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Hey Brenda! I wrote the tutorials that are being pulled in via the Dekiscript block above. These should be all we need for the beta. I'm leaving some notes next to the ones below to help explain why they're not relevant to this beta.
The majority of the listed articles we don't need new version of are about the mega menu. We house mega menu content under portfolio right now because it's kind of the catchall for company level things like nav that don't fit into another tool category. But, for this Home beta, the nav isn't changing yet and the only screen that's different at the moment is the project list screen (the equivalent of the 'Projects' tab in the old Portfolio tool.)
Maggie: The links are this sentence were just copied over and pasted, unlike the ones above. I'll check-in with you on Monday about this.
Export a List of Projects from the Company Portfolio (we can probably add a version of this for Home for GA, but it's a super intuitive feature and works the same in Home as it did in Portfolio)
Navigate to a Favorite Tool (not related to Home, this is about the mega menu)
Revoke Access for My Connected Apps (not related to Home, this is about app management accessed through the mega menu)
Search the Company Portfolio for Projects (created a new version for search/filter functionality listed above)
Set Up and Manage Your Favorites (doesn't happen in the tool, happens in the mega menu)
Set User Permissions for the Portfolio Tool (we don't advise users to manage permissions outside of the Permissions tool, so while this might technically be possible, we don't want to instruct users to do this)
Set and Apply Favorites for the Project Tools Menu (not applicable to Home/company level, this is about the mega menu)
Set the Dashboard View Permissions (this isn't a thing in Home right now)
Show Portfolio Projects in Map View (idk if this is possible with Home, might be good to check with Sinai to see if it is)
Switch Between Financial Views (not relevant to Home, Home is only applicable to the projects list right now)
Switch Between Views in the Projects List (this doesn't exist in Home)
Switch Between the Portfolio Views (These tabs don't exist in Home on the Projects list view. When you navigate to one of the other tabs through the mega menu you're taken to the old tool experience right now. Not worth documenting for beta imho.)
Upload Your Avatar or Profile Photo to Procore (not related to Home tool)
View Inactive Projects in the Company Portfolio (we could maybe make an article for this, but i'd lean toward adding detail about the active/inactive filter to the 'search and filter' article.)
View My Open Items in the Portfolio Tool (Created a new version of this just because the nav is different in Home, it's not a tab, it's in the mega menu like a tool. Users have been confused)
View the Executive Dashboard in the Portfolio Tool (These tabs don't exist in Home on the Projects list view. When you navigate to one of the other tabs through the mega menu you're taken to the old tool experience right now. Not worth documenting for beta imho.)
View the Health Dashboard in the Portfolio Tool (These tabs don't exist in Home on the Projects list view. When you navigate to one of the other tabs through the mega menu you're taken to the old tool experience right now. Not worth documenting for beta imho.)