Portfolio Resource Management

1.0 Navigate the Portfolio Resource Management
1. Navigate the Portfolio Resource Management To navigate to the ‘Portfolio Resource Management’ page, open the Project Focus HQ tool using this link  ...
Tue, 24 Nov, 2020 at 2:13 PM
1.1 Navigate the Resource Profile - Portfolio Resources / Roles Chart
1. Navigate the Resource Profile - Portfolio Resources / Roles Chart 1. Print Resource Profile - Portfolio Resources / Roles Chart Within the ‘Resourc...
Tue, 24 Nov, 2020 at 2:13 PM
1.2 Navigate the Resource Profile - Resource Types for next 6 months
1. Navigate the Resource Profile - Resource Types for next 6 months 1. Print Resource Profile - Resource Types for next 6 Chart Within the ‘Resource M...
Tue, 24 Nov, 2020 at 2:14 PM
1.3 Navigate Resource Utilisation
1. Navigate Resource Utilisation 1. Filter Resource Utilisation by Departments  Navigate to ‘Resource Utilisation’ table and click dropdown button in ...
Tue, 24 Nov, 2020 at 2:14 PM
2.0 Navigate Portfolio All Resources
1. Navigate Portfolio All Resources To navigate to the ‘Portfolio All Resources’ section, open the Project Focus HQ tool using this link https://app.pr...
Tue, 24 Nov, 2020 at 2:15 PM
2.1 Filter Portfolio All Resources by Departments
1. Filter Portfolio All Resources by Departments Within the ‘Resources’ page, navigate to ‘Filters’ section then click dropdown button in the ‘Departmen...
Tue, 24 Nov, 2020 at 2:15 PM
2.2 Filter Portfolio All Resources by Projects
1. Filter Portfolio All Resources by Projects Within the ‘Resources’ page, navigate to ‘Filters’ section. Once done, click the ‘dropdown’ button in the ...
Tue, 24 Nov, 2020 at 2:16 PM
2.3 Search a Portfolio Resource
1. Search a Portfolio Resource Within the ‘Resources’ page, navigate to ‘Filters’ section then go to ‘Search’ field and type in the name of the resourc...
Tue, 24 Nov, 2020 at 2:18 PM
2.4 Download Portfolio All Resources table
1. Download Portfolio All Resources table Still in the ‘Resources’ page, navigate to the ‘Filters’ section then click the ‘download’ menu  icon. Once do...
Tue, 24 Nov, 2020 at 2:18 PM
3.1 Add a New Portfolio Resource
1. Add a New Portfolio Resource 1. In the ‘Resources’ page, click ‘+Add Resource’ button.     2. Then provide the necessary information in the form (...
Tue, 24 Nov, 2020 at 2:19 PM