Portfolio Tasks - EcoSys - 2.03 - Administration & Configuration - Hexagon PPM

EcoSys Help - Portfolios and Contracts Administration (2.03)

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Administration & Configuration
EcoSys Standard Version

In the Portfolios Tasks screen, you can add, update, or delete portfolio-related tasks. To view the portfolio tasks,

  • Navigate to Admin > Portfolios Admin > Portfolio Tasks.

    You can customize the view of the portfolio Changes, Risks, and Goals spreadsheet from the view settings.

  • To view the portfolio changes, click the Changes tab.

  • To view the portfolio risks, click the Risk tab.

  • To view the portfolio goals, click the Goals tab.