View Strategic Balancing - EcoSys - 4.01 - Help - Hexagon PPM

EcoSys Portfolios Help (4.01)

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English
Product
EcoSys
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EcoSys Standard Version
4.01

This screen displays strategic balancing charts and spreadsheet. Charts will not render correctly if the portfolio’s total strategic alignment values are not updated correctly.

Portfolio strategic alignment is maintained in Portfolio Setup. Project strategic alignment can also be updated in Portfolio Setup, but the user can also update project strategic alignment in this screen.

  1. Navigate to Portfolios > Strategic Balancing.

  2. At the top of the screen, in the green parameter bar, click the Portfolio ellipse to view a selected portfolio.

  3. If required, click REFRESH to update the screen.

    When a project’s strategic alignments are not set correctly, the Project ID appears with a red background in the Project Selection Scenario panel.