Add Multiple Projects to Scenario - EcoSys - 2.04 - Help - Hexagon PPM

EcoSys Portfolios Help (2.04)

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

This procedure allows you to add multiple projects to the scenario at the same time. Once the projects are added to the scenario, their strategic alignment can be viewed in the Balancing Potential chart.

  1. Navigate to Portfolios > Strategic Balancing.

  2. In the Project Selection Scenarios panel, select the check box corresponding to one or more projects.

    Projects should be added to standalone portfolios or portfolios at the bottom of the portfolio hierarchy. They should not be added to parent portfolios.

  3. Click the Save icon.

  4. Click the Actions list and select Add Selected To Scenario.

  5. 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 selection in the Add Selected To Scenario dialog box.

  6. Click RUN and then OK.

    In the Balancing Potential bar chart, view the updated strategic alignment of the projects in the scenario.