Unpublish Portfolio Health - EcoSys - 2.04 - Help - Hexagon PPM

EcoSys Portfolios Help (2.04)

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English
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EcoSys
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EcoSys Standard Version
2.04

When a portfolio health is published for a selected period, you will not be able to update the portfolio health or KPIs for the same period. To update the portfolio health or KPIs for the already published period, you will have to unpublish it. This procedure deletes the published portfolio status information for the selected period.

  1. Navigate to Portfolios > Status Report Management.

  2. Click the Actions list and select Unpublish Portfolio Health.

    The Unpublish Portfolio Health dialog box appears.

  3. Click the Portfolio ellipsis to select the required portfolio. By default, the last selected portfolio appears.

    The Portfolio displayed in the green parameter bar at the top of the screen is the only portfolio available for the selection in the Unpublish Portfolio Health dialog box.

  4. Click the Portfolio Period ellipsis to select the required period. By default, the last selected period appears.

  5. (Optional) Type a Comment.

  6. Click the Run button. The Unpublish Portfolio Health confirmation dialog box appears.

  7. Click the OK button. The portfolio status information for the selected period is cleared from the Portfolio Dashboard screen.

    To view the updated portfolio status, click the Function list and select Portfolio Dashboard. The Portfolio Dashboard screen appears in a new tab.