Portfolio Cost Analysis - 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

Portfolio Cost Analysis allows you to view the health status and costs for projects in the selected portfolio. Total costs are displayed in the top panel, and costs by month for the selected year are viewable in the bar charts in the bottom panel.

Follow the procedure below to view the portfolio budget status.

  1. Navigate to Portfolios > Portfolio Cost Analysis.

  2. At the top of the screen, in the tool bar, click the Portfolio and Portfolio Period ellipsis to select the required portfolio, month and year.

  3. If required, click the Refresh icon to update the screen. The portfolio details appear in the Portfolio Budget Status panel and are displayed in a graphical format in the Portfolio S-Curve chart.

    Portfolio Budget Status details listed below include:

    • Project ID: Displays the project ID.

    • Name: Displays the project name.

    • % Complete: Displays the earned value for the selected period of the project.

    • Project Status: Displays the project status.

    • Project Health: Displays the project health status for the selected period.

    • Original Budget: Displays the original budget of the projects in the selected portfolio.

    • Pending Changes: Displays the total cost of the submitted changes for the project in the selected portfolio.

    • Approved Changes: Displays the total cost of the approved changes for the project in the selected portfolio.

    • Current Budget: Displays the current budget of the project in the selected portfolio.

    • Commitments: Displays the project commitments in the selected portfolio.

    • Actuals: Displays the project actuals in the selected portfolio.

    • Forecast Changes: Displays the total cost of the change type- Forecast for the project in the portfolio.

    • Current Forecast: Displays the current forecast of the project in the portfolio.

  4. Click the Project ID hyperlink, the Project Dashboard screen appears.

  5. To view the original budget details, click the Original Budget hyperlink. The object path ID, cost account ID, quantity, UOM, hours, cost, currency, cost in object currency, and budget ID appear in the Original Budget panel.

  6. To view the pending changes details, click the Pending Changes hyperlink. The object path ID, cost account ID, change ID, status, type, description, quantity, UOM, hours, cost, currency, cost in object currency appear in the Pending Changes panel.

  7. To view the approved changes details, click the Approved Changes hyperlink. The object path ID, cost account ID, change ID, type, description, quantity, UOM, hours, cost, currency, and cost in object currency appear in the Approved Changes panel.