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Portfolio by business unit
Select a bar or segment to open ProjectsBudget or Schedule attention
High riskAdmin
Manage user credentials, roles, business unit permissions and audit history. Saving a user does not send an invitation email.
User Administration Center
Default role: Viewer| Name | User ID | Role | Status | Password | Business Unit Permissions | Updated |
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Recent audit activity
Help & User Guide
Quick reference for the project meeting workflow.
Run the progress meeting
- Choose a Business Unit, then open Projects.
- The default order mirrors Bill's workbook.
- Edit Activity Updates in place and click elsewhere to save.
- Double-click an update for the larger editor and full history.
Development workflow
Initiative # replaces the repeated Business Unit column. Activity Updates use the same click-to-edit, click-out save and double-click history workflow as Projects. When approved, use Promote to Project and retain the record's original identity and history.
Sort and reset
Select a column heading to sort ascending, then descending. The complete project row moves inside its major-project section. Refresh clears filters and returns to source order.
Security and access
Viewer is the default role. Editors update approved fields; Administrators manage users, credentials and access. Temporary passwords cannot be retrieved after assignment. Users change them at first sign-in and may use Change password later.