Showing all help articles for Costbars Category
**Overview** The **Notification & Escalation Settings** in Costbars allow you to define exactly when a project’s status will trigger an alert. T...
Prioritize your projects and generate a P Score. The system will calculate a P Score (Strategic Priority) based on your custom Alignment Values and Order of Importance that you choose....
Please use the common help page in conjunction with this page. The common help page describes how to get started, data management and how to use the product interface in general....
Outlines the general process flow and key functionalities within the Costbars Project Pipeline Scheduler and Project Portfolio Management (PPM) system. Ongoing Process: Management identifies and proposes various business and IT initiatives requiring project investment....
Table of Contents 1. [Introduction](introduction) 2. [Generating the Report](generating-the-report) 3. [Understanding the Executive Summary](un...
There is a distinction between project reports and portfolio reports. They serve different purposes and audiences, though there's often confusion between them....
Choose Main Menu > PPM > Tabular View to launch the Tabular View or choose Main Menu > PPM > Card View to launch the Card View (Preferred)....
Balancing the portfolio is about ensuring that your mix of projects supports your organization’s strategic goals while managing risk, optimizing reso...
Business case data entry is at the Project Level (Green Bars), click on the bar ID, bottom left, click on Form button, scroll down to Business Case se...