Update Portfolio Change ID Format - EcoSys - 3.01 - Help - Hexagon PPM

EcoSys Portfolios Help (3.01)

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EcoSys
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EcoSys Standard Version
3.01

The change ID format predefined by the administrator appears in the Change Admin tab. This format is used to create a change ID whenever a new portfolio change is created. Follow the procedure below to redefine the existing change ID format for the selected portfolio.

  1. In the Portfolio Planning Details panel, click the Change Admin tab.

    By default, the last selected portfolio appears in the Portfolio ellipsis. To change the portfolio, click the Portfolio ellipsis to select the required portfolio.

  2. (Optional)Type a required Prefix.

    The prefix is added to the beginning of the change ID.

  3. (Optional) Type a digit in Next ID Base. By default, this value is set to zero.

    The numbering of the change ID starts from this digit.

  4. Type a digit in Digits (Max 20). By default, this value is set to zero.

    This is the length of the change ID.

  5. (Optional) Type a required Suffix.

    The change ID ends with the suffix entered.

  6. Type a digit in Increment. By default, this value is set to zero.

    The risk ID increments with this digit.

  7. Click SAVE, the change ID appears in Change ID Example (Max 40).