Recalculate KPIs - EcoSys - 2.04 - Help - Hexagon PPM

EcoSys Portfolios Help (2.04)

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English
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EcoSys
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EcoSys Standard Version
2.04

This procedure enables you to recalculate KPIs for a selected period. KPIs should only be generated for the current period. For the KPIs to calculate as required, KPI thresholds must be established for the selected portfolio in Portfolios > Portfolio Setup.

It is necessary to recalculate KPIs to view the updated KPI information in the current period.

  1. Navigate to Portfolios > Performance Measurement.

  2. Click the Actions list and select Recalculate KPIs.

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

    The Portfolio displayed in the green parameter bar at the top of the screen is the only portfolio available for selection in the Recalculate KPIs dialog box.

  4. Click the Period ellipsis to select the required month of the year. By default, the last selected period appears.

  5. Click RUN and then OK. The updated KPI information appears in the Project KPI Summary panel. The Portfolio KPI Definition panel can be used to understand more about the KPI.