FOCUS Knowledge Base

1. Manage Portfolio Settings To manage the 'Portfolio Settings' page, open the FOCUS™ platform using the link:  https://app.projectfocushq.com/a...

1. Update Portfolio General Settings 1. Within the ‘Settings’ page, navigate to ‘General Settings’ section, then click the ‘Edit’ button.   2. Once do...

1. Assign a Portfolio Key Role 1. To Assign a Key User to a Portfolio, click the ‘Settings’ tab from the left side bar of the Portfolio Page. Once done,...

1. Remove a Portfolio Key Role In order to Remove a Key User of a Portfolio, click the ‘Settings’ tab from the left side bar of the Page. Once done, nav...

1. Update Portfolio Monthly/ Fortnightly Reporting Schedule 1. In Portfolio ’Settings’ page, navigate to the ‘Reporting Schedule’ section then go to ‘Mo...

1. Update the Portfolio Weekly Reporting Schedule 1. Within the ‘Settings’ page, navigate to the ‘Reporting Schedule’ section then go to ‘Weekly Reporti...

1. Manage Portfolio Report Notifications   You can manage the Portfolio Report Notifications by clicking the ‘Settings’ page from the left sidebar of the ...

1. Manage Portfolio Module Notifications   To manage the ‘Module Notifications’ within a Portfolio, click the  ‘Settings’ tab from the left side bar of th...

1. Manage Portfolio Weekly Report Template   1. Once you reach the ‘Settings’ page, navigate to the ‘Report Templates’ section then go to the ‘Default Tem...

1. Manage Portfolio Monthly Report Template   1. Within the ‘Settings’ page, navigate to the ‘Report Templates’ section then go ‘Default Templates’. Click...