Update Strategic Alignment - EcoSys - 4.03 - Help - Hexagon

EcoSys Portfolios Help (4.03)

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English
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EcoSys
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Portfolio
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EcoSys Standard Version
4.03

This procedure allows you to add or edit the project strategic alignment.

  1. In the Gate Review panel, click the Strategic Alignment tab. The strategic alignments updated in the Organization screen appears.

    stage_gate_review_4.01

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

  2. Click the Insert Row icon to add a new strategic alignment.

  3. Click the Strategic Alignment ellipsis to select the required strategic alignment.

    Select a unique strategic alignment from the ellipsis that is not already added.

  4. (Optional) Type the required Description.

  5. Type the required Weight.

    The sum of all the weights of all the entered strategic alignments must be equal to 100.

  6. Click SAVE.

    • To edit the existing strategic alignments, update the information and click SAVE.

    • Click the Delete Row(s) icon to delete the strategic alignment.

    • The updated portfolio strategic alignments are used in the Strategic Balancing screen.

      SHARED Tip You can customize the view of the alignments from the View Settings.