View Balance & Funds - 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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Help
EcoSys Standard Version
2.04

This procedure allows you to view the Planned vs Current Balance, Funding Status, and Funding Cost Analysis charts.

  1. Navigate to Portfolios > Portfolio Manager Dashboard.

  2. At the top of the screen, in the green parameter bar:

    • Click the Portfolio ellipsis to select the required portfolio.

    • Click the Portfolio Period ellipsis to select the required portfolio period.

    • Click the # Past Periods ellipsis to select the number of past periods.

  3. Click Refresh for screen update.

  4. Click the Balance & Funds tab. The Planned vs Current Balance, Funding Status, and Funding Cost Analysis charts appear.

The portfolio’s planned strategic alignment and the current strategic alignment of projects in the portfolio can be viewed in the Planned vs Current Balance panel.

To view the Project Balancing Drilldown:

  • Click the yellow bar that represents current strategic alignment in the Planned vs Current Balance chart. The Portfolio Balancing Drilldown dialog box appears.

  • In the Funding Status chart, the Available, Approved, and Approved to Spend amounts are represented in a bar chart format for the selected year. To view the Fund Drilldown,

  • Click any bar in the Funding Status bar chart. The Fund Drilldown dialog box appears.

  • In the Funding Cost Analysis chart, the Allocated, Budget, and Forecast values are represented in a bar chart format for the selected year. To view the Portfolio Cost Drilldown,

  • Click any bar in the Funding Cost Analysis bar chart. The Portfolio Cost Drilldown dialog box appears.