Manually Create or Modify Project Change Detail Line Items - EcoSys - 4.02 - Help - Hexagon PPM

EcoSys Projects Help (4.02)

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English
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EcoSys
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Project
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EcoSys Standard Version
4.02

This procedure allows you to manually add and modify project change line items for unapproved Scope, Budget, and Forecast changes.

SHARED Tip If the Project Exchange Rate Table is established in Project Setup screen, the system cannot calculate Cost in Project Currency.

  1. Navigate to Changes > Changes.

  2. Click the CHANGE REGISTER tab.

    You can update only the changes that are in Open status.

  3. Click the Change ID hyperlink. The Change Details panel appears.

  4. Click the DETAILS tab.

    The Changes created for Project Risk in the Project Risk screen appear in the Details tab.

  5. Click the Insert Row icon to add a new row.

  6. Click the ellipsis for each of the below fields and select the required values:

    • Object Path ID - Select an object ID

      The Object Path ID highlights in red color if already a Change is created for project root level in the Project Risk screen.

    • Cost Account ID - Select a cost account

    • Project Risk ID - Select the project risk ID that you want to assign to the Chang

    • Portfolio Risk ID - Select the portfolio risk ID that you want to assign to the Change.

    • Resource ID - Select a resource ID

    • UOM ID - Select the units of measurement

    • Currency - Select the currency

    • S3D Design Object Type ID - Select the S3D design object type that you want to assign to the Change

    • Curve - Select the required curve

  7. Type the required details of the resources:

    • Description - Type the object description.

    • Quantity - Type the quantity of resources

    • Hours - Type the estimated number of hours to be spent on the project

    • Cost - Type the cost to be spent on the resources

  8. Select the object Start Date.

  9. Select the object End Date.

  10. Click SAVE.

    Click the Delete Row(s) icon to delete the change line items.

  11. Click the Refresh icon to view the updated changes in the Change Register panel.

    You can customize the view of the Change Details panel from View Settings.