View Fund Allocation - EcoSys - 3.01 - Help - Hexagon PPM

EcoSys Portfolios Help (3.01)

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English
Product
EcoSys
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EcoSys Standard Version
3.01

This procedure allows you to view the allocations for selected fund or allocations for selected project.

  1. Navigate to Portfolios > Fund Allocation. The Fund Allocation screen appears.

  2. To view allocations by Fund:

    1. Click the Allocate by Fund tab. The available funds appear in the Allocate by Fund Register screen.

      You can customize the view of the Allocate by Fund Register panel from view settings.

    2. Click Refresh for screen update. The Fund Request Register will display a list of all fund requests created for the project.

    3. Click the Fund ID hyperlink. The Allocate by Fund Details panel appears.

    4. Click the Allocation tab to review all existing allocations.

    5. Click the Submitted tab to review fund requests that have not yet been processed.

    6. Click the All Request tab to review fund information details by project.

  3. To view allocations by project:

    1. Click the Allocate by Projects tab. The available funds appear in the Allocate by Project Register screen.

      You can customize the view of the Allocate by Fund Register panel from view settings.

    2. Click Refresh for screen update. The Allocate by Project Register will display a list of all fund requests created for the project.

    3. Click the Project ID hyperlink. The Allocate by Project Details panel appears.

    4. Click the Allocation tab to review existing allocations.

    5. Click the Submitted tab to review fund requests that have not yet been processed.

    6. Click the All Request tab to review fund information details by project.