Re-Open Portfolio Change - EcoSys - 2.03 - Help - Hexagon PPM

EcoSys Help - Portfolios (2.03)

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English
Product
EcoSys
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EcoSys Standard Version
2.03

This procedure allows you to re-open the changes that are submitted, cancelled, or put on hold. Also, the approved change is re-opened, a log entry appears in the Portfolio Change Log panel and the status of the change updates to Open.

  1. Navigate to Portfolios > Changes.

  2. Click the Actions list and select Re-Open Portfolio Change. The Re-Open Portfolio Change dialog box appears.

    The Re-Open Portfolio Change dialog box appears.

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

    The Portfolio displayed in the green parameter bar at the top of the screen is the only portfolio available for the selection in the Re-Open Portfolio Change dialog box.

  4. Click the Portfolio Change ellipsis to select the portfolio change. By default, the last selected portfolio change appears.

  5. (Optional) Type a Comment.

  6. Click the Run button. The Re-Open Portfolio Change confirmation dialog box appears.

  7. Click the OK button. In the Portfolio Change Register panel, the status of the selected portfolio change is changed to Open.

    • To view the log entry, click the Log tab.

    • To view the status of the risk, click the Portfolio Change Register tab.