Publish Portfolio Health - EcoSys - 4.03 - Help - Hexagon

EcoSys Portfolios Help (4.03)

Language
English
Product
EcoSys
Subproduct
Portfolio
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Help
EcoSys Standard Version
4.03

After the portfolio health and summary KPI data has been validate, it must be published in order to appear on the Portfolio Analysis screen.

  1. Navigate to Portfolios > Status Report Management.

  2. Click the Actions list and select Publish Portfolio Health.

  3. Click the Portfolio ellipsis to select the required project. 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 Publish Portfolio Health dialog box.

  4. Click the Portfolio Period ellipsis to select the required project. By default, the last selected period appears.

  5. (Optional) Type a Comment.

  6. Click the Run button. The Publish Portfolio Health confirmation dialog box appears.

  7. Click the OK button. The Portfolio Dashboard screen appears.

        The Portfolio Dashboard displays the following information:

  • The Portfolio Health Production panel displays the project health.

  • The Key Performance Indicators panel displays the KPIs and their status.

  • The Portfolio S-Curve displays the budget details of the selected project.

  • The Health Trends panel displays the portfolio health of the published periods.

  • The Portfolio CPI tab displays the portfolio CPI in the gauge meter chart.

  • The Portfolio SPI tab displays the portfolio SPI in the gauge meter chart.