Portfolio Enterprise Defaults - EcoSys - 2.03 - Administration & Configuration - Hexagon PPM

EcoSys Help - Portfolios and Contracts Administration (2.03)

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Administration & Configuration
EcoSys Standard Version

Portfolio Enterprise Defaults allows the EcoSys administrator to define certain attributes of the portfolios that must be established before portfolio setup can take place. These attributes include:

  • Prioritization Factors - Setup the prioritization score of the portfolio.

  • Key Performance Indicators (KPIs) - Measure the success of the portfolio.

  • Strategic Alignment - Establish the strategic alignment of the portfolio.

  • Fund ID Setup - Define the Fund ID structure used in the fund screens.