EcoSys Contracts Help (3.02) - EcoSys - 3.02 - Help - Hexagon PPM

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Product: EcoSys
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EcoSys Standard Version: 3.02

EcoSys Contracts Help
EcoSys Solution Access
EcoSys Application URL and Login
EcoSys Workspace Basics
Tool Bar
Menu Bar
Current Menu Path
Main Menu
Contracts
Contract Budgets
Changes
Progress
Forecasting
Reports and Dashboards
EcoSys Tool Navigation
EcoSys Spreadsheet Navigation
Green Bar
Tool Bar
Customize Columns
Spreadsheet Splitter
Dropdown Menus
Paging Controls
Spreadsheet Browser Metrics
Display Filter
Data Selection and Entry
Spreadsheet Imports
Spreadsheet View Settings (Hamburger Icon Access)
View Settings: Group, Filter and Column – User Configuration Options
View Settings: User Run-Time Views
EcoSys Actions
EcoSys Action Navigation
Navigation
EcoSys Screen Layouts
EcoSys Screen Layout Navigation
EcoSys Reports
Parameters
Run Report
View Settings (hamburger icon access)
Group & Sort, Filter and Column – User Configuration Options
EcoSys Charts
Navigation
EcoSys Forms
EcoSys Form Navigation
Parameters
Tools
EcoSys Home Screen
Contract Setup
Create New Contract
View or Update Contract Data
Update Contract Attributes Using the Contract Register
Update Contract Attributes Using General Tab
Update Primary Contact Information
View Contract Lines
View Milestones
Upload Contract Related Documents
Update Workflow Administration Defaults
Update Register Admin Defaults
Generate Contract Reports
Generate Contract Cost Summary Report
Generate Contract Cost Report for Period
Generate Contract Line Cost Summary Report
Generate Contract Line Cost Report for Period
Contract Line Items
Create Contract Line Items
View or Update Contract Line Item Data
Update Contract Line Attributes Using Contract Lines Register
Update General Contract Line General Attributes
View Contract Line Item Dates
RFIs
Create RFI
Update RFI Data
Update RFI Attributes Using General Tab
Update RFI Comments
Upload RFI Related Documents
Relate Objects to RFI
Relate Contract Changes to RFI
RFI Administration
View RFI Log
Generate RFI Reports
Generate Contract RFI Register Report
Meeting Minutes
Create Meeting Minutes
Update Meeting Minute Data
Update Meeting Minute Attributes Using Meeting Register
Update Meeting Minute Attributes in the General Tab
Update Meeting Minute Comments
Upload Meeting Minute Related Documents
Update Meeting Minute Action Items
Meeting Minutes Administration
View Meeting Minutes Log
Generate Meeting Minute Reports
Generate Contract Meeting Minutes Register Report
Generate Pending Contract Meeting Minutes Report
Generate Contract Meeting Minutes Log Report
Payment Certifications
Maintain Payment Certifications
Update Payment Certification Data
Update Payment Certification Attributes Using Meeting Register
Update Payment Certification Attributes Using General Tab
Update Payment Certification Details
Create Payment Certification Details
Update Payment Certification Comments
Upload Payment Certification Related Documents
Submit Payment Certification for Approval
Approve or Reject Payment Certification
Approve Payment Certification
Reject Payment Certification
View Payment Certification Log
Generate Payment Certification Reports
Generate Payment Certification Summary Report
Generate Pending Contract Payment Certifications
Generate Contract Payment Certification Log Report
Safety Items
Create Safety Item
Update Safety Item Data
Update Safety Item Attributes Using Safety Item Register
Update Safety Item Attributes Using General Tab
Update Safety Item Comments
Upload Safety Item Related Documents
Safety Item Administration
Change Safety Item Status to Open
Change Safety Item to Closed
View Safety Item Log
Generate Safety Item Reports
Generate Safety Item Register Report
Generate Pending Contract Safety Items
Generate Contract Safety Item Log
Submittals
Create Submittals
Update Submittal Data
Update Attributes Using Submittal Register
Update Submittal Attributes Using General Tab
Add Submittal Comments
Upload Submittal Related Documents
Submit Submittal for Review
Approve or Reject Submittal
Approve Submittal
Reject Submittal
View Submittal Log
Generate Submittal Reports
Generate Submittal Register Report
Generate Pending Submittals Report
Generate Contract Submittal Log
Transmittals
Create Transmittal
Update Transmittal Data
Update Transmittal Attributes Using Transmittal Register
Update Transmittal Attributes Using General Tab
Add Transmittal Comments
Upload Transmittal Related Documents
Submit Transmittal for Review
Approve or Reject Transmittal
Approve Transmittal
Reject Transmittal
View Transmittal Log
Generate Transmittal Reports
Generate Transmittal Register Report
Generate Pending Transmittal Report
Generate Contract Transmittal Log
Lessons Learned
Create Lesson Learned
Update Lesson Learned Data
Update Attributes Using Lessons Learned Register Tab
Update Lessons Learned Attributes Using General Tab
Update Lesson Learned Comments
Upload Lesson Learned Related Documents
Generate Lessons Learned Reports
Punch List
Create Punch List Item
Update Punch List Data
Update Attributes Using Punch List Register Tab
Update Punch List Attributes Using General Tab
Update Punch List Comments
Upload Punch List Related Documents
Punch List Administration
Change Punch List Status to Open
Change Punch List Status to Closed
View Punch List Log
Generate Punch List Reports
Generate Contract Punch List Register Report
Generate Pending Contract Punch List Items Report
Generate Contract Punch List Log Report
Contract Analysis
Contract Past Due Dates
Contract Manager Dashboard
View Contract Summary
View Contract Trends
Contract Budget
Update Contract Budget Data
Update Attributes Using Contract Budget Register
Update Attributes Using Details Tab
Time-Phase Contract Budget Line Items
Manual Contract Budget Time-Phasing
Systematic Contract Budget Time-Phasing
Submit Contract Budget for Approval
Approve or Reject Contract Budget
Approve Contract Budget
Reject Contract Budget
Re-Open Approved Contract Budget
View the Contract Budget Log
Contract Budget Dashboards
Contract Changes
Create a Contract Change Header
Update Contract Change Header Attributes
Update Contract Change Attributes Using Contract Change Register
Update Contract Change Attributes Using General Tab
Establish Contract Change Details
Time-Phase Unapproved Contract Change
Manual Contract Change Time-Phasing
Systematic Contract Change Time-Phasing
View Time-Phased Results
Upload or View Contract Change Documentation
Update Contract Change Relationship to Project Change
Update RFI Relationship to Contract Change
Submit Contract Change for Approval
Approve Contract Change
Reject a Contract Change
Contract Change Administration
Cancel Contract Change Request
Place Change Request On-Hold
Re-Open Change Request
View Contract Change Log
Import Contract Change
Contract Change Status Dashboard
Contract Value of Work Done
Establish VOWD Progress Methods
Validate Progress Method Attributes
Update Physical % Complete Amount
Update Weighted Milestones
Update Installed Quantities
Generate VOWD
View VOWD
View VOWD Log
Import VOWD
Import Contract Progress
Import Weighted Milestone
Installed Quantities Tab
Contract Forecast
Establish Forecast Methods
Validate Working Forecast Attributes
Establish Manual EAC Amount
Establish Manual ETC Amount
Establish Manual Factor Amount
Establish Productivity Factor
Submit Forecast Update
View Contract Forecast
View Contract Forecast Log
More Information
Display Filter Syntax
Email Notifications and Workflows
Contract ID Setup
Support, Copyright, and Legal Information
Copyright
Customer Support
Antipiracy Statement

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