Copy Past Status to Current Period - EcoSys - 4.03 - Help - Hexagon

EcoSys Portfolios Help (4.03)

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English
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EcoSys
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Portfolio
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EcoSys Standard Version
4.03

This is an optional procedure that allows you to copy the portfolio 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. Any portfolio health or summary KPI staging data for the selected time period is deleted.

  1. Navigate to Portfolios > Status Report Management.

  2. Click the Actions list and select Copy Status.

  3. Click the Portfolio ellipsis to select the required portfolio. By default, the last selected portfolio appears.

    The Portfolio displayed in the tool bar at the top of the screen is the only portfolio available for the selection in the Copy Status to Next Period dialog box.

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

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

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

  7. Click the OK button.