Establish Portfolio Details - EcoSys - 4.11 - Administration & Configuration - Hexagon

EcoSys Help - Portfolios and Contracts Administration (4.11)

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English
Product
EcoSys
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Administration & Configuration
EcoSys Standard Version
4.11

Follow the procedure below to update portfolio defaults.

  1. Navigate to Admin > Portfolio Admin > Enterprise Defaults.

  2. Click the ID DEFAULTS tab.

  3. To update portfolio change ID defaults, perform the following in the Portfolio Defaults panel.

    1. (Optional) Type the required Change Prefix.

      The prefix is added to the beginning of the change ID.

    2. (Optional) Type a digit in Next ID Base. By default, this value is set to zero.

      The numbering of the change ID starts from this digit.

    3. Type a digit in Digits (Max 20). By default, this value is set to zero.

      This is the length of the change ID.

    4. (Optional) Type the required Suffix.

      The change ID ends with the suffix entered.

    5. Type a digit in Increment. By default, this value is set to zero.

      The change ID increments by this digit.

    6. Click SAVE. The change ID appears in Change ID Example (Max 40).