video1.0<iframe src="https://www.loom.com/embed/d3a26fdb035d4a8197ac1d5c3c362048" frameborder="0" width="1184" height="888" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>8881184Loomhttps://www.loom.com8881184https://cdn.loom.com/sessions/thumbnails/d3a26fdb035d4a8197ac1d5c3c362048-a7cbe9a4eda1e139.gif660.9123In this video, I walk you through navigating our projects portfolio in Copernic, focusing on key elements like project numbers, sales reps, project size, and financials. I demonstrate how to track project progress, manage workflows, and upload documents specific to project phases. Additionally, I explain how to set up a catalog for products and services to gauge profit margins effectively. Please make sure to familiarize yourself with these features, as they are essential for managing your projects efficiently. If you have any questions, feel free to reach out for clarification.