Targets

Getting Started

• Overview of Targets
• Purpose of the Audit Field
• Basics of Devensoft M&A
• Introduction to Devensoft M&A - Transact (Target)
• How Do I Add or Edit a Target?
• Why is the 'Deal Lead' Field Required?

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Summary

• Difference Between 'Target Valuation' and 'Valuation?'
• Is the US State Field Dependent on the Country Field?
• How Do I Restrict Pipeline Visibility Using the Business Unit Field?
• How is the Gate Approval Field Used in the Deal Summary Section?
• Cloning a Target
• How Does the "Copy to Program" Feature Work?

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Workstreams

• How to Delete a Workstream
• How to Filter a Workstream
• How to Create a Workstream in a Target

Team

• How Do I Remove a Person from a Target?
• Linking Team Members

Financials

• How to edit a financial
• Where Do I Change Currencies?
• [HowTo] Create a Financial
• How Do I Import Financials?
• How to Export a Financial

Risks

• How is Probability Calculated Within a Risk?
• How to Create a Risk in Integrations and Targets
• Target: Export Risk
• Importing Risks

Documents

• How to Delete a Document in Targets
• What is the Document Storage Capacity?
• About Target Documents
• How to Create a New folder in Targets
• How to Modify Document Revisions
• How do you link a SharePoint document?
• How to View Files and Folders in Targets
• How to Edit a Document In Targets
• Linking Documents in a Target

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To-Do's

• To-Do's - Creating, Managing and Responding

Activity Map

• Bulk Edit Feature
• Using the Gantt Chart
• Activity Map Features Overview
• About the Activity Map
• How Do I Filter Within a Target
• Delete an Activity

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Importing Data

• Target Import Checklist
• Importing a Target Playbook
• Importing Targets

Milestones

• How to Delete a Milestone in Targets
• How to Create a Milestone in Integrations and Targets
• About Milestones

Issues

• Importing Issues
• Export Issues in Targets

SubTasks

• Creating SubTasks in Targets

Stream

• Why Doesn't My Email Appear in Stream?
• How Do I Share an Activity Stream Email?

Notes

• How Do I Add a Note To A Target
• How Do I Delete a Note from a Target

Findings

• How to Create a Finding in Targets

Exporting Data

• Exporting Data From a Target

Tasks

• How to Copy Planned to Forecast in Targets
• How to Create Tasks in Integrations and Targets

Score Ranking

• Score Ranking Overview

NDA

• NDA Lifecycle
• How to Link Team Members who have signed an NDA outside of Devensoft

Projects

• How To Filter a Project
• How to Delete a Project
• About Projects in Targets

General

• How to link additional phases to a target/integration