Overview 1

• New Experience Articles

Navigation 5

• My Actions
• My Notifications
• Help Icon
• My Profile
• Upcoming Meetings

Dashboards 9

• Dashboards
• Create a new Dashboard
• View / Select Dashboards
• Available Widgets
• Edit a Dashboard Widget

See all 9 articles

Administration 19

• Multi-factor Authentication
• Managing the Organisational Structure
• Pipeline targets
• Password Policy
• Risk Assessment and Management

See all 19 articles

KPIs 7

• KPI List
• Add a KPI
• KPI Toolbar
• Edit KPI
• KPI Chart

See all 7 articles

Ideas 24

• Ideas List and Card Views
• Ideas List View
• Adding an Idea
• Edit an Idea
• Ideas Performance

See all 24 articles

RARs 11

• RAR navigation and configuration
• Creating a new RAR series
• RAR Delegation
• RAR Overview
• RAR Results

See all 11 articles

Meetings 6

• Add new meeting
• Manage meetings
• Capture Meeting
• Edit a Meeting
• Create a Meeting Category

See all 6 articles

Value hound 10

• Value Driver Tree List
• Add a new folder
• Adding a Value Driver Tree
• Add a new Value Driver Tree Definition
• Value Driver Tree Analysis Tools

See all 10 articles

Reports 6

• Reports landing page
• Cumulative Pipeline Report
• Cumulative Benefits Report
• Pipeline Targets in Cumulative Benefit Report
• RAR Compliance and Quality Report

See all 6 articles

Pipeline targets 4

• Pipeline target permissions
• Setting pipeline targets
• Top-down targets
• Bottom-up target adjustments

APIs 5

• BulkData Cumulative Benefits API
• BulkData Ideas API Endpoint
• BulkData KPIs API
• BulkData Organisational Structure
• BulkData Pipeline Targets API

Import/Exports 18

• PMO - Portfolio import rules and template
• PMO - Initiative import rules and template
• PMO - Activity import rules and template
• Add Imports/Exports
• Import Templates

See all 18 articles

Import Templates with Group Access 19

• Users import template Rules and Sample
• KPIs import template Rules and Sample
• Ideas import template Rules and Sample
• Sourcing - Users import template Rules and Sample
• Sourcing - Ideas import template Rules and Sample

See all 19 articles

Portfolios 6

• Portfolio Overview
• Portfolio Management Tab
• Portfolio and Information Sections
• Portfolio Management Hierarchy Views
• Portfolio Structure

See all 6 articles

Multi-Site Guide 3

• Managing Multiple Site Access
• Multi Site User Access
• Switching between different sites

How to 2

• How to generate an API key
• How to import Cumulative Benefit data into PowerBI using APIs

Emissions Management 16

• Emissions Management Overview
• How to set up the Emissions Module
• Configuring Settings for Emissions Management
• Configuring Fuel Types for Emissions Management
• Configuring Electricity Types for Emissions Management

See all 16 articles

General 2

• Adding or Viewing Notes/Attachments
• Actions Dialogue Box