Overview 1

• New Experience Articles

Navigation 5

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

Dashboards 5

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

RARs 10

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

See all 10 articles

KPIs 7

• KPI List
• Add a KPI
• Edit KPI
• Calculated KPIs using the new calculation method
• KPI Chart

See all 7 articles

Ideas 16

• Idea List
• Ideas List Views
• Adding an Idea
• Edit an Idea
• Idea Performance

See all 16 articles

Value hound 9

• 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 9 articles

Meetings 6

• Add new meeting
• Manage meetings
• Capture Meeting
• Field Picker
• Create a Meeting Category

See all 6 articles

Reports 2

• Reports landing page
• Cumulative Pipeline Report

Administration 9

• Non-Financial Categories
• Managing the Organisational Structure
• Pipeline targets
• How to Add Custom Idea Definition
• Password Policy

See all 9 articles

Pipeline targets 4

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

Import/Exports 12

• 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 12 articles

Import Templates with Group Access 8

• 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 8 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 1

• Viewing audit information

General 1

• Adding or Viewing Notes/Attachments