Welcome to our Two Sales Engineers how-to video series! If you want to know what OpenText Project and Portfolio Management can really do, you’re in the right place.
In this ongoing series, our two sales engineers Mark and Alan break down the key features and benefits of OpenText Project and Portfolio Management through quick, easy-to-follow videos. Whether you’re managing strategic plans, juggling resources, or trying to get a clear view of priorities, these videos share exactly how your team can stay aligned and deliver results with the OpenText solution.
We’ll keep adding new videos regularly, so check back often and follow along as we explore more ways to make your project and portfolio management faster, safer, smarter, and more transparent.
Strategy shouldn’t live in a slide deck
When your business goals are clear but your execution feels like a game of telephone, it’s time to realign. In this strategic portfolio management demo, Mark and Alan show how easy it is to connect strategy to delivery—no spreadsheets or status chases required. Watch as they map investments to objectives, weigh scenarios, and visualize how every project supports the bigger picture. It’s strategic alignment that actually moves the business forward. Watch how alignment comes to life.
FedRAMP certified for secure, compliant delivery
When it comes to protecting sensitive data, shortcuts aren’t an option. Mark, Alan, and special guest Kip Winning walk through how a FedRAMP-authorized solution – like OpenText™ Project and Portfolio Management – gives organizations the confidence to move fast without compromise. From hardened security controls and continuous monitoring to streamlined audits and trusted compliance, you’ll see how FedRAMP authorization translates into real-world peace of mind. It’s security that scales with your ambitions.
See how FedRAMP certification keeps every project protected.
Process automation gets a makeover
Mark and Alan are back—this time showing how workflow magic happens when your project and portfolio management engine takes a serious upgrade. In the demo, you’ll see how the revamped “Key Workflow Steps” feature simplifies approvals, automates hand-offs, and replaces the spreadsheet shuffle with streamlined flow. Think fewer bottlenecks, more velocity, and a PMO that actually breathes.
Watch how automation becomes your productivity rocket.
Explore the new menu design in OpenText Project and Portfolio Management
New menu design: Our dynamic duo of sales engineers returns to serve up another fresh feature highlight. This time, they’re digging into the all-new hamburger menu, a deceptively simple upgrade that’s delivering serious usability wins. Tune in as they walk through how this redesigned navigation is making it easier and faster for users to access the tools they need across OpenText™ Project and Portfolio Management. It’s a small change with big benefits and a great example of how we’re continuously evolving the experience based on real-world feedback. Watch now to see how a smarter menu makes for a smoother project and portfolio management (PPM) experience.
Resource management simplified with OpenText Project and Portfolio Management
Team sharing episode: Join Mark and Alan as they dive into a powerful feature within OpenText Project and Portfolio Management: team sharing. In this demo, they walk through how team sharing helps organizations streamline resource management by making it easier to assign, manage, and reallocate resources across projects — without the usual bottlenecks.
Whether you’re dealing with limited capacity, shifting priorities, or simply trying to get the most out of your teams, this feature is built to bring flexibility and clarity to how work gets done. It’s a smarter, more collaborative way to manage shared resources — and it’s already changing the game for OpenText Project and Portfolio Management users.
