View Portfolio Summary - EcoSys - 4.11 - Help - Hexagon

EcoSys Portfolios Help (4.11)

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English
Product
EcoSys
Subproduct
Portfolio
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Help
EcoSys Standard Version
4.11

This procedure allows you to view the portfolio summary. If a portfolio with child portfolios is selected, child portfolio data will also be displayed.

  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 of data that will be displayed (only used where noted below)

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

  4. Click the Summary tab. The Portfolio Summary, Pie Charts, Portfolio Health, and Portfolio Health by Period panels appear.

  5. To view the Cost Drilldown, perform any of the following actions in the Portfolio Summary panel.

    • Click the Original Budget hyperlink

    • Click the Current Budget hyperlink

    • Click the Current Forecast hyperlink

      You can customize the view of the Cost Drilldown spreadsheet from the view settings.

  6. To view the Portfolio Details, click the Details hyperlink in the Portfolio Summary panel. The below listed details appear:

    • Portfolio Name - Displays the portfolio name

    • Project Owner - Displays the portfolio owner

    • Start Date - Displays the portfolio start date

    • End Date - Displays the portfolio end date

    • Alternate ID - Displays the portfolio alternate ID

    • Description - Displays the portfolio description

  7. To view the portfolio owner details, click the View Owner Details hyperlink in the Portfolio Details dialog box. The Portfolio Owner Contact Info dialog box appears.

    If a Portfolio Owner is not updated in the Portfolio Setup screen or if the admin has not performed appropriate resource setup, an error appears in the Portfolio Owner Contact Info dialog box.

The Portfolio Health panel displays the portfolio health published for the selected Portfolio Period. The available portfolio health statuses are listed below:

  • 1 Not Tracking (Red) represents that the portfolio is not on track to deliver per the selected KPI This indicates that a plan should be developed to bring the portfolio to Tracking status.

  • 2 At Risk (Amber) represents that the portfolio is at risk to deliver per the selected KPI. Remediating action is required to change the portfolio health back to Tracking status.

  • 3 Tracking (Green) represents that portfolio is on track to deliver per the selected KPI.

The Portfolio Health by Period spreadsheet always displays the most recently published portfolio health and summary Key Performance Indicators. The # Past Periods parameter governs how many other historical portfolio health statuses are displayed.

To view the KPI drilldown, click the Period hyperlink. The KPI Drilldown dialog box appears.

To view the Projects – Tracking spreadsheet, in the KPI Drilldown dialog box, click any of the bars in the Portfolio Trends chart. The Projects – Tracking spreadsheet appears.

SHARED Tip To navigate to the Project Dashboard screen, click the Project ID hyperlink in the Projects - Tracking spreadsheet.