Pipeline Management

1.0 Manage Pipelined Projects within a Portfolio
1. Manage Pipelined Projects within a Portfolio    To manage the ‘Pipeline’ of a ‘Portfolio’, open the Project Focus HQ tool using this link https://app....
Mon, 23 Nov, 2020 at 7:43 PM
1.1 Add a Pipelined Project within a Portfolio
1. Add a Pipelined Project within a Portfolio   1. To add a ‘Pipelined Project’ within a Portfolio, click the ‘Pipeline Management’ tab from the left side...
Mon, 23 Nov, 2020 at 7:44 PM
1.2 Remove a Pipelined Project within a Portfolio
1. Remove a Pipelined Project within a Portfolio 1. To remove a ‘Pipelined Project’ within a Portfolio, navigate to the ‘Pipeline’ page by clicking the ...
Mon, 23 Nov, 2020 at 7:44 PM
2.1 Manage Pipeline Project Module Notifications
1. Manage Pipeline Project Module Notifications   1. Click the ‘Settings’ tab from the left side bar of the Portfolio page. Scroll to the ‘Notifications S...
Mon, 23 Nov, 2020 at 7:44 PM
2.2 Manage Pipelined Projects User Access Levels
1. Manage Pipelined Projects User Access Levels   1. Go to the ‘Settings’ tab from the left side bar of the Portfolio page. Once done, scroll to the ‘Acce...
Mon, 23 Nov, 2020 at 7:45 PM
3.1 Add a Pipeline Scenario within a Portfolio
1. Add a Pipeline Scenario within a Portfolio 1. To add a ‘Scenario within a Portfolio, navigate to the ‘Pipeline’ page by clicking the ‘Pipeline Manage...
Mon, 23 Nov, 2020 at 7:46 PM
3.2 Update a Pipeline Scenario within a Portfolio
1. Update a Pipeline Scenario within a Portfolio 1. In order to update a ‘Scenario’ within a Portfolio, navigate to the ‘Pipeline’ page by clicking the ...
Mon, 23 Nov, 2020 at 7:46 PM
3.3 Update a Pipelined Project within a Scenario
1. Update a Pipelined Project within a Scenario Pipelined Projects can only be edited in a Scenario. 1. In order to update a ‘Pipelined Project’ wit...
Mon, 23 Nov, 2020 at 7:47 PM
3.4 Remove a Pipeline Scenario within a Portfolio
1. Remove a Pipeline Scenario within a Portfolio 1. To remove a Pipeline ‘Scenario’ within a Portfolio, click the ‘Pipeline Management’ tab from the lef...
Mon, 23 Nov, 2020 at 7:47 PM
4.1 Manage Pipeline Scenario Module Notifications
1. Manage Pipeline Scenario Module Notifications 1. Click the ‘Settings’ tab from the left side bar of the Portfolio page. Scroll to the ‘Notifications ...
Mon, 23 Nov, 2020 at 7:49 PM