Support Portal

Project Types 25

• 1.0 Project Type – Manage Report Templates
• 1.1 Project Type – Add a Custom Report Template
• 1.2 Project Type – Manage Weekly Report Template
• 1.3 Project Type – Manage Monthly Report Template
• 1.4 Project Type – Remove a Custom Report Template

View all 25

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

5th Reporting 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 15

• 1.0 Manage Project Close Initiator and Close Approver at a Company Level
• 1.1 Set-up Project Close Initiator
• 1.2 Set-up Project Close Approver
• 1.3 Set-up Department Approver
• 2.0 Add Project Close-Out Checklist

View all 15

Custom Budget Data Set 1

• Manage Custom Budget Data Set

Company Terminology 1

• Manage Company Terminology