Portfolio Status Report Management - 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

Portfolio Status Report Management allows you establish the status of the portfolio for a selected period. Various screens are available to support analysis of the projects associated with the portfolio. After portfolio and project information is reviewed, the you can update the portfolio’s health and the summary key performance indicators (KPIs) for the selected period and then publish this information to the Portfolio Dashboard screen. This also allows you to unpublish the portfolio status if any errors are found. To begin a new period of reporting, you can either copy the published informed to a new period and then update it or begin with blank values.