Contract Budget Dashboards - EcoSys - 3.02 - Help - Hexagon PPM

EcoSys Contracts Help (3.02)

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English
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EcoSys
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EcoSys Standard Version
3.02

Two Contract Budget dashboards are available to assist the user in understanding the status of a Contract Budget in the context of a Project.

Project and Contract Budget Status Dashboard

The Project & Contract Budget Dashboard displays a budget overview for a Project’s budget and Contract budget. The top panel displays Contract data by Project. Drilldown functionality may be used to provide additional detail in the lower panel. The out-of-the-box functionality described below is only available if the EcoSys Projects is also implemented.

  1. Navigate to Budgets > Project & Contract Budget Status.

    or

    Navigate to Report > Project & Contract Budget Status.

  2. At the top of the screen, in the green parameter bar, click the Project ellipsis to select the required project.

  3. If required, click REFRESH to update the screen.

    The Project & Contract Budget Status spreadsheet appears in the upper panel, and the Project & Contract Budget Status Chart in the lower panel.

  4. Click the Name hyperlink for a WBS in the upper panel. The bottom panel refreshes with the chart specific to the WBS.

  5. Click the hyperlinks below for a WBS in the upper panel. The spreadsheets specific to the selected hyperlinks appears in the bottom panel.

    • Original Project Budget

    • Pending Project Changes

    • Approved Project Changes

    • Current Project Budget

    • Original Contract Budget

    • Pending Contract Changes

    • Approved Contract Changes

    • Current Contract Budget

Contract Budget Status Dashboard

The Contract Budget Status Dashboard provides a Contract-specific budget overview by Project. The top panel displays values for Estimated Cost, Original Budget, Pending and Approved Changes, Current Budget, Current Forecast, VOWD and Actuals summarized by Contract Line Item. The bottom panel displays a time-phased graphical representation of the same data.

  1. Navigate to Budgets > Contract Budget Status.

    or

    Navigate to Report > Contract Budget Status.

  2. At the top of the screen, in the green parameter bar, click the Project ellipsis to select the required project.

  3. If required, click REFRESH to update the screen.

    The Contract Line Budget Status spreadsheet appears in the upper panel, and the Contract Line Budget Status chart in the lower panel.

You can customize the view of the Contract Line Budget Status and Contract Line Budget Status Chart panels from the view settings.