Generate the Capital Plan Snapshot - 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 creates a copy of budget, forecast, earned value, commitment costs as well as the Project Manager, Project Start Date, Project End Date, and Project Status for the projects which have Include in Plan check box selected, and associates that data with the selected time period label.

  1. Navigate to Portfolios > Capital Planning.

  2. To add a project to the capital plan, select the Include in Plan check box corresponding to it in the Capital Plan panel.

    To remove the project from the capital plan, clear the Include in Plan check box.

  3. In the Capital Plan panel, click SAVE.

  4. Click the REFRESH button to view the updated information in the Capital Plan for Start Year and the Capital Plan Multi-Year bar charts.

  5. Click the Actions list and select Snapshot Capital Plan.

  6. Click the Capital Plan Snapshot ellipsis to select the time period label. By default, the last selected capital plan appears.

  7. Click RUN and then OK.

    • To view the capital plan snapshot, navigate to Portfolios > Capital Plan Snapshots.

    • The capital plan snapshot generated previously for a specific time period label gets deleted when a capital plan snapshot for a different time period is generated.