Using Lifecycle Manager

• User Console Reports and Data Export Options
• Microsoft 365 Client License Summary
• Understanding Microsoft 365 data in Lifecycle Manager
• Viewing client contacts
• Optimizing Software Asset Management
• Optimizing asset management with the Hardware console

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• About SaaS Management
• Navigating the SaaS Management page
• Deploying the SaaS Management agent
• Configuring SaaS Management settings

• Conducting assessments
• Building assessment templates
• Uploading assessment templates
• Configuring responses for assessment items
• About weighting in assessments
• Editing a completed assessment

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• About Initiatives
• Creating an Initiative
• About the Initiative Detail view
• Getting started with Roadmaps
• Best practices when using Roadmaps
• About the Global Roadmap page

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• About Budget Forecasts
• Customizing Budgets
• Exporting Budget PDFs

• Using Windows 11 Insights to Identify Upgrade-Ready Devices
• About the Insights Dashboard
• How to use the Insights Dashboard
• What are Insights?
• Viewing account level Insights
• Personalized Insight policies and operators

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• Managing Goal templates
• Managing Client Goals

• About the Client Profile
• Creating and Linking PSA Opportunities from Initiatives
• Creating segments and assigning clients
• Adding account team members & key contacts to clients
• Viewing client-specific Insights
• Viewing forecasted assets within Insights

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• Lifecycle Manager Reports
• Editing the global Scheduled Reports email template in Lifecycle Manager

• Using Client IQ (Beta)

• Managing client meetings
• Managing meeting templates
• About the Global Meetings page

• Using the Hardware Lifecycle Report for asset insights
• Branding the Hardware Lifecycle Report
• Scheduling reports for automated distribution
• Leveraging age-based reporting for informed hardware decisions
• Personalizing client-specific Scheduled Reports
• Creating custom report templates

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• Importing Contracts from PSAs
• Agreements Overview
• Manually Creating Contracts
• Creating Reusable Contract Templates
• Importing Contracts from Autotask PSA
• Importing Contracts from ConnectWise Manage

• About Global Analytics
• About Client Analytics

• Creating account teams
• Configuring Lifecycle Manager for Each Managed Client
• Configuring client hardware replacement settings
• Configuring Client Warranty Coverage Settings
• Configuring Client Time and Date Settings
• Linking and Renaming Clients

• About Deliverables
• Creating a Deliverable
• Adding and configuring Deliverables sections
• Presenting and sharing a Deliverable
• Working with Deliverables Templates
• Creating reports using deliverables (LEGACY)

• About the Client List
• Leveraging Digital Maturity Index (DMI)
• Digital Maturity Index reference
• Taking action to improve DMI

• 2026 Release notes
• 2025 Release Notes