Update General Opportunity Template Attributes - EcoSys - 2.03 - Administration & Configuration - Hexagon PPM

EcoSys Help - Portfolios and Contracts Administration (2.03)

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English (United States)
Product
EcoSys
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Administration & Configuration
EcoSys Standard Version
2.03

This procedure allows you to view or update the opportunity template-related attributes.

  1. In the Template Details panel, click the General tab.

  2. Edit the template Name if required.

  3. Select the required Start Date.

  4. Select the required End Date.

  5. Click the Responsible Org ellipsis and select the required organization.

  6. Click the Stage Gate Process ellipsis and select the required stage gate process.

  7. Click the Project Manager ellipsis and select the required project manager.

  8. Click the Portfolio ellipsis and select the required portfolio.

  9. Click the Client ellipsis and select the required client.

  10. Click the Location ellipsis and select the required location.

  11. Type in the required Business justification / Objective.

  12. Click SAVE.