Support Portal

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....

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...

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 ...

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...

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...

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...

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 ...

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...

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...

1. Manage Pipeline Scenario Module Notifications 1. Click the ‘Settings’ tab from the left side bar of the Portfolio page. Scroll to the ‘Notifications ...