Support Portal

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

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Project Schedule 47

• 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

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Project Reports 23

• 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 23

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

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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

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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

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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

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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

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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

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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

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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

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Project Settings 30

• 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

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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

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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

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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

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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

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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

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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

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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

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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

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Bulk Import Projects 1

• Bulk Import Projects

Project Workstreams 4

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