FOCUS Knowledge Base

1. Update a Meeting Item in Portfolio Action Tracking 1. In the Meetings section, click the Meeting Name.   2. After clicking the Meeting item, clic...

1. Deleting a Meeting Item in Portfolio Action Tracking Meetings CANNOT be deleted on a Portfolio Level, but they CAN still be deleted on the Project Le...

1. Associating Actions to Meetings in Portfolio Action Tracking 1. In the Portfolio Action Tracking details page, click the Meeting Item.   2. In asso...

1. Exporting PDF file for one Meeting Item only in Portfolio Action Tracking 1. In the Portfolio Action Tracking page, scroll down to the Meetings secti...

1. Exporting PDF file for All Meeting Items in Portfolio Action Tracking   1. In exporting a PDF for all meetings, click the three horizontal lines and se...

1. Sending Email Meeting Details for Portfolio Action Tracking 1. In the Action Tracking details page, click the Meetings Item.   2. In meetings item,...

1. Search for Meetings   Populate and search a meetings on the Search Meeting button, and the results will be displayed based on what is inputted.