Capital Plan Snapshot Comparison - EcoSys - 3.01 - Help - Hexagon PPM

EcoSys Portfolios Help (3.01)

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English
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EcoSys
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EcoSys Standard Version
3.01

Capital Plan Snapshot Comparison dashboard displays current costs of the selected fiscal year along with costs captured when the selected capital plan snapshot was generated. Only projects assigned to the selected portfolio and associated sub-portfolios are displayed.

SHARED Tip You can customize the view of the Portfolio Snapshot panel from the View Settings.

Follow the procedure below to view the capital plan snapshot comparison:

  1. Navigate to Portfolios > Capital Plan Snapshot Comparison.

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

    • Cick the Portfolio ellipsis to select the required portfolio.

    • Click the Capital Plan Snapshot ellipsis to select required capital plan snapshot.

    • Click the Year ellipsis to select the required fiscal year.

  3. Click Refresh for screen update. The corresponding project cost details appear in the Portfolio Snapshot panel. The below listed details appear:

    • Project ID: Displays the project ID.

    • Project Name: Displays the project name.

    • Project Type: Displays the project type.

    • Score: Displays the project prioritization score.

    • Current Budget: Displays the current project budget for the selected year.

    • Current Budget Snapshot: Displays the current budget for the selected year captured in the selected capital plan snapshot.

    • Snapshot Budget Variance: Displays the difference between the current budget and the current budget snapshot

    • Current Forecast: Displays the current project forecast for the selected year.

    • Current Forecast Snapshot: Displays the current forecast for the selected year captured in the selected capital plan snapshot.

    • Snapshot Forecast Variance: Displays the difference between the current forecast and the current forecast snapshot.

    • Status: Displays the project status.

  4. To compare the current budget and current budget snapshot values of all the projects for the selected portfolio, click the Budget tab in the Portfolio Snapshot Chart panel. This comparison is displayed for each month of the selected year in a chart format.

    To compare the current budget and current budget snapshot values of an individual project, click the Project ID hyperlink in the Portfolio Snapshot panel, then click the Budget tab.

  5. To compare the current forecast and current forecast snapshot values of all the projects for the selected portfolio click the Forecast tab in the Portfolio Snapshot Chart panel. This comparison is displayed for each month of the selected year in a chart format.

    To compare the current forecast and current forecast snapshot values of an individual project, click the Project ID hyperlink in the Portfolio Snapshot panel, then click the Budget tab.