Relate Objects to RFI - 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

Follow the procedure below to relate one or more objects to an RFI.

  1. Navigate to Contracts > RFIs.

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

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

  4. Click the RFI Register tab.

  5. Click the RFI ID hyperlink. The RFI Details panel appears.

  6. Click the Related Project/Object tab.

    By default, the last selected RFI appears in the RFI ellipsis. To change the RFI, click the RFI ellipsis in the green parameter bar and select the required RFI.

  7. Click the Insert Row icon to add a new object.

  8. Click the Object ID ellipsis to select the required object ID.

  9. Click SAVE. The Object Name, Project ID and Project Name fields auto-populate.

    Click the Delete Row(s) icon to delete a selected row.