Place Portfolio Change On Hold - EcoSys - 3.01 - Help - Hexagon PPM

EcoSys Portfolios Help (3.01)

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English
Product
EcoSys
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EcoSys Standard Version
3.01

This procedure allows you to place a change on hold. Once the approved change is placed on hold, it cannot be approved. Also, a log entry appears in the Portfolio Change Log panel and the status of the change updates to On Hold.

  1. Navigate to Portfolios > Changes.

  2. Click the Actions list and select Place Portfolio Change on Hold.

    The Place Portfolio Change on Hold dialog box appears.

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

    The Portfolio displayed in the green parameter bar at the top of the screen is the only portfolio available for the selection in the Place Portfolio Change on Hold dialog box.

  4. Click the Portfolio Change ellipses to select the required portfolio change. By default, the last selected portfolio change appears.

  5. (Optional) Type a Comment.

    The comment is added to the Log panel. To view the record, click the Log tab.

  6. Click the Run button. The Place Portfolio Change on Hold confirmation dialog box appears.

  7. Click the OK button. In the Portfolio Change Register panel, the status of the portfolio change is changed to On Hold.

    • If the portfolio change is submitted for approval, it cannot be put on hold.

    • To view the log entry, click the Log tab.

    • To view the status of the risk, click the Portfolio Change Register tab.