Create New Portfolio - EcoSys - 2.04 - Help - Hexagon PPM

EcoSys Portfolios Help (2.04)

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English
Product
EcoSys
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EcoSys Standard Version
2.04

This procedure allows you to create a new portfolio. Once the new portfolio is created, it creates a log entry in the Portfolio Log tab.

  1. Navigate to Portfolio > Portfolio Setup.

  2. Click the Actions list, select Create Portfolio.

    The Create Portfolio dialog box appears.

  3. Type a unique Portfolio Name.

  4. (Optional) Type a Comment.

  5. Click the Run button.

    The Create Portfolio confirmation dialog box appears.

  6. Click the OK button.

    A new portfolio appears in the Portfolio Planning Register panel.

    To view the log entry, click the Log tab.