Update Portfolio's Strategic Alignments - EcoSys - 2.03 - Help - Hexagon PPM

EcoSys Help - Portfolios (2.03)

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EcoSys
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EcoSys Standard Version
2.03

This procedure allows you to add or edit the portfolio’s strategic alignments. Portfolio alignments should be defined for those the portfolios at the bottom of the bottom of portfolio hierarchy, as projects should only be assigned to portfolios that do not also own other portfolios. Portfolio alignments are utilized in the Strategic Balancing screen.

  1. In the Portfolio Planning Details panel, click the Alignment tab.

    By default, the last selected portfolio appears in the Portfolio ellipsis. To change the portfolio, click the Portfolio ellipsis to select the required portfolio.

  2. Click the Insert Row icon to add a new strategic alignment.

  3. Click the Strategic Alignment ellipsis to select the required strategic alignment.

  4. (Optional) Type the required Description.

  5. Type the required Weight.

    The sum of all the weights of all the strategic alignments selected must be equal to 100.

  6. Click the Save icon.

    • To edit the existing strategic alignments, update the information and click the Save icon.

    • Click the Delete Row(s) icon to delete the strategic alignment.

    • The updated portfolio strategic alignments are used in the Strategic Balancing screen.

      You can customize the view of the alignments from the View Settings.