Cancel Portfolio Change - EcoSys - 4.11 - Help - Hexagon

EcoSys Portfolios Help (4.11)

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English
Product
EcoSys
Subproduct
Portfolio
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EcoSys Standard Version
4.11

This procedure allows you to cancel a change. Once the approved change is cancelled, it cannot be edited. Also, a log entry appears in the Portfolio Change Log panel and the status of the change updates to Cancelled.

  1. Navigate to Portfolios > Changes.

  2. Click the Actions list and select Cancel Portfolio Change.

  3. The Cancel Portfolio Change dialog box appears.

  4. Click the Portfolio ellipsis to select the required portfolio. By default, the last selected portfolio name appears.

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

  5. Click the Portfolio Change ellipsis to select the required portfolio change. By default, the last selected portfolio change appears.

  6. (Optional) Type a Comment.

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

  8. Click the OK button. In the Portfolio Change Register panel, the status of the portfolio change is changed to Cancelled.

    • If the portfolio change is cancelled, it cannot be submitted for approval until it is re-opened.

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

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