Getting to know your role as

Administrators

Introduction to the Sensei IQ Administrator training (10:22)

Understanding the Sensei IQ Application Administrator Role (05:25)

Understanding the Sensei IQ System Administrator Role (03:53)

Understanding the Sensei IQ Customization Administrator Role (02:37)

Understanding the Sensei IQ Reporting Administrator Role (01:50)

System Overview

Sensei IQ System Overview

Overview of the System Architecture (08:58)

Understanding Microsoft Licensing Requirements (5:32)

Understanding Sensei IQ Security (11:55)

Application Administrator

Manage Bookable Resources

Create and maintain resources (12:28)

Create and maintain resource calendars (3:07)

Maintain Application Parameters

Creating and Managing Project Types (5:58)

Create and maintain enterprise calendars (05:02)

Creating and Managing Financial Categories (3:06)

Creating and Managing Fiscal Periods (3:51)

Creating and Managing Timesheet Periods (4:07)

Creating and Managing Non-Project Timesheet Categories (3:54)

Maintain Configuration Settings

Managing System Configuration Settings (6:26)

Creating and Managing External Project Sync Settings (6:33)

Monitoring External Projects (4:24)

Deleting Records (2:21)

System Configuration Job Aid (Download)

System Administrator

Manage Access and Security Permissions

Managing User Permissions (3:48)

Understanding Group Management and Security Roles (4:33)

Managing App Permissions (3:48)

Managing Power BI Permissions (3:26)

Monitor System Settings

Monitoring Dataflows (5:16)

Monitoring Power Automate Flows (3:30)

Monitoring Power BI refreshes (4:31)

Customization

Solution customization overview

Overview: Sensei IQ Customizations (08:57)

Sensei IQ Customizations Exercise (03:19)

Managing the data elements

Overview: Data Elements (04:13)

Data Elements Exercise (4:28)

Managing the user interface (UI) elements

Overview: User Interface Elements (10:41)

Modifying the Sensei IQ app interface (07:32)

Managing the logic elements

Overview: Logic Elements (03:22)

Creating a Business Process Flow (BPF) (05:59)

Managing the visualization elements

Overview: Visualization Elements (02:12)

Creating some visualizations (06:51)

Additional tools and best practices recap

Additional Tools, Resources and Best Practices (04:58)

Reporting

Microsoft Dataverse and data structure

Overview: Microsoft Dataverse and Data Structures (06:34)

Explore Dataverse and Data Structures (07:06)

Customizing report files

Overview: Customizing Report Files (1:29)

Download .pbix files (02:17)

Modify a Query and Report page (18:55)

Copy an existing query (02:34)

Modify copied query (19:15)

Apply changes and add report pages (16:43)

Configure the Info page (05:53)

Prepare the report for publishing (01:57)

Publishing and maintaining Sensei IQ reports

Overview: Publishing and Maintaining Sensei IQ Reports (00:24)

Publish reports to the Power BI workspace (06:56)

Scheduled refresh for Power BI datasets (03:31)

Obtain the embed link for the Sensei IQ Report Setting (05:04)