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. Set up Custom Report Header and Footer in Project To update the Custom Report Header and Footer, click the ‘Settings’ tab from the left side bar of ...

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. Set up Project Report Status and Trend Configuration 1. To manage the Project Report Status and Trend Configuration, click the ‘Settings’ tab from t...