Create Transmittal - EcoSys - 4.02 - Help - Hexagon PPM

EcoSys Contracts Help (4.02)

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English
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EcoSys
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EcoSys Standard Version
4.02

This procedure allows you to create a new transmittal. After a new transmittal is created, the status of the transmittal becomes Open and a log entry appears on the Log tab. Also, all resources established in the Contract Setup screen (Contracts > Contract Setup > Contract Register – Workflow Admin tab) with a Distribution List value of All Contract Workflow will be notified.

  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 Actions list and select Create Transmittal.

    The Create Transmittal dialog box appears.

  5. Click the Contract ellipsis to select the required contract.

  6. Type a unique Transmittal Name.

  7. Click the Transmittal Type ellipsis to select the required transmittal type.

  8. Click RUN and then OK. A new transmittal appears in the Transmittal Register panel.