FOCUS Knowledge Base

Company Details 3

• 1.0 Update Company Details
• 1.1 Update Company Overview
• 1.2 Update Company Settings

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

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Portfolio Default Settings 19

• 1.0 Manage Portfolio Default Settings
• 1.1 Portfolio Default Settings – Update Monthly/ Fortnightly 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

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Project Lifecycle 2

• 1.0 Manage Project Lifecycle
• 2.0 Project Lifecycle in Project Settings

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

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

Custom Budget Data Set 1

• 1.0 Manage Custom Budget Data Set

Pipeline Checklists 7

• 1.0 Navigating to Pipeline Checklists
• 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

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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

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Custom RAG Status 5

• 1.0 Manage Custom RAG Status
• 1.1 Update Custom RAG Status
• 2.0 Manage View of Custom RAG Status
• 2.1 View Custom RAG Status
• 2.2 Hide Custom RAG Status

Project Configuration 4

• 1.0 Manage Project Configurations
• 1.1 Search Project Configuration Module or Pipeline Details
• 1.2 Add Custom Fields to Project Module or Pipeline Details
• 1.3 Update a Custom Field

Company Terminology 1

• 1.0 Manage Company Terminology

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

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