Copy Past Status to Current Period - EcoSys - 4.01 - Help - Hexagon PPM

EcoSys Portfolios Help (4.01)

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EcoSys Standard Version
4.01

This is an optional procedure that allows you to copy the project status from another period if that period’s status will form the basis of the current period’s status. Once the status is copied, you can then update it to reflect the current project health status.

This copies the project health and summary KPI values to the target time period and, deletes current staging information from that period.

  1. Navigate to Project > Project Reporting Management.

  2. Click the Actions list and select Copy Status.

    The Copy to Project Next Period dialog box appears.

  3. Click the Project ellipsis to select the required project. By default, the last selected project appears.

    The Project displayed in the green parameter bar at the top of the screen is the only project available for the selection in the Copy to Project Next Period dialog box.

  4. Click the Copy Production Status from Period ellipsis to select the period from which the project status information needs to be copied.

  5. Click the Copy to Period ellipsis to select the period where the project status information needs to be copied.

  6. Click the Run button. The Copy to Project Next Period confirmation dialog box appears.

  7. Click the OK button.