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EcoSys Portfolios Help (2.04)

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English
Product
EcoSys
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Help
EcoSys Standard Version
2.04

The Project Selection Register panel displays all the projects in the portfolio as well as the projects that have not been assigned to any portfolio. Also, the estimated cost, original budget, current budget, actuals, portfolio, IRR, NPV, growth, cost efficiency, innovation, risk level, and score appear.

You can customize the view of the Project Selection Register panel from the View Settings.

  1. Navigate to Portfolios > Assignments.

  2. At the top of the screen, in the green parameter bar, click the Portfolio ellipsis to select the required portfolio. The projects and their details appear in the Project Selection Register panel.

  3. Click Refresh for screen update.

    • If the project is in the stage gate process, the estimated cost updated in the Stage Gates screen appears in the Original budget, Current Budget, and Current Forecast columns in the Project Selection Register panel.

    • When the project passes the final stage gate, the estimated cost updated in the Stage Gates screen appears in the Estimated Cost column and the value in the Original Budget, Current Budget, and Current Forecast columns becomes zero in the Project Selection Register panel until a true budget is developed.