Update Goals and Objectives - EcoSys - 4.01 - Help - Hexagon PPM

EcoSys Portfolios Help (4.01)

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English
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EcoSys
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EcoSys Standard Version
4.01

This procedure allows you to update the goals of the portfolio and the objectives for each goal.

SHARED Tip You can customize the view of the Portfolio Goals panel from the View Settings.

  1. In the Portfolio Planning Details panel, click the Goals and Objectives tab.

    By default, the last selected portfolio appears in the Portfolio ellipsis. To change the portfolio, click the Portfolio ellipsis to select the required portfolio.

  2. In the Portfolio Goals panel, click the Insert Row icon to add a goal.

  3. Type a unique Goal ID.

  4. Type the required Goal Name.

  5. Click the Goal Type ellipsis to select the required goal type.

  6. Type the required Weight.

  7. Click the Save icon.

    A hyperlink is created in the Goal ID box.

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

  8. To update the objective of the goal, do the following:

    1. Click the Goal ID hyperlink. The Portfolio Objectives panel appears.

    2. Click the Insert Row icon to add a new objective.

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

    3. Type a unique ID.

    4. Type the required Description.

    5. Type the Target of the selected goal.

    6. Select the required Deadline date of the goal.

    7. Type the required Weight.

    8. Type the percentage of goal achieved in % Complete.

    9. Click the Save icon. In the Portfolio Objectives panel, a value appears in the Weighted % Complete. Also, the values in the Weighted % Complete and % Complete appear in Portfolio Goals panel.

      • Click the Delete Row(s) icon to delete the selected objective.

      • The formula used to calculate the Weighted % Complete column in the Portfolio Objective panel is:

        (objective weight) * (% complete) / (total objective weight

        Here objective weight is the value typed in the specific objective, % complete is the value typed in the % complete of specific objective, and the total objective weight is the sum of the weights of all the objectives.

      • The weight of all the objectives is added and this value appears in % Complete in the Portfolio Goals panel.

      • The formula used to calculate the Weighted % Complete column in the Portfolio Goal panel is:

        (goal weight) * (percentage complete) / (total goal weight)

        Here goal weight is the value typed in the specific goal, percentage complete is the value typed in the % complete of specific goal, and the total goal weight is the sum of the weights of all the goals.

        SHARED Tip You can customize the view of the Portfolio Objectives panel from the View Settings.