View Portfolio KPIs - 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

Follow the procedure below to compare any four portfolio KPIs.

  1. Navigate to Portfolios > Portfolio Manager Dashboard.

  2. At the top of the screen, in the tool bar:

    • Click the Portfolio ellipsis to select the required portfolio.

    • Click the Portfolio Period ellipsis to select the required portfolio period.

    • Click the # Past Periods ellipsis to select the number of past periods.

  3. If required, click the Refresh icon to update the screen.

  4. Click the KPIs tab. There are four panels available.

  5. In each panel, click the KPI ellipsis to select the required KPI and click the Run button. The KPI status of projects in the portfolio for which the KPIs are updated appear in a pie chart format in each panel.

  6. To view the KPI Drilldown, click on the KPI pie chart.