Portfolio Change - EcoSys - 3.02 - Help - Hexagon PPM

EcoSys Portfolios Help (3.02)

Language
English
Product
EcoSys
Search by Category
Help
EcoSys Standard Version
3.02

Portfolio Change captures, manages, and records all the changes impacting portfolio costs, schedules, resources, progress, and performance. There can be of three types of changes - Optimization, Performance, and Balancing. Each change consists of multiple items with description, cost, and hours. Changes can be approved, placed on hold, cancelled, or reopened. You can also view the changes associated with the projects that have been added or removed from the portfolio in Balancing screen.

Portfolio change attributes include:

  • General attributes - Properties of the change.

  • Details - Change items.

  • Documents - Change related documents.

You can also import portfolio change line items from external files and generate change reports.

Change Process

Portfolios - Changes