Create or Update New Fund Structure - 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 to create a new fund structure or update it.

All the fields are mandatory unless specified.

  1. Navigate to Portfolio > Portfolio Setup.

  2. In the Fund Organization panel, click the Insert Row icon to add a new row.

  3. Type in the ID and Name.

  4. (Optional) Click the Parent Path ID ellipsis to select the required parent fund.

    If the Parent Path ID is not selected, then by default the fund organization is created under the top-most parent organization.

  5. Click SAVE.

  6. Click the Expand all 'N' rows icon to view the new organization created under the selected parent fund organization.

    • N in the Expand 'N' rows icon represents the number of available fund organizations.

    • Click the Collapse all rows icon to view only the parent fund organization of the entire fund organization hierarchy.

    • To update the existing fund organization, enter the information and click SAVE.

    • Click the Delete Row(s) icon to delete an existing row.