Add or Remove a Project from Portfolio - EcoSys - 2.03 - Help - Hexagon PPM

EcoSys Help - Portfolios (2.03)

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English
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EcoSys
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EcoSys Standard Version
2.03

This procedure allows you to add or remove a project from a portfolio.

Projects should be assigned to standalone portfolios or portfolios at the bottom of the portfolio hierarchy. They should not be added to parent portfolios.

  1. Navigate to Portfolios > Assignments.

  2. In Project Selection Register panel, do any of the following:

    • Click the Add hyperlink. This adds the selected project to the portfolio.

    • Click the Remove hyperlink. This removes the selected project from the portfolio.

  3. Click the Refresh button to view the updated project data in the bar charts.