1. Video

You can check the video for a walkthrough on the Homepage Navigation Guide



2. Home Page Navigation Guide


Once successfully logged into the Focus HQ tool, the Company Home page will display. The purpose of the home page is to provide access to all other areas within the tool.   

Access to the next level can be via the relevant ‘Tile’ or via the task bar at the top of the page. To return to the Company Home page select ‘Home’ from the blue ribbon task menu at the top of the page.

 

 

3. My Portfolio


Portfolios may only be viewed by assigned key users.

 

There are three portfolio levels for grouping projects.

  • Company Portfolio Level:
    1. Access to view all company projects.
    2. Maximum of one.
  • Main Portfolio Level:
    1. Grouping of projects within the company portfolio. 
    2. Only projects directly associated with the individual main portfolios or associated child/sub portfolios will be displayed.
  • Child/Sub-Portfolio:
    1. Grouping of projects within a Main Portfolio.
    2. Only projects directly associated with the individual Child/Sub-Portfolio will be displayed. 

View portfolio dashboard:

  1. Click on ‘My Portfolios’ tile or 
  2. Select ‘Portfolios’ from the drop down list located next to the word ‘Home’ on the task bar. The name here will always display the current location (e.g. Portfolios, Projects, Programs, Pipeline).


4. My Programs


Programs may only be viewed by assigned key users.


  1. Click on ‘Programs’ tile or 
  2. Select ‘Programs’ from the drop down list located next to the word ‘Home’ on the task bar. The name here will always display the current location (e.g. Portfolios, Projects, Programs, Pipeline).

 



5. All Projects


Generally, projects may only be viewed by assigned key users, unless the company has provided all project access at a company role level.


  1. From the Company Home Page click on ‘Project’ tile or 
  2. Select ‘Projects’ from the drop down list located next to the word ‘Home’ on the task bar. The name here will always display the current location (e.g. Portfolios, Projects, Programs, Pipeline).



6. Pipeline


Projects may only be viewed by assigned key users or those in an approver role at a company level.


  1. From the Company Home Page click on ‘Pipeline’ tile or 
  2. Select ‘Pipeline’ from the drop down list located next to the word ‘Home’ on the task bar. The name here will always display the current location (e.g. Portfolios, Projects, Programs, Pipeline).


7. All Reports


Assigned key users will only be able to view reports related to projects they have been assigned to.

To access report library select

  • From the Company Home Page click on ‘All Reports’ tile

 

 

8. Knowledge Base


Access is based on company role level security.

  • From the Company Home Page click on ‘Knowledge Base’ tile or 
  • Select ‘Knowledge Base’ from the task bar

  


9. My Dashboard


Access to one’s own data is automatically granted.

  • Projects – list of projects and portfolios assigned to a key user.
  • Tasks – user assigned as a resource against a task with the Schedule Module.
  • Approvals – list of items user is assigned to approved (e.g. change control, budgets updates).
  • Actions – list of actions in which a user is assigned as an owner or participant in the Action Tracking module.

To access My Dashboard select

  • From the Company Home Page click on ‘My Dashboard’ tile 

 

 

10. My Coaching

Not available needs to be reviewed based on the way forward for support centre documentation and raising tickets