1. Updating an Action, Decision, Dependency, and Assumption in Portfolio Action Tracking


1. In the Portfolio Action Tracking page, click the Action ID of the Item you want to update.

 

2. In the Action Details page, click the Update button.


3. In the Update Action page, you can update the following below:

  • Type
  • Meeting Assignment
  • Module
  • Work Stream (for Action Level= Project only)
  • Description/ Decision (for Action Type= Decision)
  • Assigned to/ Decision Owner (for Action Type= Decision)
  • Participants/ Decision Makers (for Action Type= Decision)
  • Due Date
  • Status

 

4. Always note the update done for the Action Tracking item and place in the Update Notes data field.

 

5. Once done, click the Update Action button. Updates done to the Action Tracking item will then be reflected.