Establish Portfolio Details - 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

Follow the procedure below to update portfolio defaults.

  1. Navigate to Admin > Portfolio Admin > Enterprise Defaults.

  2. Click the ID Defaults tab. The Portfolio Defaults panel appears.

  3. To update portfolio change ID defaults, perform the following.

    1. (Optional) Type in a required Change Prefix.

      The prefix is added to the beginning of the change ID.

    2. (Optional) Type a digit in Next ID Base. By default, this value is set to zero.

      The numbering of the change ID starts from this digit.

    3. Type a digit in Digits (Max 20). By default, this value is set to zero.

      This is the length of the change ID.

    4. (Optional) Type in a required Suffix.

      The change ID ends with the suffix entered.

    5. Type a digit in Increment. By default, this value is set to zero.

      The change ID increments by this digit.

    6. Click SAVE, the change ID appears in Change ID Example (Max 40).

  4. To update risk ID defaults, perform the following,

    1. (Optional) Type in a required Risk Prefix.

      The prefix is added to the beginning of the risk ID.

    2. (Optional) Type a digit in Next ID Base. By default, this value is set to zero.

      The numbering of the risk ID starts from this digit.

    3. Type a digit in Digits (Max 20). By default, this value is set to zero.

      This is the length of the risk ID.

    4. (Optional) Type in a required Suffix.

      The risk ID ends with the suffix entered.

    5. Type a digit in Increment. By default, this value is set to zero.

      The risk ID increments by this digit.

    6. Click SAVE, the risk ID appears in Risk ID Example (Max 40).