Support Portal

1. Navigate Budget Management within a Portfolio To navigate the ‘Budget’ of a ‘Portfolio’, open the Project Focus HQ tool using this link: https://app.pr...

1. Navigate the Portfolio Budget Profile   1. Click the ‘Budget Management’ tab from the left side bar of the Portfolio page. Once done, scroll to the ‘Bu...

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. Portfolio Budget Management User Access Levels To manage the ‘Portfolio Settings’, open the Project Focus HQ tool using this link: https://app.projectf...

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. Import Project Level Budget Items on Portfolio   To import CSV file, Budget Module Approver access must be granted.   Before commencing to impo...