Add Multiple Projects to a Portfolio - 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 allows you to add one or more projects to the selected portfolio.

Projects should be assigned to standalone portfolios or portfolios at the bottom of the portfolio hierarchy. They should not be added to parent portfolios.

  1. Navigate to Portfolios > Assignments.

  2. In the Project Selection Register panel, select the check box corresponding to one or more projects.

  3. Click the Save icon.

  4. Click Actions list and select Add Selected To Portfolio.

  5. Click OK in the Add Selected To Portfolio confirmation box.