Changes - EcoSys - 4.11 - Help - Hexagon

EcoSys Projects Help (4.11)

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EcoSys Standard Version
4.11

Changes

A well-defined change management system serves multiple purposes. It helps to ensure that all changes that do take place have been approved by authorized users. Also, it allows for all changes to be carefully tracked. Within the change management process, all changes to the Current Budget are easily tracked.

The Changes menu is used to manage updates to the project Current Budget and Current Forecast in EcoSys Projects. If Time-Phase is checked in the Projects > Project SetupGeneral tab and after Change Details have been created, Changes time-phased data, including the definition of Start Dates, End Dates, and Curves, must be established. Once complete, a project change is submitted for approval through the workflow process. If Change data was time-phased, the total Change Cost, Hours, and Quantities totals must match the Time-Phased totals. Tools are available to assist the user in the validation of balancing.

Once submitted, a project change follows the workflow established in Projects > Project Setup - Change Admin. If the Project is set up for time-phasing, the total Change Cost, Hours, and Quantity totals must match the Time-Phased totals or the budget cannot be submitted. This may include multiple levels of approval. Upon final approval, the change line items are copied to the Current Budget and/or Current Forecast based upon the change type.

Project Change Status Dashboard

The Change Register Dashboard displays changes associated with the selected project. Bar charts and pie charts portray project change data in a graphical format. Drill-down functionality provides additional detail.