fill handle to drag Suggested Assigned Dates and Suggested Due Dates over to Actual Assigned Dates and Actual Due Dates. Change Actual Assigned Dates and Actual Due Dates as needed.\n14:50 13. Delete any unnecessary deliverables (ones that are not relevant to this specific project).\n15:07 14. Add any necessary Project-Specific Info (scroll right).\n\n16:25 The Overdue Task Notification Automation\n17:05 How to Automatically Request a Status Update\n18:00 How to Notify When Someone When a Deliverable is Marked as Completed"}