View Portfolio Funding Details - 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

The Funding tab enables you to view funding details specific to each project in the portfolio.

Follow the procedure below to view the funding details.

  1. In the Portfolio Planning Details panel, click the Funding tab. All the funds allocated to the portfolio appear.

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

  2. Click the Expand ā€˜Nā€™ rows icon corresponding to the required fund to view its details. The below listed funding details of each fund appear.

    • Path ID: Displays the project for which the fund is allocated in the portfolio.

    • Fund ID: Displays the fund ID that is allocated to the project.

    • Fund Name: Displays the fund name that is allocated to the project.

    • Allocated: Displays the amount allocated to the project from the corresponding fund.

    • Requested: Displays the requested amount from a specific fund request created against the corresponding fund.

    • Approved to Spend: Displays the amount approved.

    • Unallocated: Displays the difference amount between the amount requested and the approved to spend amount.

    • Pending Approval: Displays the requested amount from a specific fund request that has been submitted for the approval.

      Expand 'N' rows icon represents the number of available funds allocated to the portfolio.