Update Change Attributes - EcoSys - 2.04 - Help - Hexagon PPM

EcoSys Portfolios Help (2.04)

Language
English
Product
EcoSys
Search by Category
Help
EcoSys Standard Version
2.04

All the existing change appear in the Portfolio Change Register panel. Follow the procedure below to update the attributes of the risks.

  1. Navigate to Portfolios > Changes.

  2. At the top of the screen, in the green parameter bar, click the Portfolio ellipsis to select the required portfolio. All the changes in the selected portfolio appear in the Portfolio Change Register panel.

    You can customize the view of the Portfolio Change Register panel from the View Settings.

    A new approved change - Portfolio Balance appears in the Portfolio Change Register panel whenever a project is promoted from scenario to a portfolio in the Balancing screen. This change cannot be created, updated, or deleted. By default, the Type of the Portfolio Balance change becomes Balance and Status becomes Approved.

  3. In the Portfolio Change Register panel, click the Change ID hyperlink. The Portfolio Change Details panel appears where the risk attributes can be updated.