Update General Attributes - 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 edit the general attributes of the portfolio.

All the fields are mandatory unless specified. This is applicable for all the procedures listed below.

  1. In the Portfolio Planning Register panel, click the Name hyperlink.

  2. In the Portfolio Details panel, click the General tab.

    By default, the last selected portfolio appears in the Portfolio ellipsis. To change the portfolio, click the Portfolio ellipsis in the green parameter bar to select the required portfolio.

  3. (Optional) Click the Owner ellipsis icon to select the owner of portfolio.

    The administrator sets up a list of owners that appear in the Owner ellipsis.

  4. (Optional) Type in the required Alternate ID.

  5. (Optional) Click the Start Date ellipsis to select the Start Date.

  6. (Optional) Click the End Date ellipsis to select the End Date.

  7. (Optional) Type in the required Objective.

  8. (Optional) Attach the portfolio logo.

    1. Click the Portfolio Logo icon.

    2. Click UPLOAD and then click Choose File to select a file to upload.

    3. Type the description of the document in the Document Description.

      To view or save the attachment, click the attachment hyperlink.

  9. Click SAVE.