Capital Planning - EcoSys - 4.11 - Help - Hexagon

EcoSys Portfolios Help (4.11)

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English
Product
EcoSys
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Portfolio
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Help
EcoSys Standard Version
4.11

EcoSys Capital Planning is used to identify projects that will appear in the capital plan, snapshot costs as the fiscal year progresses, then view and evaluate capital plan costs against current costs.

Capital Planning

Capital Plan is primarily an analysis screen showing summarized total and time-phased project cost data. Actions available from the Capital Plan screen are limited to the ability in add or remove projects from the Capital Plan and the ability to take a snapshot of the current plan.

Users will review the status of the capital plan in terms of funded, budgeted and actual costs in current year and across the long-term life of the plan.

Capital Budgeting and Planning Analysis Dashboard

The Capital Budgeting and Planning Analysis dashboard is used to understand capital planning information in relation to fund availability, allocation and approval by providing different views of this data in both spreadsheet and graphical format. The Capital Plan Summary by Portfolio screen supports the analysis for the selected portfolio. The Capital Plan by Project Type screen displays projects by project type. The Capital Plan by Fund source screen displays projects grouped by fund.

Capital Plan Snapshots Dashboard

The Capital Plan Snapshot screen displays current project costs along with the costs captured when the selected capital plan snapshot was generated. All the costs appear based on the selected fiscal year.

Capital Plan Snapshot Comparison Dashboard

Capital Plan Snapshot Comparison displays current costs per the selected fiscal year along with costs captured when the selected capital plan snapshot was generated. Only projects assigned to the selected portfolio are displayed.

Capital Plan Forecast Snapshot Comparison Dashboard

The Capital Plan Forecast Comparison allows you to analyze the changes in the forecast values of all the projects in a portfolio during different time periods. Also, the current forecast for all projects for the selected portfolio and associated sub-portfolios appear.