Update Portfolio Change Details - EcoSys - 3.02 - Help - Hexagon PPM

EcoSys Portfolios Help (3.02)

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English
Product
EcoSys
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EcoSys Standard Version
3.02

This following procedure allows you to maintain the change details by adding the change items.

  1. In Portfolio Change Details panel, click the Details tab.

    • By default, the last selected change appears in the Portfolio Change ellipsis. To change the selected change, click the Portfolio Change ellipsis in the green parameter bar to select the required risk.

    • For the Portfolio Balance changes, this section is read only. All the changes made to the projects in the Balancing screen appear.

      SHARED Tip You can customize the view of the portfolio change details from the View Settings.

  2. Click Insert Row icon to add a new row. By default, the path ID of the portfolio auto-populates in the Path ID column.

  3. (Optional) Type the Description of the change item.

  4. (Optional) Type the number of Hours to be invested in the change item.

  5. (Optional) Type the Cost to be invested in the change item.

  6. Click the Save button.

    Click the Delete Row(s) icon to delete a selected row.