Fund Management - EcoSys - 3.01 - Help - Hexagon PPM

EcoSys Portfolios Help (3.01)

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English
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EcoSys
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EcoSys Standard Version
3.01

EcoSys Fund Management is used to establish fund sources, allocate funds to those sources, allocate and request funds, and evaluate funding status.

Fund Structure

Fund Structure is used to organize and analyze different fund sources.

Fund Sources

Fund Sources is used create and define multiple funding sources, manually time-phase funding amounts by year, and define fund workflow settings used in the fund request process.

Fund Allocation

Fund Allocation is used to allocate funds and approve, partially approve, or reject fund requests. Funds can be allocated by fund source (top-down) or by project (bottom-up).

Fund Requests

From EcoSys Projects, a user can create and submit fund requests. The new funding functionality supports two different fund request types:

  • Additional Fund Requests - to be used when no or insufficient funds are available i.e. have been allocated.

  • Approval to Spend - to be used when funds are already allocated and approval to spend is required.

    For Additional Fund Requests, the fund allocation is made at the time of approval.

Funding Status

Funding Status allows you to analyze the funding by fund organization at a summary and detail level by the selected fiscal year. Funding details include the funding amount, allocated funds, approved funds, fund requests pending approval, and fund request rejected.