EcoSys Projects Help (4.22) - EcoSys - 4.22 - Help - Hexagon

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Product: EcoSys
Subproduct: Project
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EcoSys Standard Version: 4.22

EcoSys Projects Help
EcoSys Access and Navigation – End User
EcoSys Solution Access
EcoSys Workspace Basics
Main Menu Navigation
Projects
Budgets
Changes
Progress
Forecasts
User
EcoSys Tool Navigation
EcoSys Spreadsheet Navigation
Parameter Navigation
Toolbar
View Settings
Spreadsheet Tools
EcoSys Actions
Action Navigation
EcoSys Screen Layouts
EcoSys Screen Layout Navigation
EcoSys Reports
EcoSys Report Navigation
EcoSys Charts
Chart Navigation
EcoSys Forms
EcoSys Form Navigation
EcoSys Projects System
EcoSys Projects Home Screen
EcoSys Projects Setup
Project Setup Process
Establish the Project
Create a Project without a Project Structure
Create a Project and Project Structure from Template
Create Project from SAP
View or Update Project Attributes
Setup General Project Data
Establish Project Currencies and Rate Tables
Recalculate Unapproved Budget
Create Distribution List
Project Settings
Budget Settings
Change Settings
Forecast Settings
Risk Settings
Issue Settings
Commitment Settings
Fund Request Settings
Establish ICMS Common
Update Project Documents
Create Field Reporting Settings
Safety Distribution List
Quality Distribution List
Environmental Distribution List
Near Miss Distribution List
Request for Work Inspection Distribution List
Escalation Thresholds
Field Progress
View Prioritization Score
View Project Strategic Alignment
Close a Project
Re-Open a Project
Snapshot Project Data
View Project Log
Project-Specific Alternate Structures
Establish Alternate Structure Headers
Create Organization Breakdown Structure (OBS) Header
Create Cost Breakdown Structure (CBS) Header
Create Alternate Breakdown Structure (ABS) Header
Establish Alternate Structure Details
Manually Create or Update Alternate Structure Details
Import Alternate Structure Details
Project Structure
Create the Project Structure
Establish and Update Project Structure Manually
Import Project Structure
Import SAP Structure for EcoSys Project
View or Update Project Structure Attributes
Update Project Structure General Data
Update Project Structure Currency & Rates
Update Project Related Dates
Project Charter
Estimate Setup
Establish the Estimates
Create an Estimate Project without an Estimate Structure
Create an Estimate Project from Template
Create an Estimate Project from Estimate Project
Create an Estimate Project from Active Project
Activate Estimating for Existing Project
Close Estimate Project
Re-Open Estimate Project
View or Update Estimate Project Attributes
Establish General Estimate Project Data
Establish Estimate Project Currencies and Rate Tables
Update Estimate Documents
View Estimate Logs
Establish Estimate Project Structure
Establish and Maintain Estimate Structure Manually
Import Estimate Structure
View or Maintain Estimate Structure Attributes
View or Update Estimate Structure General Attributes
View Estimate Structure Currency & Rates
Estimate Status
Project Schedule Methods
Project Schedule
View or Establish Project Object
Create Project Schedule Structure
Update Project Object Using General Tab
Establish Project Object Currency and Rates
Import Project Schedule Structure
Establish and Schedule a Cost Object
View or Update Cost Object Schedule Attributes using General Tab
Update Relationship between Cost Objects
Establish or Update Constraints for Project Schedule Cost Object
Assign Resources to Cost Object
Add Expenses to Cost Objects
Calculate Project Schedule Progress
Add Project Schedule Documents
View Resource Allocation Graph
View Resource Hours Chart
Establish Baseline for Project Schedule Cost Object
Create Baseline for Project Schedule Cost Objects
View Project Schedule Baseline General Attributes
View Schedule Details of Project Schedule Cost Object
View Baseline Comparison of Project Schedule Cost Objects
View Resource Allocation Graph - Baseline for Project Schedule Cost Object
Time-Phase Resource Assignments
Push Resource Assignments to Resource Request Portal
Push Schedule Details to OB
Create Schedule Change
Generate Schedule Earned Value
View Project Schedule Log
View Project Schedule Resource Analysis Dashboard
Project Schedule Activity
View or Establish Project Structure
Create Project Schedule Activity Structure
Import Project Schedule Activity Structure
Establish and Schedule an Activity
Establish Activity Using Scheduler Tab
View or Update Activity Schedule Attributes using General Tab
Update Relationship between Activities
Establish or Update Constraints for Project Schedule Activity
Assign Resources to Activity
Time-Phase Resource Assignments
Add Expenses to Project Schedule Activities
Calculate Project Schedule Activity Progress
Add Project Schedule Activity Documents
View Resource Allocation Graph
View Resource Hours Chart
Establish Activity Using Spreadsheet Tab
Update Spreadsheet Activities in Project Activity Details Panel
Establish Baseline for Project Schedule Activity
Create Baseline for Project Schedule Activities
View Project Schedule Activity Baseline General Attributes
View Schedule Details of Project Schedule Activity
View Baseline Comparison of Project Schedule Activities
View Resource Allocation Graph - Baseline for Project Schedule Activity
Push Resource Assignments to Resource Request Portal
Push Schedule Details to OB
Create Schedule Change
Generate Schedule Earned Value
View Project Schedule Activity Log
View Project Schedule Activity Resource Analysis Dashboard
Schedule WBS Activity
View or Establish Schedule Structure
Create Schedule WBS Activity Structure
Update General Attributes of Schedule Activity
View Activity Details
Import Schedule WBS Activity Structure
Establish and Schedule Activity
Establish Activity Using Scheduler Tab
View or Update WBS Activity Schedule Attributes using General Tab
Update Relationship between Activities
Establish or Update Constraints for Schedule WBS Activities
Assign Resources to Activity
Time-Phase Resource Assignments
Add Expenses to Schedule WBS Activities
Calculate Schedule WBS Activity Progress
Add Schedule WBS Activity Documents
View Resource Allocation Graph
View Resource Hours Chart
Establish Activity Using Spreadsheet Tab
Update Spreadsheet Activities in Schedule Activity Details Panel
Establish Baseline for Schedule WBS Activity
Create Baseline for Schedule WBS Activities
Update Schedule WBS Activity Baseline General Attributes
View Assigned Resources for Schedule WBS Activity
View Baseline Comparison of Schedule WBS Activities
View Resource Allocation Graph - Baseline for Schedule WBS Activity
Map Schedule WBS to Project Structure
Map Schedule WBS to CBS
Map Activities to CBS
Map Resource Assignment Transactions to CBS
Preview Mapping
Push Resource Assignments to Resource Request Portal
Push Schedule Details to OB
Push Schedule Details to FCT
Create Schedule Change
Generate Schedule Earned Value
View Schedule WBS Activity Log
View Schedule WBS Activity Resource Analysis Dashboard
External Schedule 1:1 WBS
Import External Schedule
Import External Project Baseline/Planned Value
Push Resource Assignments to Resource Request Portal
Push Resource Assignments to OB
Create Schedule Change
Generate Schedule Earned Value
Cut Over Schedule
View External Schedule 1:1 WBS Log
View External Schedule 1:1 WBS Resource Analysis Dashboard
External Schedule WBS Mapping
Import External Schedule
Import External Project Baseline/Planned Value
Map Schedule WBS to Project Structure
Preview Mapping
Push Resource Assignments to Resource Request Portal
Push Schedule Details to OB
Push Schedule Details to FCT
Create Schedule Change
Generate Schedule Earned Value
Cut Over Schedule
View External Schedule WBS Mapping Log
View External Schedule WBS Mapping Resource Analysis Dashboard
Portfolio Analysis Dashboard
View or Update Rate Tables
Update Project Labor Rates
Update Project Equipment Rates
Update Project Material Rates
Import Resource Rate Table
View All Project Estimate Rate Tables
Estimate Summary
Update Estimate Details
Update Labor Details
Update Material Details
Update Equipment Details
Update Other Costs
Update Crews
Update Unit Rate Library
View BOQ Item Summary
Update the Adjustments
Add Adjustments to Line Items
Create New Adjustments from the Estimate Summary panel
View Estimate Summary
Snapshot Estimate Project
Time-Phase Estimate Line Items
Update Time-Phase Estimates Settings
Time-Phase Estimates
View Time-Phased Details
View Time-Phase Charts
Publish Estimate to Smart Build
Analyse Estimate Summary
Import Estimated Details
Import Labor Estimates
Import Material Estimates
Import Equipment Estimates
Import Other Cost Estimates
Generate Estimate Reports
Generate Estimate Snapshot Summary Report
Generate Estimate Summary Report
Structure Mapping
Activate Estimate Project
Establish Project Structure
Create Project Structure Manually
Import Project Structure
Map the Estimate Object to Project Object
Set CCL to Yes
Link the Objects
Preview Project Cost
Remove Object Map
Create Unapproved Budget from Estimate
Project Manager Dashboard
View Project Summary
View Project Trends
View Project Open Items
View Resource Hours
View Unmet Demand
Resource Look Ahead
Project Risk Handling Dashboard
View Project Risk Triggers status
View Project Risk Action Items
Original Budget
Original Budget Process
Create New Budget
Establish Budget Details
Manually Establish and Update Budget Detail Line Items
Establish Cost and Hours for Non-contingency Budget Line Items
Establish Cost for Contingency Budget Line Items
Assign Risk Based Contingency Cost
Establish Lump Sum and % Budget Contingency Cost
Clear Contingency Lump Sum and Contingency %
Establish Contingency Cost based on Confidence Level
Create Contingency Transactions
Unapproved Cost Details
Import Budget Detail Line Items
View Open Original Budget
View Activities for Budget Line Item
Assign Budget ID
Time-Phase Budget Line Items
Establish Time-Phased Settings
Manually Establish Time-Phasing Settings
Establish Dates Method
Import Time-Phasing Settings
Manual-Curve Spreading
Manually Spread Costs, Quantities and Hours
Establish Time-Phasing using Time-Phasing Balance Tools
Systematic Time-Phasing
View Time-Phased Results
Establish Time-Phasing at Line Item Level (Detail Settings)
View Time-Phasing Details
View Bar Graph and Gantt Chart
Evaluate Budget Validation Checks
Submit Budget for Approval
Submit a Budget - Budget Register
Approve or Reject Budget
View or Analyze the Approved Budget
View an Approved Budget
Analyze a Budget
View the Budget Log
Re-Open a Budget
Budget Reports
Generate Project Budget Summary by Structure Report
Generate Project Budget Summary Report
Generate Project Budget Log Report
Generate Project Budget Details by Object Report
Generate Project Budget Details by Alternate Structure Report
Generate Project Budget Details by OBS Report
Generate Project Budget Details by CBS Report
Generate Project Budget Details by ABS Report
Generate Project Budget Details Report
Generate S3D UOM Budget Exception Report
Budget Uncertainty
Current Budget
View the Current Budget
Commitments
Commitment Process
Create Commitment Header
Manually Create Commitment Header
Import Commitment Header
Import Commitments from SAP
Update Commitment Header Data
Update Commitment Header Data using the Commitment Register
Update Commitment Header Data using the General tab
Establish Commitment Line Items
Manually Establish and Update Commitment Line Items
Import Commitment Line Items
Purge Commitment Line Items
View Commitment Actuals
Commitment Reports
Generate Commitment Register Report
Generate Commitment Details by Commitment Report
Generate Actual Details by Commitment Report
Project Status
Project and Contract Budget Status
Budget Register Dashboard
Project Changes
Project Change Management Process
Create New Change
View or Update Project Change Header Attributes
View or Update Project Change Attributes via Change Register
View or Update Project Change Attributes via General tab
Upload Project Change Documentation
Establish Project Change Details
Manually Create or Modify Project Change Detail Line Items
Import Change Detail Line Items
Time-Phase Project Change Line Items
Manual Time-Phasing
Systematic Time-Phasing
View Time-Phased Results
Update Change Related Docuemnts
Manage Project Related Risks and Change Related Issues
Evaluate Change Validation Checks
Submit Project Change for Approval
Approve or Reject the Change
View an Approved Change
Analyze Project Changes
View Change Log
Project Change Administration
Cancel a Project Change Request
Place a Change Request On-Hold
Re-Open a Change Request
Contingency Analysis
Generate Change Reports
Generate Change Register Report
Generate Change Log Report
Change Details by Change
Project Change Status
Project Risk
Quantitative Risk Analysis
Qualitative Risk Analysis
Project Risk Process
Create New Project Risk
Update Risk Attributes
Risk Impact Analysis
Project Risk Impact for Risk Level Quantitative Analysis Method
Project Risk Impact for Detail Level Quantitative Analysis Method
Update General Attributes
Update Risk Handling Plan
Upload Risk Related Documents
View and Un-assign Project Risk Related Changes
View Closed Project Risk
Add Project Risk Comments
Close Project Risk
Reopen Project Risk
Create Project Risk from Template
Create New Change for Project Risk
Execute Monte Carlo for Project Risks
View Project Risk Log
Import Risk Data
Generate Risk Register Report
Monte Carlo Analysis
Project Lesson Learned
Create New Lesson Learned
Update Project Lesson Learned Attributes
Update Lesson Learned Attributes using Project Lesson Learned Register
Update Lesson Learned Attributes using General Tab
Import Lessons Learned
Add Lesson Learned Comments
Upload Lesson Learned Related Documents
Publish Lessons Learned for Approval
Make Lesson Inactive
Re-Open Lesson Learned
View Lessons Learned Log
Project Issues
Project Issues Process
Create New Issue
View or Modify Project Issue Header Attributes
View or Update Project Issue Attributes via Issue Register panel
View or Update Project Issue Attributes via General Tab
Add Project Issue Comments
Upload Issue Documentation
View and Unassign Changes in Issues
Issue Management Administration
Change Issue Status to Open
Change Issue Status to Closed
Create New Change for Issue
View Issue Log
Generate Issue Evaluation Report
Project Actuals
Actuals Process
Establish Actual Start and End Dates
Manually Establish Actual Start and End Dates
Import Actual Start and End Dates
Establish Staging Line Items
Manually Establish and Update Staging Actual Line Items
Import Staging Line Items
Purge Staging Actuals
Establish Production Actuals
Post Staging Actuals to Production
Import SAP Actuals
View Production Actuals
Back Out Production Actuals
Establish Estimated Actual Costs Manually
Manually Establish Estimated Actual Line Items
View Actuals Log
Generate Actuals Reports
Generate Actuals Summary Report
Generate Actual Details by Object Report
Generate Estimated Actual Details by Object Report
Generate Actual Details by Alternate Structure Report
Generate Actual Details by Selected Periods Report
Generate Planned vs Actual Details by Periods Report
Earned Value
Earned Value Process
Establish Earned Value Progress Methods
Manually Establish Progress Methods
Import Progress Methods
Validate Progress Method Attributes
Establish Apportioned Effort
Update Physical % Complete
Establish and Update Project Progress Item
Schedule Activity % Complete
Establish and Update Weighted Milestones
Establish and Update Weighted Quantities
Establish and Update Weighted Deliverables
Update and View S3D Model Design Progress
Generate Earned Value
View or Analyze Earned Value
View Earned Value Log
Generate Earned Value Reports
Generate Project Performance Summary (Cost) by Object Report
Generate Project Performance Summary (Cost) Report
Generate Project Performance Summary (Hours) by Object Report
Generate Project Performance Summary (Hours) Report
Generate Project Milestone Progress Details Report
Generate Project Quantity Progress Details Report
Generate Project Performance EV (Cost) by Minor Periods Report
Productivity Analysis Dashboard
View Productivity Cost Analysis
View Productivity Hours Analysis
View Earned Schedule
Projects Forecasts
Forecasting Process
Establish Forecast Methods
Manually Establish Forecasting Methods
Import Forecasting Methods and Attributes
Update Forecast Attributes
Establish Manual EAC Amount
Establish Manual ETC Amount
Establish Manual Factor Amount
Establish Manual Details
Validate the New EAC
Update Balance Methods
Update Balance Methods from the Forecast tab
Update Balance Methods from the Time-Phasing tab
Update Adjustment Methods
Update Adjustment Methods from the Forecast tab
Update Adjustment Methods from the Time-Phasing tab
Update the Time-Phased Forecast
Update Time-Phase Settings
Refresh Time-Phased Forecast
Establish Time-Phased Forecast Details
Manually Establish and Update Forecast Detail Line Items
Import Forecast Detail Line Items
Time-Phase Forecast
View the Time-Phased Forecast
View Time-Phase Chart
View Forecast
View Forecast EAC and New EAC Delta
View Performance Factors
Evaluate Validation Checks
Create Forecast Variance
Approve or Reject the Forecast Variance Change
View Forecast Variance Details
View the Forecast Log
Currency FX Analysis
Update Currency FX Calculations
View Experienced FX
View Estimate to Complete
Generate Forecast Reports
Generate Project Forecast Summary by Object Report
Generate Project Forecast Summary Report
Generate Project Forecast Details by Object Report
Generate Project Forecast Details by OBS Report
Generate Project Forecast Details by CBS Report
Generate Project Forecast Details by ABS Report
Generate Project Forecast Details
Multi Project Forecast
Establish Multi Project Forecast
Establish Forecast Methods
Update Forecast Attributes
Establish Manual EAC Amount
Establish Manual ETC Amount
Validate the New EAC
Update Time-Phased Forecast
Update Time-Phase Settings
Refresh Time-Phased Forecast (Multi Project)
View Time-Phase Charts
View Forecast EAC
Evaluate Validation Checks
Create Forecast Change (Multi Project)
View Forecast Variance Details
View the Forecast Log
Forecast Comparison Dashboard
Field Reporting
Daily Log
Create Daily Log
View and update Daily Log Draft
Setup Daily Log Attributes
Update Daily Log Report
Manage Safety Concerns in Daily Log
Create Safety Incidents in Daily Log
Update Safety Incidents
Create Safety Observations
Update Safety Observations
Manage Quality Concerns in Daily Log
Create Quality Incident
Update Quality Incidents
Create Quality Observation
Update Quality Observations
Manage Environmental Concerns in Daily Log
Create Environmental Incident
Update Environmental Incident
Create Environmental Observation
Update Environmental Observation
Field Progress
Update Progress Within a Daily Log
Upload Photos in Daily Log
Create Labor Details in Daily Log
View and Update Labor in Daily Log
Create Equipment Details in Daily Log
View and Update Equipment
Submit Daily Log
Daily Log Approved
Daily Log Submitted
Withdraw of Submitted Daily Logs
Daily Log Rejected
Delete Daily Log
Field Progress Summary
Field Progress Distribution List
Daily Log Approval
View and Update Awaiting Approval Attributes
Re-Open Daily Log
View the Daily Log Details
Safety Observations
Create Safety Observation
View or Update Safety Observation Attributes
Update Safety Observation Details
Add Comments for Safety Observation
Close Safety Observation
Re-Open Safety Observation
Delete Safety Observation
Notify Delay in Safety Observation
View Safety Observation Dashboard
View Safety Observations Log
Safety Incidents
Create Safety Incident
View or Update Safety Incident Attributes
Update General Safety Incident Details
Update Number of Cases for an Incident
Update Incident Affected Days
Injury and Illness Details
Add Comments for Safety Incident
Close Safety Incident
Re-Open Safety Incident
Delete Safety Incidents
Notify Delay in Safety Incidents
View Safety Incidents Dashboard
View Safety Incident Log
Create Safety Distribution List
Near Miss Reporting
Create Near Miss Event
View or Update Near Miss Event
Update Near Miss Details
Add Investigation Team
Investigate, Review and Close Near Miss Event
Update Identification Category
Withdraw Near Miss Event
Reject Near Miss Event
Duplicate Near Miss Event
Delete Near Miss Event
Notify Delay In Near Miss Events
View Near Miss Dashboard
View Near Miss Log
Create Near Miss Distribution List
Quality Observation
Create Quality Observation
View or Update Quality Observation
Update Quality Observation Details
Add Comments for Quality Observation
Re-Open Quality Observation
Delete Quality Observation
Notify Delay in Quality Observations
View Quality Observation Dashboard
View Quality Observations Logs
Quality Incidents
Create Quality Incidents
View and Update Quality Incidents
Update Quality Incidents Details
Add Comments for Quality Incident
Re-Open Quality Incident
Delete Quality Incident
Notify Delay in Quality Incidents
View Quality Incident Dashboard
View Quality Incident Logs
Create Quality Distribution List
Quality Nonconformance Report (NCR) in Field Reporting
Create NCR Internal
View and Update Quality NCR Internal
Update Quality NCR Internal Details
Submit Quality NCR Internal for Action
Environmental Observation
Create Environmental Observation
View and Update Environmental Observation
Update Environmental Observation Details
Add Comments for Environmental Observation
Re-Open Environmental Observation
Delete Environmental Observation
Notify Delay in Environmental Observations
View Environmental Observation Dashboard
View Environmental Observation Logs
Environmental Incidents
Create Environmental Incident
View and Update Environmental Incidents
Update Environmental Incidents Details
Add Comments for Environmental Incident
Re-Open Environmental Incident
Delete Environmental Incident
Delay in Environmental Incidents
View Environmental Incident Logs
View Environmental Incident Dashboard
Environmental Distribution List
Field Reporting Dashboard
View Current Summary
View Historical Summary
Request for Work Inspection Details
Create Request for Work Inspection
View or Update RFWI and Details
Update RFWI Details
Submit RFWI for Approval
Approve Request for Work Inspection
Reinspect Request for Work Inspection
Resubmit RFWI
Reject Request for Work Inspection
View RFWI Timestamp
Delete Request for Work Inspection
View RFWI Logs
Create RFWI Distribution List
User Dashboard
View Projects and their Attributes
Manage the Pending Approvals
View the Approval Status
Approve or Reject Pending Budget
Approve or Reject Pending Change
Approve or Reject Pending Forecast Variance Change
Approve or Reject Pending Project Lesson
SAP Project Mapping
Create Project from SAP
Import SAP Project into EcoSys
Import SAP Structure for Existing EcoSys Project
Map SAP Structure to EcoSys Structure
Create SAP Mapping Rules
View SAP Commitment Details
View SAP Actual Details
Preview Project PO Cost
Preview Actual Cost
Preview Budget Cost
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