Timesheets. Read More. How to upload and manage files How to create a duplicate project (Save As) How to archive and unarchive project data How to baseline tasks and milestonesWhilst on the Home dashboard, click on the Add button and select either ‘Workspace’ or ‘Project’ from the menu. Click on the Edit button against a field to undertake the following changes: Description - Change the default field Description (name). Timesheets are used to track the amount of actual time spent on a specific piece of work i. Victoria is experiencing low interest rates too. Features. Timesheets. Each workflow can have an approval step built in allowing for one or more named individuals to review and provide comments. Clicking on one of the categories on the left-hand side will bring up a list of suggested dashboards on the right. Verto Essentials. Select Actions > Add . 4. Data Table - a data table is an easy way to present a list of records in a simple view, similar to how you may be used to seeing data displayed in a spreadsheet or a Verto project table. Workspaces: Workspaces allow you to collate, organise and manage your work from one place. To create a new default file structure, go to the Administration Cog > Default File Structure. Click on the teal arrow in the top left to open the dashboard menu. Learn how you can build your own interactive dashboards. Choose the filters you wish to apply to your widget and then click Next. Home Pro Users Approvals. You can do this either by double clicking on the widget or highlighting and clicking on Next. Access Verto in Microsoft Teams to Keep Your Work and Conversations in One Place Click "Get Started" and follow the Teams link that best works for you where you will find the Verto app. Reading Time: < 1 minutes. The app allows for complete project management from within MS Teams, including the use of Kanban boards, flexible dashboards, Gantt charts, risks, benefits, finances and every detail needed to successfully run projects and programmes on any scale. Find out about our latest innovation that brings together all the individual elements you’re responsible for in one place. Standard, for £15 per month per user with unlimited projects but limited configuration options. All available security and compliance information information for Verto 365, its data handling policies, its Microsoft Cloud App Security app catalog information, and security/compliance information in the CSA STAR registry. Instead of colleagues working independently and losing sight of who’s doing what, Verto 365 brings more of your work together into one single platform. Here are a couple of examples: Example 1 - add a single filterVerto 365 Spotlight Dashboards Spotlight Kanban Boards Spotlight Feeds Spotlight Workspaces Spotlight The Knowledge Hub Spotlight Enhanced Project Tables Spotlight Input Templates Spotlight Static Landing Page Spotlight Sub-Projects Spotlight External Forms SpotlightClick on User Profile > Timesheets. Simply click ‘Login with Microsoft’ to access Verto. “Verto is a cloud-based software as a service solution that enables you to manage everything from simple day to day workspaces and activities through to major projects, all within a single platform. Verto 365 offers a range of tools to help you manage your documents, files and projects. And all, directly from within Microsoft Teams . This is more than basic integration. A dashboard is a live, interactive view of data held within Verto, and can be displayed as pie charts, bar charts, tables, Gantt charts and much more. Add filters to a new widget. The Semi Governance workflow 3 gives the Stage Administrator partial control of the approval process. g. Gantt charts are most commonly used for tracking project activities which consist of a list of activities mapped against a timescale. You can use both global and project rate cards at the same time. A new performance group record will be created. Create unlimited kanban boards via the My Boards area. the Verto field details. Click on the 3 dots in the top right of the widget you want to copy and select Copy > Here. We'll help you maximise your productivity. Site Design [For System Administrators] Data Migration [For System Administrators] Verto Spotlights. Click on the Star icon in the bottom right-hand corner of the screen to view the Quick Access menu. They are dedicated areas within Microsoft Teams for you to group Kanban Boards into related categories. Transform Teams into your all-in-one project management system. By default, Verto 365 works with Microsoft Entra ID. These unique identifiers will ensure the import knows which records within the project to update with the new information. There is a worksheet for each stage and governance report, containing a breakdown of which fields are being used. Click on the Boards Icon in the left-hand navigation menu. At this point you can select whether you wish to export to Excel, PDG or PNG Image. Any user assigned an edit project role can request resources for the project(s) that they are involved in. 1: How to edit a field Step 3. Remember. projects, activities, tasks etc and can be attributed to costs. Click on the teal arrow in the top left to open the feeds menu. From here you can filter your cards based on: Due Date; Members; Added By; Tags; Priority; Status; Project; You can also search for a specific card title using the search bar. To create a new governance report, go to the Administration Cog > Configuration and click on Actions > Add next to the Governance Reports or Governance Reports (Standalone) title in the menu. Updating Risks. Company Type For Profit. Sign up to access your site instantly and start collaborating on work from the place you’re already communicating from. g. Kanban Boards. Once the required fields have been added into the navigation section they can each be amended as needed. How to group your cards. The app allows for complete project management from within MS Teams, including the use of Kanban boards, flexible dashboards, Gantt charts, risks, benefits, finances and every detail needed to successfully run projects and programmes on any scale. Workspaces: Workspaces allow you to collate, organise and manage your work from one place. Building the form. Site Design [For System Administrators] Data Migration [For System Administrators] Verto Spotlights. Features. Kanban Boards. Microsoft Office 2013 or a more recent version. Features. GANTT chart view on Tasks & Milestones 4. A dashboard is a live, interactive view of data held within Verto, and can be displayed as pie charts, bar charts, tables, Gantt charts and much more. Learn about the different workflow options available for both stages and governance reports. Configure them to your exact requirements and re-configure easily without. You can do this either by double clicking on the widget or highlighting and clicking on Next. Verto 365 can replace your separate systems and applications with a single, centralised hub. Select the widget you want from the options displayed on-screen. Project Tables: Each table contains a subset of fields which can be accessed by clicking on Actions > Add. From within a project table: Go to the desired project table e. e. Sign up to access your site instantly and start collaborating on work from the place you’re already communicating from. Verto 365 is a Microsoft Teams app that fully surfaces within MS Teams, meaning all the features and functionality you have within Verto 365 via a. Verto Allows Microsoft Teams to Become Your Complete Work and Project Management Platform. Project Users. Verto 365’s Gantt chart function has been designed to simplify your project timeline. Verto 365 is a cloud-based platform that connects teams and their work online and in Microsoft Teams. ‘Bri. Create multiple, powerful dashboards from a huge range of widgets to capture your data in the best way that highlights progress made, areas of focus and stages of completion for your stakeholders. e. If you are in the Teams App, this will be located under the Verto tab. Read the message that comes up to ensure you are happy that the copy is going in the correct direction. Feeds. Reporting. Resource Management. e. Dashboards. They are dedicated areas within Microsoft Teams for you to group Kanban Boards into related categories. “Verto is a cloud-based software as a service solution that enables you to manage everything from simple day to day workspaces and activities through to major projects, all within a single platform. Movement between the stages is supported by workflows and if required, an approval step. It's the governance report you want to copy TO that you should select first, not the governance report you want to copy FROM. Reporting. Plan your project or workload and manage every milestone. Using cutting edge technology from Microsoft (such as OpenID and the Graph API) Verto 365 embeds a wide range of work management tools directly into Teams. Verto 365’s Kanban boards offer a completely agile and configurable way of monitoring any activity, meeting or project. Feeds. Contact us to tell us how your team works best. This is where the user can list the individual financial savings for delivering a project or activity. Switch your system notifications on or off by clicking on the toggle On/Off button against a notification (the default is all site notifications are on). 1: How to add fields to a navigation section Step 2. The good news is that switching on SSO with Verto is really easy! All we need to know is your Microsoft Tenant ID. Verto 365 embeds its functionality within the Microsoft Teams platform to create a new level of serviceability that lets you do more. These areas hold an unlimited number of Kanban Boards that can be grouped in any way that makes you most productive and makes most sense for your role or set of tasks. User Features. Anyone added as an Owner will receive a Verto notification and can set-up their own reminders for completion. When you create your new password, the system will check if that password has been previously exposed in an online data leak according to the database maintained at Have I Been Pwned. Verto 365’s key benefit is the introduction to a more seamless way of managing work from small tasks, such as reporting and learnings, through to complex business programmes including strategy and planning. From here you can do the following: Switch your notifications on or off for that workspace by clicking on the toggle button (default setting is On). Workspaces Free - Verto 365's Workspaces begin free, online, or from Microsoft Teams, giving you scope to create up to three Workspaces areas. Asana. 2. Instead of colleagues. Verto 365 is the work collaboration platform designed for everyone. Resource Management. e. Custom print templates Risks Status. Governance reports can include health reports, highlight reports, checkpoints & change requests. The project table layout can be changed from ‘Summary’ to ‘Edit All’ view using Actions > Layout. A report enables the user to extract specific data from Verto in a custom format. Understand which features can support your project or programme management needs. Tabset anchor. You can decide what fields you want your table to contain as part of the set up process and these options can be changed later if needs be. The good news is that switching on SSO with Verto is really easy! All we need to know is your Microsoft Tenant ID. Project file area – this file area is only visible to those people involved in the project and so is a good place to store project related documents, available to the project team. We support clients across both public and private sectors, of all sizes, and maturity levels. Click here to access the Verto 365 App in the Microsoft store. A report enables the user to extract specific data from Verto in a custom format. Verto is an adaptable Project Management solution that fully embeds into Microsoft Teams. Select the widget you want from the options displayed on-screen. Verto Spotlights. With Verto 365, you can take advantage of work collaboration and project management software online, or excitingly now from inside Microsoft Teams. 2: Selecting the right field type Step 3. Verto 365 helps you manage what you do. io Bytes Software. There are a number of notifications available, and these must be switched on. Read the article in full here: TMI Systems’ Verto 365 harnesses the power of the commercial marketplace to scale and reach new markets Microsoft Tackle. If you are in the Teams App, this will be located under the Verto tab. This mock-up, along with a completed report checklist, will contain all the information required to produce the report. Workspaces Free - Verto 365's Workspaces begin free, online, or from Microsoft Teams, giving you scope to create up to three Workspaces areas. Manage projects using live and interactive dashboards. Next to each report is a downward arrow which will give you the option to Subscribe. They allow the whole team to keep up to date with project progress and form part of the governance process. Learn how to use the Verto Performance Planning Module to manage organisational plans and key performance indicators. an individual who has added the Verto 365 Teams App but doesn't have an active account. How to Enter Data. To create a new governance report, go to the Administration Cog > Configuration and click on Actions > Add next to the Governance Reports or Governance Reports (Standalone) title in the menu. Say goodbye to juggling emails, documents and spreadsheets. When importing an MS project plan multiple times on the same project, you must always use an updated version of the original MS Project file. Verto Essentials. g. Verto 365 enables LEPs to stand out as central hubs for innovation and investment across the country by providing a simple, organised, co-ordinated one stop shop for projects and programmes. Please contact Verto Support to amend the lookup contents. Easily reorganise your workflow if the need arises. Approvals. And all, directly from within Microsoft Teams . VertoCloud Pricing. The layout of the benefits table can be changed to an Edit All view using Actions > Layout. There are 3 levels of Timesheet Approvers: Project Level - nominated users at the individual project level can receive submitted timesheets for work against the project. Verto offers an OData API which provides real time, read only access to your Verto data. Verto 365 offers four grades of software pricing from Verto One to our enterprise solution. Verto Password Rules How to log into Verto How to switch between Verto sites How to add a project How to use the Verto 365 Teams App How to manage site access requests [For System. Verto 365 Spotlight Dashboards Spotlight Kanban Boards Spotlight Feeds Spotlight Workspaces Spotlight The Knowledge Hub Spotlight Enhanced Project Tables Spotlight Input Templates Spotlight Static Landing Page Spotlight Sub-Projects Spotlight External Forms SpotlightVerto 365 by TMI SYSTEMS LIMITED. Rather than deleting a record within a project, for example deleting a completed risk or issue, you can instead archive the record. Keep accountable with a range of tools designed to get your project to the end goal in as simple and effective ways as possible. Mark the field as Mandatory - Tick this box if the field must be completed before the item can be submitted. Site Design [For System Administrators] Data Migration [For System Administrators] Verto Spotlights. If you are in the Teams App, this will be located under the Verto tab. If required, the ‘Read Only’ check box can be used to restrict access to viewing only. All available security and compliance information information for Verto 365, its data handling policies, its Microsoft Cloud App Security app catalog information, and security/compliance information in the CSA STAR registry. So you can access information and assign. It's fully integrated with Microsoft Teams, M365 and is entirely user configurable supporting multiple business processes across the organisationIn order to build a custom report, the Reports Team will require a mock-up outlining how your report should look, and where the data should be pulled from in the system e. It helps to oversee the use of resources available to ensure efficiency and cost effectiveness. Remember. Dashboards. Click on the Administration Cog > Configuration and either: Expand the triangle next to Stages in the menu on the left-hand side, and then select the relevant stage. In Verto 365’s interactive project dashboards, you can easily retrieve all the latest messages and information you need, and work collaboratively with your teams and stakeholders in real. Verto 365 Spotlight Dashboards Spotlight Kanban Boards Spotlight Feeds Spotlight Workspaces Spotlight The Knowledge Hub Spotlight Enhanced Project Tables Spotlight Input Templates Spotlight Static Landing Page Spotlight Sub-Projects Spotlight External Forms SpotlightClick on the Reports tab in the navigation menu at the top of the screen. Kanban Boards. Building Your Site. Resource Management. Awaiting Approval. Verto 365 helps you manage what you do. Viewing the data in one central location makes it easy for teams to collaborate and quickly assess the current status of a Portfolio, Programme or Project. Approvals. Anyone added as an Owner will receive a Verto notification and can set-up their own reminders for completion. between two projects. Hold all information within the Microsoft Teams app and save time by not leaving your Teams window to tick. Workspace specific notifications Whilst in a Workspace, click Actions > Notifications. Simple lookups have the option to enter a description which will then be visible wherever the question is used across the site. Only Resource Administrators have permission to view and approve project resource requests. Performance Planning. Our Verto 365 App allows you to manage your work and collaborate within Microsoft Teams. Only Resource Administrators have permission to view and approve project resource requests. What is a stage? What is a governance report? Step 1: How to add or edit a navigation section Step 2. Enter the name of your workspace or project and where prompted, enter the requested information. Provide simplified updates on project progress, risks, dependencies and upcoming milestones. This will be available for you to configure in Administration Cog > Configuration > Sub-Projects. They can also be marked according to their priority and assigned to individuals or groups of people for action. Click here for more information on how users can sort, filter or group their data in the project tables. Verto 365 allows project managers to retrieve all historical versions of documents and track all updates made. Verto 365 is a cloud-based platform that connects teams and their work online and in Microsoft Teams. A new screen will appear. Verto 365 helps you manage what you do. Feeds. Performance Planning. Any number of levels can be added to a hierarchy which means they can be built to match the way your organisation manages its portfolios, programmes and projects. Sub-projects can be created in a few simple steps: Contact support@vertocloud. Governance report tables (Verto Pro Only) Governance report tables display a list of all draft, submitted or approved governance reports against the project. System Administrators can create a set of default tasks and milestones which are inserted into a new project when it is added to Verto. Project Management is a team effort. Performance planning – link project outputs to outcomes and KPIs. Project file area – this file area is. It's fully integrated with Microsoft Teams, M365 and is entirely user configurable supporting multiple business processes across the organisation In order to build a custom report, the Reports Team will require a mock-up outlining how your report should look, and where the data should be pulled from in the system e. Verto 365 Spotlight Dashboards Spotlight Kanban Boards Spotlight Feeds Spotlight Workspaces Spotlight The Knowledge Hub Spotlight Enhanced Project Tables Spotlight Input Templates Spotlight Static Landing Page Spotlight Sub-Projects Spotlight External Forms SpotlightHow to group your cards. You can decide what fields you want your table to contain as part of the set up process and these options can be changed later if needs be. Review the approvers' comments (if No selected) and either approve the report, return it to the author or reject the report. If you're unsure of your login details, contact your administrator or get in touch for support. Features. Resource Management. Upon receipt of this, a member of the team will review your request a provide a time and cost estimate to complete the work. Use Verto to help you focus on what needs your attention using links, statuses, priorities, deadlines, risks and more. Verto Essentials. A Verto password must be a minimum of 15 characters long. Phone Number 442034881718. From here you can group your cards based on: Due Date; Members; Added By; Tags; Priority; Status; Project; Select your group choice and click Close. Click on the magnifying glass icon in the top right-hand corner of the screen to access the Verto search function. For example, reduction in staff, reduction in property footprint, reduction in stationary spend etc. Approvals. They are dedicated areas within Microsoft Teams for you to group Kanban Boards into related categories. io Bytes Software. This article takes a look at each. As a minimum you will need to give your new governance report a name (description) and enter the 'singular description'. Timesheets. Site Design [For System Administrators] The Master Template Building Your Site Permissions Workflows Application Messages Notifications Static Landing Page Input Templates Sub-Projects External Forms. Verto 365 allows work to be managed from within Teams, taking away the interruption of having to switch to alternative systems to complete tasks. Verto has its own file storage area, where supporting documentation can be uploaded. Individual indicators can be directly linked to projects and activities in Verto. Each week will start on a Monday. Feeds. Verto 365 within Teams is complimentary to what you are already doing so you can use Verto online via the website, or in Microsoft Teams. May 20, 2021. If you’re already using MS Teams, Verto 365 is the next logical step. They will also see these records in their personal Feed. Amend the card Title (if. Compare costs with competitors and find out if they offer a free version, free trial or demo. Head to our sign-up page to get 30-days free. Get your free trial Buy now. Dashboards. With seamless collaboration & project management tools, Verto 365 streamlines innovation for your. Getting Started. It manages everything from simple day to day tasks through to major initiatives right across the organisation. Health Reports, Change Requests. Project file area – this file area is. Having all projects and programmes in one place 5. Data Table - a data table is an easy way to present a list of records in a simple view, similar to how you may be used to seeing data displayed in a spreadsheet or a Verto project table. Verto 365’s tools collate data from various existing systems used in the workplace and succinctly amalgamate it in one central hub allowing for standardisation. To speed up the build process, you. Click on the Dashboard tab in the navigation menu at the top of the screen (if you are in the Teams App, this will be located under the Verto tab). Predecessor Tasks: Mapped to dependencies in Verto (shown on the Gantt as an orange line). Click on the 3 dots in the top right of the widget you want to copy and select Copy > Here. Verto Allows Microsoft Teams to Become Your Complete Work and Project Management Platform. Pros. Gantt Chart Notifications Change History Comments VertoSense & Network Maps Tailoring Stage and Project Tables Other Useful Features. (15,111) Smartsheet is a modern work management platform that helps teams manage projects, automate processes, and scale workflows all in one central platform. Verto 365 has long been known for its strong reputation within both Local Government and NHS organisations, and more recently as a growing presence within UK Central Government and now private sector organisations. Approvals. When building your form(s) it is important to consider whether there will be a requirement for the data in the external form to flow through into subsequent stages in the site i. Verto offers four levels of pricing, Free, using Verto 365 Playground is available. Get up to 3 Workspaces, containing unlimited Kanban Boards with a total of 250 cards to begin managing your tasks and day-to-day activities from one place using logical digital to-do lists. Learn more about how to add a project, our Teams App and SSO. Learn more about boards and how they can be used to support collaboration. And all, directly from within Microsoft Teams . Clothes - select clothing colour and design. Use Verto 365's complete range of tools directly from within Microsoft Teams to manage tasks and. e. To get started, sign up for Verto 365 using an account in your instance of Microsoft Entra ID. Changes can be viewed at either the project level or. You can also search for a specific card title using the search bar. io Bytes Software. Performance Planning. Verto Project. This means that the Stage Administrator can:The export configuration function allows you to generate an Excel file from Verto containing all details of the stages and governance reports in your site. Verto 365's Workspaces for #MicrosoftTeams allows you to move forward without the friction of training sessions, and all from a platform you're already familiar with. 4. Getting Started. Flexibility is key and the easily moveable cards on the Kanban board can include a range of entries to provide a team with the most comprehensive view of their workspace. Provide the name of your sub-project i. A customised portfolio, programme and project management solution. Learn more about how to create a report mock-up, the importance of the report checklist and how to access the OData API. Dashboards. Create customisable reports that contain the data your stakeholders care about. There is a worksheet for each stage and governance report, containing a breakdown of which fields are being used. Note: default tasks and milestones are generated when a project enters a stage. See full list on vertocloud. VertoCloud Pricing. Verto 365 Spotlight Dashboards Spotlight Kanban Boards Spotlight Feeds Spotlight Workspaces Spotlight The Knowledge Hub Spotlight Enhanced Project Tables Spotlight Input Templates Spotlight Static Landing Page Spotlight Sub-Projects Spotlight External Forms Spotlight If you are in the Teams App, this will be located under the Verto tab. Quickly adapt to changes by reshuffling your board and evolving how you work to match the needs of your project. If you cannot see the App, please contact your IT Department, and ask for it to be added to the approved list of Apps for your organisation. Features. Approvals. Use Verto 365 for managing your benefits realisation, and map any project or workstream against a certain set of desirable outcomes. Resource Management. Learn about the variety of features available to you. Our self-service tools mean. Enterprise Times first asked Wright to talk about Verto and what it is. Learn more about our boards feature and how you can create lists, add cards, set priorities, attach files and monitor completion dates. Kanban Boards. Contact us to tell us how your team works best. Generating Reports. A report enables the user to extract specific data from Verto in a custom format. Click on the Edit button against a field to undertake the following changes: Description - Change the default field Description (name). Verto Essentials. Using cutting edge technology from Microsoft (such as OpenID and the Graph API) Verto. Get up to 3 Workspaces, containing unlimited Kanban Boards with a total of 250 cards to begin managing your tasks and day-to-day activities from one place using logical digital to-do lists. Select the new Destination for your list (My Boards or workspace/project) Select the specific Board Select the List Order (position of the list in the new board) Click Move. Engaging Stakeholders Using Verto 365. Serving their local community is dependent on many factors ranging from geo-politics to community preferences and everything in. Feature Spotlights. Verto Allows Microsoft Teams to Become Your Complete Work and Project Management Platform. Reporting. Baselining. The system will seek the rate in the following order: Rate against the user in the specific projectAs a user, you can manage your notifications in one of two ways: From the user profile. Site Design [For System Administrators] The Master Template Building Your Site Permissions Workflows Application Messages Notifications Static Landing Page Input Templates Sub-Projects External Forms. We'll help you maximise. New performance groups can be added by clicking on Actions > Add. The Verto 365 App will refresh to display the new site. These Terms were last updated on 23rd October 2015. Find the right software tier for your team and work management. Export options are accessed by clicking on Actions > Export. Last Funding Type Series A. Select which data you want the widget to display – i. It offers workspaces, Kanban boards, project management, and. Site Design [For System Administrators] The Master Template Building Your Site Permissions Workflows Application Messages Notifications Static Landing Page Input Templates Sub-Projects External Forms. A pop-up will appear for you to start typing into. These Terms are binding on any use of the Service and apply to You from the time that TMI Systems provides You with access to the Verto Service. These areas hold an unlimited number of Kanban Boards that can be grouped in any way that makes you most productive and makes most sense for your role or set of tasks. It enables users to work directly within. Start your Free. Verto Essentials. Dashboards. Performance - this area is where you can group the individual indicators together and display them under Objectives, Organisational Plans, Outcome Groups, Departmental Areas etc. Kanban Boards. When you create your new password, the system will check if that password has been previously exposed in an online data leak according to the database maintained at Have I Been Pwned. The widget will be re-created in the main body of the dashboard or within the container widget, depending on where the original widget was located. Report Building Subscriptions Tags Hierarchies. A site request is generated when someone within your organisation requests access to your Verto site, i. The work collaboration platform for everyone Functional overview Verto makes work collaboration possible Verto 365 is a cloud-based solution that provides a work collaboration platform for the entire organisation. Anyone added as an Owner will receive a Verto notification and can set-up their own reminders for completion. Workspace/Project Boards - Open an existing workspace/project or add a new one. Performance - this area is where you can group the individual indicators together and display them under Objectives, Organisational Plans, Outcome Groups, Departmental Areas etc. This mock-up, along with a completed report checklist, will contain all the information required to produce the report. Projects, programmes and even complete portfolios of work can be stored securely and managed from within Teams by multiple users. Click on the teal arrow in the top left to open the feeds menu. There are two types of reports which can be generated from Verto - custom print templates and aggregated reports. It focuses on key questions such as background, aims and delivery dates. Approve an item. Understand how you can share a dashboard template with others. Read the message that comes up to ensure that you are happy the information in the correct governance report is. Verto 365 Spotlight Dashboards Spotlight Kanban Boards Spotlight Feeds Spotlight Workspaces Spotlight The Knowledge Hub Spotlight Enhanced Project Tables Spotlight Input Templates Spotlight Static Landing Page Spotlight Sub-Projects Spotlight External Forms SpotlightGovernance reports can include health reports, highlight reports, checkpoints & change requests. If you're unsure of your login details, contact your administrator or get in touch for support. Select the Add button in the top right corner and in the pop-up enter a title for your new feed. For example, a lifecycle could consist of the following stages:. Resource management is the practice of planning, scheduling, and allocating people to a project. 280 followers. In the popup, type in the name of the person you wish to invite to your workspace and assign them a role. 2. Feeds. Whilst on the Home dashboard, click on the Add button and select ‘Workspace’ from the menu. Our Verto 365 App allows you to manage your work and collaborate within Microsoft Teams. Each governance report type will have it's own separate list i. Verto 365 does the hard work for you. It is a great way to keep on top of actions, and visualise progress across your work processes. It has fully embedded its project and programme management (PPM) solution into Microsoft Teams.