Update Fund Attributes - EcoSys - 4.01 - Help - Hexagon PPM

EcoSys Portfolios Help (4.01)

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English
Product
EcoSys
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Help
EcoSys Standard Version
4.01

All the available funds appear in the Fund Register panel. Follow the procedure below to view the fund attributes for the selected fun.

All the fields are mandatory unless specified. This is applicable for all the procedures listed below.

  1. Navigate to Portfolio > Fund Source.

  2. At the top of the screen, in the green parameter bar, click the ellipsis to select the required values in the below fields:

    • Fund Organization - Select the required fund organization

    • Start Year - Select the required fiscal start year

    • End Year - Select the required fiscal end year

      You can customize the view of the Fund Register panel from the view settings.

  3. Click the Refresh hyperlink. The funds available in the selected fund organization appear in the Fund Register panel.

  4. In the Fund Register panel, click the Fund ID hyperlink. The Fund Details panel appears.