Define Forecast Approval Threshold Level Values - EcoSys - 4.02 - Administration & Configuration - Hexagon PPM

EcoSys Core and Projects Administration (4.02)

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English
Product
EcoSys
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Administration & Configuration
EcoSys Standard Version
4.02

This procedure allows you to define forecast threshold approval values for all the levels.

Also, allows you to define the Forecast ID format, including the prefix, suffix, and the ability to increment by any provided number. It is critical that the Digits (number of digits including leading zeros) as well as the Increment is identified. If either digits or increment numbers are missing, the commitment ID will not generate as expected. The hierarchy path delimiter (typically a period, or ".") must not be used in either the prefix or suffix.

Commitments cannot be created if this ID format is not established.

  1. Click the Forecast Admin tab.

  2. Update values as indicated below:

    • Approval Thresholds L1 - Enter the required approval threshold value for level 1.

    • Approval Thresholds L2 - Enter the required approval threshold value for level 2.

    • Approval Thresholds L3 - Enter the required approval threshold value for level 3.

    • % Complete Threshold L1 - Enter the required approval threshold percentage for level 1.

    • % Complete Threshold L2 - Enter the required approval threshold percentage for level 2.

    • % Complete Threshold L3 - Enter the required approval threshold percentage for level 3.

    • % Complete Threshold L4 - Enter the required approval threshold percentage for level 4.

    • % Complete Threshold L5 - Enter the required approval threshold percentage for level 5.

  3. Click the ellipsis to select the values of the following:

    • Apply Thresholds to Transfers: Select Yes or No.

    • Approval Type L1 - Select the required approval type for level 1.

    • Approval Type L2 - Select the required approval type for level 2.

    • Approval Type L3 - Select the required approval type for level 3.

    • Method Type L1 - Select the required method type for level 1.

    • Method Type L2 - Select the required method type for level 2.

    • Method Type L3 - Select the required method type for level 3.

    • Method Type L4 - Select the required method type for level 4.

    • Method Type L5 - Select the required method type for level 5.

    • The available method types:

      • ACCO - Actual plus Open Commitment

      • CBGT - Current Budget

      • CCPI - Current CPI

      • CFCT - Current Forecast

      • EAAC - Greater of EAC or Actual

    • Based on the % Complete Threshold Level value of the project in the Forecast screen, the method type corresponding to the threshold level is used to calculate the New EAC (Estimated Actual Cost).

  4. Click SAVE.