Add or Remove a Project from Portfolio - EcoSys - 4.02 - Help - Hexagon PPM

EcoSys Portfolios Help (4.02)

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English
Product
EcoSys
Subproduct
Portfolio
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Help
EcoSys Standard Version
4.02

This procedure allows you to add or remove a project from a portfolio.

Projects should be assigned to standalone portfolios or portfolios at the bottom of the portfolio hierarchy. They should not be added to parent portfolios.

  1. Navigate to Portfolios > Assignments.

  2. In Project Selection Register panel, do any of the following:

    • Click the Add hyperlink. This adds the selected project to the portfolio.

    • Click the Remove hyperlink. This removes the selected project from the portfolio.

  3. If required, click the Refresh icon to update the screen to view the updated project data in the bar charts.