Manually Establish and Update Staging Actual Line Items - EcoSys - 4.11 - Help - Hexagon

EcoSys Projects Help (4.11)

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EcoSys
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EcoSys Standard Version
4.11

This procedure allows you to add or update the staging actuals manually.

  1. Navigate to Progress > Actuals.

  2. Click the ACTUALS tab.

  3. Click the Staging Cost hyperlink. The Staging Details panel appears.

    For Contingency line items, the Staging Hours and Staging Cost will not be displayed.

  4. Click the Insert Row icon to add a new actuals line item.

  5. Click the ellipsis for each of the below boxes and select the required values.

    • Object Path ID - Select the required object path ID

    • Cost Account ID - Select the required cost account ID

    • (Optional) UOM - Select the required units of measurement

    • (Optional) Currency - Select the required currency

    • (Optional) Commitment ID - Select the required commitment

    • (Optional) Resource ID - Select the required resource

    • (Optional) Vendor ID - Select the required vendor

  6. Enter the required details of the resources:

    • (Optional) Quantity - Type the required quantity

    • (Optional) Hours - Type the number of hours

    • (Optional) Cost - Type the required cost

  7. Select the required Date. By default, the current date appears if not selected.

  8. Click SAVE. The Cost in Object Currency auto-populates.

    • If the selected Project Path ID is not set to CCL, the Object Path ID will be highlighted in red color.

    • Click the Delete Row(s) icon to delete an actuals line item.

    • You can customize the view of the Staging Details panel from the view settings.

  9. Click the Refresh icon in the Actuals Summary panel to view the new changes.

    If the Project Exchange Rate Table was not established in Project Setup screen, the system cannot calculate Cost in Object Currency.