Update Strategic Alignment - EcoSys - 3.02 - Help - Hexagon PPM

EcoSys Portfolios Help (3.02)

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English
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EcoSys
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EcoSys Standard Version
3.02

This procedure allows you to add or edit the opportunity strategic alignment.

  1. In the Opportunity Details panel, click the Strategic Alignment tab.

    By default, the last selected opportunity appears in the Opportunity ellipsis. To change the portfolio, click the Opportunity ellipsis to select the required opportunity.

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

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

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

  4. (Optional) Type the required Description.

  5. Type the required Weight.

    The sum of all the weights of all the entered strategic alignments must be equal to 100.

  6. 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 the strategic alignment.

    • The updated portfolio strategic alignments are used in the Strategic Balancing screen.

      SHARED Tip You can customize the view of the alignments from the View Settings.