Portfolio Reporting

1.0 Navigate Portfolio Reports
1. Navigate Portfolio Reports   To navigate to the Portfolio’s ‘Reporting’ page, open Project Focus HQ tool using this link https://app.projectfocushq.co...
Mon, 23 Nov, 2020 at 7:54 PM
1.1 How to Add New Report within a Portfolio
1. How to Add New Report within a Portfolio 1. Access the relevant portfolio and then navigate to the 'Reporting' module.  Click here for instruc...
Mon, 23 Nov, 2020 at 7:58 PM
1.2 How to Download a Portfolio Report
1. How to Download a Portfolio Report    1. Access the relevant portfolio and then navigate to the 'Reporting' module.  Click here for instructio...
Mon, 23 Nov, 2020 at 7:59 PM
1.3 Filter Portfolio Reports
1. Filter Portfolio Reports   1. Access the relevant portfolio and then navigate to the 'Reporting' module.  Click here for instructions on how ...
Mon, 23 Nov, 2020 at 7:59 PM
1.4 Search a Report within a Portfolio
1. Search a Report within a Portfolio 1. Access the relevant portfolio and then navigate to the 'Reporting' module.  Click here for instructions ...
Mon, 23 Nov, 2020 at 8:00 PM
2.1 Generate Portfolio Weekly Reports
1. Generate Portfolio Weekly Reports Once a Portfolio Weekly Draft Report is generated and is ready to be updated, it will automatically send a 72 hour and...
Mon, 23 Nov, 2020 at 8:02 PM
2.2 Edit Portfolio Weekly Reports
1. Edit Portfolio Weekly Reports 1. Access the relevant portfolio and then navigate to the 'Reporting' module.  Click here for instructions on ho...
Mon, 23 Nov, 2020 at 8:02 PM
3.1 Generate Portfolio Monthly Reports
1. Generate Portfolio Monthly Reports Once a Portfolio Monthly Draft Report is generated and is ready to be updated, it will automatically send a 72 hour a...
Mon, 23 Nov, 2020 at 8:02 PM
3.2 Edit Portfolio Monthly Reports
1. Edit Portfolio Monthly Reports 1. Access the relevant portfolio and then navigate to the 'Reporting' module.  Click here for instructions o...
Mon, 23 Nov, 2020 at 8:03 PM
4.1 Create an Adhoc Report within a Portfolio
1. Create an Adhoc Report within a Portfolio 1. To generate an Adhoc report, click the ‘Reporting’ tab from the left sidebar of the portfolio page. Once...
Mon, 23 Nov, 2020 at 8:03 PM