Create and Update Default Template - EcoSys - 4.03 - Administration & Configuration - Hexagon

EcoSys Core and Projects Administration (4.03)

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English
Product
EcoSys
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Administration & Configuration
EcoSys Standard Version
4.03

This procedure allows you to create a new Default Template in the Defaults Register.

  1. Navigate to Admin > Core Admin > Default Template Setup.

  2. In the Default Register panel, click the Insert Row icon to add a new row.

  3. Type in a Template ID and Template Name.

  4. Select the cost object status from the Cost Object Status list.

  5. (Optional) Select the Time-Phase check box to enable time-phasing.

  6. Click the Scheduler Method (ID) ellipsis and select the required scheduler method.

  7. Click the Calendar (ID) ellipsis and select the calendar that you want to assign to the Project Template.

  8. Click SAVE.

    You can customize the view of the Default Register panel from View Settings.