Portfolio Default Settings
1. Manage Portfolio Default Settings – Reporting Schedule To update the ‘Company Profile Default Portfolio Settings’, open the Project Focus...
Tue, 24 Nov, 2020 at 5:50 PM
1. Portfolio Default Settings – Update Monthly Reporting Schedule 1. Within Company Profile ‘Default Settings’ section, scroll to the ‘Portfolio Setting...
Tue, 24 Nov, 2020 at 5:51 PM
1. Portfolio Default Settings – Update Weekly Reporting Schedule 1. Within Company Profile ‘Default Settings’ section, scroll to the ‘Portfolio Settings...
Tue, 24 Nov, 2020 at 5:51 PM
1. Portfolio Default Settings – Assign a Key User 1. Within the Company Profile ‘Default Settings’ section, scroll to the ‘Portfolio Settings’ and then ...
Tue, 24 Nov, 2020 at 5:52 PM
1. Portfolio Default Settings – Remove a Key User 1. Within the Company Profile ‘Default Settings’ section, scroll to the ‘Portfolio Settings’ and then ...
Tue, 24 Nov, 2020 at 5:52 PM
1. Manage Portfolio Default Settings – Access Levels 1. Within the Company Profile ‘Default Settings’ section, scroll to the ‘Portfolio Set...
Tue, 24 Nov, 2020 at 5:57 PM
1. Portfolio Default Settings – Add a Close Out Checklist 1. Within Company Profile ‘Default Settings’ section, scroll to the ‘Portfolio Settings’ and t...
Tue, 24 Nov, 2020 at 5:58 PM
1. Portfolio Default Settings – Update a Close Out Checklist 1. Within Company Profile ‘Default Settings’ section, scroll to the ‘Portfolio Settings’ an...
Tue, 24 Nov, 2020 at 5:59 PM
1. Portfolio Default Settings – Delete a Setup Checklist 1. Within the Company Profile ‘Default Settings’ section, scroll to the ‘Portfolio Settings’ an...
Tue, 24 Nov, 2020 at 6:00 PM
1. Portfolio Default Settings – Add a Close Out Checklist 1. Within the Company Profile ‘Default Settings’ section, scroll to the ‘Portfolio Settings’ a...
Tue, 24 Nov, 2020 at 6:01 PM