Update General Contract Line General Attributes - EcoSys - 4.01 - Help - Hexagon PPM

EcoSys Contracts Help (4.01)

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English
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EcoSys
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EcoSys Standard Version
4.01

Contract Line attributes can be updated using the General tab in the Contract Line Details panel. This form contains some Contract Line attributes that are neither viewable nor editable via the Contract Lines Register.

  1. Navigate to Contracts > Contract Lines.

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

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

  4. Click the Contract Lines Register tab.

  5. Select the Line ID hyperlink. The Contract Line Details panel appears.

  6. Click the General tab.

  7. To update the attributes, populate data as indicated below:

    1. Type in a Line ID.

    2. Type in a Line Name.

    3. (Optional) Type in an Alternate ID.

    4. Click the Progress Method ellipsis to select the required progress method. The available Progress Methods are listed below:

      1. Actual Cost

      2. Actual Hours

      3. Installed Quantities

      4. Physical % Complete

      5. Weighted Milestones

    5. Click the Forecast Method ellipsis to select the required forecast method. The available Forecast Methods are listed below:

      1. Current Budget

      2. Current Forecast

      3. Current Productivity

      4. Manual EAC

      5. Manual ETC

      6. Manual Factor

    6. (Optional) Type in a Rate value.

    7. (Optional) Type in an Estimated Cost.

    8. (Optional) Type in the Objective.

    9. (Optional) Attach a file in the Attachment column.

      1. Click the Attachment icon.

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

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

  8. Click SAVE.