User Guides

DSC Request Module

• DSC Requests: Managing Progress Notes for Status Feed
• DSC Requests: Creating
• DSC Requests: Editing, Making Public, Viewing and Adding Standard Notes
• DSC Requests: Managing Progress Note Entries
• DSC Requests: Linking Projects/Activities to DSC Requests
• DSC Requests: Deleting

Formulation Input

• Formulation Input: BY27 User Guide
• Formulation Input: Editing a Budget Item on the Formulation Input Screen
• Running the Formulation Input Export Report
• Running the Budget Items by Organization Detail Report
• Admin Users: Accessing and Managing the Formulated Budget View for BFS Load
• Admin Users: Turning on and Off Formulation

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Planning Module

• Priorities: Creating and Editing
• Goals: Creating and Editing
• Strategies: Creating, Editing, Managing

Workload Management Module

• Projects/Activities: Navigating the List Screen
• Projects/Activities: How Project Health and KPIs are Calculated
• Projects/Activities: Creating a new Project/Activity via the Create Wizard
• Projects/Activities: Editing
• Projects/Activities: Managing Milestones
• Projects/Activities: Managing the Status Log

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Portfolio Module

• Investments: Creating and Editing
• Investments: Navigating the Investment Screen
• Components: Creating and Editing
• Components: Adding Applicable Periods (FMB and Admin Users only)
• Budget Items: Creating
• Budget Items: Saving and Accessing Placeholder Budget Items

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Budgets Module

• Budget Views: Navigating the Data Tab
• Budget Views: Navigating the Top 5 Budget Items Tab
• Budget Views: Navigating the Budget Trend Analysis tab

Solutions Module

• Solution Categories: Creating, Editing, and Navigating
• Solution Names: Creating and Editing
• Solution Names: Managing Accomplishments and Challenges
• Solution Offerings: Creating and editing

Resources Module

• CPM Adjustment Overview
• Guidance for Adjustment Reviewers
• Guidance for Adjustment Approvers
• Updating Settings for CPM Adjustments
• Running the CPM Adjustments Report and Export
• Approved or Rejected CPM Adjustments

CPIC Module

• Projects/Activities: Managing Projects for OMB Reporting
• Agency IT Portfolio: Financial Data Tab
• Agency IT Portfolio: Ledgers Tab
• Agency IT Portfolio: Services Information
• Managing the IT Portfolio Overview Report
• Create CIO Evaluation Questions with Parent Question

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Technologies Module

• FISMA Boundaries: Creating and Editing
• FISMA Boundaries: Managing Contacts
• Systems/Tools: Creating and Editing
• Systems/Tools: Managing Contacts
• Systems/Tools: Linking Data Assets
• Data Assets: Creating and Editing

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