Support Portal

Manage Project Close Initiator and Close Approver at a Company Level To update the ‘Company Profile Settings’, open the Project Focus HQ tool using...

Set-up Project Close Initiator 1. Within the Company Profile, scroll down to the "Approver Responsibilities" section. This is the section wh...

Set-up Project Close Approver 1. Within the Company Profile, scroll down to the "Approver Responsibilities" section. This is the section ...

Set-up Department Approver 1. Within the Company Profile, navigate to the ‘Department Naming Convention’ section and then ‘Department’. This is the se...

Manage Project Close-Out To close a project, open the Project Focus tool using this link: http://app.projectfocushq.com/accounts/login/.  Login u...

1. Video You can check the video for a walkthrough on moving a Project from Execution to Benefits Tracking. 2. Review and Approve Project to Move to Be...

Complete Close-Out Checklist Note: User must be a Project Close: Initiator/ Project Close: Approver in Company Settings to start Closing the Project by...

Create a Close-Out Report 1. From the Close Out setup page, with Project Close Checklist: Project Modules All Completed, the “Project Close Out Report...

1. Video You can check the video for a walkthrough on Approve a Project Close-Out 2. Approve a Project Close-Out Note: User must be a Projec...

View the Closed Project 1. To view the closed project, from the PFHQ ‘Home’ page, navigate to the ‘Project Dashboard’ by clicking the ‘All Projects’ t...