Update General Attributes - 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

Follow the procedure below to update Opportunity general attributes.

  1. In the Opportunity Details panel, click the General tab.

    By default, the last selected opportunity appears in the Opportunity ellipsis. To change the default opportunity, click the Opportunity ellipsis in the green parameter bar and select the required opportunity.

  2. Edit the opportunity Name.

    By default, the opportunity name appears that was entered during the opportunity creation.

  3. Click the Start Date ellipsis and select the start date of the opportunity.

  4. Click the End Date ellipsis and select the end date of the opportunity.

  5. Click the Responsible Org to select the responsible organization.

  6. Click the Stage Gate Process ellipsis to select the required stage gate process.

  7. Click the Project Manager ellipsis to select the required manager for the opportunity.

  8. Click the Portfolio ellipsis to select the required portfolio.

  9. Click the Client ellipsis to select the required client for the opportunity.

  10. Click the Location ellipsis to select the required location for the opportunity.

  11. Click the Exchange Rate Table ellipsis and select the required exchange rate table.

  12. Click the Currency ellipsis and select the required currency.

  13. (Optional) Attach the enterprise logo.

    1. Click the Enterprise Logo icon.

    2. Click UPLOAD and then click Choose File to select a file to upload.

    3. Type the description of the document in the Document Description.

    4. To view or save the attachment, click the attachment hyperlink.

      The saved project logo must be stored in the server, see Server Settings to Store Logo.

  14. Type the required Business Justification / Objective.

  15. Click SAVE.

    • When the Start Date and End Date are updated, the Check: Start Date validation check is completed.

    • When the Stage Gate Process is updated, the Check: Stage Gate Process validation check is completed.

    • When the Objective is updated, the Check: Objective validation check is completed.

    • To view the updated Validation Count, click the Refresh button. Once the Validation Count becomes zero the opportunity can be submitted for review.

Server Settings to Store Logo

To store the saved project logo in the server, follow the steps below:

  1. Create a folder with the name Reportimages in C:Ecosys/Esfm_Home.

  2. Navigate to Admin > System Utilities.

  3. Click the Edit Server Settings tab.

  4. Update your server details in the highlighted URL below.

  5. Delete # in the URL to enable the server.

  6. Click the Save hyperlink.