Maintain Category Values - 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

Categories are used to capture information that EcoSys manages as lists of specific values. The Category Values screen layout is used to maintain these lists.

Each category is "owned" by an EcoSys configuration object. Knowledge of the configuration object associated with the category is key to performing category value maintenance.

For example,

Configuration Object Category

Category Name

Where Used

Cost Object

Location

Projects > Project Setup

Client

Project Manager

Portfolio

Project Admin

Responsible Manager

Responsible Organization

Transaction

Vendor

Budget > Original Budget

Budget > Commitments

Progress > Actuals

Unit of Measure

Task

Vendor

Budget > Commitments

Category values are an attribute that may be assigned to several different objects within EcoSys. Categories are used to capture information that the organization wants to manage as lists of specific values, as opposed to free entry custom fields. These lists may be maintained for the following already created attributes (that is, EcoSys Categories):

  • Locations (cost object category)

  • Clients (cost object category)

  • Project Managers (cost object category)

  • Responsible Managers (cost object category)

  • Responsible Organization (cost object category)

  • Unit of Measure (transaction category)

  • Vendors (transaction category)

These are categories that come pre-populated with EPP. Additional ones may be added as needed.