View or Update Record - EcoSys - 4.41 - Help - Hexagon

The Record View displays the following Investment Plan details:

• General

• Investment Plan Details

• Planning Details

• Budget Details

• Priority Details

By default, Record View displays the latest values that are updated. When you run Restore action, the values for that planning result will be displayed.

General

Displays the general information about the Investment Plan.

Investment Plan Details

This procedure allows you to update the Investment Plan Details.

1. Enter the Yearly Inflation %.

2. If required, select either Allow Early Investments, Allow Budget Rollover, or both options.

The remaining fields are automatically imported from the EAM server and cannot be edited.

Planning Details

Displays the Planning Details such as Planning Run Date, Condition Calculation Status, Planning Error, and so on.

Budget Details

The procedure below allows you to update the Budget Details.

1. Select the Funding Type ellipsis and choose the required Funding Type for the budget.

   

   • It is mandatory to select a Funding Type.

   • If you want to change the Funding type, make sure to delete the values of the fields which are not related to the new funding type to avoid capturing earlier Funding Type values in the report.

     • If you select Unlimited Budget and SAVE, the values in all other fields change to zero and get disabled.

     • If you select Yearly % Increase and SAVE, the value in Yearly Increase field changes to zero and gets disabled. You can enter Starting Budget and Yearly Increase %.

     • If you select Yearly Increase and SAVE, the value in Yearly Increase % field changes to zero and gets disabled. You can enter Starting Budget and Yearly Increase.

2. Select SAVE.

Priority Details

Displays the priorities such as CPR Priority Basis, Include Equip Criticality, and Include Equipment Risk.