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I. Portfolio Role
| Portfolio Role | Description |
| Portfolio Manager | Oversees all projects within the portfolio. The portfolio manager is required to provide regular updates on Portfolio Manager's report status, issues, budget and schedule. |
| Portfolio Controls Manager | Responsible for change requests and standards management at a portfolio level |
| Portfolio Analyst | Responsible for metrics, tracking, and all analysis at a portfolio level and how the projects role up |
II. Portfolio Access Levels (customisable)
A Portfolio Role will then be given appropriate access to the different modules like Risk Management, Pipeline Management, Budget Management, etc.
Portfolio access levels are permission sets that allow members to perform different tasks within a portfolio. By assigning portfolio members to access levels, you determine the information they can see and actions they are allowed to perform. Focus HQ Access Levels can be "None", "View", or "Update"
You can have "Update" access to one Portfolio module, but "View" access to another Portfolio module.
Default access settings will be in place during the turn-over of the environment to the client but can be updated by client anytime.
See Focus HQ Default access levels settings below.
