Update Estimate Template Details - EcoSys - 3.01 - Administration & Configuration - Hexagon PPM

EcoSys Core and Projects Administration (3.01)

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English
Product
EcoSys
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Administration & Configuration
EcoSys Standard Version
3.01

After creating an estimate header, the EcoSys user may update the data in the template.

  • System administrators only – can access the EST – Default Project (Do not Delete project).

  • Update the EST - Default Estimate Project template to modify the estimate template for projects which are created by running the Create Estimate Project action.

  • To establish enterprise default values for all projects, you must apply defaults to all estimate templates, including the EST – Default Project (Do not Delete) template.

  1. Navigate to Admin > Estimates Admin > Estimate Template Setup.

  2. In the Estimate Register panel, click the Template ID hyperlink.