Update Summary KPIs - EcoSys - 2.03 - Help - Hexagon PPM

EcoSys Help - Portfolios (2.03)

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EcoSys
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EcoSys Standard Version
2.03

This procedure allows you to update the summary KPIs. The summary KPIs appear with a specific background color as per the RAG (Red, Amber, Green) system that is also used in traffic lights. The available KPIs are listed below:

  • RED - 1 Not Tracking - the project is not meeting the targets.

  • AMB - 2 At Risk - the project is at risk to meet targets.

  • GRN - 3 Tracking - the project is meeting the targets.

Follow the procedure below to update summary KPIs in the Key Performance Indicators panel:

  1. Click the Insert Row icon to add new KPIs. This should be done only if the project status has not been copied from the previous period.

  2. Click the Key Performance Indicator ellipsis and select the required KPI.

  3. Select the Red-Amber-Green ellipsis corresponding to each KPI selected to select the required status.

  4. Click the Save icon.

        Click the Delete Row(s) icon to delete selected KPI.