Update General Attributes - EcoSys - 2.03 - Help - Hexagon PPM

EcoSys Help - Portfolios (2.03)

Language
English
Product
EcoSys
Search by Category
Help
EcoSys Standard Version
2.03

The following procedure allows you to update the general attributes of the changes.

  1. In the Portfolio Change Details panel, click the General tab.

    • By default, the last selected change appears in the Portfolio Change ellipsis. To change the selected change, click the Portfolio Change ellipsis in the green parameter bar to select the required risk.

    • The corresponding values of the Portfolio Change auto-populate in Change ID, Change Name, Type and Status.

  2. Type the required Change Name to edit the existing name of the change.

  3. (Optional) Type in the Description.

  4. Click SAVE.

    The Approval Date is a non-editable field. Once the portfolio change is approved, the date appears.