Create New Adjustments from the Estimate Summary panel - EcoSys - 4.02 - Help - Hexagon PPM

EcoSys Projects Help (4.02)

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EcoSys Standard Version
4.02

This procedure allows you to create new adjustments from the Estimate Summary panel.

You can only add the adjustments to the parent line items where the Cost Control Level is not marked as Y.

  1. In the Estimate Summary panel, click the Summary Adjustments hyperlink.

  2. In the Create Adjustments dialog, click the Actions list and select Create New Adjustment.

  3. Type a unique Adjustment ID.

  4. Click the Adjustment Type ellipsis and select the required adjustment type.

  5. Click the Cost Account ID ellipsis and select the required cost account.

  6. Type the required adjustment %.

  7. (Optional) Type the Adjustment Comment.

  8. Click RUN and then OK. A new adjustment line item appears in the Create Adjustments dialog.

    Estimate Summary - Summary Adjustments - Create Adjustments_4.01

    • To remove the adjustment, click the Remove hyperlink in the Create Adjustments dialog.

    • If you make any changes to the adjustment % or cost, Recalculate hyperlink appears.

    • Click the Recalculate hyperlink to view the updated Total Cost in the Estimate Summary panel.

    • In the View Applied Adjustments panel, all the summary level adjustments applied appear.

    • Summary adjustments will only be made against Cost Control Levels found under the parent and that match the Cost Account ID selected.