Place a Change Request On-Hold - EcoSys - 4.01 - Help - Hexagon PPM

EcoSys Projects Help (4.01)

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EcoSys
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EcoSys Standard Version
4.01

This procedure allows you to place an unapproved change request On Hold. Change requests with an On-Hold status cannot be updated. Once the approved change is placed on hold, it cannot be approved. Also, a log entry appears on the Log tab and the status of the change updates to On Hold. The project change creator and all users on the Change Workflow and All Workflows distribution lists found in the Workflow Admin tab on the Project Setup screen (Projects > Project Setup Workflow Admin) are notified via email for budget, scope, and forecast changes. All users on the All Workflows and Forecast Variance Workflow distribution lists are notified via email for forecast variance changes.

To re-activate a change request that has been placed on hold, see Re-Open a Change Request.

  1. Navigate to Changes > Changes.

  2. Click the Actions list and select Place Change On Hold.

  3. Click the Project ellipsis to select required project.

    The Project displayed in the green parameter bar at the top of the screen is the only project available for selection in the Place Change On Hold dialog box.

  4. Click the Change ellipsis to select the required change.

  5. Type in a Comment.

  6. Click RUN and then OK.