Allocate Projects to Funds - EcoSys - 4.02 - Help - Hexagon PPM

EcoSys Portfolios Help (4.02)

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English
Product
EcoSys
Subproduct
Portfolio
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EcoSys Standard Version
4.02

Follow the procedure below to view a selected fund and allocate it to one or more projects.

  1. Click the Allocate by Fund tab. The available funds appear in the Allocate by Fund Register panel.

    SHARED Tip You can customize the view of the Allocate by Fund Register panel from View Settings.

  2. Click the Fund ID hyperlink. The Allocate by Fund Details panel appears.

  3. Click the Allocation tab.

    By default, the selected fund appears in the Fund ellipsis. To change this fund, click the ellipses icon and select the required fund.

  4. On the Allocation tab, click the Insert Row icon to add a new row.

  5. Click the project ID ellipsis to select the required project.

  6. (Optional) Type the amount to be allocated in the Allocation box.

    If the Allocated amount is greater than the Total Funding Amount, it appears with a red background.

  7. (Optional) Select the Allocation Date.

    The Allocation Date is highlighted in red if the Allocation Date is less than the fund Start Date or greater than the fund End Date. By default, the system assigns the current date if you did not specify the allocation date.

  8. Click SAVE.

  9. The values in the project Name and Allocation ID auto-populate.

  10. On the Allocate by Fund tab, click the Refresh icon to view the updated project allocation details.

    Click the Delete Row(s) icon to delete an existing row.