1. Manage Portfolio Overview
- To manage the ‘Portfolio Overview’, open the Project Focus HQ tool using this link https://app.projectfocushq.com/accounts/login/.
- Login using your ‘Username’ and ‘Password’ and click on the ‘Log-in’ button.
- Once logged in you will reach your Company’s Homepage, within the ‘Tiles’, navigate to the ‘Portfolio Dashboard’ by clicking the ‘My Portfolios’ tile or ‘Portfolios’ from the Main Navigation.
- Within the ‘Portfolios’ page, go to ‘Filters’ section then click the name of the Portfolio you want to manage.
- Within the ‘Overview’ page, click the ‘Settings’ tab from the left side bar of the page.