Using Scientrix

Portfolio Landscape Assessments

• Setting and using Portfolio Landscape Assessments

Adding Overview Content

• Configuring Content in the Overview Pages

Managing Grids

• Setting OKRs
• Setting Element Relevance
• Editing the Grid Structure

Teams

• Adding Team Members to a Grid

Generating PDF's

• Installation of Full Page Screenshot Extensions to Chrome Browser
• Installation of Full Page Screenshot Extensions to Internet Explorer Edge Browser
• Installation of Full Page Screenshot Extensions to Firefox Browser

Managing Tags

• Creating, Assigning and Filtering Tags

My Work Space

• My Profile and Work Space

Managing KPI's (Metrics)

• Adding Custom Colors to Metric Graphs
• Forecasts Visualized in Graphs
• Adding Reviews to Metric Graphs
• Adding a New Metric
• Updating a Metric
• Setting RAG Thresholds for Revenue Metrics

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Initiative Management

• New Initiative Kanban Design
• Updating An Initiative
• Health Assessment Labels And Descriptions
• Setting Initiative Health Assessments
• Adding An Initiative