View the Capital Plan Summary by Portfolio - EcoSys - 3.02 - Help - Hexagon PPM

EcoSys Portfolios Help (3.02)

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EcoSys
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EcoSys Standard Version
3.02

The Capital Plan Summary by Portfolio panel displays the project cost and capital planning information. This projects along with their associated information are sorted based on their portfolios.

To view the capital plan summary by portfolio:

  1. Navigate to Portfolios > Capital Budgeting and Planning Analysis.

  2. At the top of the screen, in the green parameter bar, click the ellipsis to select the required values in the below fields:

    • Capital Plan Snapshot - Select the required capital plan snapshot label

    • Start Year - Select the required fiscal start year

    • End Year - Select the required fiscal end year

  3. Click the by Portfolio tab. The corresponding project cost details will appear in the Capital Plan Summary by Portfolio panel. The details listed below appear:

    • Portfolio: Displays the portfolio name.

    • Project ID: Displays the project ID.

    • Project Name: Displays the project name.

    • Project Start Date: Displays the project start date.

    • Project End Date: Displays the project end date.

    • Fiscal Budget: Displays the current budget of the project.

    • Fiscal Actuals: Displays the actuals of the project.

    • Fiscal Capital Plan: Displays the budget of the project for the selected capital plan.

    • Fiscal Variance: Displays the difference between the current budget and the actuals.

    • Status: Displays the project status.

  4. The Capital Plan for Start Year line chart will display the current budget, funding, and capital plan costs for the enterprise and the selected Period.

    • To view the current budget, funding, current budget snapshot, and current forecast of all the projects in a portfolio, click a Portfolio in Capital Plan Summary by Portfolio panel.

  5. The Capital Plan Multi-Year line chart will display the current budget, funding, and capital plan costs for the enterprise beginning at the Start Year and ending with the End Year.

    • To view the current budget, funding, current budget snapshot, and current forecast for all projects in a portfolio, click a Portfolio in Capital Plan Summary by Portfolio panel.

  6. The Portfolio Fund Allocation pie chart displays funds allocated to projects in the enterprise by fund.

    • To view the fund allocation for all projects in a portfolio, click a Portfolio in Capital Plan Summary by Portfolio panel.