Update Budget Approvers - 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

An existing budget approver may be replaced with another resource.

  1. Ensure that the project manager has added the new approver to the project in the Project Setup screen (Project > Project Setup – Workflow tab).

  2. Navigate to Admin > Projects Admin > Working Forecast Transactions.

  3. Click the Working Forecast Transactions tab.

  4. At the top of the screen, in the green parameter bar, click the Project and Version ellipsis to select the required project and Logs.

  5. Click the Refresh button.

  6. Click the filter icon. A text box appears.

  7. Type the Budget Path ID to filter the working forecast transactions.

    The Budget Path ID consists of the concatenation of the project number, the system hierarchy delimiter, and the budget number. For example: PRJ-000010.BGT-000005.

  8. Click the Resource ID ellipsis to select the required approver ID.

  9. Click the Save button.