Update Goals - EcoSys - 4.01 - Administration & Configuration - Hexagon PPM

EcoSys Help - Portfolios and Contracts Administration (4.01)

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Administration & Configuration
EcoSys Standard Version

This procedure allows you to setup goals that are used to define the portfolio goals during the portfolio setup process.

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

  2. Click the Goals tab.

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

  4. Type a unique Goal ID.

  5. Type a unique Goal Name.

  6. Click the Save button.

    Click the - icon to delete the strategic alignment.