Portfolio Analysis - 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

Portfolio Dashboard allows you to view a portfolio’ published status and other data for the selected period. The portfolio health and summary Key Performance Indicators (KPIs) updated and published for the selected period in Portfolio Status Management screen appear. Also, the charts display data such as project cost details and project health trends.

Follow the procedure below to view the portfolio status.

  1. Navigation to Portfolios > Portfolio Analysis.

  2. At the top of the screen, in the green parameter bar, click the Portfolio and Period ellipsis to select the required portfolio and period.

  3. Click Refresh for screen update.

  4. The published portfolio health and health description for the selected period can be viewed in the Portfolio Health Product panel.

  5. The published KPI summary status for the selected period can be viewed in the Portfolio Current Period KPI panel.

  6. In the Portfolio S-Curve panel, the total current budget, current forecast, actuals, earned value of all projects in the portfolio appear in a S-Curve chart format.

  7. In the Health Trends panel, the number of projects by health status per time period appear in a bar chart format.

  8. To view the portfolio CPI and SPI values, perform the following actions.

    1. Click the Portfolio CPI tab to view the average CPI values of all the projects in the portfolio.

    2. Click the Portfolio SPI tab to view the average SPI values of all the projects in the portfolio.