Pipeline Management

4.2 Manage Pipeline Scenario User Access Levels
1. Manage Pipeline Scenario User Access Levels 1. Go to the ‘Settings’ tab from the left side bar of the Portfolio page. Once done, scroll to the ‘Acces...
Mon, 14 Sep, 2026 at 3:46 PM
5.1 Add a Pipeline Black Out Period
1. Add a Pipeline Black Out Period Black Out: All the non-working days that are within the timeline. Blackout dates can be caused by necessary people be...
Mon, 14 Sep, 2026 at 1:35 PM
5.2 Update a Pipeline Black Out Period
1. Update a Pipeline Black Out Period 1. In order to update a ‘Black Out Period’ within a Portfolio, navigate to the ‘Pipeline’ page by clicking the ‘Pi...
Mon, 14 Sep, 2026 at 1:45 PM
5.3 Remove a Pipeline Black Out Period
1. Remove a Pipeline Black Out Period 1. To remove a ‘Black Out Period’ within a Portfolio, navigate to the ‘Pipeline’ page by clicking the ‘Pipeline Ma...
Mon, 14 Sep, 2026 at 2:09 PM
6.1 Manage Pipeline Black Out Module Notifications
1. Manage Pipeline Black Out Module Notifications 1. Click the ‘Settings’ tab from the left side bar of the Portfolio page. Scroll to the ‘Notifications...
Mon, 14 Sep, 2026 at 3:54 PM
6.2 Manage Pipeline Black Out User Access Levels
1. Manage Pipeline Black Out 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, 14 Sep, 2026 at 3:54 PM
7.1 Add a Sub-Portfolio Within a Portfolio
1. Add a Sub-Portfolio Within a Portfolio   You can only add a Sub Portfolio within a Main Portfolio.  1. To add a ‘Sub Portfolio’ within a Portfolio,...
Thu, 17 Sep, 2026 at 7:12 PM
7.2 Manage Pipeline Sub Portfolio User Access Levels
1. Manage Pipeline Sub Portfolio User Access Levels   1. Go to the ‘Settings’ tab from the left side bar of the Portfolio page. Once done, scroll to ...
Thu, 17 Sep, 2026 at 7:17 PM