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Knowledge base
Getting Started for Project Managers
Welcome to FocusHQ
2
Welcome to Focus HQ
Raising a request with Focus HQ Support
Project Lifecycle and Project Creation
1
Project Creation/ Project Lifecycle/ Approvals
Project Schedule
1
Create WBS and Project Schedule
Project Budget
1
Create and Manage Project Budgets
Project Benefits
1
Create and Manage Project Benefits
Project Settings and Pushing Project to Execution
1
Push a Project to Execution/ Set Up Project Settings
Project Lead and Lag Indicators
1
Lead and Lag Indicators
Project Risk
1
Create and Manage Project Risks
Project Issues
1
Create and Manage Project Issues
Project Actions and Meetings
1
Create and Manage Project Actions and Meeting Minutes
Personal Dashboard
1
Manage your Personal Dashboard “My Dashboard”
Project Reporting
1
Setting Up Scheduled Report & Generating Adhoc Report
Project Change Requests
1
Manage Baseline Changes (Change Requests)
Evaluate Benefits in Projects
1
Reaping Benefits in Projects
Close a Project
1
Project Close-out
Getting started with us
Home Page Navigation
2
1.0 Home Page Navigation Guide
Create Focus HQ App Shortcut in Mobile Phone
Project Dashboards
7
1.1 All Projects Dashboard
1.2 Filter My Projects
1.3 Filter Team Member Projects
1.4 Filter Co-Dependent Projects
1.5 Filter Projects at Risk
View all 7
Pipeline Dashboards
4
1.1 All Pipeline Dashboard
1.2 Approved Opportunity Projects Dashboard
1.3 Kick-off (Full Kitting) Projects Dashboard
1.4 Pending Approval Projects Dashboard
Hints and Tricks
FocusHQ Navigation
4
1.1 Downloading Data
1.2 Results per page
1.3 Sort Order
1.4 Filters and Search
Glossary
42
1.0 Overview Glossary
1.1 Budget Glossary
1.2 Dashboard Glossary
1.3 Risk Glossary
1.4 Issues Glossary
View all 42
Logic and Calculations
0
Admin-Exclusive Features
1
Admin-Exclusive Features
Projects
Project Budget
14
1.0 Project Budget Navigation Guide
2.1 Project Budget Add New Cost Item
2.2 Project Budget Update Baseline Cost
2.3 Project Budget Update Forecast Cost
2.4 Project Budget Update Actual Cost Item
View all 14
Project Schedule
48
Schedule Glossary
1.0 Project Schedule Module Introduction
2.1 Manage Project Schedule Tasks
2.2 Update Project Schedule Tasks
2.3 Delete Project Schedule Tasks
View all 48
Project Reports
26
1.0 Navigate Project Reports
1.1 How to Add New Report Within A Project
1.2 How to Download Project Reports
1.3 Filter Project Reports
1.4 Search a Project Report
View all 26
Project Risks
35
1.0 Navigate to Project Risks
1.1 How to Download Project Risk in CSV or PDF copy
1.2 Filter Project Risk by Status
1.3 Filter Project Risk by Rating
1.4 Search Project Risks
View all 35
Project Action Tracking
18
1.0 Project Action Tracking
1.1 Add an Action, Decision and Dependency in Action Tracking
1.2 Update/ Complete an Action, Decision and Dependency in Action Tracking
1.3 Quick Editing an Action, Decision and Dependency in Action Tracking
1.4 Deleting an Action, Decision and Dependency in Action Tracking
View all 18
Project Activities
7
1.0 Manage Project Activities
1.1. Set Email Notifications for Project Activities
1.2 Create New Project Activities
1.3. Edit Project Activities
1.4 Delete Project Activities
View all 7
Project Issues
39
1.0 Manage Project Issues
1.1 Create a New Project Issue
1.2 Update a Project Issue
1.3 Project Issues Trend Calculations
1.4 Remove a Project Issue
View all 39
Project Change Control
26
1.0 Navigate Project Change Control
1.1 How to Download Change Control Requests
1.2 Filter Change Control Requests
1.3 Search a Change Control Request
1.4 Select Project Change Control Columns to Display
View all 26
Project Deliverables
8
1.0 Manage Project Deliverables
1.1. Manage Deliverable Email Notifications
1.2. Create a New Deliverable
1.3. Update a Deliverable
1.4. Complete a Deliverable Manually
View all 8
Project Benefits Tracking
12
1.0 Benefits Tracking Introduction
2.0 Enable Benefits Tracking
3.0 Add/ Identify Benefit Categories
3.1 Add a Benefits Tracking Sub-Category
4.0 Configure Benefits Tracking: Customised Fields
View all 12
Project Documents
6
1.0 Navigate Project Documents
1.1 How to Add Project Documents
1.2 How to Update Project Documents
1.3 How to Remove a Project Document
1.4 How to Search a Project Document
View all 6
Project Settings
23
1.0 Manage Project Overview
1.1 Update Project Overview
1.2 Update Project General Settings
1.3 Update Project Co-Dependencies
1.4 Update Project Work Streams
View all 23
Project Quality Management
24
1.0 Navigate Project Quality Management
1.1 How to Download Quality Review
1.2 Search Quality Review
2.1 Create a New Quality Review
2.2 Update a Quality Review
View all 24
Project Notifications
9
1.0 Navigate Project Notifications
1.1 Filter Notifications By Module
1.2 How to Download Notifications
1.3 Filter Notifications By Period
1.4 Mark All Notifications As Seen
View all 9
Project Time Tracking
2
Project Time Tracking
Setup Project Role Responsibility for Time Tracking
Project KPI's
14
1.0 Navigate the Project KPI
1.1 How to Download KPIs
1.2 Filter KPIs by Type
1.3 Search KPIs by Title
2.1 Create a New KPI within a Project
View all 14
Project Overview
13
1.0 Navigate the Project Overview
1.1 Navigate the Project Details
1.2. Navigate the Project Outline
1.3. Overall Project Trend
1.4 Navigate Budget Progress
View all 13
Project Dashboards
12
1.1 Navigating to the Project Dashboard
1.2 Dashboard Functionalities
2.1 Setting Up the Dashboard Tab & Section
2.2 Adding a Dashboard Item – Custom Tile Reporting
2.3 Adding a Dashboard Item – Benefits Tracking Tile Reporting
View all 12
Project Resourcing
32
1.0 Manage Assigned Key Users in a Project
1.1. How to Add Project Key Users
1.2. Remove a Project Key User
2.0 Manage Project Roles
2.1 How to Add New Project Role
View all 32
Project Approval
14
1.0 How to Navigate Project Approvals Dashboard
1.1 Filter Approval by Module
1.2 How to Download Approval
1.3 Filter Approvals by Date
1.4 Approvals Display
View all 14
Project CSV Exports
14
Project CSV Export > Activity
Project CSV Export > Change Control
Project CSV Export > Schedule
Project CSV Export > Benefits Tracking
Project CSV Export > Reports
View all 14
Bulk Import Projects
1
Bulk Import Projects
Pipeline
New Opportunity
14
1.0 Pipeline New Opportunity Navigation Guide
1.1 Create a Project from New Opportunity to Execution
2.0 Manage Pipeline New Opportunity Projects
2.1 Create a New Project
2.2 Update New Opportunity Project
View all 14
Approved Opportunity
15
1.0 Navigate Approved Opportunity
1.1 How to Download Approved Opportunity
1.2 Filter Approved Opportunity by Project Type
1.3 Filter Approved Opportunity by Department
1.4 Filter Approved Opportunity by Category
View all 15
Full Kitting
43
1.0 Navigate Pipeline Kick-Off (Full Kitting) Projects
1.1 How to Download Kick-Off (Full Kitting)
1.2 Filter Kick-Off (Full Kitting) by Project Type
1.3 Filter Kick-Off (Full Kitting) by Department
1.4 Filter Kick-Off (Full Kitting) by Category
View all 43
Pipeline Dashboard
13
1.0 Navigate Pipeline Project Table
1.1 Filter Pipeline Projects by Project Type
1.2 Filter Pipeline Projects by Department
1.3 Filter Pipeline Projects by Category
1.4 Filter Pipeline Projects by Stage
View all 13
Portfolio
Portfolio Setup
2
1.0 How to Setup a New Portfolio
1.1 Add a New Portfolio
Portfolio Overview
5
1.0 Navigate the Portfolio Overview
1.1 Navigate the Project Summary of a Portfolio
1.2 Navigate the Pipeline of a Portfolio
1.3 Navigate the Portfolio Cost
1.4 Navigate the Portfolio Schedule
Pipeline Management
16
1.0 Manage Pipelined Projects within a Portfolio
1.1 Add a Pipelined Project within a Portfolio
1.2 Remove a Pipelined Project within a Portfolio
2.1 Manage Pipeline Project Module Notifications
2.2 Manage Pipelined Projects User Access Levels
View all 16
Portfolio Reporting
21
1.0 Navigate Portfolio Reports
1.1 How to Add New Report within a Portfolio
1.2 How to Download a Portfolio Report
1.3 Filter Portfolio Reports
1.4 Search a Report within a Portfolio
View all 21
Portfolio Action Tracking
17
1.0 Portfolio Action Tracking
1.1 Add an Action, Decision and Dependency in Action Tracking
1.2 Updating an Action, Decision and Dependency in Action Tracking
1.3 Quick Editing an Action, Decision and Dependency in Action Tracking
1.4 Deleting an Action, Decision and Dependency in Action Tracking
View all 17
Portfolio Risks Management
33
1.0 Navigate Risk Management within a Portfolio
1.1 Add a New Project Level Risk in Portfolio (without Risk Template)
1.2 Add a New Project Level Risk in Portfolio (with Risk Template)
1.3 Add a New Portfolio Level Risk (without Risk Template)
1.4 Add a New Portfolio Level Risk (with Risk Template)
View all 33
Portfolio Issues Management
15
1.0 Navigate Issue Management within a Portfolio
1.1 Add a New Portfolio Issue
1.2 Navigate Portfolio Issue Register
1.3 Portfolio Issue Trend
2.0 Portfolio Issue Management User Access Levels
View all 15
Portfolio Budget Management
11
1.0 Navigate Budget Management within a Portfolio
1.1 Navigate the Portfolio Budget Profile
1.2 Navigate the Portfolio Cost Performance Chart
1.3 Portfolio Budget Trend
2.0 Portfolio Budget Management User Access Levels
View all 11
Portfolio Resource Management
20
1.0 Navigate the Portfolio Resource Management
1.1 Navigate the Resource Profile - Portfolio Resources / Roles Chart
1.2 Navigate the Resource Profile - Resource Types for next 6 months
1.3 Navigate Resource Utilisation
2.0 Navigate Portfolio All Resources
View all 20
Portfolio Benefits Tracking
16
1.0 Benefits Tracking Introduction
2.0 Add/ Identify Benefit Categories
2.1 Add a Benefits Tracking Sub-Category
3.0 Configure Benefits Tracking: Customised Fields
4.0 Portfolio Benefits Tracking
View all 16
Sub-Portfolios
4
1.0 Manage Sub-Portfolios Within a Portfolio
1.1 Add a Sub-Portfolio Within a Portfolio
2.0 Manage Pipeline Notifications of a Portfolio
2.1 Manage Pipeline Sub Portfolio User Access Levels
Portfolio Close-Out
3
1.0 Manage Portfolio Close-out
1.1 How to Close a Portfolio
1.2 Download the Portfolio Close-out Report
Portfolio Settings
17
1.0 Manage Portfolio Overview
1.1 Update Portfolio General Settings
2.1 Assign a Portfolio Key Role
2.2 Remove a Portfolio Key Role
3.1 Update the Portfolio Monthly Reporting Schedule
View all 17
Portfolio Dashboard
15
1.1. Navigating to the Portfolio Dashboard
1.2 Dashboard Functionalities
2.0 Setting Up the Dashboard Tab & Section
3.1 Adding a Dashboard Item- Portfolio Level (Custom Tile Reporting)
3.2. Adding a Dashboard Item- Portfolio Level (Data Source Tile Reporting)
View all 15
Portfolio CSV Exports
12
1.1 Portfolio CSV Export > Overview
1.2 Portfolio CSV Export > Budget
1.3 Portfolio CSV Export > Action Tracking
1.4 Portfolio CSV Export > Issues
1.5 Portfolio CSV Export > Risks
View all 12
Programs
Program Setup
2
1.0 How to Setup a Program
1.1 Add a New Program
Program Overview
4
1.0 Navigate the Program Overview
1.1 Program – Navigate to the Project Summary
1.2 Program – Milestone Summary
1.3 Program Cost Performance
Program Risks
11
1.0 Navigate the Program Risk Profile
1.1 Navigate to the Program Risk Profile Chart
1.2 How to Download the Program Risk Profile Chart
1.3 Print Program Risk Profile Chart
1.4 Program Risks Trend Calculation
View all 11
Program Budget
10
1.0 Navigate the Program Budget Profile
1.1 Filter Program Budget Profile
1.2 How to Download the Program Budget Profile Chart
1.3 Print the Program Budget Profile Chart
2.1 Filter Program Cost Performance
View all 10
Program Resourcing
6
1.0 Navigate the Program Resourcing
1.1 Navigate the Resource Profile – Program Resources/Roles
1.2 Navigate the Departments – Resource Types for Next 6 Months
1.3 Navigate the Program Resource Utilisation
1.4 Navigate the Program All Resources
View all 6
Program Milestone
5
1.0 Navigate the Program Milestone Module
1.1 Navigate the Milestone Summary
1.2 Filter Program Milestone by Status
1.3 How to Download Program Milestone
1.4 Program Milestone Trend Calculation
Program Reporting
16
1.0 Navigate the Program Reporting Module
1.1 Add a New Program Adhoc Report
1.2 Program Reporting Navigations
2.1 Add a New Program Adhoc Report
2.2 Update a Program Adhoc Report
View all 16
Program Settings
13
1.0 How to Manage Program Overview
1.1 Update Program General Settings
2.1 Assign a Program Key User
2.2 Remove a Project Key User
3.1 Update Program Monthly Reporting
View all 13
Program Issues
7
1.0 Navigate to the Program Issues Module
1.1 Navigate the Program Issue Register
1.2 Filter Program Issues by Department
1.3 Filter Program Issues by Status
1.4 Filter Program Issues by Project
View all 7
People
Company Resources
5
1.0 People - Manage Company Resources
1.1 Add a New Company Resource
1.2 Delete a Company Resource
1.3 Deactivate a Company Resource
1.4 Activate a Company Resource
Team Member Details
5
1.0 People – Manage a Team Member Details
1.1 Update Team Member’s Details
1.2 Team Member – Manage Project Associations
1.3 Team Member – Update Capacity Fluctuations
1.4 Team Member – View Resource Utilisation
Resource Utilisation
1
1.0 Navigate to Resource Utilisation
My Coaching
My Coaching Dashboard
6
1.0 Navigate My Coaching Dashboard
1.1 Navigate My Coaching Overview
1.2 Navigate My Coaching Open Requests
1.3 Navigate My Coaching In-Progress Requests
1.4 Navigate My Coaching Answered Requests
View all 6
My Coaching Request
3
1.1 Add a New My Coaching Request
1.2 Add a Question to a My Coaching Request
1.3 Add an Attachment to a My Coaching Request
Ancillary Modules
Evaluations
15
1.0 Manage Evaluations
1.1 Request a Team Member Performance Review
2.1 Download Evaluations – Company Review in PDF Report
2.2 Filter Team Members Performance Chart
2.3 Download Team Member Performance Chart
View all 15
User Profile
4
1.0 Manage User Profile Settings
1.1 Update a User Profile Photo
1.2 Update User Profile Settings
1.3 Change a User Password
All Reports
2
1.0 Navigate to All Reports
1.1 Add a New Report
All Reports Dashboard
5
1.0 Navigate to All Reports Dashboard
1.1 Filter All Reports Dashboard
1.2 Navigate to Adhoc Reports
1.3 Navigate to Weekly Reports
1.4 Navigate to Monthly Reports
Company Time Tracking
4
My Time Tracking
Time Tracking Approval
Overall Time Tracking
Time Tracking Permission/Access Setup
Knowledge Base
16
1.0 Manage Knowledge Base Categories
1.1 Add a New Knowledge Base Category
1.2 Update a Knowledge Base Category
1.3 Remove a Knowledge Base Category
2.1 Add a New Knowledge Base Page
View all 16
Main Navigations
3
1.0 Navigate to All Notifications Log
2.0 Navigate to All Approvals Log
3.0 Manage All Approvals Log
My Priorities
4
1.0 Manage My Priorities
1.1 Add a New Priority
1.2 Delete a Priority
1.3 Mark a Priority as Done
My Dashboard
5
1.0 Navigate to My Dashboard
1.1 Navigate to Projects
1.2 Navigate to Approvals
1.3 Navigate to Tasks
1.4 Navigate to Actions
Company Profile Settings
Project Types
25
1.0 Project Type – Manage Report Templates
1.1 Project Type – Add a Custom Report Template
1.2 Project Type – Manage Weekly Report Template
1.3 Project Type – Manage Monthly Report Template
1.4 Project Type – Remove a Custom Report Template
View all 25
Company Departments
4
1.0 Manage Company Departments
1.1 Add a Company Department
1.2 Update a Company Department
1.3 Delete a Company Department
Project Categories
4
1.0 Manage Project Categories
1.1 Add a Project Category
1.2 Edit a Project Category
1.3 Delete a Project Category
Pipeline Checklists
6
1.0 Navigating to Pipeline Checklist
1.1 Adding an Opportunity Pipeline Checklist
1.2 Adding an Approved Opportunity Pipeline Checklist
2.1 Update A Pipeline Opportunity Checklist
2.2 Update A Pipeline Approved Opportunity Checklist
View all 6
Pipeline Checklists (New Opp, Approved Opp, Kick-off)
10
1.0 Update New Opportunity Checklist
1.1 Add a New Opportunity Checklist
1.2 Update New Opportunity Checklist Details
1.3 Delete a New Opportunity Checklist
2.1 Add an Approved Opportunity Checklist
View all 10
Company Details
3
1.0 Update Company Details
1.1 Update Company Overview
1.2 Update Company Settings
Portfolio Default Settings
19
1.0 Manage Portfolio Default Settings – Reporting Schedule
1.1 Portfolio Default Settings – Update Monthly Reporting Schedule
1.2 Portfolio Default Settings – Update Weekly Reporting Schedule
2.1 Portfolio Default Settings – Assign a Key User
2.2 Portfolio Default Settings – Remove a Key User
View all 19
Approver Responsibilities
1
1.0 Manage Approver Responsibilities at a Company Level
Company Access Levels
2
1.0 Manage Company Access Levels
2.0 Company Roles and Access Levels
Project Lifecycle
2
1.0 Manage Project Lifecycle
2.0 Project Lifecycle in Project Settings
Project Configuration
4
1.0 Manage Project Configurations
1.1 Search Project Module
1.2 Add Custom Fields to Project Module
1.3 Update a Custom Field
Risk Management
6
1.0 Add a Risk Rating
1.1 Update a Risk Rating
1.2 Delete a Risk Rating
2.0 Enabling Automatic Escalation for Risks
3.0 Add a Risk Category
View all 6
5th Reporting Status
5
1.0 Manage 5th Reporting Status
1.1 Update the 5th Reporting Status
2.0 Manage View of the 5th Reporting Status
2.1 View the 5th Reporting Status
2.2 Hide the 5th Reporting Status
Project Close Out
15
1.0 Manage Project Close Initiator and Close Approver at a Company Level
1.1 Set-up Project Close Initiator
1.2 Set-up Project Close Approver
1.3 Set-up Department Approver
2.0 Add Project Close-Out Checklist
View all 15
Custom Budget Data Set
1
Manage Custom Budget Data Set
Company Terminology
1
Manage Company Terminology
Bulk Imports
Budget Import
8
1.1 Project Budget Add New Cost Item via CSV Import
1.2 Project Budget Update Baseline Cost Item via CSV Import
1.3 Project Budget Update Forecast Cost Item via CSV Import
1.4 Project Budget Update Actual Cost Item via CSV Import
1.5 Project Budget Update Custom Cost Item via CSV import
View all 8
Release Notes - Latest
Release Notes - Latest
10
Release Notes v1.0.307
Release Notes v1.0.290
Release Notes v1.0.264
Release Notes v1.0.250
Release Notes v1.0.236
View all 10
Release Notes - Historical
Release Notes - Historical
80
Release Notes: v1.0.96
Release Notes: v1.0.95
Release Notes: v1.0.94
Release Notes: v1.0.93
Release Notes: v1.0.92
View all 80
General
Multi-factor Authentication
4
User-Level MFA Enrollment
Company MFA Policy
Mandatory User MFA Set-up when Company Requires MFA
Deactivation/Cancellation of User Multi-Factor Authentication (MFA)
My Dashboard
My Dashboard
1
Navigate My Dashboard
Implementation Training
Training for Administrators
1
Admin Training: Company Profile
Company Overview
1
Company Overview
Day in the life: Portfolio Managers
4
Focus Areas
Other Modules
Portfolio Settings and Templates
Portfolio Setup
Day in the life: Program Managers
0
Focus Insight
Dashboard
1
Focus Insight Dashboard Descriptions
FHQ Training Videos
FHQ Training Videos
8
Focus HQ Project Risk Management
Focus HQ Portfolio Risk Management
Focus HQ Project Issue Management
Focus HQ Project Budget Management
Focus HQ Benefits Management
View all 8