Update Portfolio Health - EcoSys - 3.01 - Help - Hexagon PPM

EcoSys Portfolios Help (3.01)

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English
Product
EcoSys
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EcoSys Standard Version
3.01

This procedure allows you to update the portfolio health status and description. The portfolio health status appears with a specific background color as per the RAG (Red, Amber, Green) system that is also used in traffic lights.

The available portfolio statuses are listed below:

  • 1 Not Tracking (Red) - the portfolio is not on track to deliver per agreements (schedule, budget, etc.) This indicates that a plan should be developed to bring the portfolio to Tracking status.

  • 2 At Risk (Amber) - the portfolio is at risk to deliver per agreements.

  • 3 Tracking (Green) - portfolio is on track to deliver per agreements.

  1. In the Portfolio Health Staging panel, click the New button. This should be done only if the portfolio status has not been copied from the previous period.

  2. Click the Portfolio Health Status ellipsis and select the required status. The available portfolio health statuses are listed below:

  • 1 Not Tracking

  • 2 At Risk

  • 3 Tracking

  1. (Optional) Type the required Portfolio Health Description.

  2. Click SAVE.

  • If the Portfolio Health Status is 1 Not Tracking- it appears with a red background.

  • If the Portfolio Health Status is 2 At Risk- it appears with amber background.

  • If the Portfolio Health Status is 3 Not Tracking- it appears with a green background.