Support Portal

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

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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

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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

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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)

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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

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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

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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

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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

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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

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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)

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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

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