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Navigating to the Portfolio Dashboard 1. To navigate to the ‘Dashboard’ of a ‘Portfolio’, open the Focus HQ tool.  2. In your Company’s Homepage, withi...

Dashboard Functionalities In the Dashboard’s main page, the following functionalities can be accessed: Calendar – this pop-up calendar field allows th...

Setting Up the Dashboard Tab & Section 1. Go to the Dashboard main page and select the dashboard you want to work on.  2. Rename the Dashboard by h...

Adding a Dashboard Item- Portfolio Level (Custom Tile Reporting) 1. In the newly created dashboard section the in the dashboard tab, click ‘+ Item’ and ...

Adding a Dashboard Item- Portfolio Level (Data Source Tile Reporting) 1. In the newly created dashboard section in the dashboard tab, click ‘+ Item’ ...

Adding a Dashboard Item - Project Level (Custom Tile Reporting) 1. In the newly created dashboard section in the dashboard tab, click ‘+ Item’ and selec...

Adding a Dashboard Item- Project Level (Benefits Tracking Tile Reporting) 1. In the newly created dashboard section the in the dashboard tab, click ‘...

Adding a Dashboard Item - Portfolio Pull-Up 1. In the newly created dashboard section the in the dashboard tab, click ‘+ Item’ and select ‘Tile’ from th...

Adding a Dashboard Item - Custom Data Table 1. In the newly created dashboard section in the dashboard tab, click ‘+ Item’ and select ‘Data Table’ from ...

Adding a Dashboard Item- Project Rows Data Table 1. In the newly created dashboard section in the dashboard tab, click ‘+ Item’ and select ‘Data Table’ ...