FOCUS Knowledge Base

1. Navigating to the Portfolio Dashboard To navigate to the 'Dashboard' of a 'Portfolio', open the FOCUS™ platform using the link:  http...

1. Portfolio Dashboard Functionalities In the Dashboard’s main page, the following functionalities can be accessed: Calendar – this pop-up calendar fi...

1. 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 b...

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

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

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

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

1. 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...

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

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