Support Portal

1. Manage Portfolio Overview To manage the ‘Portfolio Overview’, open the Project Focus HQ tool using this link  https://app.projectfocushq.com/account...

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

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 the Portfolio Monthly Reporting Schedule 1. In Portfolio ’Settings’ page, navigate to the ‘Reporting Schedule’ section then go to ‘Monthly Rep...

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...