Portfolio Close-Out
1. Manage Portfolio Close-out To Manage a ‘Portfolio’ , open the Project Focus HQ tool using this link https://app.projectfocushq.com/accounts/logi...
Tue, 24 Nov, 2020 at 2:55 PM
1. How to Close a Portfolio 1. Within the Portfolio Dashboard, select the Portfolio that will be closed by clicking on the Name. 2...
Tue, 24 Nov, 2020 at 2:56 PM
1. Download the Portfolio Close-out Report 1. Within the Portfolio Dashboard, click the ‘View Closed Portfolio’ button as shown below. ...
Tue, 24 Nov, 2020 at 2:57 PM