Create Sub-Portfolio - EcoSys - 2.03 - Help - Hexagon PPM

EcoSys Help - Portfolios (2.03)

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English
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EcoSys
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EcoSys Standard Version
2.03

This procedure allows you to create a sub-portfolio under an existing portfolio. Once the sub-portfolio is closed, it creates a log entry in the Portfolio Log panel.

  1. Navigate to Portfolio > Portfolio Setup.

  2. Click the Actions list and select Create Sub-Portfolio.

    The Create Sub Portfolio dialog box appears.

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

    The Portfolio displayed in the green parameter bar at the top of the screen is the only portfolio available for the selection in the Parent Portfolio ellipsis.

  4. Type a required sub portfolio name in the Portfolio Name box.

  5. (Optional) Type a Comment.

  6. Click the Run button. The Create Sub Portfolio confirmation dialog box appears.

  7. Click the OK button. A new sub-portfolio appears in the Portfolio Planning Register panel.

    To view the record, click the Log tab.