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New Experience
Overview
1
New Experience Articles
Navigation
5
My Actions
My Notifications
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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
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KPIs
7
KPI List
Add a KPI
KPI Toolbar
Edit KPI
KPI Chart
See all 7 articles
Ideas
19
Ideas List
Ideas List View
Adding an Idea
Edit an Idea
Ideas Performance
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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
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Meetings
6
Add new meeting
Manage meetings
Capture Meeting
Edit a Meeting
Create a Meeting Category
See all 6 articles
Reports
4
Reports landing page
Cumulative Pipeline Report
Cumulative Benefits Report
Pipeline Targets in Cumulative Benefit Report
Administration
14
Non-Financial Categories
Managing the Organisational Structure
Pipeline targets
How to Add Custom Idea Definition
Password Policy
See all 14 articles
Pipeline targets
4
Pipeline target permissions
Setting pipeline targets
Top-down targets
Bottom-up target adjustments
Import/Exports
9
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 9 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
Portfolios
6
Portfolio Overview
Portfolio Management Tab
Portfolio and Information Sections
Portfolio Management Site Areas
Portfolio Configuration
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
14
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 14 articles
General
1
Adding or Viewing Notes/Attachments