Support Portal

1. Add a Custom Report Template within a Project   1. To Add a Custom Report Template, click the ‘Settings’ tab from the left side bar of the Project page...

1. Update Custom Report Template within a Project   1. To Update a Custom Report Template, click the ‘Settings’ tab from the left side bar of the Project ...

1. Delete Custom Report Template within a Project   1. To delete a Custom Report Template, click the ‘Settings’ tab from the left side bar of the Proje...

1. Update One Page Template within a Project   1. To update the One Page Report Template, click the ‘Settings’ tab from the left side bar of the Project p...

1. Update Custom Report Header and Footer in a Project 1. To update the Custom Report Header and Footer, click the ‘Settings’ tab from the left side bar...

1. Add Benefit Summary within a Project 1. To add a Benefit Summary within a Project, click the ‘Settings’ tab from the left side bar of the Project pag...

1. Update Benefit Summary within a Project 1. To update a Benefit Summary within a Project, click the ‘Settings’ tab from the left side bar of the Proje...

1. Delete Benefit Summary within a Project 1. To delete a Benefit Summary within a Project, click the ‘Settings’ tab from the left side bar of the Proje...

1. Add Portfolio Benefit Summaries to a Project 1. To add Portfolio Benefit Summaries to a Project, click the ‘Settings’ tab from the left side bar of t...

1. Configure Status and Trend Display for Project 1. To Configure Statuses and Trends to display for a Project Module and/or a Project Report, click the...