FOCUS Knowledge Base

Welcome to Focus 2

• Welcome to Focus
• Raising a request with Focus Support

Project Lifecycle and Project Creation 1

• Project Creation/ Project Lifecycle/ Approvals

Project Schedule 3

• Create WBS and Project Schedule
• FHQ New Gantt Schedule - Demo
• Customize Task Columns and Navigate Gantt Chart

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

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

Focus 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

Admin-Exclusive Features 1

• Admin-Exclusive Features

FAQs 1

• Frequently Asked Questions ( FAQs )

Project Budget 14

• 1.0 Project Budget Navigation Guide
• 2.1 Project Budget Add New Cost Item
• 2.2 Project Budget: Update Current Baseline Costs
• 2.3 Project Budget Update Forecast Cost
• 2.4 Project Budget Update Actual Cost Item

View all 14

Project Schedule 48

• 1.0 Project Schedule Module Introduction
• 1.1 Navigate Project Schedule
• 2.1 Add Project Schedule Tasks
• 2.2 Update Project Schedule Tasks
• 2.3 Delete Project Schedule Tasks

View all 48

Project Reports 25

• 1.0 Navigate Project Reports
• 1.1 How to Add New Report within a Project
• 1.2 Edit Adhoc Report within a Project
• 1.3 Send Adhoc Report within a Project
• 1.4 Download Draft Adhoc Report within a Project

View all 25

Project Risks 34

• 1.0 Navigate Project Risks
• 1.1 How to Download Project Risk in CSV or PDF
• 1.2 Filter Project Risk by Status
• 1.3 Filter Project Risk by Rating
• 1.4 Search Project Risks

View all 34

Project Action Tracking 18

• 1.0 Navigate Project Action Tracking
• 1.1 Add an Action, Decision, Dependency, and Assumption in Action Tracking
• 1.2 Update/ Complete an Action, Decision, Dependency, and Assumption in Action Tracking
• 1.3 Quick Editing an Action, Decision, Dependency, and Assumption in Action Tracking
• 1.4 Deleting an Action, Decision, Dependency, and Assumption 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 20

• 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 Configure Columns in Change Control Table

View all 20

Project Deliverables 11

• 1.0 Manage Project Deliverables
• 1.1 Navigating Project Deliverables
• 1.2 Update Project Deliverables
• 1.3 Assign an Action to a Deliverable
• 1.4 Update Deliverable Action

View all 11

Project Benefits Tracking 16

• 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 16

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 24

• 1.0 Navigate Project Settings
• 1.1 Reverse Execution Project
• 1.2 Update Project Overview
• 1.3 Update Project General Settings
• 1.4 Update Project Co-Dependencies

View all 24

Project Quality Management 23

• 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 23

Project Notifications 8

• 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 8

Project Time Tracking 2

• 1.1 Project Time Tracking
• 1.2. Setup Project Role Responsibility for Time Tracking

Project KPIs 13

• 1.0 Navigate Project KPIs
• 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 13

Project Overview 17

• 1.0 Navigate Project Overview
• 1.1 Navigate Project Details
• 1.2. Overall Project Trend
• 1.3 Navigate Budget Progress
• 1.4 Navigate Overall Progress Bar

View all 17

Project Dashboard 12

• 1.1 Navigating 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 19

• 1.0 Navigate Project Resourcing
• 2.1 How to Add Resource Demand
• 2.2. How to Update Resource Demand
• 2.3. Assign an Action to a Resource Demand
• 2.4. How to Delete Resource Demand

View all 19

Project Approvals 12

• 1.0 Navigate Project Approvals
• 1.1 Filter Approval by Module
• 1.2 How to Download Approval
• 1.3 Filter Approvals by Date
• 1.4 Approvals Display

View all 12

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

Project Workstreams 4

• Reporting Workstreams
• Assigning Project Data to a Workstream
• Creating a Custom Report per Workstream
• Creating Project Workstreams

New Opportunity 12

• 1.0 Pipeline New Opportunity Navigation Guide
• 1.1 Create a Project from New Opportunity to Execution
• 2.0 Manage New Opportunity Projects
• 2.1 Create a New Project
• 2.2 Update New Opportunity Project

View all 12

Approved Opportunity 11

• 1.0 Manage Approved Opportunity Projects
• 1.1 How to Download Approved Opportunity Projects
• 1.2 Filter Approved Opportunity Projects
• 1.3 Search Approved Opportunity Project
• 2.1 Update Approved Opportunity Project

View all 11

Full Kitting 32

• 1.0 Manage Kick-Off (Full Kitting) Projects
• 1.1 How to Download Kick-Off (Full Kitting) Projects
• 1.2 Filter Kick-Off (Full Kitting) Projects
• 1.3 Search Kick-Off (Full Kitting) Project
• 2.1 Key Roles Appointed

View all 32

All Projects Dashboard 7

• 1.0 Navigate All Projects Dashboard
• 1.1 Filter All Projects Dashboard
• 1.2 Search Project in All Projects Dashboard
• 1.3 Download All Projects Details
• 1.4 Configure Columns in All Projects Dashboard

View all 7

Portfolio Setup 2

• 1.0 How to Setup a New Portfolio
• 1.1 Add a New Portfolio

Portfolio Overview 6

• 1.0 Navigate Portfolio Overview
• 1.1 Navigate Project Summary of a Portfolio
• 1.2 Navigate Pipeline Chart of a Portfolio
• 1.3 Navigate KPI Overview
• 1.4 Navigate Milestone Summary of Portfolio

View all 6

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 Navigate Portfolio Action Tracking
• 1.1 Add an Action, Decision Dependency, and Assumption in Portfolio Action Tracking
• 1.2 Updating an Action, Decision, Dependency, and Assumption in Portfolio Action Tracking
• 1.3 Quick Editing an Action, Decision, Dependency, and Assumption in Portfolio Action Tracking
• 1.4 Deleting an Action, Decision, Assumption, and Dependency in Portfolio Action Tracking

View all 17

Portfolio Risks Management 32

• 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 32

Portfolio Issues Management 17

• 1.0 Navigate Issue Management within a Portfolio
• 1.1 Add a New Portfolio Level Issue
• 1.2 Add a New Project Level Issue in Portfolio
• 1.3 Navigate Portfolio Issue Register
• 1.4 Portfolio Issue Trend

View all 17

Portfolio Budget Management 10

• 1.0 Navigate Budget Management within a Portfolio
• 1.1 Navigate the Portfolio Cost Performance Chart
• 1.2 Portfolio Budget Trend
• 2.1 Budget Management Access Level Settings
• 2.2 Manage Portfolio Budget Module Notifications

View all 10

Portfolio Resource Management 7

• 1.0 Navigate the Portfolio Resource Management
• 1.1 Navigate Resource Utilisation
• 2.0 Navigate Portfolio Resources
• 3.0 Navigate Portfolio Roles
• 3.1 Add a New Portfolio Role

View all 7

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 Navigating the 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

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 15

• 1.0 Navigate to People Page
• 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

View all 15

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

Company Time Tracking 4

• My Time Tracking
• Time Tracking Approval
• Overall Time Tracking
• Time Tracking Permission/Access Setup

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

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 6

• 1.0 Navigate to All Reports
• 1.1 Add a New Report
• 1.2 Filter All Reports Dashboard
• 1.3 Navigate to Adhoc Reports
• 1.4 Navigate to Weekly Reports

View all 6

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

Project Types 28

• 1.0 Manage Project Types
• 1.1 Add a Project Type
• 1.2 Update a Project Type
• 1.3 Delete a Project Type
• 1.4 Clone a Project Type

View all 28

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

Custom RAG 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 11

• 1.0 Manage Project End and Close Approver Responsibilities
• 1.1 Set-up End Approver Responsibilities
• 1.2 Set-up Close Approver Responsibilities
• 1.3 Set-up Department Approver
• 2.0 Manage Project Close-Out

View all 11

Custom Budget Data Set 1

• Manage Custom Budget Data Set

Company Terminology 1

• Manage Company Terminology

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 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 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

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 1

• Navigate My Dashboard

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

Dashboard 1

• Focus Insight Dashboard Descriptions

FHQ Training Videos 7

• Focus HQ Project Risk Management
• Focus HQ Project Issue Management
• Focus HQ Project Budget Management
• Focus HQ Benefits Management
• Focus HQ Project Change Management

View all 7