View Portfolio Register - EcoSys - 3.01 - Help - Hexagon PPM

EcoSys Portfolios Help (3.01)

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English
Product
EcoSys
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Help
EcoSys Standard Version
3.01

All portfolios a user has access to may be viewed in the Portfolio Planning Register panel.

  1. Navigate to Portfolios > Portfolio Setup.

  2. At the top of the screen, in the green parameter bar, click the Portfolio ellipse to view a selected portfolio and its sub-portfolios.

  3. If required, click REFRESH to update the screen.

    • If a portfolio is not selected in the green parameter bar, all portfolios the user has access to will be displayed.

    • If a portfolio is selected in the green parameter bar, only that portfolio and its sub-portfolios will be displayed.

    • You can customize the view of the Portfolio Planning Register panel from the view settings.