Refresh Balancing Scenario - EcoSys - 2.03 - Help - Hexagon PPM

EcoSys Help - Portfolios (2.03)

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English
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EcoSys
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EcoSys Standard Version
2.03

This procedure must be implemented before beginning any of the balancing activities. It updates the balancing scenario to display the current project assignments to the selected portfolio.

  1. Navigate to Portfolios > Strategic Balancing.

  2. Click the Actions list and select Refresh Scenario.

    The Refresh Scenario dialog box appears.

  3. Click the Portfolio ellipsis to select the required portfolio. By default, the last selected portfolio appears.

    The Portfolio displayed in the green parameter at the top of the screen is the only portfolio available for selection in the selected in the Refresh Scenario dialog box.

  4. Click the Run button. The Refresh Scenario confirmation dialog box appears.

  5. Click the OK button.

    The projects assigned to the selected portfolio appear in the Project Selection Scenario panel and Balancing Potential bar chart.