Update Contract Change Attributes Using General Tab - 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

This procedure allows you to update the change header attributes using the General tab in the Change Details panel.

  1. Navigate to Changes > Contract Changes.

  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 Contract Change Register tab.

    You can update only the contract changes in Open status.

  5. Click the Contract Change ID hyperlink. The Contract Change Details panel appears.

  6. Click the General tab.

  7. Edit the Contract Change Name.

  8. (Optional) Type in the Alternate ID.

  9. Click the Type ellipsis to change the contract change type. You can select the following Contract Change types:

    • Budget Change

    • Forecast Change

    • Scope Change

  10. (Optional) Attach the Contract Changes related document. To attach the document, perform the following:

    1. Click the Attachment ellipsis.

    2. Click UPLOAD and then click Choose File to select a file to upload.

    3. Type the description of the document in Document Description.

    4. Click SAVE.

      To view or save the attachment, click the attachment hyperlink.

  11. Type in the required Objective.

  12. Click SAVE.