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 FOCUS™ platform using the link: ...
Thu, 17 Sep, 2026 at 1:07 PM
1.1 Navigate Resource Utilisation
1. Navigate Resource Utilisation 1. Filter Resource Utilisation by Departments  Navigate to ‘Resource Utilisation’ table and click dropdown button in t...
Thu, 17 Sep, 2026 at 1:38 PM
2.0 Navigate Portfolio Resources
1. Navigate Portfolio Resources Within the ‘Resource Management’ page, click the ‘All Resources’ button. You will be redirected to the ‘Resources’ page....
Thu, 17 Sep, 2026 at 2:12 PM
3.0 Navigate Portfolio Roles
1. Navigate Portfolio Roles Within the ‘Resource Management’ page, click the ‘All Roles’ button. You will be redirected to the ‘Roles’ page. 1. Fi...
Thu, 17 Sep, 2026 at 2:22 PM
3.1 Add a New Portfolio Role
1. Add a New Portfolio Role 1. Within the ‘Roles’ page, click the ‘+New Role’ button.   2. Input the necessary information in the form (Name, Amount...
Thu, 17 Sep, 2026 at 3:47 PM
3.2 Update a Portfolio Role
1. Update a Portfolio Role 1. In the ‘Roles’ page, go to ‘Filters’ section then click any ‘Role’ item you want to update .   2. Input necessary update...
Thu, 17 Sep, 2026 at 3:52 PM
3.3 Remove a Portfolio Role
1. Remove a Portfolio Role 1. Within the ‘Roles’ page, go to ‘Filters’ section, then click any ‘Role’ item you want to remove.   2. Once you reach the...
Thu, 17 Sep, 2026 at 3:55 PM