EcoSys Portfolios Help - EcoSys - 4.43 - Help - Octave

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Product: EcoSys
Subproduct: Standard Product
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EcoSys Standard Version: 4.43

EcoSys Portfolios Help
EcoSys System Architecture and Navigation
EcoSys Solution Architecture
EcoSys Login Webpage
EcoSys Workspace Basics
Main Toolbar
Menu Bar
Current Menu Path
EcoSys Portfolios Help
Main Menu
Portfolio Setup
Assignments
Opportunities
Stage Gates
Fund Management
Capital Planning
Resource Management
Strategic Balancing
Portfolio Changes
Portfolio Risks
Monitoring Analysis
Performance Measurement
Status Report Management
EcoSys Tool Navigation
EcoSys Spreadsheet Navigation
Navigation
Toolbar
Customize Columns
Spreadsheet Splitter
Drop-down Menus
Paging Controls
Spreadsheet Browser Metrics
Display Filter
Data Selection and Entry
Spreadsheet Imports
Spreadsheet View Settings (Hamburger Icon Access)
View Settings: Group, Filter and Column – User Configuration Options
View Settings: User Run-Time Views
EcoSys Actions
Action Navigation
EcoSys Screen Layouts
EcoSys Screen Layout Navigation
Navigation
EcoSys Reports
EcoSys Report Navigation
Parameters
Run Report
View Settings (hamburger icon access)
View Settings - User Configuration Options
Group & Sort tab (User Can Group By)
Filter tab (User Can Filter)
Columns tab (User Can Show/Hide)
Print Settings tab
EcoSys Charts
EcoSys Chart Navigation
Navigation
EcoSys Forms
EcoSys Form Navigation
Form Navigation
User Guide
Portfolios Home Screen
Portfolio Setup
Create New Portfolio
View/Update Portfolio Attributes
View Portfolio Register
Update General Attributes
Update Portfolio Project Details
Update Goals and Objectives
Update Portfolio's Strategic Alignments
Set Key Performance Indicators
View Portfolio Funding Details
Upload Portfolio Documents
Update Portfolio Change ID Format
Create Sub-Portfolio
Rename Portfolio
View Portfolio Log
Assignments
View Assignments
Add or Remove a Project from Portfolio
Add Multiple Projects to a Portfolio
Remove Multiple Projects from Portfolio
View Project Selection Chart
Opportunities
View Opportunities
Create Opportunity
Create Opportunity (Without a Template)
Create Opportunity from Template
Close Opportunity
Update Opportunity
Update General Attributes
Establish Opportunity Currencies and Rate Tables
Update Financials
Update Prioritization Score
View Estimated Cost
Upload Opportunity Related Documents
Update Strategic Alignment
Manage Workflow Users
Review the Validation Checks
Submit the Opportunity
Evaluate the Opportunity
View or Establish Opportunity Structure
Establish and Update Opportunity Structure Manually
Import Opportunity Structure
View Opportunity Structure Details
View the Opportunity Structure General Attributes
View the Opportunity Structure Dates
View the Opportunity Structure Currency and Rates
View Opportunity Bubble Chart
View the Opportunity Log
Stage Gates
View Stage Gates Register
Update Stage Gate Projects
Update General Attributes
Update Stage Gate Deliverables Checklist
Upload Stage Gate Project Related Documents
View Estimated Cost
Update Strategic Alignment
Manage Workflow Users
Submit Project for Stage Gate Review
Evaluate Stage Gate
View Stage Gate Log
Fund Management
Create or Update Fund Structure
View Fund Structure
Create or Update New Fund Structure
Create or Update Fund Sources
View and Update Fund Sources
Create New Fund
Update Fund Attributes
Update General Attributes
Update Time-Phased Fund Estimates
Manage Workflow Users
Upload Fund Related Documents
Set Fund Status to Unavailable
Set Fund Status to Available
View the Fund Log
Create or Submit Fund Requests
View Fund Requests
Create Fund Request
Create Fund Request Details
Submit Fund Request
View Fund Request Logs
Allocate and Process Fund Requests
View Fund Allocation
Allocate Projects to Funds
Allocate Funds to Projects
Process Fund Requests
Process Fund Requests by Fund
Process Fund Requests by Project
Reopen Fund Request
View Logs
Funding Status
View Funding Status by Fund
View Funding Status by Project
Capital Planning
Snapshot Capital Plan
View Capital Plan
Generate the Capital Plan Snapshot
Generate the Capital Plan by Portfolio Snapshot
View Capital Plan Snapshot
View Capital Plan Snapshot Comparison
View Capital Plan Forecast Snapshot Comparison
Capital Budgeting and Planning Analysis
View the Capital Plan Summary by Portfolio
View the Capital Plan Summary by Project Type
View the Capital Plan Summary by Fund Type
Strategic Balancing
View Strategic Balancing
Refresh Balancing Scenario
Review Planned vs. Current Balance and Available Projects
Update the Scenario
Update Project Strategic Alignment
Add or Remove the Project from Scenario
Add Multiple Projects to Scenario
Remove Multiple Projects from Scenario
Promote Scenario to Portfolio
Resource Management
Resource Capacity Planning
View Capacity Planning
Update Capacity Planning Attributes
Resource Availability Analysis
Portfolio Change
View or Update Change Register
Create New Portfolio Change
Update Change Attributes
Update General Attributes
Update Portfolio Change Details
Upload Change Related Documents
Submit Portfolio Change for Approval
Re-Open Portfolio Change
Place Portfolio Change On Hold
Cancel Portfolio Change
View Portfolio Change Log
Import Change Line Items
Generate Change Reports
Portfolio Risks
Quantitative Risk Analysis
Qualitative Risk Analysis
View or Update Risk Register
Create Portfolio Risk
Risk Impact Analysis
Portfolio Risk Impact for Risk Level Quantitative Analysis Method
Portfolio Risk Impact for Detail Level Quantitative Analysis Method
Update Risk Attributes
Update General Attributes
Update Risk Handling Plan
Upload Risk Related Documents
View Closed Portfolio Risk
Add Portfolio Risk Comments
Close Portfolio Risk
Reopen Portfolio Risk
Promote Project Risk to Portfolio
Create Portfolios Risk from Template
Execute Monte Carlo Analysis for Portfolio Risks
View Portfolio Risk Log
Import Risk Data
Generate Risk Register Report
View Monte Carlo Analysis
Portfolio Risk Handling Dashboard
View Portfolio Risk Triggers status
View Portfolio Risk Action Items
Performance Measurement
Recalculate KPIs
View Portfolio KPIs
Status Management
Project Reporting Management
Analyze Project Status
Copy Past Status to Current Period
Update Project Health
Update Summary KPIs
Publish Project Health
Unpublish Project Health
Project Analysis
Portfolio Status Report Management
Analyze Portfolio Status
Copy Past Status to Current Period
Update Portfolio Health
Update Key Performance Indicators (KPIs)
Publish Portfolio Health
Unpublish Portfolio Health
View Log
Portfolio Analysis
Monitoring Analysis
Enterprise Cost Analysis
Portfolio Cost Analysis
Portfolio Manager Dashboard
View Portfolio Summary
View Portfolio Pie Charts
View Portfolio KPIs
View Balance & Funds
Predictability
Generate Portfolio Reports
Generate Project Portfolio Score Summary Report
Generate Portfolio Cost Summary Report
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Support, Copyright, and Legal Information
Copyright
Customer Support
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