Establish Enterprise Weighted Deliverables Progress Templates - EcoSys - 3.02 - Administration & Configuration - Hexagon PPM

EcoSys Core and Projects Administration (3.02)

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English
Product
EcoSys
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Administration & Configuration
EcoSys Standard Version
3.02

Multiple enterprise-level Weighted Deliverables templates may be established to support the Weighted Deliverables progress method utilized in the Earned Value module.

  1. Navigate to Admin > Project Admin > Progress Templates.

  2. Click the Deliverables Templates tab.

  3. Click the Insert Row icon to add a new template.

  4. Type in the required Template ID.

  5. Type in the required Template Name.

  6. Click SAVE. The Weighted Deliverables hyperlink appears.

  7. Add the weighted deliverables. To add new weighted deliverables, perform the following actions.

    1. In the Template Register, click the Weighted Deliverables hyperlink. The Deliverables Register panel appears.

    2. Click the Insert Row icon to add a new deliverable.

    3. Type in the required Deliverable ID.

    4. Type in the Deliverable Name.

    5. Type in the required Weight.

      SHARED Tip It is recommended that the total weight of line items equals 100, but this is not a requirement.

    6. Click SAVE. A hyperlink appears in the Deliverable ID column.

  8. Add the weighted milestones. To add new weighted milestones, perform the following actions.

    1. In the Deliverables Register panel, click the Deliverable ID hyperlink. The Milestone Register panel appears.

    2. Click the Insert Row icon to add a new milestone.

    3. Type in a unique ID.

    4. Type in the Description.

    5. Type in the required Weight.

      SHARED Tip It is recommended that the total weight of line items equals 100, but this is not a requirement.

    6. Click SAVE.