Review Planned vs. Current Balance and Available Projects - EcoSys - 4.01 - Help - Hexagon PPM

EcoSys Portfolios Help (4.01)

Language
English
Product
EcoSys
Search by Category
Help
EcoSys Standard Version
4.01

After the balancing scenario has been refreshed you can review the planned portfolio balance against its current balance, and view projects that are available (projects that are not assigned to another portfolio) to be assigned to the selected portfolio.

The portfolio’s planned strategic alignment and the strategic alignment of projects in the portfolio can be viewed in the Planned vs Current Balance panel. The Planned bars represent the strategic alignment weight for the selected portfolio. The Current bars represent the project budget multiplied by the strategic alignment weight as a ratio of the current budget of all projects in the portfolio. Therefore, this chart will render expected results only if the portfolio’s strategic alignments are assigned have a weight of 100, the strategic alignments of the projects assigned to the portfolio have a weight of 100, and the projects in the portfolio have a current budget.

The available projects that are not assigned to any of the portfolio appear in the Available Projects panel. The Planned bars represent the strategic alignment weight for the selected portfolio. Bars represent the project budget multiplied by the strategic alignment weight. Therefore, this chart will render expected results only if the project’s strategic alignments have a weight of 100, and project has a current budget.

Additional details on the projects assigned to the selected portfolio as well as available projects not assigned to any portfolio appear in the Project Selection Scenario panel.