Analyze Portfolio Status - EcoSys - 4.03 - Help - Hexagon

EcoSys Portfolios Help (4.03)

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English
Product
EcoSys
Subproduct
Portfolio
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Help
EcoSys Standard Version
4.03

This procedure allows you to analyze the heath of projects in the portfolio.

  1. Navigate to Portfolios > Status Report Management.

    portfolio reporting management_4.01

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

    • Click the Portfolio ellipsis to select the required portfolio.

    • Click the Capital Plan Snapshot ellipsis to select the required time period label.

    • Click the Period ellipsis to select the required period.

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

  4. The following screens are available in the Portfolio Metrics panel.

    1. Click the Trends tab. The portfolio health published for the selected months appears in the bar chart.

    2. Click the Portfolio S-Curve tab to view the budget details of the selected portfolio.

    3. Click the Portfolio CPI tab to view the average CPI values of all the projects in the portfolio.

    4. Click the Portfolio SPI tab to view the average SPI values of all the projects in the portfolio.

    5. Click the Key Performance Indicators tab to view the summary KPIs of projects in the selected portfolio for the selected period as calculated in the Performance Measurement screen.

    6. Click the Risk tab to view all the risks in the selected portfolio.

    7. Click the Change tab to view all the changes in the selected portfolio.

  5. This Project Status Register panel displays all the projects in the portfolio. The following fields are displayed:

    • Project ID - Displays the project ID of the project

    • Name - Displays the project name

    • % Complete - Displays the %Complete value from the Earned Value screen

    • CPI (Cost) - Displays the CPI cost of the project

    • SPI (Cost) - Displays the SPI cost of the project

    • Average Risk Score - Displays the average score of all the risks in the project

    • Planned Start - Displays the project start date

    • Planned End - Displays the project end date

    • Actual Start - Displays the project actual start date

    • Actual End - Displays the project actual end date

    • Allocate Funds - Displays the value of the total funds allocated to the project

    • Original Budget - Displays the original project budget cost

    • Pending Changes - Displays total pending change costs

    • Approved Changes - Displays total approved change cots

    • Current Budget - Displays the current budget cost

    • Current Budget-Snapshot - Displays the budget of the selected portfolio for the selected Capital Plan Snapshot

    • Commitments - Displays the value in the Open Commitment from the Commitments screen

    • Actuals - Displays the actuals value of the project

    • Forecast Changes - Displays total project forecast change costs

    • Current Forecast - Displays the project current forecast cost

    • Earned Value - Displays the earned value of the project

    • Current Forecast-Snapshot - Displays the budget value of the selected portfolio for the selected time period label

  6. If additional drilldown information is required for a specific project, click the respective drilldown hyperlinks in the Project Status Register panel.

    1. Click the CPI (Cost) hyperlink. This displays the performance factors of the project.

    2. Click the Average Risk Score hyperlink. This displays the risk details of the project in the project Risk Register panel.

    3. Click the Original Budget hyperlink. This displays the original budget details of the project in the Original Budget panel.

    4. Click the Pending Changes hyperlink. This displays the submitted project change details in the Pending Changes panel.

    5. Click the Approved Changes hyperlink. This displays the approved project change details in the Approved Changes panel.

    6. Click the Current Budget hyperlink. This displays the project current budget details in the Current Budget panel.

    7. Click the Commitments hyperlink. This displays the project commitments details in the Commitments panel.

    8. Click the Actuals hyperlink. This displays the project actual details in the Actuals panel.

    9. Click the Forecast Changes hyperlink. This displays the project changes of type -Forecast in the Forecast Changes panel.

    10. Click the Current Forecast hyperlink. This displays the current forecast of the project in the Current Forecast panel.