Portfolio Action Tracking
1. Navigate Portfolio Action Tracking To navigate to the Portfolio's Action Tracking page, open the FOCUS™ platform using the link: https://app.pro...
Tue, 15 Sep, 2026 at 11:59 AM
1. Add an Action, Decision Dependency, and Assumption in Portfolio Action Tracking 1. In the Portfolio Action Tracking page, click the + Action button i...
Tue, 15 Sep, 2026 at 12:13 PM
1. Updating an Action, Decision, Dependency, and Assumption in Portfolio Action Tracking 1. In the Portfolio Action Tracking page, click the Action ID o...
Tue, 15 Sep, 2026 at 5:27 PM
1. Quick Editing an Action, Decision, Dependency, and Assumption in Portfolio Action Tracking 1. In the Portfolio Action Tracking page, hover over the A...
Tue, 15 Sep, 2026 at 12:34 PM
1. Deleting an Action, Decision, Assumption, and Dependency in Portfolio Action Tracking 1. In the Actions section under the Portfolio Action Tracking p...
Tue, 15 Sep, 2026 at 5:28 PM
1. Exporting PDF file for an Individual Action, Decision, Dependency, and Assumption Item only for Portfolio Action Tracking 1. In the Portfolio Action ...
Tue, 15 Sep, 2026 at 5:29 PM
1. Exporting PDF file for all Action, Decision and Dependency Item only for Portfolio Action Tracking 1. In exporting a PDF file for all items, navigate...
Tue, 15 Sep, 2026 at 12:56 PM
1. Sending the Action, Decision, Dependency, or Assumption Item in Portfolio Action Tracking 1. In the Portfolio Action Tracking page, click the Action ...
Tue, 15 Sep, 2026 at 1:04 PM
1. Filtering and Searching Actions, Decisions, Dependency, or Assumption Items in Portfolio Action Tracking You can filter and search actions, decisions...
Tue, 15 Sep, 2026 at 1:22 PM
1. Add Meeting in Portfolio Action Tracking 1. In the Portfolio Action Tracking page, click the + Meeting button. 2. In opening ‘Meeting’, populate ...
Tue, 15 Sep, 2026 at 1:31 PM