EcoSys Help - Portfolios and Contracts Administration (2.03) - EcoSys

PPMProduct: EcoSys
PPMCategory_custom: Administration & Configuration
Version_EcoSysStand: 2.03

EcoSys Help - Portfolios and Contracts Administration
EcoSys System Architecture and Navigation
EcoSys Solution Architecture
EcoSys Workspace Basics
Portfolio Enterprise Defaults
Establish ID Defaults
Establish Opportunity ID Details
Establish Portfolio Details
Establish Fund Details
Update Prioritization
View the Prioritization Factor and Potential Selections
Update the Weights for Prioritization Factors
Update Prioritization Score Selections
Update Key Performance Indicators
Update Strategic Alignment
Update Goals
Stage Gate Setup
Create Stage Gate Process
Create Stage Gate
Add the Stage Gate Deliverables
Set Project Activation Gate
View Stage Gate Setup Log
Stage Gate Admin
Create Stage Gate Process
Create Stage Gate
Set Project Activation Gate
Update Stage Gate Details
Workflow Admin
View Portfolio Workflow Admin
Re-Open Submitted Opportunity
Re-Open Submitted Stage Gate Project
Opportunity Template Setup
Add an Opportunity Template
Update Opportunity Template Details
Update General Opportunity Template Attributes
Establish Template Currencies and Rate Tables
Establish Workflow Users
Establish Budget Administration
Define Budget Approval Threshold Level Values
Establish Project Budget ID Format
Establish Change Administration
Define Change Approval Threshold Level Values
Establish Change ID Format
Establish Risk ID Format
Establish Commitment Administration
Establish Forecast Administration
Forecast Variance Change Thresholds
Define Forecast Approval Threshold Level Values
Establish Issue ID Format
Establish Fund Request ID Format
Opportunity Template Structure
Add or Update Opportunity Object Template Manually
Import Opportunity Object Template
Establish Opportunity Object Template Attributes
Establish Object Template General Data
Establish Opportunity WBS Currency & Rates
Portfolio Tasks
Funding Tasks
Working Forecast Transactions
Contracts Admin
Enterprise Defaults
Contract Organization
View Contract Organization
Create or Maintain Contract Organization
Tasks
Working Forecast Transaction
Support, Copyright, and Legal Information
Copyright
Customer Support
Antipiracy Statement

Back to home page