Update General Attributes - 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 update the general attributes of the fund.

  1. In the Fund Details panel, click the General tab.

    By default, the selected fund appears in the Fund ellipsis. To change the fund, click the Fund ellipsis and select the required fund.

  2. (Optional) Type the required Alternate ID.

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

    The status of the fund auto-populates in the Status column.

  4. (Optional) Click the Start Date ellipsis to select the start date of the fund.

  5. (Optional) Click the End Date ellipsis to select the end date of the fund.

  6. (Optional) Type the fund amount in the Total Funding Amount column.

  7. (Optional) Select the Used for Additional Funding ? check box if the fund is to be used for projects that request additional funding.

  8. Click SAVE.

    The fields Used for Additional Funding, Type, Start Date, and End Date can be updated directly in the Fund Register panel.