Delete a Budget Approver(s) - EcoSys - 4.11 - Administration & Configuration - Hexagon

EcoSys Core and Projects Administration (4.11)

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English
Product
EcoSys
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Administration & Configuration
EcoSys Standard Version
4.11

An existing budget approver may be removed from a budget workflow currently in progress.

  1. Navigate to Admin > Project Admin > Working Forecast Transactions.

  2. Click the Working Forecast Transactions tab.

  3. At the top of the screen, in the tool bar, click the Project and Version ellipsis to select the required project and Logs.

  4. Click the Refresh button.

  5. Click the filter icon. A text box appears.

  6. Type the Budget Path ID to filter the working forecast transactions.

    The Budget Path ID consists of the concatenation of the project number, the system hierarchy delimiter, and the budget number. For example: PRJ-000010.BGT-000005.

  7. Click on the record with the Resource ID of the resource that must be removed.

  8. Click the Delete Row icon.

  9. Click SAVE.