View Portfolio Pie Charts - 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 view the portfolio charts based on the selected category in a pie chart format. The available categories are listed below:

  • Location: Displays the projects with updated location on the pie chart.

  • Project Manager: Displays the projects with updated project manager on the pie chart.

  • Project Status: Displays the projects with updated project status on the pie chart.

  • Project Type: Displays the projects with updated project type on the pie chart.

To view the portfolio pie charts, perform any of the following actions in the Pie Charts panel.

  • To view Portfolio by Project Count chart:

    • Click the Portfolio by Project Count hyperlink. The Portfolio by Project Count panel appears.

    • Click the Category ellipsis to select the required category.

    • Click the Run button. The Portfolio by Project Count panel displays the number of projects in the selected portfolio as per the selected category in a pie chart format.

      To view the Cost Drilldown, click the pie chart.

  • To view Portfolio by Project Actuals chart:

    • Click the Portfolio by Project Actuals hyperlink. The Portfolio by Project Actuals panel appears.

    • Click the Category ellipsis to select the required category.

    • Click the Run button. The Portfolio by Project Actuals panel displays the project actuals in the selected portfolio per the selected category in a pie chart format.

      To view the Cost Drilldown, click the pie chart.

  • To view Portfolio by Project Budget chart:

    • Click the Portfolio by Project Budget hyperlink. The Portfolio by Project Budget panel appears.

    • Click the Category ellipsis to select the required category.

    • Click the Run button. The Portfolio by Project Budget panel displays the project budget in the selected portfolio per the selected category in a pie chart format.

      To view the Cost Drilldown, click the pie chart.

  • To view Portfolio by Project Forecast chart:

    • Click the Portfolio by Project Forecast hyperlink. The Portfolio by Project Forecast panel appears.

    • Click the Category ellipsis to select the required category.

    • Click the Run button. The Portfolio by Project Forecast panel displays the project forecast in the selected portfolio per the selected category in a pie chart format.

      To view the Cost Drilldown, click the pie chart.