1. Update Kick-Off (Full Kitting) Review Pipeline


1. Within the ‘All Projects Dashboard’ page, click any Kick-Off (Full Kitting) project you want to update. 



2. Once redirected to the 'Pipeline Details' page, navigate to the ‘Review Pipeline’ section, and then click the ‘Edit’ button.


 

3. Once redirected to the ‘Edit Review Pipeline’ page, you can make the necessary updates to the following fields:

  • Approved Opportunity Details: Project Type, Priority, Estimated Business Case
  • Benefits Tracking Details
  • Budget Entity Details
  • Department Allocation
  • Priorisation Metric Details
  • Review Documents
  • Additional Data (if Configured in Company Settings) 


Also, ensure that all the checkboxes in the 'Review Checklist' are ticked. Once done, click ‘Update’ button to save the information.