View or Update Record - EcoSys - 4.11 - Help - Hexagon

EcoSys Asset Investment Planning Help (4.11)

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English
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EcoSys
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Project
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Help
EcoSys Standard Version
4.11

The Record View displays the following Investment Plan information:

  • General information

  • Investment Plan Details

  • Planning Details

  • Budget Details

  • Priority Details

By default, Record View displays the latest values that are updated. When you run Restore action, the values for that planning result will be displayed.

General

Displays the general information about the Investment Plan.

Investment Plan Details

Displays the Investment Plan Details such as Class, Planning Periods, Yearly Inflation %, and so on.

Planning Details

Displays the Planning Details such as Planning Run Date, Condition Calculation Status, Planning Error, and so on.

Budget Details

The procedure below allows you to update the budget details.

  1. Click the Funding Type ellipsis and select the required Funding Type for the budget.

    • It is mandatory to select a Funding Type.

    • If you want to change the Funding type, make sure to delete the values of the fields which are not related to the new funding type to avoid capturing earlier Funding Type values in the report.

    • If you select Unlimited Budget, the check-boxes Allow Early Investments and Allow Budget Rollover in Investment Plan Details get deselected.

  2. Click SAVE.

  3. Type your Starting Budget.

    Starting Budget is editable only when you select either Yearly Increase or Yearly % Increase as Funding Type.

  4. Type the Yearly Increase you want in the Budget.

    • Yearly Increase is editable only when you select Yearly Increase as Funding Type.

    • After saving, the check-boxes Allow Early Investments and Allow Budget Rollover in Investment Plan Details get auto-selected.

  5. Type the Yearly % Increase you want.

    • Yearly % Increase is editable only when you select Yearly % Increase as Funding Type.

    • After saving, the check-boxes Allow Early Investments and Allow Budget Rollover in Investment Plan Details get auto-selected.

  6. Click SAVE.

Priority Details

Displays the priorities such as CPR Priority Basis, Include Equip Criticality, and Include Equipment Risk.