Create New Portfolio Change - EcoSys - 4.02 - Help - Hexagon PPM

EcoSys Portfolios Help (4.02)

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English
Product
EcoSys
Subproduct
Portfolio
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Help
EcoSys Standard Version
4.02

This procedure allows you to create a new portfolio change. Once the new change is created, it creates a log entry in the Portfolio Change Log panel and the status of the change becomes Open.

  1. Click the Actions list and select Create Portfolio Change.

  2. The Create Portfolio Change dialog box appears.

  3. Click the Portfolio ellipses to select the required portfolio. By default, the last selected portfolio appears.

    The Portfolio displayed in the tool bar at the top of the screen is the only portfolio available for the selection in the Create New Portfolio Change dialog box.

  4. Type the required Portfolio Change Name.

  5. Click the Portfolio Change Type ellipsis to select the change type. The available values are:

    • OPT - Optimization

    • PER - Performance

  6. (Optional) Type a Comment.

  7. Click the Run button. The Create Portfolio Change confirmation dialog box appears.

  8. Click the OK button. A new portfolio change appears in the Portfolio Change Register panel.

    • To view the log entry, click the Log tab.

    • To view the status of the risk, click the Portfolio Change Register tab.