FOCUS Knowledge Base

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

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Pipeline Management 18

• 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 Dashboard 15

• 1.1. Navigating to the Portfolio Dashboard
• 1.2 Portfolio 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 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 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

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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)

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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

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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

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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

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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 Navigating the Portfolio Benefits Tracking

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Portfolio Settings 17

• 1.0 Manage Portfolio Settings
• 1.1 Update Portfolio General Settings
• 2.1 Assign a Portfolio Key Role
• 2.2 Remove a Portfolio Key Role
• 3.1 Update Portfolio Monthly/ Fortnightly Reporting Schedule

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Portfolio Close-Out 2

• 1.1 How to Close a Portfolio
• 1.2 Download the Portfolio Close-out Report

Portfolio CSV Exports 12

• 1.1 Portfolio CSV Export > Overview
• 1.2 Portfolio CSV Export > Budget Management
• 1.3 Portfolio CSV Export > Action Tracking
• 1.4 Portfolio CSV Export > Issue Management
• 1.5 Portfolio CSV Export > Risk Management

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