Update Portfolio Project Details - EcoSys - 3.01 - Help - Hexagon PPM

EcoSys Portfolios Help (3.01)

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English
Product
EcoSys
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Help
EcoSys Standard Version
3.01

Projects enables you to view all the projects assigned to the portfolio and update the project strategic alignment, project type, prioritization score and rank.

  1. In the Portfolio Planning Details panel, click the Projects tab.

  2. (Optional) Update the project strategic alignment. Follow the procedure below to update the project strategic alignments for the selected portfolio.

    1. Click the Name hyperlink. The Project Strategic Alignment dialog box appears.

      By default, the last selected portfolio appears in the Portfolio ellipsis. To change the project, click the Portfolio ellipsis and select the required portfolio.

    2. Click the Insert Row icon to add a new strategic alignment.

    3. Click the ellipsis to select the required strategic alignment from the Strategic Alignment list.

    4. Type the required Description.

    5. Type the required Weight.

      The sum of all the weights of all the strategic alignments selected must be equal to 100.

    6. Click the Save icon.

      • To edit the existing strategic alignments, update the information and Click the Save icon.

      • Click the Delete Row(s) icon to delete the selected strategic alignment.

      • The updated project strategic alignments are used in the Balancing screen.

  3. (Optional) Click the Project Type ellipsis to select the required project type.

  4. (Optional) Update the Prioritization Score of the project. Follow the procedure below to update the Prioritization Score.

    1. Click the Prioritization Score hyperlink.

    2. Click the ellipsis icon to select the required values for the following prioritization factors.

      • Growth - Growth of the project.

      • Cost Efficiency - Cost efficiency of the project.

      • Innovation - Extent of innovation in the project.

      • Risk Level - Level of risk in the project.

      • Resource Impact - The impact of the resources in the project.

      • Cost / Benefit - Cost or benefits in the project.

    3. View the NPV column.

    4. View the IRR column.

    5. Click the Save button. The value in the Project Prioritization Score appears.

      • The formula used to calculate the Project Prioritization Score is:

        (Growth value selected*Growth Weight%) +

        (Cost Efficiency value selected*Cost Efficiency Weight%) +

        (Innovation value selected*Innovation Weight%) +

        (Risk Level value selected*Risk Level Weight%) +

        (Resource Impact value selected*Resource Impact Weight%) +

        (Cost/Benefit value selected*Cost /Benefit Weight%)

      • The values for the Growth weight, Cost Efficiency weight, Innovation weight, Risk Level weight, Resource Impact value weight, and Cost/Benefit value weight are set by the administrator.

      • Click the Close button.

        The Projects tab appears in the Portfolio Planning Details panel.

  5. (Optional) Type the required Rank.

  6. Click the Save icon.