FOCUS Knowledge Base

1. Edit an Adhoc Report within a Portfolio   1. To edit an ‘Adhoc Report’, choose the report within the Portfolio ‘Reporting’ page, then click the ‘Edit D...

1. Send an Adhoc Report within a Portfolio 1. To Send an ‘Adhoc Report’, choose the report within the Portfolio ‘Reporting’ page, then click the ‘Edit D...

1. Download Draft Adhoc Report within a Portfolio 1. Within the Portfolio Reporting page, click the ‘Edit Draft’ button of the Adhoc Report that you wan...

1. Delete Draft Adhoc Report within a Portfolio 1. Within the Portfolio Reporting page, click the ‘Edit Draft’ button of the Adhoc Report that you want ...

1. Overall Portfolio Trend Display 1. The ‘Overall Trend Display’ can be viewed in the Weekly and Monthly Report. Choose ‘Reporting’ from the side bar a...

1. Portfolio Schedule Trend Display 1. The ‘Schedule Trend Display’ can be viewed in the Weekly and Monthly Report. Click ‘Reporting’ tab from the left ...

1. Portfolio Budget Trend Display 1. The ‘Budget Trend Display’ can be viewed in the Weekly and Monthly Report. Click ‘Reporting’ tab from the left side...

1. Portfolio Risk Trend Display 1. The ‘Risk Trend Display’ can be viewed in the Weekly and Monthly Report. Click ‘Reporting’ tab from the left side bar...

1. Portfolio Issue Trend Display 1. The ‘Portfolio Issues Trend Display’ can be viewed in the Weekly and Monthly Report. Click ‘Reporting’ tab from the ...

1. Setup Portfolio Report Notification Settings   You can manage the Email Report Notifications by clicking ‘Settings’ tab from the left side bar of the p...