Approve or Reject Pending Forecast Variance Changes - EcoSys - 4.02 - Administration & Configuration - Hexagon PPM

EcoSys Core and Projects Administration (4.02)

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English
Product
EcoSys
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Administration & Configuration
EcoSys Standard Version
4.02

This procedure allows the EcoSys administrator to approve or reject the forecast variance change. Once the forecast variance change is approved by the administrator, it gets posted to current budget and current forecast.

For additional details on the forecast variance change, navigate to the Forecasts screen (Forecasts > Forecast).

  1. In the Forecasts In My Court panel, click the View hyperlink.

    The Visual Workflow Instance dialog box appears.

  2. Perform any of the following actions.

  • Approve the forecast variance change: To approve the forecast variance change,

    1. (Optional) Type the required Comments.

    2. Click the Approve button.

    3. In the Visual Workflow Instance dialog box, click the Close button.

    4. In the Forecasts In My Court panel, click the Refresh icon. The forecast variance change gets approved and the forecast variance change status record is removed from the Forecasts In My Court panel.

  • Reject the forecast variance change: To reject the forecast variance change,

    1. (Optional) Type the required Comments.

    2. Click the Reject button.

    3. In the Visual Workflow Instance dialog box, click the Close button.

    4. In the Forecasts In My Court panel, click the Refresh icon. The forecast variance change gets rejected and the forecast variance change status record is removed from the Forecasts In My Court panel.