FOCUS Knowledge Base

1. Introduction The Benefits Realisation module is designed to capture, manage and track benefits delivered by projects. Benefits can be financial (impacti...

1. Add/ Identify Benefit Categories 1. Go to the Top Navigation, hover over your ‘Company Name’ then click on the ‘Edit’ icon as shown below. Once don...

1. Add a Benefits Tracking Sub-Category 1. In the Benefits Categories section, select and click the Benefit Name.   2. Click the '+Benefit Sub-...

1. Configure Benefits Tracking: Customised Fields 1. Go to the Top Navigation, hover over your ‘Company Name’ then click on the ‘Edit’ icon as shown be...

1. Navigate the Portfolio Benefits Tracking To navigate to the 'Portfolio Benefits Tracking' page, open the FOCUS™ platform using the link:  htt...

1. Edit Portfolio Benefits Tracking Dates 1. In the Benefits Tracking page under the Benefits Tracking Dates section click the Edit button.    2. Once...

1. Manually Add Portfolio Benefits Tracking Dates 1. In the Benefits Tracking page under the Benefits Tracking Dates section click the Add Benefits butt...

1. Update Portfolio Benefits Tracking 1. In the Benefits Tracking page, click the Benefit Name.    2. In the Benefits Tracking – Benefit Details pag...

1. Upload Portfolio Benefits Tracking 1. In the Benefits Tracking page, click the Upload Benefits button to add multiple project and portfolio benefits....

1. Delete Portfolio Benefits Tracking   1. In the Benefits Tracking – Benefit Details page, click the Update button.    2. In the Benefits Tracking – Ed...