Update Project Strategic Alignment - EcoSys - 3.01 - Help - Hexagon PPM

EcoSys Portfolios Help (3.01)

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EcoSys
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EcoSys Standard Version
3.01

For any project currently assigned to the portfolio or any that will be added to the balancing scenario, its strategic balance must be updated, and the sum of all strategic alignment weights must be equal to 100.

If a projects total strategic alignment weight does not equal 100, the Project ID appears with a red background in the Project Selection Scenario panel.

To update a project’s strategic alignment values:

  1. Navigate to Portfolios > Strategic Balancing.

  2. In the Project Selection Scenarios panel, click the Project ID hyperlink.

  3. Click the Insert Row icon to add a new strategic alignment.

  4. Click the Strategic Alignment ellipsis to select the required strategic alignment.

    Select a unique strategic alignment from the ellipsis that is not already added.

  5. (Optional) Type in the required Description.

  6. Type in the required Weight.

  7. Click the Save icon.

    • To edit the existing strategic alignments, update the information and click the Save icon.

    • Click the Delete Row(s) icon to delete a strategic alignment.

    • The sum of all the weights of all entered strategic alignments appears in the Strategic Alignment Weight column and must equal 100. If it does not, the background color of values in the Weight column will turn red.