Contents: Section Page(s) 1. Getting Started 3 - 4 1.1 Logging in – 2. Home Screen & Navigation 5 16 – 2.1 Stages & Gateways 5 6 – – 2.2 Stat Tiles 7 – 2.3 Governance Widget 8 – 2.4 Project Widget 8 – 2.5 Top Toolbar Functions 9 - 16 – 3. Setting up / Building Your Project 17 - 26 3.1 - Portfolios 17 3.2 Programmes 17 – 3.3 Proposals 18 19 – – 3.3.1 Hierarchies 19 22 – – 3.3.2 Proposals continued 22 26 – – 4. Gateway Approval 27 33 – 4.1 Assigning an Approver 27 28 – – 4.2 Submission 29 - 30 – 4.3 Approving Submissions 30 - 33 – 5. Continuing to Build the Lifecycle Stages 34 47 – 5.1 Outline Business Case 34 40 – – 5.2 Full Business Case 41 44 – – 5.3 Live Projects 45 47 – – 5.4 Benefits Realisation (Coming soon) 47 – 5.5 Closed & Rejected 47 – 6. Additional Features / Tabs 48 50 – 6.1 Members (Coming soon) 48 – 6.2 Document Store 48 50 – – 6.3 Reports (Coming soon) 50 – 7. VertoGo 51 50 – 7.1 What is VertoGo 51 – 7.2 Accessing VertoGo 51 – 7.3 Home screen 52 - 53 – 7.4 Programme / Project Details 54 - 55 – 8. Feedback 55 Appendices 1. Approval Process Workflow 56 2. TMI Approval Process 57 3. Glossary of Terms 58 - 62
Contents: Section Page(s) 1. Getting Started 1.1 – Logging in 3 - 4 2. Home Screen & Navigation 2.1 – Stages & Gateways 2.2 – Stat Tiles 2.3 – Governance Widget 2.4 – Project Widget 2.5 – Top Toolbar Functions 5 – 16 5 – 6 7 8 8 9 - 16 3. Setting up / Building Your Project 3.1 - Portfolios 3.2 – Programmes 3.3 – Proposals 3.3.1 – Hierarchies 3.3.2 – Proposals continued 17 - 26 17 17 18 – 19 19 – 22 22 – 26 4. Gateway Approval 4.1 – Assigning an Approver 4.2 – Submission 4.3 – Approving Submissions 27 – 33 27 – 28 29 - 30 30 - 33 5. Continuing to Build the Lifecycle Stages 5.1 – Outline Business Case 5.2 – Full Business Case 5.3 – Live Projects 5.4 – Benefits Realisation (Coming soon) 5.5 – Closed & Rejected 34 – 47 34 – 40 41 – 44 45 – 47 47 47 6. Additional Features / Tabs 6.1 – Members (Coming soon) 6.2 – Document Store 6.3 – Reports (Coming soon) 48 – 50 48 48 – 50 50 7. VertoGo 7.1 – What is VertoGo 7.2 – Accessing VertoGo 7.3 – Home screen 7.4 – Programme / Project Details 51 – 50 51 51 52 - 53 54 - 55 8. Feedback 55 Appendices 1. Approval Process Workflow 56 2. TMI Approval Process 57 3. Glossary of Terms 58 - 62
Verto-Introductory-Training-User-Guide-v0.5_LP_MD_-231117_Compressed.docx