ECOSYS SETUP

EcoSys is the new software that has replaced ITS and allows project opportunities/ideas to be entered, screened, advanced, and tracked as projects. Going forward, EcoSys will be the system of record for all project phase gate requests, reviews, and project performance documentation.

 

The common tasks you will perform in EcoSys are (a full list will be provided with the training materials):

 

  1. Enter project ideas
  2. Review project ideas and advance them to becoming projects
  3. Enter project information for phase gate reviews
  4. Review projects at phase gates
  5. Enter budgets and forecasts
  6. Approve budgets
  7. Enter budget changes

Full Setup (37 minutes)

This covers all topics in a single video. You can watch the individual topics in shorter videos, broken up into the following sections.

Download the Full Setup Guidebook: Click Here

Learn how to get started with EcoSys, overall navigation, tools and controls, common commands/tasks, and tips.

Breakout Video Setup #1 – Getting Started (4 minutes)

Download the Guidebook: Click Here

 

This video will cover:

  • System Requirements
  • Logging In
  • How to select your portfolio
  • Common EcoSys terminology
  • Tips

Breakout Video Setup #2 – Overall Navigation (7 minutes)

Download the Guidebook: Click Here

 

This video will cover:

  • Menus & Toolbars
  • Screens & Layouts

Breakout Video Setup #3 – Tools and Controls (12 minutes)

Download the Guidebook: Click Here

 

This video will cover:

  • Parameter Bar
  • Overview of the Spreadsheet Toolbar
  • How to create a customized view (hide/show columns)
  • How to filter
  • How to sort
  • How to export a list into MS Excel
  • How to insert a row
  • How to delete a row

Breakout Video Setup #4 – How to Enter Information (3 minutes)

Download the Guidebook: Click Here

 

This video will cover:

  • Types of fields
  • How to select an option in a drop-down field

Breakout Video Setup #5 – Common Commands (12 minutes)

Download the Guidebook: Click Here

Download the Guidebook: Click Here 

This video will cover:

  • How to upload a document or URL
  • How to review and make changes to reviewers and/or approvers (i.e. “Workflow Admin”)