FOCUS Knowledge Base

1. Navigate Budget Management within a Portfolio  To navigate the Budget of a Portfolio, open the FOCUS™ platform using the link:  https://app.projectfo...

1. Navigate the Portfolio Cost Performance Chart   1. Navigate to Portfolio’s ‘Cost Performance Chart’ by clicking the ‘Budget Management’ tab from the le...

1. Portfolio Budget Trend   To check the Portfolio’s Budget Trend, click the ‘Budget Management’ tab from the left side bar of the page. Once done, hover ...

1. Budget Management Access Level Settings   1. Go to the ‘Settings’ tab from the left side bar of the Portfolio page. Once done, scroll to the ‘Access Le...

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

1. Update the Portfolio Budget 1. To update the ‘Portfolio Budget’, click the ‘Budget Management’ tab from the left side bar of the page. Once done, nav...

1. Update a Portfolio OPEX   1. To Update a ‘Portfolio OPEX’, click the ‘Budget Management’ tab from the left side bar of the page. Once done, navigate to...

1. Portfolio: Cost Summary Column Definitions Click the table for a closer view: Budget ID The unique ID assigned to a Portfolio level cost. IDs ...

1. Portfolio Budget Import CSV Process 1. Import Project Level Budget Items on Portfolio To import CSV file, Budget Module Approver access must be...

 5.0 Bulk Update of Project Monthly Budget Actuals 1. Export current financial data 1. Navigate to Portfolios, Company Portfolio 2. Click on Settin...