Update Transmittal Attributes Using Transmittal Register - EcoSys - 3.01 - Help - Hexagon PPM

EcoSys Contracts Help (3.01)

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EcoSys
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EcoSys Standard Version
3.01

This procedure allows you to update some of the transmittal attributes using the Transmittal Register panel.

You can edit the transmittal fields only when the transmittal is in Open Status.

  1. Navigate to Contracts > Transmittals.

  2. At the top of the screen, in the green parameter bar, click the Contract ellipsis to select the required project.

  3. Click Refresh for screen update.

  4. Click the Transmittal Register tab.

  5. Edit the Transmittal Name.

  6. Click the Type ellipsis to select the required transmittal type.

  7. Click the Priority ellipsis to select the required priority. The available options are listed below:

    • H – High

    • M – Medium

    • L - Low

  8. Select the Review Due Date.

  9. Click the Save icon.

    SHARED Tip You can customize the view of the Transmittal Register panel from the view settings.